Civic Intelligence

Lupe Murchison Foundation

990PF • Fiscal year 2022 • EIN 75-2953224

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
16250 Knoll Trail Drive 110Dallas, TX 75248

(972) 248-2200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$458,975

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

32nd percentile

-5.8%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$57,387,881

Down $3,551,796 (-5.8%) from 2021

Net Assets

Down

$57,387,881

Down $3,549,481 (-5.8%) from 2021

Liabilities

Down

$0

Down $2,315 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin64th percentile

Revenue

Down

$4,093,027

Down $1,588,209 (-28%) from 2021

Expenses

Up

$3,501,907

Up $69,749 (+2.0%) from 2021

Net Income

Down

$591,120

Down $1,657,958 (-74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $46,544,054Liabilities 2011: $02011Assets 2012: $46,752,459Liabilities 2012: $02012Assets 2013: $52,665,061Liabilities 2013: $02013Assets 2014: $54,801,825Liabilities 2014: $1522014Assets 2015: $52,311,270Liabilities 2015: $02015Assets 2019: $53,562,295Liabilities 2019: $2,3162019Assets 2020: $53,481,108Liabilities 2020: $2,315Net Assets 2020: $53,478,7932020Assets 2021: $60,939,677Liabilities 2021: $2,315Net Assets 2021: $60,937,3622021Assets 2022: $57,387,881Liabilities 2022: $0Net Assets 2022: $57,387,8812022Assets 2023: $57,455,924Liabilities 2023: $0Net Assets 2023: $57,455,9242023Assets 2024: $59,761,048Liabilities 2024: $0Net Assets 2024: $59,761,0482024

Highlighted filing

2022

Assets$57,387,881
Liabilities$0
Net Assets$57,387,881
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: -$1,927,729Expenses 2011: $2,612,271Net Income 2011: -$4,540,0002011Revenue 2012: $2,104,262Expenses 2012: $3,259,962Net Income 2012: -$1,155,7002012Revenue 2013: $3,162,266Expenses 2013: $4,257,073Net Income 2013: -$1,094,8072013Revenue 2014: $5,531,049Expenses 2014: $3,467,797Net Income 2014: $2,063,2522014Revenue 2015: $3,952,556Expenses 2015: $3,625,483Net Income 2015: $327,0732015Revenue 2019: $1,959,560Expenses 2019: $3,267,938Net Income 2019: -$1,308,3782019Revenue 2020: $2,460,186Expenses 2020: $3,373,702Net Income 2020: -$913,5162020Revenue 2021: $5,681,236Expenses 2021: $3,432,158Net Income 2021: $2,249,0782021Revenue 2022: $4,093,027Expenses 2022: $3,501,907Net Income 2022: $591,1202022Revenue 2023: $3,925,074Expenses 2023: $3,779,602Net Income 2023: $145,4722023Revenue 2024: $4,812,662Expenses 2024: $3,855,924Net Income 2024: $956,7382024

Highlighted filing

2022

Revenue$4,093,027
Expenses$3,501,907
Net Income$591,120
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY V SMITHTrusteePT$458,975-$458,975
ROBERT MCCULLOCHTrustee-$32,685-$32,685
D MICHAEL REDDENTrustee-$12,350-$12,350
Filing and Contact Details

Filer

Filer Name
Lupe Murchison Foundation
EIN
75-2953224
Phone
9722482200
Address
16250 KNOLL TRAIL DRIVE 110, DALLAS, TX 75248

Signing Officer

Name
Jerry V Smith
Title
Trustee
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
J V Smith Professional Corp
Address
16250 KNOLL TRAIL DRIVE SUITE 110, DALLAS, TX 75248
Preparer
Michael G Smith
Phone
9722482200
Raw XML AppendixShowing 400 of 1,117 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Miller Howard Securities (See attachment
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28LCKM INVESTMENT PARTNERSHIP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29Teton Midstream Infrastructure Fund III,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30Encap Energy Infrstructure TE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31Commerce Street Carlyle Private
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32BURGUNDY SMALLER COMPANIES DST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33Woodbine Legacy Investment Partnership,
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2COMMERCE STREET CARLYLE P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3CYN INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4ESPUELA GAS PARTNERS III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5GRAND ISLE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6JDM MINERALS LTD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7LA PLATA LGM CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8LCKM INVESTMENT PARTNERSH
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9LGM STARR COUNTY LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10MONTAUK TRIGARD FUND IV L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11MONTAUK TRIGARD FUND VII
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12MONTAUK TRIGARD FUND VIII
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13MONTAUK TRIGUARD FUND IX
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14SALIENT NATURAL RESOURCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15SCHWAB ETN DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16TETON MIDSTREAM INFRASTRU
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17VENDERRA RESOURCES III, L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18WASATCH NATURAL RESOURCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc19WOODBINE LEGACY INVESTMEN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-5405
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1205566
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt217106
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-5101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7872
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8196
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd715
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-3545
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-3154
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2-217
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt3836
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4202570
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt538212
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6-120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt7-3264
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt8-58174
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt9-14685
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10-13007
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt11-10906
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt12-3720
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt13263249
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt14-57511
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt15-85835
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03516942
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt060245
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0501855
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04079042
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017345
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt036015
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt065362
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01953799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0252005
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0189004
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0504010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02355106
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02355106
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06214
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0100886
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0862778
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0863262
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0591120
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0155125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0155125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011920675
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0195335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0196585
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt036816
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02479
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02167023
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02896009
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0141140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0272510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0307219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0363891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0711032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0104277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0104277
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025659
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02625339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0634919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03501907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03530928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04093027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0270233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0634919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01146801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-12-31

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,387,881
Liabilities
$0
Net assets
$57,387,881
Revenue
$4,093,027
Expenses
$3,501,907
Net income
$591,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$4.81$3.86$0.96
2023Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$3.93$3.78$0.15
2022Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$4.09$3.50$0.59
2021Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$5.68$3.43$2.25
2020Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$2.46$3.37$0.91
2019Summary only. Only limited summary data is available for this year.$53.6$0.00$1.96$3.27$1.31
2015Summary only. Only limited summary data is available for this year.$52.3$0.00$3.95$3.63$0.33
2014Summary only. Only limited summary data is available for this year.$54.8$0.00$5.53$3.47$2.06
2013Summary only. Only limited summary data is available for this year.$52.7$0.00$3.16$4.26$1.09
2012Summary only. Only limited summary data is available for this year.$46.8$0.00$2.10$3.26$1.16
2011Summary only. Only limited summary data is available for this year.$46.5$0.00$1.93$2.61$4.54