Civic Intelligence

Howard & Dorothy Adleta Foundation Frost Bank Dallas Fwa Tax

EIN 75-6010244 • Dallas, TX

3838 Oak Lawn Avenue 1715Dallas, TX 75219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$2,561

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$327,111

Up $21,087 (+6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$327,111

Up $21,087 (+6.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Up

$27,817

Up $3,270 (+13%) from 2023

Expenses

Down

$6,418

Down $20,794 (-76%) from 2023

Net Income

Up

$21,399

Up $24,064 (+903%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $310,108Liabilities 2011: $02011Assets 2012: $292,300Liabilities 2012: $02012Assets 2013: $287,163Liabilities 2013: $2,300Net Assets 2013: $284,8632013Assets 2014: $281,193Liabilities 2014: $0Net Assets 2014: $281,1932014Assets 2015: $287,340Liabilities 2015: $0Net Assets 2015: $287,3402015Assets 2017: $283,173Liabilities 2017: $0Net Assets 2017: $283,1732017Assets 2018: $288,190Liabilities 2018: $0Net Assets 2018: $288,1902018Assets 2019: $307,247Liabilities 2019: $19,371Net Assets 2019: $287,8762019Assets 2020: $327,733Liabilities 2020: $17,714Net Assets 2020: $310,0192020Assets 2021: $300,069Liabilities 2021: $0Net Assets 2021: $300,0692021Assets 2022: $308,825Liabilities 2022: $0Net Assets 2022: $308,8252022Assets 2023: $306,024Liabilities 2023: $0Net Assets 2023: $306,0242023Assets 2024: $327,111Liabilities 2024: $0Net Assets 2024: $327,1112024

Highlighted filing

2024

Assets$327,111
Liabilities$0
Net Assets$327,111
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $7,216Expenses 2011: $15,164Net Income 2011: -$7,9482011Revenue 2012: $2,463Expenses 2012: $18,895Net Income 2012: -$16,4322012Expenses 2013: $18,4242013Revenue 2014: $16,439Expenses 2014: $20,109Net Income 2014: -$3,6702014Revenue 2015: $33,333Expenses 2015: $27,205Net Income 2015: $6,1282015Revenue 2017: $21,182Expenses 2017: $25,327Net Income 2017: -$4,1452017Revenue 2018: $31,894Expenses 2018: $26,811Net Income 2018: $5,0832018Revenue 2019: $29,386Expenses 2019: $29,960Net Income 2019: -$5742019Revenue 2020: $45,230Expenses 2020: $23,294Net Income 2020: $21,9362020Revenue 2021: $16,394Expenses 2021: $26,403Net Income 2021: -$10,0092021Revenue 2022: $37,020Expenses 2022: $28,210Net Income 2022: $8,8102022Revenue 2023: $24,547Expenses 2023: $27,212Net Income 2023: -$2,6652023Revenue 2024: $27,817Expenses 2024: $6,418Net Income 2024: $21,3992024

Highlighted filing

2024

Revenue$27,817
Expenses$6,418
Net Income$21,399
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$327,111
Liabilities
$0
Net assets
$327,111
Revenue
$27,817
Expenses
$6,418
Net income
$21,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.28$0.06$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.25$0.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.37$0.28$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.18$3.10$0.45$0.23$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.19$2.88$0.29$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.32$0.27$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.21$0.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.33$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16$0.20$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.02$2.85$0.18
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.02$0.19$0.16
2011Summary only. Only limited summary data is available for this year.$3.10$0.00$0.07$0.15$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARGENT TRUSTTrustee-$2,561-$2,561
Filing and Contact Details

Filer

Filer Name
Howard & Dorothy Adleta Foundation
EIN
75-6010244
Phone
4697083110
Address
3838 OAK LAWN AVENUE 1715, DALLAS, TX 75219

Signing Officer

Name
Argent Trust Trustee
Title
Trustee
Phone
4697083110
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Lacey M Quatsoe
Phone
4078021200
Raw XML Appendix327 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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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARGENT TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03838 OAK LAWN AVENUE SUITE 1715
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04697083110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND MUST STATE THE SPECIFIC PURPOSE OF THE ORGANIZATION, GIVING A DETAILED BACKGROUND ON THE GROUP AND ALSO THE SPECIFIC PURPOSE FOR WHICH THE FUNDS WILL BE USED. AN APPLICANT SHOULD ALSO FURNISH THE TRUSTEE WITH A COPY OF ITS RULING OR DETERMINATION LETTER FROM THE IRS ATTESTING TO ITS TAX EXEPMT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHAEL NUTTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04697083110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03838 OAK LAWN AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075219
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 1 OF YEAR IN WHICH CONTRIBUTION IS REQUESTED
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01265
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt017985
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019250
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0312
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARGENT TRUST TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04697083110
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD & DOROTHY ADLETA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ARGENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0756010244
ReturnHeader/Filer/PhoneNum04697083110
ReturnHeader/Filer/USAddress/AddressLine1Txt03838 OAK LAWN AVENUE 1715
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 SOUTH ORANGE AVENUE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04078021200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LACEY M QUATSOE
ReturnHeader/ReturnTs02025-07-31T16:29:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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