Civic Intelligence

W E Grace Foundation

990 • Fiscal year 2014 • EIN 75-6012546

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization ProfileN/A
PO Box 126378Fort Worth, TX 76126

(817) 560-9160

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-8.6%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,086,549

Down $9,172 (-0.8%) from 2013

Net Assets

Down

$1,086,549

Down $9,172 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin17th percentile

Revenue

Down

$64,842

Down $6,125 (-8.6%) from 2013

Expenses

Up

$74,014

Up $12,023 (+19%) from 2013

Net Income

Down

-$9,172

Down $18,148 (-202%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,077,396Liabilities 2010: $0Net Assets 2010: $1,077,3962010Assets 2011: $1,086,826Liabilities 2011: $0Net Assets 2011: $1,086,8262011Assets 2012: $1,086,745Liabilities 2012: $0Net Assets 2012: $1,086,7452012Assets 2013: $1,095,721Liabilities 2013: $0Net Assets 2013: $1,095,7212013Assets 2014: $1,086,549Liabilities 2014: $0Net Assets 2014: $1,086,5492014Assets 2015: $1,122,731Liabilities 2015: $0Net Assets 2015: $1,122,7312015Assets 2016: $1,127,802Liabilities 2016: $0Net Assets 2016: $1,127,8022016Assets 2017: $1,133,637Liabilities 2017: $0Net Assets 2017: $1,133,6372017Assets 2018: $1,208,094Liabilities 2018: $0Net Assets 2018: $1,208,0942018Assets 2019: $1,225,046Liabilities 2019: $0Net Assets 2019: $1,225,0462019Assets 2020: $1,189,996Liabilities 2020: $0Net Assets 2020: $1,189,9962020Assets 2021: $1,289,775Liabilities 2021: $0Net Assets 2021: $1,289,7752021Assets 2022: $1,206,418Liabilities 2022: $0Net Assets 2022: $1,206,4182022Assets 2023: $1,173,603Liabilities 2023: $0Net Assets 2023: $1,173,6032023Assets 2024: $1,160,701Liabilities 2024: $0Net Assets 2024: $1,160,7012024

Highlighted filing

2014

Assets$1,086,549
Liabilities$0
Net Assets$1,086,549
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KExpenses 2010: $74,2252010Expenses 2011: $68,8242011Expenses 2012: $61,8982012Revenue 2013: $70,967Expenses 2013: $61,991Net Income 2013: $8,9762013Revenue 2014: $64,842Expenses 2014: $74,014Net Income 2014: -$9,1722014Revenue 2015: $106,553Expenses 2015: $70,371Net Income 2015: $36,1822015Revenue 2016: $74,509Expenses 2016: $69,438Net Income 2016: $5,0712016Revenue 2017: $85,686Expenses 2017: $79,851Net Income 2017: $5,8352017Revenue 2018: $139,779Expenses 2018: $65,322Net Income 2018: $74,4572018Revenue 2019: $97,462Expenses 2019: $80,510Net Income 2019: $16,9522019Revenue 2020: $33,438Expenses 2020: $68,488Net Income 2020: -$35,0502020Revenue 2021: $168,770Expenses 2021: $68,991Net Income 2021: $99,7792021Revenue 2022: -$20,486Expenses 2022: $62,871Net Income 2022: -$83,3572022Revenue 2023: $51,420Expenses 2023: $84,235Net Income 2023: -$32,8152023Revenue 2024: $50,394Expenses 2024: $66,983Net Income 2024: -$16,5892024

Highlighted filing

2014

Revenue$64,842
Expenses$74,014
Net Income-$9,172
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$201,231
Mission and Program Overview

Mission

To provide support to Whitney High School of the Whitney Independent School District for scholarships to encourage student participation in the Future Farmers of America Program.

Scholarship programs to supplement f.f.a. Program of lake whitney high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,095,721$1,086,549▼ $9,172
Investments Other Securities$936,832$918,067▼ $18,765
Land, Buildings, and Equipment, Net$112,057$111,096▼ $961
Savings and Temporary Cash Investments$36,490$45,654▲ $9,164
Cash and Non-Interest-Bearing Accounts$10,344$11,734▲ $1,390
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,095,721$1,086,549▼ $9,172
Other Assets Total$-2$-2→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,095,721$1,086,549▼ $9,172
Total Liabilities and Net Assets / Fund Balance$1,095,721$1,086,549▼ $9,172

Asset Categories

AssetBook ValueDepreciationBasis
Land$100,250-$100,250
Buildings$10,846$76,700$87,546
Equipment$0$13,503$13,503
Other Land Buildings$0$9,170$9,170
Other Securities$47,962--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
John P GracePresident
Phoebe GraceSecretary
Wesley RolandTreasurer
Clarence RichterVP-scholarships
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,105
Other Revenue
$737
Change in Net Assets
$-9,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,987
Grants and Similar Amounts Paid$22,027
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$24,216-$24,216
Grants to Domestic Individuals$22,027--$22,027
Fees for Services Accounting-$5,920-$5,920
Fees for Services Legal-$3,820-$3,820
Other Expenses$2,690--$2,690
All Other Expenses$944$194-$1,138
Depreciation Depletion$961--$961
Information Technology$433--$433
Total Functional Expenses$39,864$34,150$0$74,014
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Member/Director John P Grace is married to Member/Director Phoebe Grace.”

Form 990, Part VI, Section A, line 6

“The organization has 2 members: John P. Grace and Phoebe Grace.”

Form 990, Part VI, Section A, line 7A

“The 2 members of the organization elect the Board of Directors on an annual basis.”

Form 990, Part VI, Section B, line 11

“A copy of the Form 990 is forwarded to all director's that are required to review.”

Form 990, Part VI, Section C, line 19

“The governing documents and financial statements are available to the public upon written request by mail.”

Filing and Contact Details

Filer

Filer Name
WE Grace Foundation
EIN
75-6012546
Phone
8175609160
Address
PO Box 126378, Fort Worth, TX 76126

Signing Officer

Name
John P Grace
Title
President
Phone
8175609160
Signed
2015-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John P Grace
Formed
1975
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wesley A Roland PC
Address
PO Box 126377, Fort Worth, TX 76126
Preparer
Wesley A Roland
Phone
8175609160
Raw XML AppendixShowing 400 of 531 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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt487110
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt497000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt505133
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt516097
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt523989
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt532360
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt543891
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt554160
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt568192
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt577557
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt583328
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt595631
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6047962
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Amerigas Partners, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NuStar Energy, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Oneok Partners, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Rochdale Fixed Income Oppor Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Rochdale Inter Fixed Income Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Health Care REIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Ventas, Inc.
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Altria Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc8AT&T inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Atmos Energy Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc10B & G Foods Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc11Bristol-Myers Squibb
IRS990ScheduleD/OtherSecuritiesGrp/Desc12Comcast Corp New
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Dominican Res Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc14EPR Pptys
IRS990ScheduleD/OtherSecuritiesGrp/Desc15Hawaiian Electric Ind
IRS990ScheduleD/OtherSecuritiesGrp/Desc16Kraft Foods
IRS990ScheduleD/OtherSecuritiesGrp/Desc17Philip Morris Intl
IRS990ScheduleD/OtherSecuritiesGrp/Desc18Realty Income Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc19Tanger Factory Outlet
IRS990ScheduleD/OtherSecuritiesGrp/Desc20Transcanada Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc21Vector Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc22Vectren Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc23Verizon Communications
IRS990ScheduleD/OtherSecuritiesGrp/Desc24Xcel Energy Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc25Rochdale Emerging Mkts
IRS990ScheduleD/OtherSecuritiesGrp/Desc26National Retail Pptys
IRS990ScheduleD/OtherSecuritiesGrp/Desc27Apple Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc28Celgene Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc29Citigroup Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc30Costco
IRS990ScheduleD/OtherSecuritiesGrp/Desc31CVS/Caremark
IRS990ScheduleD/OtherSecuritiesGrp/Desc32Google Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc33Qualcomm
IRS990ScheduleD/OtherSecuritiesGrp/Desc34Thermo Fisher Scientific
IRS990ScheduleD/OtherSecuritiesGrp/Desc35VISA Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc36Northeast Utilities
IRS990ScheduleD/OtherSecuritiesGrp/Desc37American Express Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc38American Water Wks Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc39Biogen Idec Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc40Cummins Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc41Gilead Sciences
IRS990ScheduleD/OtherSecuritiesGrp/Desc42Home Depot Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc43Intuitive Surgical Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc44Prudential Finl Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc45Pultegroup Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc46Quanta Svcs Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc47Schlumberger Ltd
IRS990ScheduleD/OtherSecuritiesGrp/Desc48Select Income REIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc49Starbucks Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc50Textron Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc51Union Pacific Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc52Whitewave Foods Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc53Priceline Grp Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc54Boeing Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc55Cabot Oil & Gas Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc56Hexcel Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc57Disney Walt co
IRS990ScheduleD/OtherSecuritiesGrp/Desc58American Intl Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc59HCA Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc60Tweedy Browne Global Value Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd17C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd18C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd19C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd20C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd21C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd22C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd23C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd24C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd25C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd26C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd27C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd28C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd29C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd30C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd31C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd32C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd33C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd34C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd35C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd36C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd37C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd38C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd39C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd40C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd41C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd42C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,086,549
Liabilities
$0
Net assets
$1,086,549
Revenue
$64,842
Expenses
$74,014
Net income
-$9,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.17$0.07$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.14$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.06$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.07