Civic Intelligence

W E Grace Foundation

990 • Fiscal year 2013 • EIN 75-6012546

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
PO Box 12637876126

(817) 560-9160

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.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,095,721

Up $8,976 (+0.8%) from 2012

Net Assets

Up

$1,095,721

Up $8,976 (+0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin70th percentile

Revenue

$70,967

No earlier filing loaded for comparison.

Expenses

Up

$61,991

Up $93 (+0.2%) from 2012

Net Income

$8,976

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2013

Assets$1,095,721
Liabilities$0
Net Assets$1,095,721
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$70,967
Expenses$61,991
Net Income$8,976
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.0
Gross Receipts
$304,470
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$1,086,745$1,095,721▲ $8,976
Investments Other Securities$904,228$936,832▲ $32,604
Land, Buildings, and Equipment, Net$113,453$112,057▼ $1,396
Savings and Temporary Cash Investments$66,120$36,490▼ $29,630
Cash and Non-Interest-Bearing Accounts$2,758$10,344▲ $7,586
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,086,745$1,095,721▲ $8,976
Other Assets Total$186$-2▼ $188
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,086,745$1,095,721▲ $8,976
Total Liabilities and Net Assets / Fund Balance$1,086,745$1,095,721▲ $8,976

Asset Categories

AssetBook ValueDepreciationBasis
Land$100,250-$100,250
Buildings$11,807$75,739$87,546
Equipment$0$13,503$13,503
Other Land Buildings$0$9,170$9,170
Other Securities$6,097--
Compensation and Service Providers
Top Officer Pay38th 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
$71,214
Other Revenue
$-247
Change in Net Assets
$8,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,991
Grants and Similar Amounts Paid$13,000
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-$23,057-$23,057
Grants to Domestic Individuals$10,500--$10,500
Fees for Services Accounting-$7,394-$7,394
Other Expenses$2,799--$2,799
Grants to Domestic Orgs$2,500--$2,500
Depreciation Depletion$1,396--$1,396
All Other Expenses$1,166$123-$1,289
Information Technology$416--$416
Total Functional Expenses$31,417$30,574$0$61,991
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

EIN
75-6012546
Phone
8175609160

Signing Officer

Name
John P Grace
Title
President
Phone
8175609160
Signed
2014-05-14
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

Preparer
Wesley A Roland
Phone
8175609160
Raw XML AppendixShowing 400 of 549 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/BookValueAmt523574
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt534751
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt548307
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt557335
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt566790
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt573897
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt584896
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt597098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt605044
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt614790
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt623642
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt637110
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt647000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt653785
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt666097
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Amerigas Partners, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NuStar Energy, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Oneok Partners, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Federated Inter. Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Rochdale Fixed Income Oppor Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Rochdale Inter Fixed Income Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Health Care REIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Ventas, Inc.
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Altria Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc9AT&T inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Atmos Energy Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc11B & G Foods Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc12Bristol-Myers Squibb
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Comcast Corp New
IRS990ScheduleD/OtherSecuritiesGrp/Desc14Dominican Res Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc15EMC Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc16EPR Pptys
IRS990ScheduleD/OtherSecuritiesGrp/Desc17Hawaiian Electric Ind
IRS990ScheduleD/OtherSecuritiesGrp/Desc18Kraft Foods
IRS990ScheduleD/OtherSecuritiesGrp/Desc19Philip Morris Intl
IRS990ScheduleD/OtherSecuritiesGrp/Desc20Realty Income Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc21Tanger Factory Outlet
IRS990ScheduleD/OtherSecuritiesGrp/Desc22Transcanada Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc23Vector Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc24Vectren Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc25Verizon Communications
IRS990ScheduleD/OtherSecuritiesGrp/Desc26Xcel Energy Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc27Rochdale Emerging Mkts
IRS990ScheduleD/OtherSecuritiesGrp/Desc28National Retail Pptys
IRS990ScheduleD/OtherSecuritiesGrp/Desc29Apple Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc30Celgene Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc31Citigroup Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc32Costco
IRS990ScheduleD/OtherSecuritiesGrp/Desc33CVS/Caremark
IRS990ScheduleD/OtherSecuritiesGrp/Desc34DirectTV Com
IRS990ScheduleD/OtherSecuritiesGrp/Desc35Google Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc36Intl Paper Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc37Natl Oilwell Varco
IRS990ScheduleD/OtherSecuritiesGrp/Desc38Qualcomm
IRS990ScheduleD/OtherSecuritiesGrp/Desc39Thermo Fisher Scientific
IRS990ScheduleD/OtherSecuritiesGrp/Desc40Travelers Companies
IRS990ScheduleD/OtherSecuritiesGrp/Desc41United Technologies
IRS990ScheduleD/OtherSecuritiesGrp/Desc42VISA Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc43Northeast Utilities
IRS990ScheduleD/OtherSecuritiesGrp/Desc44American Express Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc45American Water Wks Co
IRS990ScheduleD/OtherSecuritiesGrp/Desc46Biogen Idec Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc47Caseys General Stores
IRS990ScheduleD/OtherSecuritiesGrp/Desc48Chicago Bridge & Iron
IRS990ScheduleD/OtherSecuritiesGrp/Desc49Ciena Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc50CIT Group
IRS990ScheduleD/OtherSecuritiesGrp/Desc51Continental Res Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc52Cummins Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc53Ebay
IRS990ScheduleD/OtherSecuritiesGrp/Desc54Gilead Sciences
IRS990ScheduleD/OtherSecuritiesGrp/Desc55Hertz Global Hldgs
IRS990ScheduleD/OtherSecuritiesGrp/Desc56Home Depot Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc57Intuitive Surgical Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc58Mylan Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc59Prudential Finl Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc60Pultegroup Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc61Quanta Svcs Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc62Schlumberger Ltd
IRS990ScheduleD/OtherSecuritiesGrp/Desc63Select Income REIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc64Starbucks Corp
IRS990ScheduleD/OtherSecuritiesGrp/Desc65Textron Inc
IRS990ScheduleD/OtherSecuritiesGrp/Desc66Union Pacific Corp
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,095,721
Liabilities
$0
Net assets
$1,095,721
Revenue
$70,967
Expenses
$61,991
Net income
$8,976
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