Civic Intelligence

Ed and Mary Heath Foundation

EIN 75-6021506 • Tyler, TX

P O Box 338Tyler, TX 75710
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-8.3%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$12,933

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,717,830

Down $12,816 (-0.7%) from 2023

Liabilities

Down

$1,917

Down $4,305 (-69%) from 2023

Net Assets

$1,715,913

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue45th percentileNet Margin27th percentile

Revenue

Up

$103,105

Up $13,118 (+15%) from 2023

Expenses

Down

$111,616

Down $14,378 (-11%) from 2023

Net Income

Up

-$8,511

Up $27,496 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,119,522Liabilities 2011: $2,3592011Assets 2012: $2,115,403Liabilities 2012: $2,2032012Assets 2013: $2,106,060Liabilities 2013: $2,806Net Assets 2013: $2,103,2542013Assets 2014: $2,068,487Liabilities 2014: $2,893Net Assets 2014: $2,065,5942014Assets 2015: $1,993,838Liabilities 2015: $3,449Net Assets 2015: $1,990,3892015Assets 2017: $1,859,001Liabilities 2017: $3,862Net Assets 2017: $1,855,1392017Assets 2019: $1,853,089Liabilities 2019: $3,082Net Assets 2019: $1,850,0072019Assets 2020: $1,829,062Liabilities 2020: $4,833Net Assets 2020: $1,824,2292020Assets 2021: $1,794,959Liabilities 2021: $3,309Net Assets 2021: $1,791,6502021Assets 2022: $1,764,113Liabilities 2022: $3,682Net Assets 2022: $1,760,4312022Assets 2023: $1,730,646Liabilities 2023: $6,2222023Assets 2024: $1,717,830Liabilities 2024: $1,917Net Assets 2024: $1,715,9132024

Highlighted filing

2024

Assets$1,717,830
Liabilities$1,917
Net Assets$1,715,913
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $221,039Expenses 2011: $200,712Net Income 2011: $20,3272011Revenue 2012: $209,750Expenses 2012: $213,713Net Income 2012: -$3,9632012Revenue 2013: $195,507Expenses 2013: $205,453Net Income 2013: -$9,9462013Revenue 2014: $185,168Expenses 2014: $222,828Net Income 2014: -$37,6602014Revenue 2015: $139,173Expenses 2015: $214,378Net Income 2015: -$75,2052015Revenue 2017: $127,225Expenses 2017: $202,646Net Income 2017: -$75,4212017Revenue 2019: $82,365Expenses 2019: $101,407Net Income 2019: -$19,0422019Revenue 2020: $97,332Expenses 2020: $123,110Net Income 2020: -$25,7782020Revenue 2021: $98,248Expenses 2021: $130,827Net Income 2021: -$32,5792021Revenue 2022: $96,477Expenses 2022: $127,696Net Income 2022: -$31,2192022Revenue 2023: $89,987Expenses 2023: $125,994Net Income 2023: -$36,0072023Revenue 2024: $103,105Expenses 2024: $111,616Net Income 2024: -$8,5112024

Highlighted filing

2024

Revenue$103,105
Expenses$111,616
Net Income-$8,511
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,717,830
Liabilities
$1,917
Net assets
$1,715,913
Revenue
$103,105
Expenses
$111,616
Net income
-$8,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.11$0.01
2023Summary only. Only limited summary data is available for this year.$1.73$0.01$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.13$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.10$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.82$0.10$0.12$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.08$0.10$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.13$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.21$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.19$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.10$0.20$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.21$0.21$0.00
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.22$0.20$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H WHITE JRVice Ch & TreasPT$12,933-$12,933
JIM ECHOLSSecretary-$0--
BOBBY HICKSChairman-$0--
PIKE WISNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ed & Mary Heath Foundation
EIN
75-6021506
Address
P O BOX 338, TYLER, TX 75710

Signing Officer

Name
Charles H White Jr
Title
Vice Chair/Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Squyres & Co Llp
Address
821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer
Charles Wayne Barton
Phone
9035972021
Raw XML Appendix322 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRIMARILY SMITH COUNTY TEXAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO PRESET DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SERVICE & OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEE ATTACHED SCHEDULE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057070
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028517
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt055070
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077875
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083587
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049358
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055070
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt012927
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt012927
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01377
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01377
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11023
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3641
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5380
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0808
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1682
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4108
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5633
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST ON NOTES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Miscellaneous Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OIL ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021779
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1514
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt227939
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021779
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1514
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt227939
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07180
TaxesSchedule/TaxesDetail/Amt0765
TaxesSchedule/TaxesDetail/Amt11030
TaxesSchedule/TaxesDetail/Amt22423
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES-ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01454
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0766
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1969
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES H WHITE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice Chair/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ED & MARY HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ED&M
ReturnHeader/Filer/EIN0756021506
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 338
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075710
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750699590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUYRES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0821 ESE LOOP 323 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035972021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles Wayne Barton
ReturnHeader/ReturnTs02025-11-17T08:55:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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