Ed and Mary Heath Foundation

990PF • Fiscal year 2019 • EIN 75-6021506

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile

P O Box 338Tyler, TX 75710

(903) 597-2021

Siviq Scores

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

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

-23%

Higher net margin than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

$14,495

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

-1.0%

Faster asset growth than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-28%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$1,853,089

Down $5,912 (-0.3%) from 2017

Net Assets

Down

$1,850,007

Down $5,132 (-0.3%) from 2017

Liabilities

Down

$3,082

Down $780 (-20%) from 2017

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin17th percentile

Revenue

Down

$82,365

Down $44,860 (-35%) from 2017

Expenses

Down

$101,407

Down $101,239 (-50%) from 2017

Net Income

-$19,042

Up $56,379 (+75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2019

Assets$1,853,089

Liabilities$3,082

Net Assets$1,850,007

Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2019

Revenue$82,365

Expenses$101,407

Net Income-$19,042

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 12, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay48th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES H WHITE JR	Vice Ch & Treas	PT	$14,495	-	$14,495
JIM ECHOLS	Secretary	-	$0	-	-
BOBBY HICKS	Chairman	-	$0	-	-
PIKE WISNER	Director	-	$0	-	-
SCOTT FOSSEY	Director	-	$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: Chairman
Signed: 2020-11-12
Discuss with paid preparer: Yes

Preparer

Firm: Squyres Johnson Squyres & Co Llp
Address: 821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer: Charles Wayne Barton
Phone: 9035972021

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	CHARLES H WHITE JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	75710
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	CHARLES WHITE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9035977436
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER-INFORMATION ON ORGANIZATION AND PURPOSE OF FUNDS REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	ED MARY HEATH FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9035977436
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	P O BOX 338
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	TYLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	75710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	PRIMARILY SMITH COUNTY TEXAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO PRESET DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	9000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	23800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	COMMUNITY SERVICE & OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED SCHEDULE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SEE ATTACHED SCHEDULE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	75701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	75701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	32800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	20861
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	32784
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	91562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	53645
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	70701
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	32784
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	15028
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	15028
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6705
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	6705
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-285687
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	285687
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCUMULATED DEPLETION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	OIL ROYALTIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-285687
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	1291
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	285687
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1291
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	55447
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	885
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	626
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1227
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	306
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	885
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	627
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	1226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	820
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	2453
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	1640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	611
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INTEREST ON NOTES
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	OIL ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	35631
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	19645
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	35631
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	19645
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	907
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	1	2626
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	PAYROLL LIABILITES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	ESCROW
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	3082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5730
TaxesSchedule/TaxesDetail/Amt	0	1163
TaxesSchedule/TaxesDetail/Amt	1	1950
TaxesSchedule/TaxesDetail/Amt	2	128
TaxesSchedule/TaxesDetail/Amt	3	2115
TaxesSchedule/TaxesDetail/CategoryTxt	0	AD VALOREM TAXES-ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	3	PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	1057
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1163
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	128
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1058
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHARLES H WHITE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ED & MARY HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ED&M
ReturnHeader/Filer/EIN	0	756021506
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 338
ReturnHeader/Filer/USAddress/CityNm	0	TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	750699590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SQUYRES JOHNSON SQUYRES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	821 ESE LOOP 323 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9035972021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Charles Wayne Barton
ReturnHeader/ReturnTs	0	2020-11-12T13:33:53-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,853,089
Liabilities: $3,082
Net assets: $1,850,007
Revenue: $82,365
Expenses: $101,407
Net income: -$19,042

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2019Detailed filing. Detailed filing data is available for this year.	$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