Civic Intelligence

Ed and Mary Heath Foundation

990PF • Fiscal year 2020 • EIN 75-6021506

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.05x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-26%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$13,213

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,829,062

Down $24,027 (-1.3%) from 2019

Net Assets

Down

$1,824,229

Down $25,778 (-1.4%) from 2019

Liabilities

Up

$4,833

Up $1,751 (+57%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin18th percentile

Revenue

Up

$97,332

Up $14,967 (+18%) from 2019

Expenses

Up

$123,110

Up $21,703 (+21%) from 2019

Net Income

Down

-$25,778

Down $6,736 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2020

Assets$1,829,062
Liabilities$4,833
Net Assets$1,824,229
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$97,332
Expenses$123,110
Net Income-$25,778
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H WHITE JRVice Ch & TreasPT$13,213-$13,213
JIM ECHOLSSecretary-$0--
BOBBY HICKSChairman-$0--
PIKE WISNERDirector-$0--
SCOTT FOSSEYDirector-$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
2021-11-12
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
Raw XML Appendix349 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088373
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094278
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt064796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt070701
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt012927
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02956
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02956
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE REPAIRS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1849
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt497
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5308
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1566
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3724
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt465
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5206
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5514
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL ROYALTIES
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt112264
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TaxesSchedule/TaxesDetail/Amt0638
TaxesSchedule/TaxesDetail/Amt11088
TaxesSchedule/TaxesDetail/Amt289
TaxesSchedule/TaxesDetail/Amt32122
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES-ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01273
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0638
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt189
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2849
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES H WHITE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/PreparerFirmGrp/PreparerFirmEIN0750699590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUYRES JOHNSON SQUYRES & 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/ReturnTs02021-11-12T08:52:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES H WHITE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,829,062
Liabilities
$4,833
Net assets
$1,824,229
Revenue
$97,332
Expenses
$123,110
Net income
-$25,778
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
2020Detailed filing. Detailed filing data is available for this year.$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