Civic Intelligence

Ed and Mary Heath Foundation

990PF • Fiscal year 2022 • EIN 75-6021506

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

16th percentile

-32%

Higher net margin than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$12,539

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.7%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-1.8%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,764,113

Down $30,846 (-1.7%) from 2021

Net Assets

Down

$1,760,431

Down $31,219 (-1.7%) from 2021

Liabilities

Up

$3,682

Up $373 (+11%) from 2021

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin16th percentile

Revenue

Down

$96,477

Down $1,771 (-1.8%) from 2021

Expenses

Down

$127,696

Down $3,131 (-2.4%) from 2021

Net Income

Up

-$31,219

Up $1,360 (+4.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$1,764,113
Liabilities$3,682
Net Assets$1,760,431
Open 2022 Filing

Operations Trend

Revenue Growth42nd 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

2022

Revenue$96,477
Expenses$127,696
Net Income-$31,219
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H WHITE JRVice Ch & TreasPT$12,539-$12,539
JIM ECHOLSSecretary-$0--
BOBBY HICKSChairman-$0--
PIKE WISNERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULE 1RELIGIOUSN/AVARIOUS, TX, US$42,509
Paid GrantSEE ATTACHED SCHEDULE 1COMMUNITY SERVICE & OTHERN/AVARIOUS, TX, US$24,800
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
2023-11-15
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 Appendix352 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/RestrictionsOnAwardsTxt0PRIMARILY SMITH COUNTY TEXAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO PRESET DEADLINE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1963
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4255
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029093
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt126418
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TaxesSchedule/TaxesDetail/Amt290
TaxesSchedule/TaxesDetail/Amt32167
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES-ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01300
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0847
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2867
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES H WHITE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice Chair/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ED & MARY HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ED&M
ReturnHeader/Filer/EIN0756021506
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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/ReturnTs02023-11-15T08:03:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES H WHITE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,764,113
Liabilities
$3,682
Net assets
$1,760,431
Revenue
$96,477
Expenses
$127,696
Net income
-$31,219
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