Civic Intelligence

The Walsh Foundation

990PF • Fiscal year 2017 • EIN 75-6021726

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
500 West 7th Street Rm/Ste 1007Fort Worth, TX 76102-4732

(817) 335-3741

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.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

366%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$10,651,885

Up $542,550 (+5.4%) from 2016

Net Assets

Up

$10,651,885

Up $542,550 (+5.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin77th percentile

Revenue

Up

$2,380,694

Up $1,870,089 (+366%) from 2016

Expenses

Down

$1,837,775

Down $1,617,298 (-47%) from 2016

Net Income

Up

$542,919

Up $3,487,387 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,118,145Liabilities 2010: $0Net Assets 2010: $18,118,1452010Assets 2011: $17,678,347Liabilities 2011: $0Net Assets 2011: $17,678,3472011Assets 2012: $17,412,796Liabilities 2012: $0Net Assets 2012: $17,412,7962012Assets 2013: $14,448,980Liabilities 2013: $0Net Assets 2013: $14,448,9802013Assets 2014: $14,726,084Liabilities 2014: $0Net Assets 2014: $14,726,0842014Assets 2015: $13,340,113Liabilities 2015: $0Net Assets 2015: $13,340,1132015Assets 2016: $10,109,335Liabilities 2016: $0Net Assets 2016: $10,109,3352016Assets 2017: $10,651,885Liabilities 2017: $0Net Assets 2017: $10,651,8852017Assets 2018: $8,346,756Liabilities 2018: $0Net Assets 2018: $8,346,7562018Assets 2019: $8,125,304Liabilities 2019: $0Net Assets 2019: $8,125,3042019Assets 2020: $6,961,390Liabilities 2020: $0Net Assets 2020: $6,961,3902020Assets 2021: $9,061,930Liabilities 2021: $0Net Assets 2021: $9,061,9302021Assets 2022: $10,110,075Liabilities 2022: $0Net Assets 2022: $10,110,0752022Assets 2023: $9,923,333Liabilities 2023: $0Net Assets 2023: $9,923,3332023Assets 2024: $9,833,019Liabilities 2024: $0Net Assets 2024: $9,833,0192024

Highlighted filing

2017

Assets$10,651,885
Liabilities$0
Net Assets$10,651,885
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,729,8922010Expenses 2011: $1,104,3362011Expenses 2012: $1,752,8612012Revenue 2013: $1,727,105Expenses 2013: $4,683,153Net Income 2013: -$2,956,0482013Revenue 2014: $2,884,556Expenses 2014: $2,607,835Net Income 2014: $276,7212014Revenue 2015: $1,765,854Expenses 2015: $3,446,947Net Income 2015: -$1,681,0932015Revenue 2016: $510,605Expenses 2016: $3,455,073Net Income 2016: -$2,944,4682016Revenue 2017: $2,380,694Expenses 2017: $1,837,775Net Income 2017: $542,9192017Revenue 2018: $944,083Expenses 2018: $3,685,710Net Income 2018: -$2,741,6272018Revenue 2019: $401,475Expenses 2019: $624,642Net Income 2019: -$223,1672019Revenue 2020: $1,974,605Expenses 2020: $89,260Net Income 2020: $1,885,3452020Revenue 2021: $2,373,912Expenses 2021: $279,404Net Income 2021: $2,094,5082021Revenue 2022: $1,608,855Expenses 2022: $560,733Net Income 2022: $1,048,1222022Revenue 2023: $1,039,933Expenses 2023: $1,202,184Net Income 2023: -$162,2512023Revenue 2024: $809,513Expenses 2024: $1,109,931Net Income 2024: -$300,4182024

Highlighted filing

2017

Revenue$2,380,694
Expenses$1,837,775
Net Income$542,919
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G MALCOLM LOUDENPresident-$0--
F HOWARD WALSH JRAsst Sec/Tr-$0--
GARY GOBLESecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
The Walsh Foundation
EIN
75-6021726
Phone
8173353741
Address
500 WEST 7TH STREET RM/STE 1007, FORT WORTH, TX 76102-4732

Signing Officer

Name
Gary Goble
Title
Secretary/tr
Phone
8173353741
Signed
2018-05-15

Preparer

Firm
PFENNIG & PATTON CPA'S
Address
5424 RUFE SNOW DR STE 207, FORT WORTH, TX 76180-6685
Preparer
Barry D Pfennig
Phone
8175817007
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05798
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IRS990PF/FMVAssetsEOYAmt018138054
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0871230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01469038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01469038
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018138054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010109335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010651885
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010651885
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01170134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014211414
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0232543
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0121293
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0763515
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015270298
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015502841
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0G MALCOLM LOUDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1F HOWARD WALSH JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GARY GOBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASST SEC/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 W 7TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1500 W 7TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2500 W 7TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT WORTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd176102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd276102
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03944425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03947324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03350352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03332000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02523000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09215235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01689603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.258307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.237931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.200738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.175626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.587260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.089982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015270298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014081191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016598768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014365750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015691925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018777193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01735300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.291537
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01735300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01735300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01735300
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0G MALCOLM LOUDEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,651,885
Liabilities
$0
Net assets
$10,651,885
Revenue
$2,380,694
Expenses
$1,837,775
Net income
$542,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.81$1.11$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.92$0.00$9.92$1.04$1.20$0.16
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.61$0.56$1.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$2.37$0.28$2.09
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$1.97$0.09$1.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$0.40$0.62$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.94$3.69$2.74
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$2.38$1.84$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.51$3.46$2.94
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.77$3.45$1.68
2014Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.88$2.61$0.28
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$1.73$4.68$2.96
2012Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.75
2011Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.10
2010Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.73