Civic Intelligence

Meredith Foundation

990PF • Fiscal year 2015 • EIN 75-6024469

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

Organization Profile
P O Box 117Mineola, TX 75773

(903) 569-5520

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$21,470,762

Down $121,981 (-0.6%) from 2014

Net Assets

$21,462,333

No earlier filing loaded for comparison.

Liabilities

Down

$8,429

Down $141,359 (-94%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin51st percentile

Revenue

Down

$1,510,910

Down $624,545 (-29%) from 2014

Expenses

Down

$1,456,556

Down $190,274 (-12%) from 2014

Net Income

Down

$54,354

Down $434,271 (-89%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2011: $20,242,228Liabilities 2011: $7,0522011Assets 2012: $20,691,795Liabilities 2012: $5,7752012Assets 2013: $20,958,235Liabilities 2013: $3,9052013Assets 2014: $21,592,743Liabilities 2014: $149,7882014Assets 2015: $21,470,762Liabilities 2015: $8,429Net Assets 2015: $21,462,3332015Assets 2017: $21,481,674Liabilities 2017: $11,915Net Assets 2017: $21,469,7592017Assets 2018: $21,551,282Liabilities 2018: $3,366Net Assets 2018: $21,547,9162018Assets 2019: $21,681,402Liabilities 2019: $2,406Net Assets 2019: $21,678,9962019Assets 2020: $21,005,012Liabilities 2020: $2,276Net Assets 2020: $21,002,7362020Assets 2021: $21,580,237Liabilities 2021: $11,4272021Assets 2022: $21,805,692Liabilities 2022: $2,277Net Assets 2022: $21,803,4152022Assets 2023: $21,684,954Liabilities 2023: $11,2092023Assets 2024: $23,662,953Liabilities 2024: $49,171Net Assets 2024: $23,613,7822024

Highlighted filing

2015

Assets$21,470,762
Liabilities$8,429
Net Assets$21,462,333
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,953,980Expenses 2011: $1,417,192Net Income 2011: $536,7882011Revenue 2012: $1,957,152Expenses 2012: $1,506,308Net Income 2012: $450,8442012Revenue 2013: $1,886,088Expenses 2013: $1,583,214Net Income 2013: $302,8742013Revenue 2014: $2,135,455Expenses 2014: $1,646,830Net Income 2014: $488,6252014Revenue 2015: $1,510,910Expenses 2015: $1,456,556Net Income 2015: $54,3542015Revenue 2017: $1,427,741Expenses 2017: $1,407,775Net Income 2017: $19,9662017Revenue 2018: $1,556,878Expenses 2018: $1,478,721Net Income 2018: $78,1572018Revenue 2019: $1,685,128Expenses 2019: $1,554,053Net Income 2019: $131,0752019Revenue 2020: $987,775Expenses 2020: $1,664,034Net Income 2020: -$676,2592020Revenue 2021: $1,793,619Expenses 2021: $1,227,545Net Income 2021: $566,0742021Revenue 2022: $1,594,794Expenses 2022: $1,360,189Net Income 2022: $234,6052022Revenue 2023: $1,509,512Expenses 2023: $1,639,182Net Income 2023: -$129,6702023Revenue 2024: $3,400,170Expenses 2024: $1,460,133Net Income 2024: $1,940,0372024

Highlighted filing

2015

Revenue$1,510,910
Expenses$1,456,556
Net Income$54,354
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDA MADSENTrustee-$0--
Jerry PhillipsTrustee-$0--
LOU WAGNERChairman-$0--
Joe WilliamsTrustee-$0--
BOB SMITHSecty/Treas/VP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF MINEOLACHARITABLE - CAPITAL IMPROVEMENTSCHARMINEOLA, TX, US$342,985
Paid GrantMINEOLA CIVIC CENTERCHARITABLE - OPERATING BUDGET; MAINTENANCE; EQUIPMENTCHAR.MINEOLA, TX, US$205,195
Paid GrantMINEOLA ISDCHARITABLE - SCHOLARSHIPS; MAINTENANCEEDUC.MINEOLA, TX, US$180,779
Paid GrantMINEOLA YOUTH FOUNDATIONCHARITABLE - OPERATING BUDGET; MAINTENANCE & FIXED ASSETS501C3MINEOLA, TX, US$158,930
Paid GrantMINEOLA MEMORIAL LIBRARYCHARITABLE - OPERATING BUDGETEDUC.MINEOLA, TX, US$118,568
Paid GrantGRACE COMMUNITY HEALTHCARECHARITABLE - OPERATIONS501C3MINEOLA, TX, US$77,874
Paid GrantLAKE COUNTRY PLAYHOUSECHARITABLE - PROMOTE THEATRE ARTS; SALARIES & OPERATIONS501C3MINEOLA, TX, US$46,459
Paid GrantMINEOLA LEAGUE OF ARTSCHARITABLE - PROMOTE THEATRE ARTS; REPAIRS & SALARIESCHARMINEOLA, TX, US$35,370
Paid GrantADDIE E MCFARLAND FOUNDATIONCHARITABLE - OPERATIONS501C3MINEOLA, TX, US$32,719
Paid GrantAPETSPCACHARITABLE-OPERATING EXPENSE501(C)(3)MINEOLA, TX, US$20,000
Paid GrantTHE METHODIST CHILDRENS HOMECHARITABLE - CHRISTMAS GIFTS FOR RESIDENTS501C3WACO, TX, US$8,000
Paid Grant-CHARITABLE-OPERATIONS501 c 3mineola, TX, US$6,500
Paid GrantMINEOLA UNITED WAYCHARITABLE - OPERATIONS501C3MINEOLA, TX, US$2,000
Filing and Contact Details

Filer

Filer Name
Meredith Foundation
EIN
75-6024469
Phone
9035695520
Address
P O BOX 117, MINEOLA, TX 75773

Signing Officer

Name
Lou Wagner
Title
Vice Chairman
Signed
2016-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Welborn LLPCPAs
Address
2335 Oak Alley, Tyler, TX 75703
Preparer
John Davis CPA
Phone
9035614041
Raw XML AppendixShowing 400 of 693 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2231114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2425750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2611542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28114226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2990336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3042870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075 BARCLAYS BANK AIRBAG AYON BLO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175 AG AIRBAG AYON PSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 DEUTSCHE BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350000 FNMA MED TERM 3136F8NE1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42000 GOLDMAN SACHS 38145X111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54000 JP MORGAN CHASE 48125E207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100000 PRUDENTIAL FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc738000 WALGREEN 931422AE9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RET OF PRIN FHLMC 31288EVC8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RET OF PRIN FNMA 31404FWY5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RET OF PRIN FNR 31392FZ34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RET OF PRIN GNMA 36202EP45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RET OF PRIN GNMA 36202EQS1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13RET OF PRIN GNMA 36202EQY8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14RET OF PRIN GNMA 3620EMC1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15RET OF PRIN GNMA 36202UBL6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16RET OF PRIN GNMA POOL #3199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17103.088 INTERMEDIATE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18431 SOUTH32 LTD SPN ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19.2 CASH IN LIEU SOUTH32 LTD SPN ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20.4 CASH IN LIEU CHEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21318.381 INTERMIDIATE BOND FUND OF AM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22RET OF PRIN BANK AMER FDG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23RET OF PRIN FHLMC GOLD POOL #C04138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24REDEMPTION ROSEVILLE SCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25REDEMPTION METLIFE INC PFD 59156R603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26RET OF PRIN FNMA SER 2002-85 CL PE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27RET OF PRIN FNMA POOL #721700/31401XX51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc288448.656 INTERMEDIATE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29LT Cap Gain Dis Edward Jones
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30LT Cap Gain Dis UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31LT Cap Gain Dis VANGUARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252015-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148761
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt054354
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034976
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021497309
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021442955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021462333
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01342236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01342236
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01342236
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01369533
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027297
IRS990PF/DistributableAmountGrp/TotalTaxAmt027297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038000
IRS990PF/FMVAssetsEOYAmt026449560
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0149788
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08428
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0146626
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0130333
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0146626
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0146626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08947128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08425086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08937795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010607655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011076398
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012934328
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0204258
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0206196
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02273
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01938
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02720228
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0641
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04037
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04037
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0464872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0478545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0478544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021592743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021470762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026449560
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0149788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021592743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021470762
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021442955
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021462333
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt021442955
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt021462333
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01439840
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01338132
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01228002
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027807774
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0108847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024979007
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0417117
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02719920
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01369533
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027390657
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027807774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDA MADSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jerry Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOU WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joe Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BOB SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secty/Treas/VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINEOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MINEOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINEOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Mineola
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MINEOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475773
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01390870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01404518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01442943

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,470,762
Liabilities
$8,429
Net assets
$21,462,333
Revenue
$1,510,910
Expenses
$1,456,556
Net income
$54,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.7$0.05$23.6$3.40$1.46$1.94
2023Summary only. Only limited summary data is available for this year.$21.7$0.01$1.51$1.64$0.13
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.59$1.36$0.23
2021Summary only. Only limited summary data is available for this year.$21.6$0.01$1.79$1.23$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.00$21.0$0.99$1.66$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.00$21.7$1.69$1.55$0.13
2018Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.5$1.56$1.48$0.08
2017Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$1.43$1.41$0.02
2015Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$1.51$1.46$0.05
2014Summary only. Only limited summary data is available for this year.$21.6$0.15$2.14$1.65$0.49
2013Summary only. Only limited summary data is available for this year.$21.0$0.00$1.89$1.58$0.30
2012Summary only. Only limited summary data is available for this year.$20.7$0.01$1.96$1.51$0.45
2011Summary only. Only limited summary data is available for this year.$20.2$0.01$1.95$1.42$0.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $10M-$25M nonprofits