Civic Intelligence

H Malvern Marks Foundation Inc.

990 • Fiscal year 2018 • EIN 75-6027567

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 03, 2019

Organization ProfileN/A
PO Box 819Brownwood, TX 76804

(325) 646-6591

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-92%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.7%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$875,153

Down $33,570 (-3.7%) from 2017

Net Assets

Down

$875,153

Down $33,570 (-3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin3rd percentile

Revenue

Down

$36,177

Down $11,325 (-24%) from 2017

Expenses

Up

$69,438

Up $46,169 (+198%) from 2017

Net Income

Down

-$33,261

Down $57,494 (-237%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $919,645Liabilities 2011: $0Net Assets 2011: $919,6452011Assets 2013: $938,729Liabilities 2013: $0Net Assets 2013: $938,7292013Assets 2014: $949,854Liabilities 2014: $0Net Assets 2014: $949,8542014Assets 2015: $922,354Liabilities 2015: $0Net Assets 2015: $922,3542015Assets 2016: $884,490Liabilities 2016: $0Net Assets 2016: $884,4902016Assets 2017: $908,723Liabilities 2017: $0Net Assets 2017: $908,7232017Assets 2018: $875,153Liabilities 2018: $0Net Assets 2018: $875,1532018Assets 2019: $847,468Liabilities 2019: $0Net Assets 2019: $847,4682019Assets 2020: $826,995Liabilities 2020: $0Net Assets 2020: $826,9952020Assets 2021: $834,215Liabilities 2021: $0Net Assets 2021: $834,2152021Assets 2022: $938,995Liabilities 2022: $0Net Assets 2022: $938,9952022Assets 2023: $933,034Liabilities 2023: $0Net Assets 2023: $933,0342023Assets 2024: $1,091,877Liabilities 2024: $0Net Assets 2024: $1,091,8772024

Highlighted filing

2018

Assets$875,153
Liabilities$0
Net Assets$875,153
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$200K$100K$0-$100KExpenses 2011: $40,1432011Revenue 2013: $43,831Expenses 2013: $55,281Net Income 2013: -$11,4502013Revenue 2014: $77,451Expenses 2014: $66,326Net Income 2014: $11,1252014Revenue 2015: $44,041Expenses 2015: $71,541Net Income 2015: -$27,5002015Revenue 2016: $35,786Expenses 2016: $73,650Net Income 2016: -$37,8642016Revenue 2017: $47,502Expenses 2017: $23,269Net Income 2017: $24,2332017Revenue 2018: $36,177Expenses 2018: $69,438Net Income 2018: -$33,2612018Revenue 2019: $42,282Expenses 2019: $69,967Net Income 2019: -$27,6852019Revenue 2020: $53,712Expenses 2020: $74,185Net Income 2020: -$20,4732020Revenue 2021: $83,930Expenses 2021: $76,710Net Income 2021: $7,2202021Revenue 2022: $197,661Expenses 2022: $92,881Net Income 2022: $104,7802022Revenue 2023: $137,199Expenses 2023: $142,909Net Income 2023: -$5,7102023Revenue 2024: $145,133Expenses 2024: $143,559Net Income 2024: $1,5742024

Highlighted filing

2018

Revenue$36,177
Expenses$69,438
Net Income-$33,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 3, 2019
Return Version
2018v3.1
Gross Receipts
$36,177
Mission and Program Overview

Mission

To award educational grants for outstanding achievement or educational need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$908,723$875,153▼ $33,570
Savings and Temporary Cash Investments$858,706$825,313▼ $33,393
Cash and Non-Interest-Bearing Accounts$929$752▼ $177
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$908,723$875,153▼ $33,570
Other Assets Total$49,088$49,088→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$908,723$875,153▼ $33,570
Total Liabilities and Net Assets / Fund Balance$908,723$875,153▼ $33,570

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$49,088--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bert V MasseyChairman/pres.
Reese HarrisonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,446
Other Revenue
$32,731
Change in Net Assets
$-33,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$16,000-$16,000
Fees for Services Accounting-$1,100-$1,100
Other Expenses$50,000$278-$278
Total Functional Expenses$50,000$19,438$0$69,438
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The chairman reviews then lets the remaining members review before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
H Malvern Marks Foundation
EIN
75-6027567
Phone
3256466591
Address
PO BOX 819, BROWNWOOD, TX 76804

Signing Officer

Name
Bert V Massey
Title
President
Signed
2019-06-03
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Robbins Cobb Jenkins and Associates PLLC
Address
600 North Pearl St STE S2270, DALLAS, TX 75201
Preparer
Ronald W Robbins
Phone
2149792323
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior period adjustment = -$309”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GRAND LODGE LIBRARY & MUSEUM
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$875,153
Liabilities
$0
Net assets
$875,153
Revenue
$36,177
Expenses
$69,438
Net income
-$33,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.15$0.14$0.00
2023Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.14$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.20$0.09$0.10
2021Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.08$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.05$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.07$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.05$0.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.04$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.06$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.04