Civic Intelligence

Carl B and Florence E King Foundation

990PF • Fiscal year 2022 • EIN 75-6052203

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

Organization Profile
6688 N Central Expressway 275Dallas, TX 75206

(214) 750-1884

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$255,116

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

62nd percentile

2.6%

Faster asset growth than 62% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$82,795,225

Up $2,079,449 (+2.6%) from 2021

Net Assets

Up

$82,780,613

Up $2,076,333 (+2.6%) from 2021

Liabilities

Up

$14,612

Up $3,116 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin73rd percentile

Revenue

Down

$7,750,701

Down $2,965,112 (-28%) from 2021

Expenses

Up

$5,982,235

Up $822,089 (+16%) from 2021

Net Income

Down

$1,768,466

Down $3,787,201 (-68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$100M$50M$0Assets 2011: $51,086,726Liabilities 2011: $02011Assets 2012: $52,379,600Liabilities 2012: $02012Assets 2013: $54,489,326Liabilities 2013: $02013Assets 2014: $56,503,741Liabilities 2014: $02014Assets 2015: $57,094,256Liabilities 2015: $02015Assets 2019: $76,426,496Liabilities 2019: $995,498Net Assets 2019: $75,430,9982019Assets 2020: $74,852,594Liabilities 2020: $7,000Net Assets 2020: $74,845,5942020Assets 2021: $80,715,776Liabilities 2021: $11,496Net Assets 2021: $80,704,2802021Assets 2022: $82,795,225Liabilities 2022: $14,612Net Assets 2022: $82,780,6132022Assets 2023: $86,069,271Liabilities 2023: $6,675Net Assets 2023: $86,062,5962023Assets 2024: $90,571,744Liabilities 2024: $1,230Net Assets 2024: $90,570,5142024

Highlighted filing

2022

Assets$82,795,225
Liabilities$14,612
Net Assets$82,780,613
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,396,517Expenses 2011: $3,184,931Net Income 2011: $1,211,5862011Revenue 2012: $4,451,482Expenses 2012: $3,442,276Net Income 2012: $1,009,2062012Revenue 2013: $5,282,117Expenses 2013: $3,457,458Net Income 2013: $1,824,6592013Revenue 2014: $6,037,516Expenses 2014: $4,312,606Net Income 2014: $1,724,9102014Revenue 2015: $4,020,569Expenses 2015: $3,729,907Net Income 2015: $290,6622015Revenue 2019: $10,127,968Expenses 2019: $4,727,226Net Income 2019: $5,400,7422019Revenue 2020: $3,242,020Expenses 2020: $5,107,927Net Income 2020: -$1,865,9072020Revenue 2021: $10,715,813Expenses 2021: $5,160,146Net Income 2021: $5,555,6672021Revenue 2022: $7,750,701Expenses 2022: $5,982,235Net Income 2022: $1,768,4662022Revenue 2023: $8,446,364Expenses 2023: $5,477,018Net Income 2023: $2,969,3462023Revenue 2024: $10,395,897Expenses 2024: $6,219,726Net Income 2024: $4,176,1712024

Highlighted filing

2022

Revenue$7,750,701
Expenses$5,982,235
Net Income$1,768,466
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle MonsePresidentFT$233,496$21,620$255,116
Teresa D WilkinsonChairman-$0--
Libby CampbellVice President-$0--
Ann FielderDirector Emeritus-$0--
Mary Anne Pia FrodshamVice President-$0--
Kimberly H EvansVice President-$0--
Robert I FernandezTreasurer-$0--
Michael E PhillipsVice President-$0--
Patricia A PorterDirector Emeritus-$0--
Hunter PhillipsSecretary-$0--
Randy HendersonDirector-$0--
Regan Gruber MoffittDirector-$0--
Easley B WaggonerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carl B & Florence E King Foundation
EIN
75-6052203
Phone
2147501884
Address
6688 N Central Expressway 275, Dallas, TX 75206

Signing Officer

Name
Michelle Monse
Title
President
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Smith Jackson Boyer & Bovard PLLC
Address
7557 Rambler Road Suite 900, Dallas, TX 75231
Preparer
Rosalba Estrada
Phone
2143738900
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Financial Square Trust Treasury
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1William Blair Large Cap Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2William Blair Large Cap Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Columbia Dividend Income Fund I3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Conestoga Small Cap Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Morgan Stanley Institutional Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Akre Focus Fund Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Schwab Fundamental International Index
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Vanguard FTSE Developed ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Wasatch Small Cap Value Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Baird Aggregate Bond Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Vanguard Short Term Investment Grade Adm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Vanguard Short Term Investment Grade Adm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1527180
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1527180
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01768466
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0307867
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt082780613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080704280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt082780613
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04717338
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04717338
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04717338
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04825172
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0107834
IRS990PF/DistributableAmountGrp/TotalTaxAmt0107834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0136000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0107834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt028166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt028166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0107834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0107834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0136000
IRS990PF/FMVAssetsEOYAmt095979633
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01597998
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03160307
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03160307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt018787199
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013823868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt013063899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt050247398
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt054996520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt057943545
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt011496
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt014612
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt050915
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0103712
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt078512
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt052797
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt052796
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08622880
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08930747
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08930747
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02647
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02647
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011000000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt080704280
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt082780613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080715776
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082795225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt095979633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080715776
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082795225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080704280
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt082780613
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01379142
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01828339
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01828339
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt097973028
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03073048
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt076048950
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01469595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt018851030
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04825172
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt096503433
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt097973028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt137.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt099000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt159000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt296000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt15900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt29600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Crystal Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Amie Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Amanda Finney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Dir. of Acct
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Program Associate
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Program Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt06688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt16688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt26688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0752063949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd1752063949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd2752063949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt037.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0233496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt021620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michelle Monse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Teresa D Wilkinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Libby Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ann Fielder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Mary Anne Pia Frodsham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kimberly H Evans
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Robert I Fernandez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Michael E Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Patricia A Porter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Hunter Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Randy Henderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Regan Gruber Moffitt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Easley B Waggoner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir. Emeritus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Dir. Emeritus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt66688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt76688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt86688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt96688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt106688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt126688 N Central Expwy Ste 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dallas

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$82,795,225
Liabilities
$14,612
Net assets
$82,780,613
Revenue
$7,750,701
Expenses
$5,982,235
Net income
$1,768,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$10.4$6.22$4.18
2023Detailed filing. Detailed filing data is available for this year.$86.1$0.01$86.1$8.45$5.48$2.97
2022Detailed filing. Detailed filing data is available for this year.$82.8$0.01$82.8$7.75$5.98$1.77
2021Detailed filing. Detailed filing data is available for this year.$80.7$0.01$80.7$10.7$5.16$5.56
2020Detailed filing. Detailed filing data is available for this year.$74.9$0.01$74.8$3.24$5.11$1.87
2019Detailed filing. Detailed filing data is available for this year.$76.4$1.00$75.4$10.1$4.73$5.40
2015Summary only. Only limited summary data is available for this year.$57.1$0.00$4.02$3.73$0.29
2014Summary only. Only limited summary data is available for this year.$56.5$0.00$6.04$4.31$1.72
2013Summary only. Only limited summary data is available for this year.$54.5$0.00$5.28$3.46$1.82
2012Summary only. Only limited summary data is available for this year.$52.4$0.00$4.45$3.44$1.01
2011Summary only. Only limited summary data is available for this year.$51.1$0.00$4.40$3.18$1.21