Civic Intelligence

Mary Potishman Lard Trust

EIN 75-6210697 • Fort Worth, TX

604 E 4th St Ste 200Fort Worth, TX 76102-4074
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

80th percentile

37%

Higher net margin than 80% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$27,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

143%

Faster revenue growth than 91% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$19,263,035

Up $1,315,354 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$19,263,035

Up $1,315,354 (+7.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin80th percentile

Revenue

Up

$3,710,488

Up $2,181,078 (+143%) from 2023

Expenses

Down

$2,353,634

Down $99,010 (-4.0%) from 2023

Net Income

Up

$1,356,854

Up $2,280,088 (+247%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $14,102,321Liabilities 2011: $02011Assets 2012: $15,149,475Liabilities 2012: $02012Assets 2013: $16,624,481Liabilities 2013: $02013Assets 2014: $18,033,204Liabilities 2014: $02014Assets 2015: $17,919,718Liabilities 2015: $02015Assets 2019: $20,459,871Liabilities 2019: $02019Assets 2020: $20,141,941Liabilities 2020: $0Net Assets 2020: $20,141,9412020Assets 2021: $19,262,536Liabilities 2021: $0Net Assets 2021: $19,262,5362021Assets 2022: $18,886,038Liabilities 2022: $0Net Assets 2022: $18,886,0382022Assets 2023: $17,947,681Liabilities 2023: $0Net Assets 2023: $17,947,6812023Assets 2024: $19,263,035Liabilities 2024: $0Net Assets 2024: $19,263,0352024

Highlighted filing

2024

Assets$19,263,035
Liabilities$0
Net Assets$19,263,035
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,373,849Expenses 2011: $1,254,469Net Income 2011: $1,119,3802011Revenue 2012: $2,510,816Expenses 2012: $1,430,655Net Income 2012: $1,080,1612012Revenue 2013: $3,036,821Expenses 2013: $1,505,815Net Income 2013: $1,531,0062013Revenue 2014: $3,336,562Expenses 2014: $1,854,839Net Income 2014: $1,481,7232014Revenue 2015: $1,910,254Expenses 2015: $1,973,740Net Income 2015: -$63,4862015Revenue 2019: $5,220,425Expenses 2019: $1,873,556Net Income 2019: $3,346,8692019Revenue 2020: $1,663,257Expenses 2020: $1,942,187Net Income 2020: -$278,9302020Revenue 2021: $1,244,750Expenses 2021: $2,114,155Net Income 2021: -$869,4052021Revenue 2022: $2,151,213Expenses 2022: $2,518,711Net Income 2022: -$367,4982022Revenue 2023: $1,529,410Expenses 2023: $2,452,644Net Income 2023: -$923,2342023Revenue 2024: $3,710,488Expenses 2024: $2,353,634Net Income 2024: $1,356,8542024

Highlighted filing

2024

Revenue$3,710,488
Expenses$2,353,634
Net Income$1,356,854
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,263,035
Liabilities
$0
Net assets
$19,263,035
Revenue
$3,710,488
Expenses
$2,353,634
Net income
$1,356,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$3.71$2.35$1.36
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.53$2.45$0.92
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$2.15$2.52$0.37
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.24$2.11$0.87
2020Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.66$1.94$0.28
2019Summary only. Only limited summary data is available for this year.$20.5$0.00$5.22$1.87$3.35
2015Summary only. Only limited summary data is available for this year.$17.9$0.00$1.91$1.97$0.06
2014Summary only. Only limited summary data is available for this year.$18.0$0.00$3.34$1.85$1.48
2013Summary only. Only limited summary data is available for this year.$16.6$0.00$3.04$1.51$1.53
2012Summary only. Only limited summary data is available for this year.$15.1$0.00$2.51$1.43$1.08
2011Summary only. Only limited summary data is available for this year.$14.1$0.00$2.37$1.25$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALKER C FRIEDMANCo-Trustee-$27,000-$27,000
ALAN D FRIEDMANCo-Trustee-$27,000-$27,000
BAYARD FRIEDMANCo-Trustee-$7,500-$7,500
DILLON W FRIEDMANCo-Trustee-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
Mary Potishman Lard Trust
EIN
75-6210697
Phone
8173340144
Address
604 E 4TH ST STE 200, FORT WORTH, TX 76102-4074

Signing Officer

Name
Walker C Friedman
Title
Co-trustee
Phone
8173340114
Signed
2025-11-13

Preparer

Firm
Beverly Howl CPA
Address
4201 LAKE BREEZE DR, FORT WORTH, TX 76132
Preparer
Beverly Howl CPA
Phone
8172233886
Raw XML AppendixShowing 400 of 988 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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