Civic Intelligence

Broughton Foundation Trust

990PF • Fiscal year 2022 • EIN 75-6395131

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
PO Box 12774Dallas, TX 75225

(432) 935-8597

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.

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

Liabilities / Revenue

11th percentile

0.00x

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

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

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

19th percentile

$43,764

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

96th percentile

66%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

96th percentile

251%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$53,995,154

Up $21,552,050 (+66%) from 2021

Net Assets

Up

$53,995,154

Up $21,552,050 (+66%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin94th percentile

Revenue

Up

$26,956,235

Up $19,285,265 (+251%) from 2021

Expenses

Up

$5,326,725

Up $1,577,963 (+42%) from 2021

Net Income

Up

$21,629,510

Up $17,707,302 (+451%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100M$50M$0Assets 2011: $10,616,184Liabilities 2011: $02011Assets 2012: $13,728,945Liabilities 2012: $1972012Assets 2013: $15,467,733Liabilities 2013: $02013Assets 2014: $19,974,008Liabilities 2014: $0Net Assets 2014: $19,974,0082014Assets 2015: $19,097,006Liabilities 2015: $0Net Assets 2015: $19,097,0062015Assets 2016: $18,310,559Liabilities 2016: $0Net Assets 2016: $18,310,5592016Assets 2017: $18,698,426Liabilities 2017: $13,119Net Assets 2017: $18,685,3072017Assets 2018: $22,155,376Liabilities 2018: $3,567Net Assets 2018: $22,151,8092018Assets 2019: $26,419,088Liabilities 2019: $0Net Assets 2019: $26,419,0882019Assets 2020: $28,853,002Liabilities 2020: $0Net Assets 2020: $28,853,0022020Assets 2021: $32,443,104Liabilities 2021: $0Net Assets 2021: $32,443,1042021Assets 2022: $53,995,154Liabilities 2022: $0Net Assets 2022: $53,995,1542022Assets 2023: $67,494,992Liabilities 2023: $0Net Assets 2023: $67,494,9922023Assets 2024: $91,563,575Liabilities 2024: $0Net Assets 2024: $91,563,5752024

Highlighted filing

2022

Assets$53,995,154
Liabilities$0
Net Assets$53,995,154
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0Revenue 2011: $2,391,584Expenses 2011: $900,298Net Income 2011: $1,491,2862011Revenue 2012: $2,475,324Expenses 2012: $1,213,685Net Income 2012: $1,261,6392012Revenue 2013: $2,975,491Expenses 2013: $1,157,271Net Income 2013: $1,818,2202013Revenue 2014: $3,663,232Expenses 2014: $778,691Net Income 2014: $2,884,5412014Revenue 2015: $1,818,836Expenses 2015: $762,886Net Income 2015: $1,055,9502015Revenue 2016: $2,053,301Expenses 2016: $1,045,575Net Income 2016: $1,007,7262016Revenue 2017: $2,860,582Expenses 2017: $2,374,597Net Income 2017: $485,9852017Revenue 2018: $5,131,420Expenses 2018: $1,836,210Net Income 2018: $3,295,2102018Revenue 2019: $5,187,570Expenses 2019: $990,885Net Income 2019: $4,196,6852019Revenue 2020: $3,782,549Expenses 2020: $1,263,503Net Income 2020: $2,519,0462020Revenue 2021: $7,670,970Expenses 2021: $3,748,762Net Income 2021: $3,922,2082021Revenue 2022: $26,956,235Expenses 2022: $5,326,725Net Income 2022: $21,629,5102022Revenue 2023: $18,187,000Expenses 2023: $4,047,989Net Income 2023: $14,139,0112023Revenue 2024: $28,782,834Expenses 2024: $4,553,001Net Income 2024: $24,229,8332024

Highlighted filing

2022

Revenue$26,956,235
Expenses$5,326,725
Net Income$21,629,510
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim WeaverTrusteePT$43,764-$43,764
Clifton TalbotTrustee-$1,000-$1,000
John MarshallTrustee-$1,000-$1,000
John GrantTrustee-$750-$750
Jean BroughtonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Broughton Foundation Trust
EIN
75-6395131
Phone
4329358597
Address
PO Box 12774, Dallas, TX 75225

Signing Officer

Name
Jean Broughton
Title
Trustee
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Patten Thiebaud LLC
Address
10000 N Central Expwy Ste 290, Dallas, TX 75231
Preparer
Mark R Patten CPA
Phone
2146961922
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3128791
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33150244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34215966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35447672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36381345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37526147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38349855
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5035918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5115949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5271127
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2472248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2550555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2644882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2745044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28103892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2993492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3036491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3131313
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33141522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34248800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35437805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36374874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37579416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38339280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39180748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40300146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4298810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43133910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4495492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4564233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4685965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4776039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4833855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4971605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5044734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5115664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5261707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Blackrock Equity Dividend Fund Inst.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Lord Abbett Fundamental Equity
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Owl Rock Capital Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Trinity Capital Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Global X MLP & Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard High Dividend Yield ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Adobe Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Alphabet Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Amazon.Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9American Tower Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Brookfield Asset Managment Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Carmax Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Costco Wholesale Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Costar Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Danaher Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Hilton Worldwide Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Idexx Laboratories Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Intuit Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Intuitive Surgical Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KKR & Co. Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Mastercard Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Microsoft Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Netflix Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Nvidia Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Progressive Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Roper Technologies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26S&P Global Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Schwab Charles Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Transdigm Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Visa Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Zoetis Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Linde PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Blackstone Secured Lending Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Oaktree Specialty Lending Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Plains GP Holdings LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Alps Alerian MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36iShares Russell 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37iShares Core MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SPPDR Gold Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SPROTT Gold Miners ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Vanguard FTSE Emerging Markets ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Pacwest Bancorp Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42State Street Corp Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Texas Cap Bankshares Ind. pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Wells Fargo & Company pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Wintrust Financial Corp. pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Wintrust Finl Corp. pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Brookfield Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Copart Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Moodys Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50O Reilly Automotive Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Sherwin Williams Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Union Pacific Corp.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0875972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1887131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2980099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31004836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4751802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64851303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7561826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8955607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9518384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1131711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12561123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13512452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1448710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Blackrock Global Allocation Fund Inc.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Income Fund of America Fund Class F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Thornburg Income Builder
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Lord Abbett Ultra Short Bond
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Lord Abbett Inflation Focused
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Virtius Kar Small Mid Cap Core
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Money Market Obbligs Federated Hermes
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Artisan Intl Value Advisor
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Diamond Hill Large Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Fidelity Advisor Floating Rate High Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Metropolitan West Unconstraind Bond Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Money Market Obbligs Federated Hermes
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Pimco Short Term Instl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Blackstone Real Estate Income Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NB Secondary Opptys Offshore Fund V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0762956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1919631

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Filings

Displayed year

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

Open filing
Assets
$53,995,154
Liabilities
$0
Net assets
$53,995,154
Revenue
$26,956,235
Expenses
$5,326,725
Net income
$21,629,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$91.6$0.00$91.6$28.8$4.55$24.2
2023Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$18.2$4.05$14.1
2022Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$27.0$5.33$21.6
2021Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$7.67$3.75$3.92
2020Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$3.78$1.26$2.52
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$5.19$0.99$4.20
2018Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$5.13$1.84$3.30
2017Detailed filing. Detailed filing data is available for this year.$18.7$0.01$18.7$2.86$2.37$0.49
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$2.05$1.05$1.01
2015Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.82$0.76$1.06
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.66$0.78$2.88
2013Summary only. Only limited summary data is available for this year.$15.5$0.00$2.98$1.16$1.82
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$2.48$1.21$1.26
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$2.39$0.90$1.49