Civic Intelligence

The David Nathan Meyerson Foundation

990PF • Fiscal year 2017 • EIN 75-6535613

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

4441 Buena Vista StDallas, TX 75205

(214) 443-2000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

99th percentile

723%

Faster asset growth than 99% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

516%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$8,814,124

Up $7,742,679 (+723%) from 2016

Net Assets

Up

$8,811,046

Up $7,739,916 (+723%) from 2016

Liabilities

Up

$3,078

Up $2,763 (+877%) from 2016

Revenue

Up

$16,903,822

Up $14,157,877 (+516%) from 2016

Expenses

Up

$1,984,357

Up $590,910 (+42%) from 2016

Net Income

Up

$14,919,465

Up $13,566,967 (+1003%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,161,543Liabilities 2011: $12011Assets 2012: $4,559,593Liabilities 2012: $02012Assets 2013: $4,484,251Liabilities 2013: $1,207,0002013Assets 2014: $2,175,496Liabilities 2014: $2,465Net Assets 2014: $2,173,0312014Assets 2015: $850,810Liabilities 2015: $12,520Net Assets 2015: $838,2902015Assets 2016: $1,071,445Liabilities 2016: $315Net Assets 2016: $1,071,1302016Assets 2017: $8,814,124Liabilities 2017: $3,078Net Assets 2017: $8,811,0462017Assets 2019: $3,727,996Liabilities 2019: $44,487Net Assets 2019: $3,683,5092019Assets 2020: $1,331,951Liabilities 2020: $5,568Net Assets 2020: $1,326,3832020Assets 2021: $1,540,082Liabilities 2021: $24,038Net Assets 2021: $1,516,0442021Assets 2022: $1,544,171Liabilities 2022: $13,881Net Assets 2022: $1,530,2902022Assets 2023: $1,424,259Liabilities 2023: $3,986Net Assets 2023: $1,420,2732023Assets 2024: $784,416Liabilities 2024: $0Net Assets 2024: $784,4162024

Highlighted filing

2017

Assets$8,814,124
Liabilities$3,078
Net Assets$8,811,046

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $5,165,072Expenses 2011: $547,730Net Income 2011: $4,617,3422011Revenue 2012: -$642,581Expenses 2012: $441,176Net Income 2012: -$1,083,7572012Revenue 2013: -$319,624Expenses 2013: $1,015,163Net Income 2013: -$1,334,7872013Revenue 2014: -$25,209Expenses 2014: $1,200,950Net Income 2014: -$1,226,1592014Revenue 2015: -$59,357Expenses 2015: $1,443,506Net Income 2015: -$1,502,8632015Revenue 2016: $2,745,945Expenses 2016: $1,393,447Net Income 2016: $1,352,4982016Revenue 2017: $16,903,822Expenses 2017: $1,984,357Net Income 2017: $14,919,4652017Revenue 2019: $207,204Expenses 2019: $3,347,103Net Income 2019: -$3,139,8992019Revenue 2020: $705,589Expenses 2020: $3,082,082Net Income 2020: -$2,376,4932020Revenue 2021: $2,334,532Expenses 2021: $2,182,223Net Income 2021: $152,3092021Revenue 2022: $2,023,313Expenses 2022: $2,018,487Net Income 2022: $4,8262022Revenue 2023: $271,733Expenses 2023: $438,335Net Income 2023: -$166,6022023Revenue 2024: $400,589Expenses 2024: $1,196,750Net Income 2024: -$796,1612024

Highlighted filing

2017

Revenue$16,903,822
Expenses$1,984,357
Net Income$14,919,465
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORTON H MEYERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The David Nathan Meyerson Foundation
EIN
75-6535613
Phone
2144432000
Address
4441 BUENA VISTA ST, DALLAS, TX 75205

Signing Officer

Name
Ian N Trumpower
Title
Current Director
Phone
2144432000
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Raw XML AppendixShowing 400 of 2,330 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/PropertyDesc4LONG-TERM CAPITAL GAIN - PIVOT TECHNOLOGY SOLUTIONS
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd01
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.2M.COM/DNMF
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DREAM BIG FORT WORTH DETERMINED SCHOLARSHIP PROGRAM - MARKETING MATERIALS.DNMF SUMMER BOOK CLUB - BOOKS AND SUPPLIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08248
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MORTON H MEYERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4750
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10187
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1518000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt183860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt276000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt291800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt305000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt324400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3513900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt361500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371861
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3836000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39108000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt402000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt431200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4419000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4715040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt485000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt494000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt501000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt518000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5418000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5520163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt563660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt573000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt585000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6037500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt639000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6410900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt664650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt671500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6811310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt695000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt701000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt747500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7731447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt78600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt79500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt80180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt813075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt821800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt831500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt84180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8528800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt86900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt873500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8818000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt89900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt912970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt926800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9318000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt941000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt952500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9662665
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt975500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt98600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt99750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1005000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10236720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105100

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.40$1.20$0.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.27$0.44$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.01$1.53$2.02$2.02$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.02$1.52$2.33$2.18$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.33$0.71$3.08$2.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.04$3.68$0.21$3.35$3.14
2017Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$16.9$1.98$14.9
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$2.75$1.39$1.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.01$0.84$0.06$1.44$1.50
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.17$0.03$1.20$1.23
2013Summary only. Only limited summary data is available for this year.$4.48$1.21$0.32$1.02$1.33
2012Summary only. Only limited summary data is available for this year.$4.56$0.00$0.64$0.44$1.08
2011Summary only. Only limited summary data is available for this year.$5.16$0.00$5.17$0.55$4.62