Civic Intelligence

Daniel B Deupree Foundation

990PF • Fiscal year 2023 • EIN 75-9033769

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

PO Box 345Bonham, TX 75418-0345

(903) 961-3001

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

4.6%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,243,624

Up $613 (+0.0%) from 2022

Net Assets

Up

$1,243,417

Up $613 (+0.0%) from 2022

Liabilities

Flat

$207

Flat from 2022

Revenue

Up

$70,495

Up $3,116 (+4.6%) from 2022

Expenses

Down

$69,203

Down $25,185 (-27%) from 2022

Net Income

Up

$1,292

Up $28,301 (+105%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,476,559Liabilities 2011: $1792011Assets 2012: $1,485,268Liabilities 2012: $1802012Assets 2013: $1,483,338Liabilities 2013: $2072013Assets 2014: $1,455,396Liabilities 2014: $2072014Assets 2015: $1,424,320Liabilities 2015: $2072015Assets 2019: $1,297,355Liabilities 2019: $2072019Assets 2020: $1,275,691Liabilities 2020: $207Net Assets 2020: $1,275,4842020Assets 2021: $1,270,869Liabilities 2021: $207Net Assets 2021: $1,270,6622021Assets 2022: $1,243,011Liabilities 2022: $207Net Assets 2022: $1,242,8042022Assets 2023: $1,243,624Liabilities 2023: $207Net Assets 2023: $1,243,4172023Assets 2024: $1,228,430Liabilities 2024: $248Net Assets 2024: $1,228,1822024

Highlighted filing

2023

Assets$1,243,624
Liabilities$207
Net Assets$1,243,417

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $83,112Expenses 2011: $69,485Net Income 2011: $13,6272011Revenue 2012: $79,769Expenses 2012: $71,061Net Income 2012: $8,7082012Revenue 2013: $76,736Expenses 2013: $78,693Net Income 2013: -$1,9572013Revenue 2014: $74,488Expenses 2014: $102,430Net Income 2014: -$27,9422014Revenue 2015: $74,491Expenses 2015: $105,567Net Income 2015: -$31,0762015Revenue 2019: $71,015Expenses 2019: $97,149Net Income 2019: -$26,1342019Revenue 2020: $65,894Expenses 2020: $87,558Net Income 2020: -$21,6642020Revenue 2021: $67,402Expenses 2021: $71,463Net Income 2021: -$4,0612021Revenue 2022: $67,379Expenses 2022: $94,388Net Income 2022: -$27,0092022Revenue 2023: $70,495Expenses 2023: $69,203Net Income 2023: $1,2922023Revenue 2024: $66,743Expenses 2024: $81,255Net Income 2024: -$14,5122024

Highlighted filing

2023

Revenue$70,495
Expenses$69,203
Net Income$1,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE DEUPREETrustee-$0--
JANIE ELLERTrustee-$0--
KELVIN DEUPREETrustee-$0--
DEBORAH GREENTrustee-$0--
PAULA DEUPREE MCFADDENTrustee-$0--
KATHY DEUPREE LANGLEYTrustee-$0--
LINDA STATONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel B Deupree Foundation
EIN
75-9033769
Phone
9039613001
Address
PO BOX 345, BONHAM, TX 75418-0345

Signing Officer

Name
Deborah Green
Title
Trustee
Phone
9039613001
Signed
2024-05-13

Preparer

Firm
Harold B Rogers Iii CPA Pc
Address
217 WEST PECAN STREET, SHERMAN, TX 75090-5847
Preparer
Harold B Rogers Iii
Phone
9038682403
Raw XML Appendix394 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BONHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6BONHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd575418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd675418
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt055798
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt055798
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA HICKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 345
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BONHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075418
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09039613001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.DBDEUPREE.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORM - SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LISA HICKS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09039613001
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 345
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BONHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075418
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FANNIN COUNTY TEXAS RESIDENTS & 20% NON-FANNIN COUNTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INDIVIDUAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE PDF ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FANNIN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075418
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055798
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08640
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055798
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036485
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt014398
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FIXED ASSETS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt014398
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0679
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL 990 TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCRUED INTEREST PURCHASED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4P.O. BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1697
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt481
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22092
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt353
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5324
TaxesSchedule/TaxesDetail/Amt0712
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0178
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0534
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09039613001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL B DEUPREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0759033769
ReturnHeader/Filer/PhoneNum09039613001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 345
ReturnHeader/Filer/USAddress/CityNm0BONHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0754180345
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752898535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAROLD B ROGERS III CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 WEST PECAN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHERMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750905847
ReturnHeader/PreparerPersonGrp/PhoneNum09038682403
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD B ROGERS III
ReturnHeader/ReturnTs02024-05-15T10:31:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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