Civic Intelligence

Wilton P & Effie Mae Hebert Foundation

990PF • Fiscal year 2023 • EIN 76-0065521

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

Organization Profile
3535 Calder Avenue Suite 310Beaumont, TX 77706

(409) 727-2345

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.87x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

14th percentile

-37%

Higher net margin than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$3,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$12,627,517

Down $420,131 (-3.2%) from 2022

Net Assets

Down

$12,130,581

Down $234,195 (-1.9%) from 2022

Liabilities

Down

$496,936

Down $185,936 (-27%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin14th percentile

Revenue

Down

$574,282

Down $599,472 (-51%) from 2022

Expenses

Down

$785,319

Down $163,101 (-17%) from 2022

Net Income

Down

-$211,037

Down $436,371 (-194%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,966,356Liabilities 2011: $287,7692011Assets 2012: $11,981,111Liabilities 2012: $520,1592012Assets 2013: $12,203,020Liabilities 2013: $520,6062013Assets 2014: $12,488,531Liabilities 2014: $631,4792014Assets 2015: $13,024,226Liabilities 2015: $585,6952015Assets 2019: $12,015,773Liabilities 2019: $553,4762019Assets 2020: $11,828,367Liabilities 2020: $165,450Net Assets 2020: $11,662,9172020Assets 2021: $12,829,578Liabilities 2021: $663,187Net Assets 2021: $12,166,3912021Assets 2022: $13,047,648Liabilities 2022: $682,872Net Assets 2022: $12,364,7762022Assets 2023: $12,627,517Liabilities 2023: $496,936Net Assets 2023: $12,130,5812023Assets 2024: $12,730,132Liabilities 2024: $2,458Net Assets 2024: $12,727,6742024

Highlighted filing

2023

Assets$12,627,517
Liabilities$496,936
Net Assets$12,130,581
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $722,774Expenses 2011: $541,592Net Income 2011: $181,1822011Revenue 2012: $579,705Expenses 2012: $797,337Net Income 2012: -$217,6322012Revenue 2013: $1,035,477Expenses 2013: $807,739Net Income 2013: $227,7382013Revenue 2014: $1,087,583Expenses 2014: $905,175Net Income 2014: $182,4082014Revenue 2015: $1,339,302Expenses 2015: $784,193Net Income 2015: $555,1092015Revenue 2019: $553,735Expenses 2019: $808,532Net Income 2019: -$254,7972019Revenue 2020: $951,353Expenses 2020: $740,502Net Income 2020: $210,8512020Revenue 2021: $1,409,203Expenses 2021: $889,697Net Income 2021: $519,5062021Revenue 2022: $1,173,754Expenses 2022: $948,420Net Income 2022: $225,3342022Revenue 2023: $574,282Expenses 2023: $785,319Net Income 2023: -$211,0372023Revenue 2024: $1,682,164Expenses 2024: $1,099,631Net Income 2024: $582,5332024

Highlighted filing

2023

Revenue$574,282
Expenses$785,319
Net Income-$211,037
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE HUGHES BRUNEYDirector-$3,000-$3,000
JAMES BLACKDirector-$3,000-$3,000
JOE VERNONDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Wilton and Effie Hebert Foundation
EIN
76-0065521
Phone
4097272345
Address
3535 CALDER AVENUE SUITE 310, BEAUMONT, TX 77706

Signing Officer

Name
James Black
Title
Director
Phone
4097272345
Signed
2024-05-29
Discuss with paid preparer
Yes

Preparer

Firm
MAZUR & VERNON CPA'S
Address
PO BOX 1916, NEDERLAND, TX 77627
Preparer
Joe C Vernon
Phone
4097291234
Raw XML AppendixShowing 400 of 896 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CORPORATE SECURITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0656039
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0656039
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0448100
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04292720
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0125882
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0671696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0113623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0785319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0453277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0574282
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0113623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0129280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018049
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-211037
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023158
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012153739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012364776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012130581
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0760454
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0760454
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0760454
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0765175
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04721
IRS990PF/DistributableAmountGrp/TotalTaxAmt04721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,627,517
Liabilities
$496,936
Net assets
$12,130,581
Revenue
$574,282
Expenses
$785,319
Net income
-$211,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.68$1.10$0.58
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.50$12.1$0.57$0.79$0.21
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.68$12.4$1.17$0.95$0.23
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.66$12.2$1.41$0.89$0.52
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.17$11.7$0.95$0.74$0.21
2019Summary only. Only limited summary data is available for this year.$12.0$0.55$0.55$0.81$0.25
2015Summary only. Only limited summary data is available for this year.$13.0$0.59$1.34$0.78$0.56
2014Summary only. Only limited summary data is available for this year.$12.5$0.63$1.09$0.91$0.18
2013Summary only. Only limited summary data is available for this year.$12.2$0.52$1.04$0.81$0.23
2012Summary only. Only limited summary data is available for this year.$12.0$0.52$0.58$0.80$0.22
2011Summary only. Only limited summary data is available for this year.$12.0$0.29$0.72$0.54$0.18