Civic Intelligence

Ed T Malloy Foundation

990 • Fiscal year 2018 • EIN 76-0078695

Oct 01, 2017 to Sep 30, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
PO Box 1755Orange, TX 77631-1755

(409) 883-3567

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$14,990

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

83%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$10,021,035

Up $605,794 (+6.4%) from 2017

Net Assets

Up

$10,017,660

Up $710,044 (+7.6%) from 2017

Liabilities

Down

$3,375

Down $104,250 (-97%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin93rd percentile

Revenue

Up

$1,144,746

Up $520,828 (+83%) from 2017

Expenses

Down

$452,881

Down $50,889 (-10%) from 2017

Net Income

Up

$691,865

Up $571,717 (+476%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,345,484Liabilities 2011: $2,487Net Assets 2011: $6,342,9972011Assets 2012: $7,351,906Liabilities 2012: $5,030Net Assets 2012: $7,346,8762012Assets 2013: $7,971,683Liabilities 2013: $1,072Net Assets 2013: $7,970,6112013Assets 2014: $8,497,816Liabilities 2014: $2,614Net Assets 2014: $8,495,2022014Assets 2015: $7,922,980Liabilities 2015: $3,031Net Assets 2015: $7,919,9492015Assets 2016: $1Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $9,415,241Liabilities 2017: $107,625Net Assets 2017: $9,307,6162017Assets 2018: $10,021,035Liabilities 2018: $3,375Net Assets 2018: $10,017,6602018Assets 2019: $9,328,008Liabilities 2019: $10,875Net Assets 2019: $9,317,1332019Assets 2020: $9,671,796Liabilities 2020: $11,795Net Assets 2020: $9,660,0012020Assets 2021: $11,695,168Liabilities 2021: $3,375Net Assets 2021: $11,691,7932021Assets 2022: $9,420,910Liabilities 2022: $5,875Net Assets 2022: $9,415,0352022Assets 2023: $9,881,856Liabilities 2023: $9,251Net Assets 2023: $9,872,6052023Assets 2025: $12,175,487Liabilities 2025: $7,751Net Assets 2025: $12,167,7362025

Highlighted filing

2018

Assets$10,021,035
Liabilities$3,375
Net Assets$10,017,660
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $411,488Expenses 2011: $346,136Net Income 2011: $65,3522011Revenue 2012: $130Expenses 2012: $346,813Net Income 2012: -$346,6832012Revenue 2013: $436,462Expenses 2013: $367,175Net Income 2013: $69,2872013Revenue 2014: $473,737Expenses 2014: $394,036Net Income 2014: $79,7012014Revenue 2015: $532,703Expenses 2015: $429,549Net Income 2015: $103,1542015Revenue 2016: $398,392Expenses 2016: $488,365Net Income 2016: -$89,9732016Revenue 2017: $623,918Expenses 2017: $503,770Net Income 2017: $120,1482017Revenue 2018: $1,144,746Expenses 2018: $452,881Net Income 2018: $691,8652018Revenue 2019: $334,579Expenses 2019: $491,779Net Income 2019: -$157,2002019Revenue 2020: $286,457Expenses 2020: $500,071Net Income 2020: -$213,6142020Revenue 2021: $818,875Expenses 2021: $507,869Net Income 2021: $311,0062021Revenue 2022: $749,434Expenses 2022: $542,673Net Income 2022: $206,7612022Revenue 2023: $511,742Expenses 2023: $537,114Net Income 2023: -$25,3722023Revenue 2025: $896,871Expenses 2025: $545,830Net Income 2025: $351,0412025

Highlighted filing

2018

Revenue$1,144,746
Expenses$452,881
Net Income$691,865
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$2,181,333
Mission and Program Overview

Mission

Charitable donations to designated charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,864,916$9,411,137▲ $546,221
Savings and Temporary Cash Investments$434,670$590,389▲ $155,719
Accounts Receivable$6,820$9,785▲ $2,965
Cash and Non-Interest-Bearing Accounts$108,835$9,724▼ $99,111
Total Assets$9,415,241$10,021,035▲ $605,794
Liabilities
Accounts Payable and Accrued Expenses$107,625$3,375▼ $104,250
Total Liabilities$107,625$3,375▼ $104,250
Net Assets / Fund Balance
Unrestricted Net Assets$9,307,616$10,017,660▲ $710,044
Total Net Assets Fund Balance$9,307,616$10,017,660▲ $710,044
Total Liabilities and Net Assets / Fund Balance$9,415,241$10,021,035▲ $605,794
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleBaseTotal
Joanne JonesPresident$14,990$14,990
Larry DavidSecretary$1,590$1,590
Susan FairbairnVP Investments$1,590$1,590
Ida SchossowDirector$1,590$1,590
Alexine AdamsDirector$590$590
Clyde Mckee IiiDirector$590$590
Gilbert MazzolaDirector$590$590
Helen HoytDirector$590$590
Judy TaylorDirector$590$590
Mark LemleyDirector$590$590
O Steven JonesDirector$590$590
Susan B TigerDirector$590$590
Beverly BlalackDirector$295$295
Scott HoytDirector$295$295
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,144,746
Other Revenue
$0
Change in Net Assets
$691,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,101,784
Revenue Not Reported on Financial Statements
$42,962
Revenue Not Reported on Form 990
$18,179
Total Revenue per Audited Statements
$1,119,963
Total Revenue per Form 990
$1,144,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$372,980
Other Expenses$64,399
Salaries, Compensation, and Employee Benefits$15,502
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$367,980--$367,980
Fees for Service Investment Mgmnt Fees$0$42,962$0$42,962
Current Officers, Directors, Trustees, and Key Employees$0$14,400$0$14,400
Fees for Services Accounting$0$6,850$0$6,850
Grants to Domestic Individuals$5,000--$5,000
Travel$0$3,423$0$3,423
Payroll Taxes$0$1,102$0$1,102
Other Expenses$0$328$0$328
All Other Expenses$0$146$0$146
Total Functional Expenses$372,980$79,901$0$452,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$452,881
Expenses per Audited Statements$409,919
Total Expenses per Audited Statements$409,919
Expenses Not Reported on Financial Statements$42,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FUMC - OrangeOrange, TX501(c)(3)Designated charity$113,760
St Mary's Catholic ChurckOrange, TX501(c)(3)Designated Charity$113,760
Red Cross - OrangeOrange, TX501(c)(3)Desisnated Charity$106,260
Orange Christian ServicesOrange, TX501(c)(3)Charitable support$9,000
Orange Community ActionOrange, TX501(c)(3)Charitable support$8,000
Orange Community PlayersOrange, TX501(c)(3)Charitable support$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ed T Malloy Foundation
EIN
76-0078695
Phone
4098833567
Address
PO Box 1755, Orange, TX 77631-1755

Signing Officer

Name
Joanne Jones
Title
President
Phone
4098833567
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Jones
Formed
1993
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Charles E Reed & Associates Pc
Address
6850 PHELAN BOULEVARD, BEAUMONT, TX 77706
Preparer
Barbara Brookner CPA
Phone
4098338986
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Board members are comprised of designated family members of the heirs of Ed T Malloy in addition to non-related Board members. Three of the board members are representatives of the designated charities that receive substantial contributions from the Foundation.”

Pt VI, Line 11B

“The president of the organization reviews and signs the Form 990 after its preparation by a CPA firm.”

Form 990, Part IX, Line 24E

“Postage 74. 0. 74. 0.”

Form 990, Part IX, Line 24E

“Wire fund fees 72. 0. 72. 0.”

Raw XML AppendixShowing 400 of 518 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0107625
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03375
IRS990/AccountsReceivableGrp/BOYAmt06820
IRS990/AccountsReceivableGrp/EOYAmt09785
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CHARITABLE DONATIONS TO DESIGNATED CHARITIES
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0146
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt0146
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOANNE JONES
IRS990/BooksInCareOfDetail/PhoneNum05123024070
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02712 Maria Anna Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078703
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0108835
IRS990/CashNonInterestBearingGrp/EOYAmt09724
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014400
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014400
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0372980
IRS990/CYInvestmentIncomeAmt01144746
IRS990/CYOtherExpensesAmt064399
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0691865
IRS990/CYSalariesCompEmpBnftPaidAmt015502
IRS990/CYTotalExpensesAmt0452881
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01144746
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTRIBUTIONS TO CHURCHES AND OTHER NON-PROFIT ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0367980
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06850
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt06850
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt042962
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt042962
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0JOANNE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXINE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN B TIGER
IRS990/Form990PartVIISectionAGrp/PersonNm3CLYDE MCKEE III
IRS990/Form990PartVIISectionAGrp/PersonNm4GILBERT MAZZOLA
IRS990/Form990PartVIISectionAGrp/PersonNm5IDA SCHOSSOW
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN FAIRBAIRN
IRS990/Form990PartVIISectionAGrp/PersonNm7LARRY DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm10BEVERLY BLALACK
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK LEMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12O STEVEN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm13HELEN HOYT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt71590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Investments
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0916680
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0367980
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0367980
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0367980
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01953267
IRS990/GrossReceiptsAmt02181333
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228066
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08864916
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09411137
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01036587
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Charitable donations to designated charities
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09307616
IRS990/NetAssetsOrFundBalancesEOYAmt010017660
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0916680
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0916680
IRS990/NetUnrlzdGainsLossesInvstAmt018179
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Trustee fees
IRS990/OtherExpensesGrp/Desc1Officer fees
IRS990/OtherExpensesGrp/Desc2Bank service charges
IRS990/OtherExpensesGrp/Desc3Office expense
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3328
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt07670
IRS990/OtherExpensesGrp/TotalAmt13000
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherExpensesGrp/TotalAmt3328
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01102
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt01102
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOANNE JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0425830
IRS990/PYInvestmentIncomeAmt0623751
IRS990/PYOtherExpensesAmt063730
IRS990/PYOtherRevenueAmt0167
IRS990/PYRevenuesLessExpensesAmt0120148
IRS990/PYSalariesCompEmpBnftPaidAmt014210
IRS990/PYTotalExpensesAmt0503770
IRS990/PYTotalRevenueAmt0623918
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0691865
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0434670
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0590389
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741157361
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1746015449
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741109439
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0113760
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1113760
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2106260
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First United Methodist Church of Orange
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1St Marys Catholic Church of Orange
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2American Red Cross
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0333780
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt042962
IRS990ScheduleD/ExpensesSubtotalAmt0409919
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042962
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042962
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018179
IRS990ScheduleD/RevenueNotReportedAmt018179
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt042962
IRS990ScheduleD/RevenueSubtotalAmt01101784
IRS990ScheduleD/TotalExpensesPerForm990Amt0452881
IRS990ScheduleD/TotalRevenuePerForm990Amt01144746
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01119963
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0409919
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0113760
IRS990ScheduleI/RecipientTable/CashGrantAmt1113760
IRS990ScheduleI/RecipientTable/CashGrantAmt2106260
IRS990ScheduleI/RecipientTable/CashGrantAmt38000
IRS990ScheduleI/RecipientTable/CashGrantAmt49000
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc5n/a
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Designated Charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Designated charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Desisnated Charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Charitable support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Charitable support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Charitable support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Mary's Catholic Churck
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FUMC - Orange
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Red Cross - Orange
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Orange Community Action
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Orange Christian Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Orange Community Players
IRS990ScheduleI/RecipientTable/RecipientEIN0746015449
IRS990ScheduleI/RecipientTable/RecipientEIN1741157361
IRS990ScheduleI/RecipientTable/RecipientEIN2741109439
IRS990ScheduleI/RecipientTable/RecipientEIN3741609186
IRS990ScheduleI/RecipientTable/RecipientEIN4760042733
IRS990ScheduleI/RecipientTable/RecipientEIN5746062456
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0912 West Chewrry
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1502 North 6th
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23901 IH10 East
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3201 W Turrett Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42518 W Park Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5708 Division Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Orange
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Orange

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,021,035
Liabilities
$3,375
Net assets
$10,017,660
Revenue
$1,144,746
Expenses
$452,881
Net income
$691,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.2$0.01$12.2$0.90$0.55$0.35
2023Detailed filing. Detailed filing data is available for this year.$9.88$0.01$9.87$0.51$0.54$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$0.01$9.42$0.75$0.54$0.21
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.82$0.51$0.31
2020Detailed filing. Detailed filing data is available for this year.$9.67$0.01$9.66$0.29$0.50$0.21
2019Detailed filing. Detailed filing data is available for this year.$9.33$0.01$9.32$0.33$0.49$0.16
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.14$0.45$0.69
2017Summary only. Only limited summary data is available for this year.$9.42$0.11$9.31$0.62$0.50$0.12
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.40$0.49$0.09
2015Summary only. Only limited summary data is available for this year.$7.92$0.00$7.92$0.53$0.43$0.10
2014Summary only. Only limited summary data is available for this year.$8.50$0.00$8.50$0.47$0.39$0.08
2013Summary only. Only limited summary data is available for this year.$7.97$0.00$7.97$0.44$0.37$0.07
2012Summary only. Only limited summary data is available for this year.$7.35$0.01$7.35$0.00$0.35$0.35
2011Summary only. Only limited summary data is available for this year.$6.35$0.00$6.34$0.41$0.35$0.07