Civic Intelligence

Ed T Malloy Foundation

990 • Fiscal year 2019 • EIN 76-0078695

Oct 01, 2018 to Sep 30, 2019 • Filed on Nov 08, 2019

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.03x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-47%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$14,400

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

13th percentile

-6.9%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$9,328,008

Down $693,027 (-6.9%) from 2018

Net Assets

Down

$9,317,133

Down $700,527 (-7.0%) from 2018

Liabilities

Up

$10,875

Up $7,500 (+222%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin6th percentile

Revenue

Down

$334,579

Down $810,167 (-71%) from 2018

Expenses

Up

$491,779

Up $38,898 (+8.6%) from 2018

Net Income

Down

-$157,200

Down $849,065 (-123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2019

Assets$9,328,008
Liabilities$10,875
Net Assets$9,317,133
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$334,579
Expenses$491,779
Net Income-$157,200
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,099,039
Mission and Program Overview

Mission

Charitable donations to designated charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,411,137$8,676,063▼ $735,074
Savings and Temporary Cash Investments$590,389$629,208▲ $38,819
Cash and Non-Interest-Bearing Accounts$9,724$13,500▲ $3,776
Accounts Receivable$9,785$9,237▼ $548
Total Assets$10,021,035$9,328,008▼ $693,027
Liabilities
Accounts Payable and Accrued Expenses$3,375$10,875▲ $7,500
Total Liabilities$3,375$10,875▲ $7,500
Net Assets / Fund Balance
Unrestricted Net Assets$10,017,660$9,317,133▼ $700,527
Total Net Assets Fund Balance$10,017,660$9,317,133▼ $700,527
Total Liabilities and Net Assets / Fund Balance$10,021,035$9,328,008▼ $693,027
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Joanne JonesPresident$14,400$14,400

Board Members and Trustees

NameTitle
Beverly BlalackDirector
Brook AurandDirector
Clyde McKee IIIDirector
Gilbert MazzolaDirector
Ida SchossowDirector
John KennedyDirector
Judy TaylorDirector
Mark LemleyDirector
Robert SimsDirector
Scott HoytDirector
Larry DavidSecretary
Susan FairbairnVP Investments
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$334,579
Other Revenue
$0
Change in Net Assets
$-157,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$292,586
Revenue Not Reported on Financial Statements
$41,993
Revenue Not Reported on Form 990
$-543,327
Total Revenue per Audited Statements
$-250,741
Total Revenue per Form 990
$334,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$411,508
Other Expenses$64,769
Salaries, Compensation, and Employee Benefits$15,502
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$406,508--$406,508
Fees for Service Investment Mgmnt Fees$0$41,993$0$41,993
Current Officers, Directors, Trustees, and Key Employees$0$14,400$0$14,400
Fees for Services Accounting$0$6,850$0$6,850
Travel$0$5,640$0$5,640
Grants to Domestic Individuals$5,000--$5,000
Payroll Taxes$0$1,102$0$1,102
Other Expenses$0$126$0$126
Total Functional Expenses$411,508$80,271$0$491,779

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$491,779
Expenses per Audited Statements$449,786
Total Expenses per Audited Statements$449,786
Expenses Not Reported on Financial Statements$41,993
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FUMC - OrangeOrange, TX501(c)(3)Designated charity$133,086
St Mary's Catholic ChurckOrange, TX501(c)(3)Designated Charity$133,086
Red Cross - OrangeOrange, TX501(c)(3)Desisnated Charity$103,086
Birthright of OrangePinehurst, TX501(c)(3)Charitable support$9,000
Orange Christian ServicesOrange, TX501(c)(3)Charitable support$9,000
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
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Jones
Formed
1993
Legal Domicile
TX
Voting Board Members
13
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.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships to students
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0372980
IRS990/PYInvestmentIncomeAmt01144746
IRS990/PYOtherExpensesAmt064399
IRS990/PYRevenuesLessExpensesAmt0691865
IRS990/PYSalariesCompEmpBnftPaidAmt015502
IRS990/PYTotalExpensesAmt0452881
IRS990/PYTotalRevenueAmt01144746
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-157200
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0590389
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0629208
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/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
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/SupportAmt0133086
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1133086
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2103086
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/SupportSumAmt0369258
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041993
IRS990ScheduleD/ExpensesSubtotalAmt0449786
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt041993
IRS990ScheduleD/InvestmentExpensesNotIncldAmt041993
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-543327
IRS990ScheduleD/RevenueNotReportedAmt0-543327
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt041993
IRS990ScheduleD/RevenueSubtotalAmt0292586
IRS990ScheduleD/TotalExpensesPerForm990Amt0491779
IRS990ScheduleD/TotalRevenuePerForm990Amt0334579
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-250741
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0449786
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0133086
IRS990ScheduleI/RecipientTable/CashGrantAmt1133086
IRS990ScheduleI/RecipientTable/CashGrantAmt2103086
IRS990ScheduleI/RecipientTable/CashGrantAmt39000
IRS990ScheduleI/RecipientTable/CashGrantAmt49000
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4n/a
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Designated Charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Designated charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Desisnated Charity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Charitable support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Charitable support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Mary's Catholic Churck
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FUMC - Orange
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Red Cross - Orange
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Birthright of Orange
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Orange Christian Services
IRS990ScheduleI/RecipientTable/RecipientEIN0746015449
IRS990ScheduleI/RecipientTable/RecipientEIN1741157361
IRS990ScheduleI/RecipientTable/RecipientEIN2741109439
IRS990ScheduleI/RecipientTable/RecipientEIN3760073665
IRS990ScheduleI/RecipientTable/RecipientEIN4760042733
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0912 West Chewrry
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1502 North 6th
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23901 IH10 East
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31537 Strickland Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42518 W Park Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Orange
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Orange
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Orange
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Pinehurst
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Orange
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077630
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177630
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277630
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd377630

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,328,008
Liabilities
$10,875
Net assets
$9,317,133
Revenue
$334,579
Expenses
$491,779
Net income
-$157,200
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