Civic Intelligence

Montgomery County Community Foundation

990 • Fiscal year 2013 • EIN 76-0082098

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

Organization Profilewww.mccfoundation.org
1400 Woodloch Forest Dr Ste 300-1277380

(281) 363-8158

Siviq Scores

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

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.21x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$45,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,709,117

Up $377,017 (+8.7%) from 2012

Net Assets

Up

$4,586,531

Up $424,850 (+10%) from 2012

Liabilities

Down

$122,586

Down $47,833 (-28%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

$574,469

No earlier filing loaded for comparison.

Expenses

Up

$200,752

Up $10,687 (+5.6%) from 2012

Net Income

$373,717

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,119,280Liabilities 2011: $166,948Net Assets 2011: $3,952,3322011Assets 2012: $4,332,100Liabilities 2012: $170,419Net Assets 2012: $4,161,6812012Assets 2013: $4,709,117Liabilities 2013: $122,586Net Assets 2013: $4,586,5312013Assets 2014: $5,141,803Liabilities 2014: $128,556Net Assets 2014: $5,013,2472014Assets 2015: $5,639,773Liabilities 2015: $136,539Net Assets 2015: $5,503,2342015Assets 2016: $6,751,073Liabilities 2016: $139,833Net Assets 2016: $6,611,2402016Assets 2017: $7,246,146Liabilities 2017: $145,156Net Assets 2017: $7,100,9902017Assets 2018: $7,791,810Liabilities 2018: $128,400Net Assets 2018: $7,663,4102018Assets 2019: $7,988,314Liabilities 2019: $137,915Net Assets 2019: $7,850,3992019Assets 2020: $8,968,074Liabilities 2020: $140,522Net Assets 2020: $8,827,5522020Assets 2021: $9,812,463Liabilities 2021: $147,200Net Assets 2021: $9,665,2632021Assets 2022: $10,127,465Liabilities 2022: $169,669Net Assets 2022: $9,957,7962022Assets 2023: $11,412,090Liabilities 2023: $168,049Net Assets 2023: $11,244,0412023Assets 2024: $12,080,997Liabilities 2024: $172,599Net Assets 2024: $11,908,3982024

Highlighted filing

2013

Assets$4,709,117
Liabilities$122,586
Net Assets$4,586,531
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $191,0252011Expenses 2012: $190,0652012Revenue 2013: $574,469Expenses 2013: $200,752Net Income 2013: $373,7172013Revenue 2014: $665,838Expenses 2014: $239,122Net Income 2014: $426,7162014Revenue 2015: $761,348Expenses 2015: $271,361Net Income 2015: $489,9872015Revenue 2016: $1,359,799Expenses 2016: $251,793Net Income 2016: $1,108,0062016Revenue 2017: $777,067Expenses 2017: $287,317Net Income 2017: $489,7502017Revenue 2018: $1,011,041Expenses 2018: $384,136Net Income 2018: $626,9052018Revenue 2019: $711,355Expenses 2019: $524,366Net Income 2019: $186,9892019Revenue 2020: $1,455,476Expenses 2020: $478,323Net Income 2020: $977,1532020Revenue 2021: $1,350,378Expenses 2021: $512,667Net Income 2021: $837,7112021Revenue 2022: $808,200Expenses 2022: $515,667Net Income 2022: $292,5332022Revenue 2023: $1,811,938Expenses 2023: $525,693Net Income 2023: $1,286,2452023Revenue 2024: $1,318,476Expenses 2024: $654,119Net Income 2024: $664,3572024

Highlighted filing

2013

Revenue$574,469
Expenses$200,752
Net Income$373,717
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Gross Receipts
$1,241,030
Mission and Program Overview

Mission

Provide assistance to the people of Montgomery County through the administration of endowed funds that provide grants to local non-profit organizations and scholarships to local students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,699,655$4,223,226▲ $523,571
Savings and Temporary Cash Investments$628,975$472,844▼ $156,131
Cash and Non-Interest-Bearing Accounts$2,210$9,110▲ $6,900
Land, Buildings, and Equipment, Net$360$3,037▲ $2,677
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,332,100$4,709,117▲ $377,017
Other Assets Total$900$900→ $0
Liabilities
Other Liabilities$166,630$122,389▼ $44,241
Accounts Payable and Accrued Expenses$3,789$197▼ $3,592
Total Liabilities$170,419$122,586▼ $47,833
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,011,227$2,165,827▲ $154,600
Permanently Rstr Net Assets$1,878,735$2,078,415▲ $199,680
Unrestricted Net Assets$271,719$342,289▲ $70,570
Total Net Assets Fund Balance$4,161,681$4,586,531▲ $424,850
Total Liabilities and Net Assets / Fund Balance$4,332,100$4,709,117▲ $377,017

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,037$2,136$5,173

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,889,962$209,472▲ $267,017-$4,289,442
2012$3,762,067$56,420▲ $184,988-$3,889,962
2011$3,570,080$73,184▲ $232,803-$3,762,067
2010$3,641,566$11,996▲ $169,359-$3,716,971
2009$19,428$6,824▲ $92,000-$3,641,567
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon KiddExecutive DirectorPT$45,500$45,500

Board Members and Trustees

NameTitle
Mary Ellen CastilloPast President
Don CarterPresident
Donnie BuckalewVice President
Alex SuttonDirector
Henry BrooksDirector
JD WebbDirector
Jill VaughanDirector
Luciano ReyesDirector
Mike StoeckerDirector
Nick VanderpoolDirector
Richie RayDirector
Steve SandersDirector
Tommy MetcalfDirector
Gregg HopeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,851
Program Service Revenue
$0
Investment Income
$267,896
Other Revenue
$77,722
All Other Contributions
$158,339
Change in Net Assets
$373,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,209
Salaries, Compensation, and Employee Benefits$48,981
Other Expenses$29,562
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,509--$115,509
Current Officers, Directors, Trustees, and Key Employees-$45,500-$45,500
Occupancy-$12,000-$12,000
Grants to Domestic Individuals$6,700--$6,700
Fees for Services Accounting-$5,538-$5,538
Payroll Taxes-$3,481-$3,481
Office Expenses-$3,320-$3,320
Insurance-$1,648-$1,648
Conferences and Meetings-$1,001-$1,001
Information Technology-$987-$987
Other Expenses-$275-$275
Depreciation Depletion-$141-$141
All Other Expenses-$35-$35
Total Functional Expenses$122,209$78,543$0$200,752
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
76-0000798-501(c)(3)Emergency rent assistance$15,000
76-0153892-501(c)(3)Nutritious food for distribution$12,300
75-2634623-501(c)(3)Direct patient care$10,000
76-0242187-501(c)(3)Prenatal counseling$10,000
76-0388402-501(c)(3)Family advocacy services$7,000
20-5665097-501(c)(3)Angel Reach Transitional Center$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,299
Fundraising Direct Expenses$21,577
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$111,109$58,399$15,492$42,907
Event 2$58,702$40,900$6,085$34,815
Total Events$169,811$99,299$21,577$77,722
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowments$122,389
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The foundation's Executive Director and the Board of Directors review the 990 before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest forms are obtained annually from the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Directors reviews and votes on compensation awarded to the Executive Director annually. For this review, they are provided with the compensation summary for Community Foundations with a comparable asset size provided by the Council on Foundations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents and policies are made available to the public as requested.”

Filing and Contact Details

Filer

EIN
76-0082098
Phone
2813638158

Signing Officer

Name
Donnie Buckalew
Title
President
Signed
2014-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donnie Buckalew
Formed
1983
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
34

Preparer

Preparer
Ryan K Bearden CPA
Phone
2813629732
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IRS990/MissionDesc0Provide assistance to the people of Montgomery County through the administration of endowed funds that provide grants to local non-profit organizations and scholarships to local students.
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IRS990/PrincipalOfficerNm0Donnie Buckalew
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,709,117
Liabilities
$122,586
Net assets
$4,586,531
Revenue
$574,469
Expenses
$200,752
Net income
$373,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.17$11.9$1.32$0.65$0.66
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.17$11.2$1.81$0.53$1.29
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.17$9.96$0.81$0.52$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.81$0.15$9.67$1.35$0.51$0.84
2020Detailed filing. Detailed filing data is available for this year.$8.97$0.14$8.83$1.46$0.48$0.98
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.14$7.85$0.71$0.52$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.79$0.13$7.66$1.01$0.38$0.63
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.15$7.10$0.78$0.29$0.49
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.14$6.61$1.36$0.25$1.11
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.14$5.50$0.76$0.27$0.49
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.13$5.01$0.67$0.24$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.71$0.12$4.59$0.57$0.20$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.17$4.16$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.17$3.95$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits