Civic Intelligence

Montgomery County Community Foundation

990 • Fiscal year 2014 • EIN 76-0082098

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profilewww.mccfoundation.org
9320 Lakeside Blvd Bldg 2The Woodlands, TX 77381

(281) 363-8158

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

50th percentile

0.19x

Higher debt load relative to revenue than 50% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$46,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

69th percentile

9.2%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,141,803

Up $432,686 (+9.2%) from 2013

Net Assets

Up

$5,013,247

Up $426,716 (+9.3%) from 2013

Liabilities

Up

$128,556

Up $5,970 (+4.9%) from 2013

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin94th percentile

Revenue

Up

$665,838

Up $91,369 (+16%) from 2013

Expenses

Up

$239,122

Up $38,370 (+19%) from 2013

Net Income

Up

$426,716

Up $52,999 (+14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2014

Assets$5,141,803
Liabilities$128,556
Net Assets$5,013,247
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

2014

Revenue$665,838
Expenses$239,122
Net Income$426,716
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$1,397,953
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$4,223,226$4,459,193▲ $235,967
Savings and Temporary Cash Investments$472,844$667,644▲ $194,800
Cash and Non-Interest-Bearing Accounts$9,110$10,619▲ $1,509
Land, Buildings, and Equipment, Net$3,037$2,847▼ $190
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$4,709,117$5,141,803▲ $432,686
Other Assets Total$900$1,500▲ $600
Liabilities
Other Liabilities$122,389$128,556▲ $6,167
Accounts Payable and Accrued Expenses$197--
Total Liabilities$122,586$128,556▲ $5,970
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,165,827$2,364,823▲ $198,996
Permanently Rstr Net Assets$2,078,415$2,245,128▲ $166,713
Unrestricted Net Assets$342,289$403,296▲ $61,007
Total Net Assets Fund Balance$4,586,531$5,013,247▲ $426,716
Total Liabilities and Net Assets / Fund Balance$4,709,117$5,141,803▲ $432,686

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,847$2,326$5,173

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,289,442$301,838▲ $345,918-$4,799,863
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon KiddExecutive DirectorPT$46,000$46,000

Board Members and Trustees

NameTitle
Don CarterPast President
Henry BrooksPast President
Jill VaughanPast President
Donnie BuckalewPresident
JD WebbVice President
Alex SuttonDirector
Amanda TrappDirector
Cheryl CrabbeDirector
Emily CookDirector
Luciano ReyesDirector
Nancy MartinDirector
Nick VanderpoolDirector
Richie RayDirector
Steve SandersDirector
Roz DauzatSecretary
Gregg HopeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,703
Program Service Revenue
$0
Investment Income
$347,050
Other Revenue
$80,085
All Other Contributions
$168,838
Change in Net Assets
$426,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,312
Other Expenses$52,489
Salaries, Compensation, and Employee Benefits$49,321
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$129,412--$129,412
Current Officers, Directors, Trustees, and Key Employees-$46,000-$46,000
Fees for Services Other-$16,505-$16,505
Occupancy-$15,350-$15,350
Grants to Domestic Individuals$7,900--$7,900
Fees for Services Accounting-$5,850-$5,850
Payroll Taxes-$3,321-$3,321
Office Expenses-$2,560-$2,560
Information Technology-$2,369-$2,369
Insurance-$1,706-$1,706
Conferences and Meetings-$1,594-$1,594
Other Expenses-$980-$980
All Other Expenses-$429-$429
Depreciation Depletion-$190-$190
Total Functional Expenses$137,312$101,810$0$239,122
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lone Star Community HealthConroe, TX501(c)(3)Direct patient care$11,964
Montgomery County EmergencyConroe, TX501(c)(3)Emergency rent assistance$11,000
Interfaith Community ClinicOak Ridge North, TX501(c)(3)Direct patient care$10,500
Angel Reach IncConroe, TX501(c)(3)Angel Reach Transitional Center$10,000
Society of SamaritansMagnolia, TX501(c)(3)Transportation, daycare, rent, etc.$10,000
Interfaith of The WoodlandsThe Woodlands, TX501(c)(3)Crisis assistance$6,400
New DanvilleThe Woodlands, TX501(c)(3)Job training$5,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,958
Fundraising Direct Expenses$22,873
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Skeet Shoot$122,813$61,958$16,467$45,491
Wine Dinner$50,010$41,000$6,406$34,594
Total Events$172,823$102,958$22,873$80,085
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$128,556
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

Filer Name
Montgomery County Community Foundation
EIN
76-0082098
Phone
2813638158
Address
9320 Lakeside Blvd Bldg 2, The Woodlands, TX 77381

Signing Officer

Name
Donnie Buckalew
Title
President
Signed
2015-05-12
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
52

Preparer

Firm
Seefeld Lawson Moeller Llp
Address
1610 WOODSTEAD COURT SUITE 455, THE WOODLANDS, TX 77380
Preparer
Mike Seefeld CPA
Phone
2813629732
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2Automobile Expense
IRS990/OtherExpensesGrp/Desc3Dues & Subscriptions
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0157122
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,141,803
Liabilities
$128,556
Net assets
$5,013,247
Revenue
$665,838
Expenses
$239,122
Net income
$426,716
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