Civic Intelligence

Southmore Foundation Inc.

990 • Fiscal year 2022 • EIN 76-0120857

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

Organization Profilewww.sheridancenter.org
2222 Bellefontaine StHouston, TX 77030

(713) 630-0661

Siviq Scores

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

Liabilities / Assets

68th percentile

0.30x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

4.37x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

22nd percentile

-6.0%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$8,000

Higher top officer pay than 23% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

68th percentile

9.1%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$9,345,964

Up $780,531 (+9.1%) from 2021

Net Assets

Up

$6,572,009

Up $73,573 (+1.1%) from 2021

Liabilities

Up

$2,773,955

Up $706,958 (+34%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin22nd percentile

Revenue

Down

$634,136

Down $74,012 (-10%) from 2021

Expenses

Up

$672,385

Up $56,375 (+9.2%) from 2021

Net Income

Down

-$38,249

Down $130,387 (-142%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2010: $496,328Liabilities 2010: $77,329Net Assets 2010: $418,9992010Assets 2011: $671,712Liabilities 2011: $98,236Net Assets 2011: $573,4762011Assets 2012: $1,376,991Liabilities 2012: $733,000Net Assets 2012: $643,9912012Assets 2013: $1,967,322Liabilities 2013: $697,775Net Assets 2013: $1,269,5472013Assets 2014: $2,029,945Liabilities 2014: $434,596Net Assets 2014: $1,595,3492014Assets 2015: $3,568,166Liabilities 2015: $463,032Net Assets 2015: $3,105,1342015Assets 2016: $8,208,376Liabilities 2016: $3,480,537Net Assets 2016: $4,727,8402016Assets 2017: $8,352,081Liabilities 2017: $3,478,012Net Assets 2017: $4,874,0692017Assets 2018: $8,124,240Liabilities 2018: $2,755,102Net Assets 2018: $5,369,1382018Assets 2019: $8,872,928Liabilities 2019: $2,570,112Net Assets 2019: $6,302,8162019Assets 2020: $8,307,648Liabilities 2020: $1,901,839Net Assets 2020: $6,405,8092020Assets 2021: $8,565,433Liabilities 2021: $2,066,997Net Assets 2021: $6,498,4362021Assets 2022: $9,345,964Liabilities 2022: $2,773,955Net Assets 2022: $6,572,0092022Assets 2023: $9,370,134Liabilities 2023: $2,812,257Net Assets 2023: $6,557,8772023Assets 2024: $9,535,537Liabilities 2024: $1,775,482Net Assets 2024: $7,760,0552024

Highlighted filing

2022

Assets$9,345,964
Liabilities$2,773,955
Net Assets$6,572,009
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $307,911Expenses 2010: $203,675Net Income 2010: $104,2362010Revenue 2011: $288,322Expenses 2011: $227,427Net Income 2011: $60,8952011Revenue 2012: $373,341Expenses 2012: $358,933Net Income 2012: $14,4082012Revenue 2013: $997,709Expenses 2013: $373,689Net Income 2013: $624,0202013Revenue 2014: $670,732Expenses 2014: $344,930Net Income 2014: $325,8022014Revenue 2015: $1,859,288Expenses 2015: $349,502Net Income 2015: $1,509,7862015Revenue 2016: $2,040,322Expenses 2016: $417,616Net Income 2016: $1,622,7062016Revenue 2017: $733,879Expenses 2017: $586,198Net Income 2017: $147,6812017Revenue 2018: $1,089,974Expenses 2018: $599,804Net Income 2018: $490,1702018Revenue 2019: $1,531,618Expenses 2019: $601,825Net Income 2019: $929,7932019Revenue 2020: $703,625Expenses 2020: $600,409Net Income 2020: $103,2162020Revenue 2021: $708,148Expenses 2021: $616,010Net Income 2021: $92,1382021Revenue 2022: $634,136Expenses 2022: $672,385Net Income 2022: -$38,2492022Revenue 2023: $687,397Expenses 2023: $701,529Net Income 2023: -$14,1322023Revenue 2024: $2,070,042Expenses 2024: $867,864Net Income 2024: $1,202,1782024

Highlighted filing

2022

Revenue$634,136
Expenses$672,385
Net Income-$38,249
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$634,136
Mission and Program Overview

Mission

Through a wide range of programs and activities focused on human, cultural, intellectual, professional and faith development, Southmore Foundation prepares women of all ages to take an active part in their schools, offices, and homes with an eye to building strong famalies, companies, and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,544,469$9,206,303▲ $661,834
Accounts Receivable-$114,035-
Cash and Non-Interest-Bearing Accounts$14,579$25,206▲ $10,627
Savings and Temporary Cash Investments-$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 Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,565,433$9,345,964▲ $780,531
Other Assets Total$6,385$420▼ $5,965
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,066,996$2,715,964▲ $648,968
Accounts Payable and Accrued Expenses-$35,213-
Deferred Revenue-$22,778-
Other Liabilities$1--
Total Liabilities$2,066,997$2,773,955▲ $706,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,498,436$6,572,009▲ $73,573
Total Net Assets Fund Balance$6,498,436$6,572,009▲ $73,573
Total Liabilities and Net Assets / Fund Balance$8,565,433$9,345,964▲ $780,531

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,621,869-$7,621,869
Land$1,505,351-$1,505,351
Equipment$67,806$53,611$121,417
Other Land Buildings$11,277$996$12,273
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meredith BolesSecretaryPT$8,000$8,000

Board Members and Trustees

NameTitle
Patricia KeefePresident
Patrice PruittVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$542,923
Program Service Revenue
$67,817
Investment Income
$1,124
Other Revenue
$22,272
All Other Contributions
$542,923
Change in Net Assets
$-38,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,074
Salaries, Compensation, and Employee Benefits$315,715
Grants and Similar Amounts Paid$1,596
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$208,705--$208,705
Interest$95,194--$95,194
Other Employee Benefits$82,432--$82,432
Occupancy$67,277--$67,277
Insurance$31,656--$31,656
Conferences and Meetings$23,363--$23,363
Fees for Services Accounting$2,202$19,856-$22,058
Payroll Taxes$16,578--$16,578
Other Expenses$12,961--$12,961
All Other Expenses$10,700--$10,700
Current Officers, Directors, Trustees, and Key Employees$8,000--$8,000
Information Technology$3,576--$3,576
Fees for Services Other$3,341--$3,341
Travel$3,257--$3,257
Office Expenses$1,627--$1,627
Grants to Domestic Orgs$1,596--$1,596
Total Functional Expenses$652,529$19,856$0$672,385
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 will be emailed to the directors for review prior to filing.”

Form 990, Part VI, Section B, Line 15A

“During the budget process the compensation is reviewed by the directors.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southmore Foundation Inc
EIN
76-0120857
Phone
7136300661
Address
2222 Bellefontaine St, Houston, TX 77030

Signing Officer

Name
Meredith Boles
Title
Vice President
Signed
2023-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith Boles
Formed
1983
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
22

Preparer

Firm
Lee Ann Kroon
Address
422 Enchanted River Dr, Spring, TX 77388
Preparer
Lee Ann Kroon
Phone
7138181180
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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0608807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01477579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0678155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03951837
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03951837
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0542923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0644373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0608807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01477579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0678155
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03951837
IRS990ScheduleA/TotalSupportAmt03951837
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt07621869
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07621869
IRS990ScheduleD/EquipmentGrp/BookValueAmt067806
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053611
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0121417
IRS990ScheduleD/LandGrp/BookValueAmt01505351
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01505351
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011277
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0996
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012273
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09206303
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 will be emailed to the directors for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1During the budget process the compensation is reviewed by the directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08565433
IRS990/TotalAssetsEOYAmt09345964
IRS990/TotalAssetsGrp/BOYAmt08565433
IRS990/TotalAssetsGrp/EOYAmt09345964
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0542923
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0652529
IRS990/TotalFunctionalExpensesGrp/TotalAmt0672385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02066997
IRS990/TotalLiabilitiesEOYAmt02773955
IRS990/TotalLiabilitiesGrp/BOYAmt02066997
IRS990/TotalLiabilitiesGrp/EOYAmt02773955
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06498436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06572009
IRS990/TotalProgramServiceExpensesAmt0652529
IRS990/TotalProgramServiceRevenueAmt067817
IRS990/TotalReportableCompFromOrgAmt08000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0634136
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08565433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09345964
IRS990/TravelGrp/ProgramServicesAmt03257
IRS990/TravelGrp/TotalAmt03257
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02222 Bellefontaine St
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077030
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.sheridancenter.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meredith Boles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southmore Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0760120857
ReturnHeader/Filer/PhoneNum07136300661
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 Bellefontaine St
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee Ann Kroon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 Enchanted River Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077388
ReturnHeader/PreparerPersonGrp/PhoneNum07138181180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee Ann Kroon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-12T19:15:22-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Meredith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Boles
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,345,964
Liabilities
$2,773,955
Net assets
$6,572,009
Revenue
$634,136
Expenses
$672,385
Net income
-$38,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.54$1.78$7.76$2.07$0.87$1.20
2023Detailed filing. Detailed filing data is available for this year.$9.37$2.81$6.56$0.69$0.70$0.01
2022Detailed filing. Detailed filing data is available for this year.$9.35$2.77$6.57$0.63$0.67$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.57$2.07$6.50$0.71$0.62$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.31$1.90$6.41$0.70$0.60$0.10
2019Summary only. Only limited summary data is available for this year.$8.87$2.57$6.30$1.53$0.60$0.93
2018Summary only. Only limited summary data is available for this year.$8.12$2.76$5.37$1.09$0.60$0.49
2017Summary only. Only limited summary data is available for this year.$8.35$3.48$4.87$0.73$0.59$0.15
2016Summary only. Only limited summary data is available for this year.$8.21$3.48$4.73$2.04$0.42$1.62
2015Summary only. Only limited summary data is available for this year.$3.57$0.46$3.11$1.86$0.35$1.51
2014Summary only. Only limited summary data is available for this year.$2.03$0.43$1.60$0.67$0.34$0.33
2013Summary only. Only limited summary data is available for this year.$1.97$0.70$1.27$1.00$0.37$0.62
2012Summary only. Only limited summary data is available for this year.$1.38$0.73$0.64$0.37$0.36$0.01
2011Summary only. Only limited summary data is available for this year.$0.67$0.10$0.57$0.29$0.23$0.06
2010Summary only. Only limited summary data is available for this year.$0.50$0.08$0.42$0.31$0.20$0.10