Civic Intelligence

The Medallion Foundation Inc

990PF • Fiscal year 2016 • EIN 76-0141071

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
1407 Fannin StreetHouston, TX 77002

(713) 629-1381

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.07x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

11th percentile

$12,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

86th percentile

15%

Faster asset growth than 86% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-8.6%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$78,424,613

Up $10,131,290 (+15%) from 2015

Net Assets

$77,573,330

No earlier filing loaded for comparison.

Liabilities

Up

$851,283

Up $12,372 (+1.5%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin97th percentile

Revenue

Down

$11,752,821

Down $1,104,958 (-8.6%) from 2015

Expenses

Down

$1,557,469

Down $444,278 (-22%) from 2015

Net Income

Down

$10,195,352

Down $660,680 (-6.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150M$100M$50M$0Assets 2010: $66,278,220Liabilities 2010: $02010Assets 2011: $63,363,273Liabilities 2011: $02011Assets 2012: $46,174,698Liabilities 2012: $533,842Net Assets 2012: $45,640,8562012Assets 2013: $58,966,260Liabilities 2013: $714,450Net Assets 2013: $58,251,8102013Assets 2014: $62,547,864Liabilities 2014: $720,432Net Assets 2014: $61,827,4322014Assets 2015: $68,293,323Liabilities 2015: $838,9112015Assets 2016: $78,424,613Liabilities 2016: $851,283Net Assets 2016: $77,573,3302016Assets 2017: $81,004,846Liabilities 2017: $3,093,264Net Assets 2017: $77,911,5822017Assets 2019: $86,949,366Liabilities 2019: $3,162,593Net Assets 2019: $83,786,7732019Assets 2020: $112,359,586Liabilities 2020: $4,284,618Net Assets 2020: $108,074,9682020Assets 2021: $129,485,732Liabilities 2021: $2,404,948Net Assets 2021: $127,080,7842021Assets 2022: $123,673,205Liabilities 2022: $2,561,630Net Assets 2022: $121,111,5752022Assets 2023: $136,626,028Liabilities 2023: $2,561,050Net Assets 2023: $134,064,9782023Assets 2024: $149,205,842Liabilities 2024: $2,563,047Net Assets 2024: $146,642,7952024

Highlighted filing

2016

Assets$78,424,613
Liabilities$851,283
Net Assets$77,573,330
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $1,573,348Expenses 2010: $809,790Net Income 2010: $763,5582010Revenue 2011: -$1,393,164Expenses 2011: $1,451,437Net Income 2011: -$2,844,6012011Expenses 2012: $2,035,1202012Revenue 2013: $6,348,124Expenses 2013: $2,067,298Net Income 2013: $4,280,8262013Revenue 2014: $1,734,187Expenses 2014: $1,690,095Net Income 2014: $44,0922014Revenue 2015: $12,857,779Expenses 2015: $2,001,747Net Income 2015: $10,856,0322015Revenue 2016: $11,752,821Expenses 2016: $1,557,469Net Income 2016: $10,195,3522016Revenue 2017: $2,528,563Expenses 2017: $2,280,570Net Income 2017: $247,9932017Revenue 2019: $3,852,651Expenses 2019: $2,837,950Net Income 2019: $1,014,7012019Revenue 2020: $3,223,051Expenses 2020: $3,838,330Net Income 2020: -$615,2792020Revenue 2021: $5,163,290Expenses 2021: $4,185,784Net Income 2021: $977,5062021Revenue 2022: $14,507,938Expenses 2022: $7,083,267Net Income 2022: $7,424,6712022Revenue 2023: $12,977,235Expenses 2023: $7,074,452Net Income 2023: $5,902,7832023Revenue 2024: $14,465,241Expenses 2024: $6,870,668Net Income 2024: $7,594,5732024

Highlighted filing

2016

Revenue$11,752,821
Expenses$1,557,469
Net Income$10,195,352
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert J PileggeDirector-$12,000-$12,000
Jereld E McQueenDirector-$12,000-$12,000
Mark L EntmannDirector-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
The Medallion Foundation Inc
EIN
76-0141071
Phone
7136291381
Address
1407 Fannin Street, Houston, TX 77002

Signing Officer

Name
Robert J Pilegge
Title
Director
Phone
7136291381
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Thayer O'Neal Company LLC
Address
101 Parklane Blvd 201, Sugar Land, TX 77478
Preparer
John Thayer
Phone
2815528430
Raw XML AppendixShowing 400 of 987 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt880000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1041336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11125282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1280797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1360101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14133939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1575000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1660000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1896150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19124718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2040871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2140276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST PASSTHROUGH FROM FRINKELSTEIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT PASSTHROUGH FROM FINKELSTEIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LT PASSTHROUGH FROM FINKELSTEIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LT PASSTHROUGH FROM STEFIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HARBOR HI YLD BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHS MSCI EAFE INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VNGRD HIGH DIV YLD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VNGRD INT TM INV GD ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WSDMTRE EURO HDGD EQ ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DIREHAUS E/MKT GRW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DIREHAUS E/MKT GRW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DIREHAUS E/MKT GRW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FPA CRESCENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13HARBOR HI YLD BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHS MSCI EAFE INDX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ISHS MSCI EAFE INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CLRBRDG AGG GRW I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MAINSTRY CONV I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MTHWS PAC TIGER INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19RDGWRTH SEIX FL T RT I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SPDR D&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VNGRD FTSE EMG MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22mtHWS PAC TIGER INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030649
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010195352
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt076434
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt077649764
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt067454412
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt077573330
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01282265
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01282265
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01282265
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01312420
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030155
IRS990PF/DistributableAmountGrp/TotalTaxAmt030155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt050089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt080244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt050089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080244
IRS990PF/FMVAssetsEOYAmt053221614
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt028370141
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt018759301
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt028370141
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt026879934
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01774205
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01774205
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0228944
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01596412
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt05130397
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01596412
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01596412
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01293094
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0266179
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0294829
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041511929
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt047962194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024847549
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0838911
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0851283
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt065680207
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt075799125
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0800161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0201037
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0201037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068293323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt078424613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053221614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0838911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0851283
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt068293323
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt078424613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt067454412
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt077573330
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026648122
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0615071
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0399722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026033051
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01312420
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026248400
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt027188564
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026648122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert J Pilegge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jereld E McQueen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mark L Entmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01407 Fannin St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11407 Fannin St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24849 Dumfries
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01088469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01103547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0589006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0521652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0806016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0733423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01421422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.030610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026248400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt025833669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017042085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017377294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014813560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt024490638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0718104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207342
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0718104
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0718104
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0718104
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,424,613
Liabilities
$851,283
Net assets
$77,573,330
Revenue
$11,752,821
Expenses
$1,557,469
Net income
$10,195,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$2.56$147$14.5$6.87$7.59
2023Detailed filing. Detailed filing data is available for this year.$137$2.56$134$13.0$7.07$5.90
2022Detailed filing. Detailed filing data is available for this year.$124$2.56$121$14.5$7.08$7.42
2021Detailed filing. Detailed filing data is available for this year.$129$2.40$127$5.16$4.19$0.98
2020Detailed filing. Detailed filing data is available for this year.$112$4.28$108$3.22$3.84$0.62
2019Detailed filing. Detailed filing data is available for this year.$86.9$3.16$83.8$3.85$2.84$1.01
2017Detailed filing. Detailed filing data is available for this year.$81.0$3.09$77.9$2.53$2.28$0.25
2016Detailed filing. Detailed filing data is available for this year.$78.4$0.85$77.6$11.8$1.56$10.2
2015Summary only. Only limited summary data is available for this year.$68.3$0.84$12.9$2.00$10.9
2014Detailed filing. Detailed filing data is available for this year.$62.5$0.72$61.8$1.73$1.69$0.04
2013Detailed filing. Detailed filing data is available for this year.$59.0$0.71$58.3$6.35$2.07$4.28
2012Detailed filing. Detailed filing data is available for this year.$46.2$0.53$45.6$2.04
2011Summary only. Only limited summary data is available for this year.$63.4$0.00$1.39$1.45$2.84
2010Summary only. Only limited summary data is available for this year.$66.3$0.00$1.57$0.81$0.76