Civic Intelligence

The Medallion Foundation Inc

990PF • Fiscal year 2012 • EIN 76-0141071

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

1407 Fannin Street77002
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

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

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$12,000

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

2nd percentile

-27%

Faster asset growth than 2% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$46,174,698

Down $17,188,575 (-27%) from 2011

Net Assets

$45,640,856

No earlier filing loaded for comparison.

Liabilities

Up

$533,842

Up $533,842 from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,035,120

Up $583,683 (+40%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$46,174,698
Liabilities$533,842
Net Assets$45,640,856

Operations Trend

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

2012

Revenue-
Expenses$2,035,120
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

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
Philip A DonisiDirector-$2,000-$2,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBaylor CollegeBiomedical ResearchOPCHouston, TX, US$121,718
Paid GrantBoys and Girls Harbor IncRemodel 1st Girls CottageOPCHouston, TX, US$50,000
Paid GrantMemorial HermanLife Flight HelicoptersOPCHouston, TX, US$50,000
Paid GrantSt Dominic VillageUpgrade to skelled Nursing UnitOPCHouston, TX, US$50,000
Paid GrantAishel HouseExpansion & ImprovementsOPCHouston, TX, US$50,000
Paid GrantBeth Yeshurun Day SchoolTechnology InfrastructureOPCHouston, TX, US$45,750
Paid GrantThe River Performing andFine Arts Summer CampOPCHouston, TX, US$41,000
Paid GrantSpringspirit BaseballCapital ImprovementsOPCHouston, TX, US$40,000
Paid GrantBaba Support Our TroopsOperation Finally HomeOPCNew Braunfels, TX, US$25,000
Paid GrantHabitat for HumanityHome ConstructionOPCHouston, TX, US$25,000
Paid GrantChastang Ford2008 F-350 for Sire IncOPCHouston, TX, US$23,190
Paid GrantPass-through from Finkelstein PartnershipMiscOPCHouston, TX, US$20,815
Paid GrantSt Jude ChildrensPediatric Cancer Genome ProjectOPCMemphis, TN, US$20,000
Paid GrantBreath of LifePatient Visits 188 ChildrenOPCKaty, TX, US$15,000
Paid GrantAmerican Diabetes AssocGala - 1 table for 10 & Camp Rainbow & Lotta Bright HopeOPCLas Vegas, NV, US$13,000
Paid GrantCasa De Esperanza5 AED's & CPR TrainingOPCHouston, TX, US$11,620
Paid GrantBearsource for CPS KidsBack to School Program for 2012-13OPCHouston, TX, US$10,000
Paid GrantThe Sunshine KidsActivities for Houston AreaOPCHouston, TX, US$10,000
Paid GrantHouston InternationalRoof Replacement of Center in LaporteOPCHouston, TX, US$10,000
Paid GrantHoustonts RonaldProgram & ServicesOPCHouston, TX, US$10,000
Paid GrantCovenant HouseCrisis Shelter in HoustonOPCHouston, TX, US$10,000
Paid GrantThe Mission of YahwehKitchen RenovationsOPCHouston, TX, US$10,000
Paid GrantHouston Community HealthClinic Visits Uninsured ChildrenOPCHouston, TX, US$7,500
Paid GrantTexas Center for Missing ChildrenMissing Child Prevention & Educ ProjectOPCHouston, TX, US$5,000
Paid GrantThe RoseEmpower Her Spnosorship ProgramOPCHouston, TX, US$5,000
Paid GrantTherapy Pet PalsTraining 6 Hou Pet Pal VolunteerOPCWest Lake Hills, TX, US$5,000
Paid GrantWellsprings Village IncSupportive ServicesOPCHouston, TX, US$5,000
Paid GrantHouston HospiceCharity Care ProgramOPCHouston, TX, US$5,000
Paid GrantNorthwest AssistanceTransform Food PantryOPCHouston, TX, US$5,000
Paid GrantEl Centro De CorazonDiabetic Self-Management ProgramOPCHouston, TX, US$5,000
Paid GrantMedlife of Houston Inc5th Annual Day EventOPCWhite River Junction, VT, US$5,000
Paid GrantBe the Match FoundationHosuton PatientsOPCMinneapolis, MN, US$5,000
Paid GrantMiracle Flights for KidsFlights for Houston FamiliesOPCGreen Valley, NV, US$5,000
Paid GrantJoy in the Harvest MissEmployee Match GrantOPCLansing, IL, US$2,520
Paid GrantSeven Acres Jewish CenterEmployee Match GrantOPCHouston, TX, US$2,000
Paid GrantSt Cecilia Catholic CommEmployee Match GrantOPCHouston, TX, US$2,000
Paid GrantHouston ChristianEmployee Match GrantOPCHouston, TX, US$650
Paid GrantStrake Jesuit PreparatoryEmployee Match GrantOPCHouston, TX, US$500
Paid GrantEast Carolina UniversityEmployee Match GrantOPCGreenville, NC, US$210
Filing and Contact Details

Filer

EIN
76-0141071
Raw XML AppendixShowing 400 of 787 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue5200000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Finkelstein Partners Ltd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Riverstone Plaza LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2Silverlake Center LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3Shadow Creek Center LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4Frost Bank Management
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Kilburn Media, LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Robert J Pilegge
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Jereld E McQueen
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Mark L Entmann
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Philip A Donisi
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111407 Fannin St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124849 Dumfries
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131407 Fannin St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Houston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Houston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Houston
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0733423
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IRS990PF/QualifyingDistributions/QualifyingDistributions0746473
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10The Medallion Foundation
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07136540144
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101407 Fannin St
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Houston
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077002
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Prescribed information requests supplied to applicants
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0The Medallion Foundation Inc
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07136540144
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101407 Fannin St
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Houston
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077002
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9121718
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1215000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount147500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18210
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount245000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2510000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2650000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2745750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2850000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2923190
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3411620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount355000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3820815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Missing Child Prevention & Educ Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Gala - 1 table for 10 & Camp Rainbow & Lotta Bright Hope
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Capital Improvements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Remodel 1st Girls Cottage
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Empower Her Spnosorship Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Life Flight Helicopters
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Biomedical Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Fine Arts Summer Camp
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11Back to School Program for 2012-13
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12Patient Visits 188 Children
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13Training 6 Hou Pet Pal Volunteer
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14Clinic Visits Uninsured Children
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15Activities for Houston Area
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16Supportive Services
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19Operation Finally Home
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20Charity Care Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21Transform Food Pantry
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22Roof Replacement of Center in Laporte
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23Employee Match Grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24Diabetic Self-Management Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25Program & Services
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26Upgrade to skelled Nursing Unit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution27Technology Infrastructure
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28Expansion & Improvements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution292008 F-350 for Sire Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution30Home Construction
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution315th Annual Day Event
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution32Hosuton Patients
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33Crisis Shelter in Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution345 AED's & CPR Training
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution35Flights for Houston Families
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution36Pediatric Cancer Genome Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution37Kitchen Renovations

Document Assets

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Filings

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