Civic Intelligence

The Currie Fund

990PF • Fiscal year 2017 • EIN 76-0207466

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

Organization Profile
7301 Rr 620 N Suite 155 Pmb 198Austin, TX 78726

(512) 335-7712

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

24th percentile

-8.6%

Higher net margin than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

155%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,567,467

Down $10,079 (-0.6%) from 2016

Net Assets

Down

$1,567,467

Down $10,079 (-0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin24th percentile

Revenue

Up

$117,161

Up $71,204 (+155%) from 2016

Expenses

Up

$127,240

Up $9,453 (+8.0%) from 2016

Net Income

Up

-$10,079

Up $61,751 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $834,413Liabilities 2011: $02011Assets 2012: $826,866Liabilities 2012: $02012Assets 2013: $824,224Liabilities 2013: $02013Assets 2014: $1,783,621Liabilities 2014: $102,0422014Assets 2015: $1,649,376Liabilities 2015: $02015Assets 2016: $1,577,546Liabilities 2016: $0Net Assets 2016: $1,577,5462016Assets 2017: $1,567,467Liabilities 2017: $0Net Assets 2017: $1,567,4672017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$1,567,467
Liabilities$0
Net Assets$1,567,467
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $54,039Expenses 2011: $70,647Net Income 2011: -$16,6082011Revenue 2012: $58,717Expenses 2012: $66,264Net Income 2012: -$7,5472012Revenue 2013: $72,316Expenses 2013: $74,958Net Income 2013: -$2,6422013Revenue 2014: $988,031Expenses 2014: $130,676Net Income 2014: $857,3552014Revenue 2015: $104,076Expenses 2015: $136,272Net Income 2015: -$32,1962015Revenue 2016: $45,957Expenses 2016: $117,787Net Income 2016: -$71,8302016Revenue 2017: $117,161Expenses 2017: $127,240Net Income 2017: -$10,0792017Revenue 2018: $58,029Expenses 2018: $1,832,157Net Income 2018: -$1,774,1282018

Highlighted filing

2017

Revenue$117,161
Expenses$127,240
Net Income-$10,079
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRISS T CURRIETrustee-$0--
LAURA T CURRIE GRAEFTrustee-$0--
JAY A CURRIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Currie Fund
EIN
76-0207466
Phone
5123357712
Address
7301 RR 620 N SUITE 155 PMB 198, AUSTIN, TX 78726

Signing Officer

Name
Harriss T Currie
Title
Trustee
Phone
5122198020
Signed
2018-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Maddox Thomson & Associates Pc
Address
2603 AUGUSTA DRIVE SUITE 1400, HOUSTON, TX 77057
Preparer
Stacie Gill
Phone
7137834242
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0109963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0101170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0114363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0112377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01879321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01816847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01911331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01952763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01033862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0942784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0110681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.290222
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0109801
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0110681
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0880
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110681
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HARRISS T CURRIE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08121 ENDEAVOR CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078726
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123357712
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION SHOULD INCLUDE AMOUNT AND PURPOSE OF GRANT AS WELL AS GENERAL INFORMATION ON ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HARRISS T CURRIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05122198020
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUSTIN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078726
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION OR REQUEST FOR INFORMATION GENERALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16-3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt173000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt193000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt217500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,567,467
Liabilities
$0
Net assets
$1,567,467
Revenue
$117,161
Expenses
$127,240
Net income
-$10,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.83$1.77
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.12$0.07
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$0.10$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$1.78$0.10$0.99$0.13$0.86
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.06$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.05$0.07$0.02