Civic Intelligence

Mehaffy & Weber Charitable Foundation

990EZ • Fiscal year 2023 • EIN 76-0320784

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
PO Box 16Beaumont, TX 77704

(409) 835-5011

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-38%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

0.9%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$24,047

Flat from 2023

Net Assets

$24,047

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Flat

$20,000

Flat from 2023

Expenses

Flat

$15,260

Flat from 2023

Net Income

Flat

$4,740

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2010: $30,006Net Assets 2010: $30,0062010Assets 2011: $26,814Net Assets 2011: $26,8142011Assets 2012: $24,873Net Assets 2012: $24,8732012Assets 2013: $24,529Net Assets 2013: $24,5292013Assets 2014: $31,951Net Assets 2014: $31,9512014Assets 2015: $30,102Net Assets 2015: $30,1022015Assets 2016: $28,477Net Assets 2016: $28,4772016Assets 2017: $26,886Net Assets 2017: $26,8862017Assets 2018: $29,975Net Assets 2018: $29,9752018Assets 2019: $34,259Net Assets 2019: $34,2592019Assets 2020: $47,023Liabilities 2020: $02020Assets 2021: $37,545Net Assets 2021: $37,5452021Assets 2022: $38,613Net Assets 2022: $38,6132022Assets 2023: $24,047Net Assets 2023: $24,0472023Assets 2023: $24,047Liabilities 2023: $02023Assets 2024: $27,537Net Assets 2024: $27,5372024

Highlighted filing

2023

Assets$24,047
Liabilities-
Net Assets$24,047
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $30,253Expenses 2010: $16,175Net Income 2010: $14,0782010Revenue 2011: $15,033Expenses 2011: $18,225Net Income 2011: -$3,1922011Revenue 2012: $15,009Expenses 2012: $16,950Net Income 2012: -$1,9412012Revenue 2013: $15,009Expenses 2013: $15,353Net Income 2013: -$3442013Revenue 2014: $20,012Expenses 2014: $12,590Net Income 2014: $7,4222014Revenue 2015: $20,011Expenses 2015: $21,860Net Income 2015: -$1,8492015Revenue 2016: $20,000Expenses 2016: $21,625Net Income 2016: -$1,6252016Revenue 2017: $20,007Expenses 2017: $21,605Net Income 2017: -$1,5982017Revenue 2018: $19,737Expenses 2018: $16,650Net Income 2018: $3,0872018Revenue 2019: $22,759Expenses 2019: $18,475Net Income 2019: $4,2842019Revenue 2020: $20,014Expenses 2020: $7,250Net Income 2020: $12,7642020Revenue 2021: $22Expenses 2021: $9,500Net Income 2021: -$9,4782021Revenue 2022: $19,819Expenses 2022: $18,750Net Income 2022: $1,0692022Revenue 2023: $20,000Expenses 2023: $15,260Net Income 2023: $4,7402023Revenue 2023: $20,000Expenses 2023: $15,260Net Income 2023: $4,7402023Revenue 2024: $20,000Expenses 2024: $16,510Net Income 2024: $3,4902024

Highlighted filing

2023

Revenue$20,000
Expenses$15,260
Net Income$4,740
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$20,000
Mission and Program Overview

Mission

The foundation is created exclusively for charitable purposes and its funds shall be distributed to various public charities

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THROUGH DONATIONS$15,200$15,200
THE FOUNDATION PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THROUGH DONATIONS-$60
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A BLACKTrustee-$0--
RUSSELL J CHIMENOTrustee-$0--
JAMES MARTINGANOTrustee-$0--
JOE BROUSSARD IVTrustee-$0--
MC CARRINGTONTrustee-$0--
COREY J SEELTrustee-$0--
LISA BUSSELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mehaffy & Weber Charitable
EIN
76-0320784
Phone
4098355011
Address
PO BOX 16, BEAUMONT, TX 77704

Signing Officer

Name
Lisa Bussell
Title
Trustee
Phone
4098355011
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Theobald Demahy & Co Pc
Address
2522 CALDER ST, BEAUMONT, TX 77702-1930
Preparer
Rj Demahy
Phone
4098337556
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“The foundation is created exclusively for charitable purposes and its funds shall be distributed to various public charities”

Form 990-ez, Part III, Line 31

“The foundation provides funds to charitable organizations through donations”

Raw XML Appendix141 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA BUSSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04098355011
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02615 CALDER AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019307
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024047
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015200
IRS990EZ/GrossReceiptsAmt020000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019307
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019307
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT A BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUSSELL J CHIMENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES MARTINGANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE BROUSSARD IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MC CARRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COREY J SEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA BUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS CREATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ITS FUNDS SHALL BE DISTRIBUTED TO VARIOUS PUBLIC CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THROUGH DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE FOUNDATION PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THROUGH DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015260
IRS990EZ/TotalProgramServiceExpensesAmt015260
IRS990EZ/TotalRevenueAmt020000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt063250
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063250
IRS990ScheduleA/TotalSupportAmt063298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS CREATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ITS FUNDS SHALL BE DISTRIBUTED TO VARIOUS PUBLIC CHARITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THROUGH DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098355011
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEHAFFY & WEBER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEHA
ReturnHeader/Filer/EIN0760320784
ReturnHeader/Filer/PhoneNum04098355011
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741873382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THEOBALD DEMAHY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02522 CALDER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777021930
ReturnHeader/PreparerPersonGrp/PhoneNum04098337556
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RJ DEMAHY
ReturnHeader/ReturnTs02024-11-13T13:25:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,047
Liabilities
-
Net assets
$24,047
Revenue
$20,000
Expenses
$15,260
Net income
$4,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.5$27.5$20.0$16.5$3.49
2023Detailed filing. Detailed filing data is available for this year.$24.0$24.0$20.0$15.3$4.74
2023Summary only. Only limited summary data is available for this year.$24.0$0.00$20.0$15.3$4.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$38.6$19.8$18.8$1.07
2021Detailed filing. Detailed filing data is available for this year.$37.5$37.5$0.02$9.50$9.48
2020Summary only. Only limited summary data is available for this year.$47.0$0.00$20.0$7.25$12.8
2019Detailed filing. Detailed filing data is available for this year.$34.3$34.3$22.8$18.5$4.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$30.0$19.7$16.7$3.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$26.9$20.0$21.6$1.60
2016Detailed filing. Detailed filing data is available for this year.$28.5$28.5$20.0$21.6$1.63
2015Detailed filing. Detailed filing data is available for this year.$30.1$30.1$20.0$21.9$1.85
2014Detailed filing. Detailed filing data is available for this year.$32.0$32.0$20.0$12.6$7.42
2013Detailed filing. Detailed filing data is available for this year.$24.5$24.5$15.0$15.4$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$24.9$15.0$17.0$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$26.8$15.0$18.2$3.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$30.0$30.3$16.2$14.1