Civic Intelligence

Harry E Bovay Jr Foundation

990PF • Fiscal year 2013 • EIN 76-0343221

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

600 JeffersonSuite 35077002

(713) 626-2051

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

3rd percentile

-127%

Higher net margin than 3% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

20th percentile

$7,500

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

15th percentile

-3.4%

Faster asset growth than 15% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$31,402,812

Down $1,113,700 (-3.4%) from 2012

Net Assets

Down

$31,402,812

Down $1,113,700 (-3.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$867,112

No earlier filing loaded for comparison.

Expenses

Up

$1,972,195

Up $293,463 (+17%) from 2012

Net Income

-$1,105,083

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.

$60M$40M$20M$0Assets 2010: $6,692Liabilities 2010: $0Net Assets 2010: $6,6922010Assets 2011: $27,225,384Liabilities 2011: $0Net Assets 2011: $27,225,3842011Assets 2012: $32,516,512Liabilities 2012: $0Net Assets 2012: $32,516,5122012Assets 2013: $31,402,812Liabilities 2013: $0Net Assets 2013: $31,402,8122013Assets 2014: $30,691,430Liabilities 2014: $0Net Assets 2014: $30,691,4302014Assets 2015: $29,187,495Liabilities 2015: $0Net Assets 2015: $29,187,4952015Assets 2016: $28,730,200Liabilities 2016: $0Net Assets 2016: $28,730,2002016Assets 2017: $31,955,768Liabilities 2017: $0Net Assets 2017: $31,955,7682017Assets 2018: $33,555,506Liabilities 2018: $0Net Assets 2018: $33,555,5062018Assets 2019: $38,089,642Liabilities 2019: $0Net Assets 2019: $38,089,6422019Assets 2020: $37,196,792Liabilities 2020: $0Net Assets 2020: $37,196,7922020Assets 2021: $42,152,405Liabilities 2021: $0Net Assets 2021: $42,152,4052021Assets 2022: $40,732,884Liabilities 2022: $0Net Assets 2022: $40,732,8842022Assets 2023: $40,285,070Liabilities 2023: $0Net Assets 2023: $40,285,0702023Assets 2024: $39,995,907Liabilities 2024: $100,000Net Assets 2024: $39,895,9072024

Highlighted filing

2013

Assets$31,402,812
Liabilities$0
Net Assets$31,402,812

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $151,0692010Expenses 2011: $566,6362011Expenses 2012: $1,678,7322012Revenue 2013: $867,112Expenses 2013: $1,972,195Net Income 2013: -$1,105,0832013Revenue 2014: $1,407,370Expenses 2014: $2,118,752Net Income 2014: -$711,3822014Revenue 2015: $300,784Expenses 2015: $1,804,719Net Income 2015: -$1,503,9352015Revenue 2016: $963,830Expenses 2016: $1,427,774Net Income 2016: -$463,9442016Revenue 2017: $5,454,214Expenses 2017: $2,224,465Net Income 2017: $3,229,7492017Revenue 2018: $3,275,752Expenses 2018: $1,676,014Net Income 2018: $1,599,7382018Revenue 2019: $6,989,908Expenses 2019: $2,455,772Net Income 2019: $4,534,1362019Revenue 2020: $1,533,833Expenses 2020: $2,426,683Net Income 2020: -$892,8502020Revenue 2021: $5,650,900Expenses 2021: $1,707,537Net Income 2021: $3,943,3632021Revenue 2022: $1,698,174Expenses 2022: $3,117,695Net Income 2022: -$1,419,5212022Revenue 2023: $2,273,870Expenses 2023: $2,721,684Net Income 2023: -$447,8142023Revenue 2024: $3,078,697Expenses 2024: $3,467,860Net Income 2024: -$389,1632024

Highlighted filing

2013

Revenue$867,112
Expenses$1,972,195
Net Income-$1,105,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy L KellyDirector-$7,500-$7,500
C Ronald DorchesterDirector-$7,500-$7,500
Travis Traylor JrDirector-$7,500-$7,500
Michael L PatrickDirector-$0--
Filing and Contact Details

Filer

EIN
76-0343221
In Care Of
% LEGACY TRUST
Phone
7136262051

Signing Officer

Name
Peggy L Kelly
Title
Director
Phone
7136262051
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Kimberly A McCoy CPA
Phone
7136262051
Raw XML AppendixShowing 400 of 665 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/InvestmentsOtherGrp/BookValueAmt12238597
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4448446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5250000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LEGACY PRIVATE ENERGY ROYALTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LEGACY EMERGING TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LTC REALTY PARTNERS II
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LEGACY #50-0808-02 LT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LEGACY #50-0808-03 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031402812
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01820080
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01820080
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010825
IRS990PF/DistributableAmountGrp/TotalTaxAmt010825
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032507895
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037175734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01910188
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0557636
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peggy L Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael L Patrick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C Ronald Dorchester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Travis Traylor Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113355 W Alabama 1140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12700 Lavaca Street Suite 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine132621 Joanel Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Suwanee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Austin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Bevill State Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Emporia State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Ittawamba Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13Kansas State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14Mississippi University for Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15University of Alabama
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16University of Kansas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17Washburn University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18Witchita State
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19Flint Hills Technical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110Arkansas State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111Ozark Christian College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine112Southwest Baptist University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine113Texas A&M Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine114YMCA of the Greater Houston Area
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine115Girl Scouts of San Jacinto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine116Chickasaw Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine117Black Warrior Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine118Lamar County Commission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine119Philmont Scout Ranch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine120Pittsburg State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine121Retina Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine122Sam Houston Area Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine123St Olaf College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine124The University of Mississippi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine125Fort Hays State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine126Northwest Georgia Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine127Allen Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine128Mid-America Nazarene University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine129University of West Alabama
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine130Washburn Institute of Technlology
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8exempt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20exempt

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.0$0.10$39.9$3.08$3.47$0.39
2023Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$2.27$2.72$0.45
2022Detailed filing. Detailed filing data is available for this year.$40.7$0.00$40.7$1.70$3.12$1.42
2021Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$5.65$1.71$3.94
2020Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$1.53$2.43$0.89
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$6.99$2.46$4.53
2018Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$3.28$1.68$1.60
2017Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$5.45$2.22$3.23
2016Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.96$1.43$0.46
2015Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$0.30$1.80$1.50
2014Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.41$2.12$0.71
2013Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.87$1.97$1.11
2012Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.68
2011Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$0.57
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15