Civic Intelligence

The Underwood Foundation

EIN 76-0528032 • Houston, TX

1335 WEST GRAY Suite 399Houston, TX 77019
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2017

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-9.6%

Faster revenue growth than 20% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,038,313

Up $283,741 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,038,313

Up $283,741 (+1.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Up

$1,295,838

Up $679,879 (+110%) from 2023

Expenses

Up

$1,010,143

Up $73,609 (+7.9%) from 2023

Net Income

Up

$285,695

Up $606,270 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $2,674,163Liabilities 2011: $02011Assets 2012: $2,861,841Liabilities 2012: $02012Assets 2013: $3,160,259Liabilities 2013: $02013Assets 2014: $3,372,972Liabilities 2014: $0Net Assets 2014: $3,372,9722014Assets 2015: $2,661,940Liabilities 2015: $600Net Assets 2015: $2,661,3402015Assets 2016: $15,544,799Liabilities 2016: $0Net Assets 2016: $15,544,7992016Assets 2017: $15,489,258Liabilities 2017: $0Net Assets 2017: $15,489,2582017Assets 2018: $15,313,396Liabilities 2018: $0Net Assets 2018: $15,313,3962018Assets 2019: $15,134,401Liabilities 2019: $0Net Assets 2019: $15,134,4012019Assets 2020: $16,129,518Liabilities 2020: $0Net Assets 2020: $16,129,5182020Assets 2021: $17,421,706Liabilities 2021: $0Net Assets 2021: $17,421,7062021Assets 2022: $17,084,964Liabilities 2022: $0Net Assets 2022: $17,084,9642022Assets 2023: $16,754,572Liabilities 2023: $0Net Assets 2023: $16,754,5722023Assets 2024: $17,038,313Liabilities 2024: $0Net Assets 2024: $17,038,3132024

Highlighted filing

2024

Assets$17,038,313
Liabilities$0
Net Assets$17,038,313
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $161,698Expenses 2011: $46,408Net Income 2011: $115,2902011Revenue 2012: $422,234Expenses 2012: $238,704Net Income 2012: $183,5302012Revenue 2013: $334,252Expenses 2013: $35,834Net Income 2013: $298,4182013Revenue 2014: $1,255,776Expenses 2014: $1,043,063Net Income 2014: $212,7132014Revenue 2015: $375,563Expenses 2015: $1,087,195Net Income 2015: -$711,6322015Revenue 2016: $13,924,193Expenses 2016: $1,040,734Net Income 2016: $12,883,4592016Revenue 2017: $986,007Expenses 2017: $1,082,103Net Income 2017: -$96,0962017Revenue 2018: $927,494Expenses 2018: $1,096,443Net Income 2018: -$168,9492018Revenue 2019: $578,050Expenses 2019: $93,867Net Income 2019: $484,1832019Revenue 2020: $429,505Expenses 2020: $78,834Net Income 2020: $350,6712020Revenue 2021: $1,365,717Expenses 2021: $67,945Net Income 2021: $1,297,7722021Revenue 2022: $681,400Expenses 2022: $1,015,419Net Income 2022: -$334,0192022Revenue 2023: $615,959Expenses 2023: $936,534Net Income 2023: -$320,5752023Revenue 2024: $1,295,838Expenses 2024: $1,010,143Net Income 2024: $285,6952024

Highlighted filing

2024

Revenue$1,295,838
Expenses$1,010,143
Net Income$285,695
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,038,313
Liabilities
$0
Net assets
$17,038,313
Revenue
$1,295,838
Expenses
$1,010,143
Net income
$285,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.30$1.01$0.29
2023Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.62$0.94$0.32
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.68$1.02$0.33
2021Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.37$0.07$1.30
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.43$0.08$0.35
2019Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.58$0.09$0.48
2018Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.93$1.10$0.17
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.99$1.08$0.10
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$13.9$1.04$12.9
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.38$1.09$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$1.26$1.04$0.21
2013Summary only. Only limited summary data is available for this year.$3.16$0.00$0.33$0.04$0.30
2012Summary only. Only limited summary data is available for this year.$2.86$0.00$0.42$0.24$0.18
2011Summary only. Only limited summary data is available for this year.$2.67$0.00$0.16$0.05$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE UNDERWOOD MURRAYPresident-$0--
LYNDA K UNDERWOODVP/Secr/Director-$0--
M PATRIC MASCORROAsst Secr/Treas-$0--
DAVID M UNDERWOOD JRDirector-$0--
DUNCAN K UNDERWOODDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Underwood Foundation
EIN
76-0528032
In Care Of
% LYNDA K UNDERWOOD
Phone
7136557800
Address
1335 WEST GRAY Suite 399, HOUSTON, TX 77019

Signing Officer

Name
Catherine Murray
Title
President
Phone
7136557800
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5847 SAN FELIPE SUITE 4400, HOUSTON, TX 77057
Preparer
Joel J Palfreyman
Phone
8324634030
Raw XML Appendix308 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID M UNDERWOOD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DUNCAN K UNDERWOOD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd377019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd477019
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0950000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0950000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01335 WEST GRAY SUITE 399
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077019
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LYNDA K UNDERWOOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136557800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CATHERINE UNDERWOOD MURRAY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LYNDA K UNDERWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04650 Bissonet St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bellaire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0950000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0924104
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0924104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025896
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025896
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0950000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025896
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025896
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01954
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASES IN NET ASSETS - TIMING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt047222
TaxesSchedule/TaxesDetail/Amt07496
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07496
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136557800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNDERWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNDE
ReturnHeader/Filer/EIN0760528032
ReturnHeader/Filer/InCareOfNm0% LYNDA K UNDERWOOD
ReturnHeader/Filer/PhoneNum07136557800
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 WEST GRAY Suite 399
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05847 SAN FELIPE SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum08324634030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL J PALFREYMAN
ReturnHeader/ReturnTs02025-05-08T13:44:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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