Civic Intelligence

The Underwood Foundation

990PF • Fiscal year 2019 • EIN 76-0528032

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

1335 WEST GRAY Suite 399Houston, TX 77019

(713) 655-7800

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

28th percentile

-1.2%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$15,134,401

Down $178,995 (-1.2%) from 2018

Net Assets

Down

$15,134,401

Down $178,995 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$578,050

Down $349,444 (-38%) from 2018

Expenses

Down

$93,867

Down $1,002,576 (-91%) from 2018

Net Income

Up

$484,183

Up $653,132 (+387%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$15,134,401
Liabilities$0
Net Assets$15,134,401

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$578,050
Expenses$93,867
Net Income$484,183
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Compensation and Service Providers

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 U Murray
Title
President
Phone
7136557800
Signed
2020-07-14
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 Appendix356 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0995635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01047200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0997808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.161368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.132192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.282201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.268691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015804782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015690430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016659701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07531753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03710824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03713585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.806842
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0780030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0780030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0232464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0185269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0627777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0867259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0816513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0780030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01912769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0232464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0185269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0627777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0867259
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01949252
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02729282
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0663178
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASES IN NET ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THE BLACKSTONE GROUP LP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt051842
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt051842
TaxesSchedule/TaxesDetail/Amt010532
TaxesSchedule/TaxesDetail/Amt126268
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010532
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE U MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136557800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D079C6AB0C798D771699A6BDA6E0AAE8F62D245A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D079C6AB0C798D771699A6BDA6E0AAE8F62D245A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075791320203215000020
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.198.43.158
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/ReturnTs02020-11-16T16:23:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

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