Civic Intelligence

Cfp Foundation

990PF • Fiscal year 2018 • EIN 76-0537479

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization Profile
11 Greenway PlazaHouston, TX 77046

(713) 830-3400

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$105,440

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$54,127,740

Up $1,000,033 (+1.9%) from 2017

Net Assets

Up

$54,127,740

Up $1,000,033 (+1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin77th percentile

Revenue

Down

$4,404,572

Down $3,614,771 (-45%) from 2017

Expenses

Up

$3,404,539

Up $490,673 (+17%) from 2017

Net Income

Down

$1,000,033

Down $4,105,444 (-80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,673,697Liabilities 2011: $02011Assets 2012: $30,584,084Liabilities 2012: $02012Assets 2013: $38,623,990Liabilities 2013: $02013Assets 2014: $39,135,851Liabilities 2014: $02014Assets 2015: $42,424,299Liabilities 2015: $0Net Assets 2015: $42,424,2992015Assets 2016: $49,363,295Liabilities 2016: $13,304Net Assets 2016: $49,349,9912016Assets 2017: $53,127,707Liabilities 2017: $0Net Assets 2017: $53,127,7072017Assets 2018: $54,127,740Liabilities 2018: $0Net Assets 2018: $54,127,7402018Assets 2019: $55,951,577Liabilities 2019: $0Net Assets 2019: $55,951,5772019Assets 2020: $63,595,242Liabilities 2020: $0Net Assets 2020: $63,595,2422020Assets 2021: $68,111,569Liabilities 2021: $0Net Assets 2021: $68,111,5692021Assets 2022: $64,988,568Liabilities 2022: $0Net Assets 2022: $64,988,5682022Assets 2023: $59,184,469Liabilities 2023: $0Net Assets 2023: $59,184,4692023Assets 2024: $63,005,164Liabilities 2024: $0Net Assets 2024: $63,005,1642024

Highlighted filing

2018

Assets$54,127,740
Liabilities$0
Net Assets$54,127,740
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$20M$10M$0-$10MRevenue 2011: $652,738Expenses 2011: $1,000,351Net Income 2011: -$347,6132011Revenue 2012: $18,680,817Expenses 2012: $1,000,878Net Income 2012: $17,679,9392012Revenue 2013: $11,252,556Expenses 2013: $1,844,960Net Income 2013: $9,407,5962013Revenue 2014: $2,305,363Expenses 2014: $1,793,502Net Income 2014: $511,8612014Revenue 2015: $6,025,571Expenses 2015: $2,635,049Net Income 2015: $3,390,5222015Revenue 2016: $10,500,953Expenses 2016: $2,854,769Net Income 2016: $7,646,1842016Revenue 2017: $8,019,343Expenses 2017: $2,913,866Net Income 2017: $5,105,4772017Revenue 2018: $4,404,572Expenses 2018: $3,404,539Net Income 2018: $1,000,0332018Revenue 2019: $7,343,318Expenses 2019: $3,522,585Net Income 2019: $3,820,7332019Revenue 2020: $12,747,306Expenses 2020: $3,434,255Net Income 2020: $9,313,0512020Revenue 2021: $8,682,034Expenses 2021: $4,165,707Net Income 2021: $4,516,3272021Revenue 2022: $2,068,244Expenses 2022: $5,191,245Net Income 2022: -$3,123,0012022Revenue 2023: -$1,165,661Expenses 2023: $4,638,438Net Income 2023: -$5,804,0992023Revenue 2024: $8,040,782Expenses 2024: $4,220,087Net Income 2024: $3,820,6952024

Highlighted filing

2018

Revenue$4,404,572
Expenses$3,404,539
Net Income$1,000,033
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clayton M CrumExecutive DirectorFT$96,000$9,440$105,440
Gary T CrumPres/Treas.-$0--
Sylvie P CrumExec. VP-$0--
Filing and Contact Details

Filer

Filer Name
CFP Foundation
EIN
76-0537479
Phone
7138303400
Address
11 Greenway Plaza, Houston, TX 77046

Signing Officer

Name
Gary T Crum
Title
Pres/Treas.
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Barbara Murphy
Phone
7134395739
Raw XML AppendixShowing 400 of 403 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/PersonNm1Sylvie P Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Clayton M Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Exec. VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Executive Dir.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211 Greenway Plaza Ste 2600
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03190
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt057617494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt048827004
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt043981370
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077046
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Julie Crochet
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138303400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary T Crum
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sylvie P Crum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See detail attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Foundations state zip code
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0included for efile
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02710000
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/AppliedToCurrentYearAmt0204528
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02707794
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03167668
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02912322
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02963140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02707794
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative service fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues and subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Foreign currency loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Partnership K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt063124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12040
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt328
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5276067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0119312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt328
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5276145
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0193838
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0183450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt079895
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt079895
TaxesSchedule/TaxesDetail/Amt055000
TaxesSchedule/TaxesDetail/Amt111937
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011937
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary T Crum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFP Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CFPF
ReturnHeader/Filer/EIN0760537479
ReturnHeader/Filer/PhoneNum07138303400
ReturnHeader/Filer/USAddress/AddressLine1Txt011 Greenway Plaza
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077046
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02019-11-06T11:42:48-08:00
ReturnHeader/ReturnTypeCd0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,127,740
Liabilities
$0
Net assets
$54,127,740
Revenue
$4,404,572
Expenses
$3,404,539
Net income
$1,000,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$8.04$4.22$3.82
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$1.17$4.64$5.80
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$2.07$5.19$3.12
2021Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$8.68$4.17$4.52
2020Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.7$3.43$9.31
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$7.34$3.52$3.82
2018Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.40$3.40$1.00
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$8.02$2.91$5.11
2016Detailed filing. Detailed filing data is available for this year.$49.4$0.01$49.3$10.5$2.85$7.65
2015Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.03$2.64$3.39
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$2.31$1.79$0.51
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$11.3$1.84$9.41
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$18.7$1.00$17.7
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.65$1.00$0.35