Civic Intelligence

Mcdaniel Charitable Foundation

990PF • Fiscal year 2020 • EIN 76-0538313

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 108Hitchcock, TX 77563

(409) 942-2946

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$14,491,133

Up $3,723,178 (+35%) from 2019

Net Assets

Up

$14,491,133

Up $3,727,152 (+35%) from 2019

Liabilities

Down

$0

Down $3,974 (-100%) from 2019

Revenue And Expenses

Revenue

Down

-$207,522

Down $557,459 (-159%) from 2019

Expenses

Up

$549,204

Up $190,917 (+53%) from 2019

Net Income

Down

-$756,726

Down $748,376 (-8963%) from 2019

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: $8,760,268Liabilities 2011: $02011Assets 2012: $7,550,582Liabilities 2012: $02012Assets 2013: $6,901,023Liabilities 2013: $02013Assets 2014: $10,493,591Liabilities 2014: $02014Assets 2015: $9,884,351Liabilities 2015: $3,7462015Assets 2016: $11,641,396Liabilities 2016: $2,795Net Assets 2016: $11,638,6012016Assets 2017: $11,262,717Liabilities 2017: $5,291Net Assets 2017: $11,257,4262017Assets 2018: $10,805,635Liabilities 2018: $3,568Net Assets 2018: $10,802,0672018Assets 2019: $10,767,955Liabilities 2019: $3,974Net Assets 2019: $10,763,9812019Assets 2020: $14,491,133Liabilities 2020: $0Net Assets 2020: $14,491,1332020Assets 2021: $16,572,601Liabilities 2021: $0Net Assets 2021: $16,572,6012021Assets 2022: $17,100,196Liabilities 2022: $0Net Assets 2022: $17,100,1962022Assets 2023: $16,708,831Liabilities 2023: $0Net Assets 2023: $16,708,8312023Assets 2024: $16,120,929Liabilities 2024: $2,330Net Assets 2024: $16,118,5992024

Highlighted filing

2020

Assets$14,491,133
Liabilities$0
Net Assets$14,491,133
Open 2020 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,961,264Expenses 2011: $1,041,400Net Income 2011: $4,919,8642011Revenue 2012: $599,402Expenses 2012: $1,420,875Net Income 2012: -$821,4732012Revenue 2013: -$258,569Expenses 2013: $674,997Net Income 2013: -$933,5662013Revenue 2014: $4,218,436Expenses 2014: $434,534Net Income 2014: $3,783,9022014Revenue 2015: $370,126Expenses 2015: $556,332Net Income 2015: -$186,2062015Revenue 2016: $671,825Expenses 2016: $379,867Net Income 2016: $291,9582016Revenue 2017: -$182,121Expenses 2017: $377,962Net Income 2017: -$560,0832017Revenue 2018: -$19,962Expenses 2018: $324,007Net Income 2018: -$343,9692018Revenue 2019: $349,937Expenses 2019: $358,287Net Income 2019: -$8,3502019Revenue 2020: -$207,522Expenses 2020: $549,204Net Income 2020: -$756,7262020Revenue 2021: $949,695Expenses 2021: $1,234,339Net Income 2021: -$284,6442021Revenue 2022: $332,747Expenses 2022: $1,180,203Net Income 2022: -$847,4562022Revenue 2023: $715,559Expenses 2023: $1,100,820Net Income 2023: -$385,2612023Revenue 2024: $479,799Expenses 2024: $1,063,907Net Income 2024: -$584,1082024

Highlighted filing

2020

Revenue-$207,522
Expenses$549,204
Net Income-$756,726
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE BARNETTSecrty/Schol-$65,500$8,857$74,357
KYLE MCCLELLENFinancial Of-$40,000-$40,000
MICHELLE LYONS SPIERDirector-$13,000$8,983$21,983
RACHEL LYONSDirector-$13,000$8,797$21,797
CHRISTOPHER JOHNSONPresident-$10,500$8,803$19,303
MADISON SPIERDirector-$13,000-$13,000
ELIZABETH FARRELLTreasurer-$6,000-$6,000
DONNA LANGDirector-$1,000-$1,000
MARK LYONSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcdaniel Charitable Foundation
EIN
76-0538313
Phone
4099422946
Address
PO BOX 108, HITCHCOCK, TX 77563

Signing Officer

Name
Mark Lyons
Title
Director
Phone
4099422946
Signed
2021-11-15

Preparer

Firm
Head Maxwell & Mckenna Llp
Address
2200 MARKET ST STE 401, GALVESTON, TX 77550
Preparer
Harry D Maxwell Jr
Phone
4097636479
Raw XML AppendixShowing 400 of 852 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/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-304819
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt31668
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-1451
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd116
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd316
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd41
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd51
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd61
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-207522
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-207522
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0162000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0321922
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0321922
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01572
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0185154
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0185154
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-756726
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074588
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04221
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-61493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196147
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-331908
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0321922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0549204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0196147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-207522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0227282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0136081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-136081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-136081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt174588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt074588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0S/T CAP LOSS PASSED THRU FROM PSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1L/T CAP GAIN PASSED THRU FROM PSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-61493
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-756726
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01895756
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06379634
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016386889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010763981
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014491133
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0346627
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0346627
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0346627
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0349353
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02726
IRS990PF/DistributableAmountGrp/TotalTaxAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03780
IRS990PF/FMVAssetsEOYAmt014531559
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt017240
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt053707
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01252241
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01252241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0192198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0703848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0747762
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012833
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016321
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05061
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03488
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt010763981
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt014491133
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03424007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03490977
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03490977
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03974
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt08675021
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt06812954
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt08675021
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt08675021
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06719
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01697
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01697
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0240511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0362596
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0362596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010767955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014491133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014531559
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03974
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010767955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014491133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010763981
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014491133
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt015558
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01265
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01265
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07093453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01681514
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05411939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106402
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0349353
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06987051
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07093453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,491,133
Liabilities
$0
Net assets
$14,491,133
Revenue
-$207,522
Expenses
$549,204
Net income
-$756,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$0.48$1.06$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$0.72$1.10$0.39
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.33$1.18$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$0.95$1.23$0.28
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.21$0.55$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.35$0.36$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.02$0.32$0.34
2017Detailed filing. Detailed filing data is available for this year.$11.3$0.01$11.3$0.18$0.38$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.67$0.38$0.29
2015Summary only. Only limited summary data is available for this year.$9.88$0.00$0.37$0.56$0.19
2014Summary only. Only limited summary data is available for this year.$10.5$0.00$4.22$0.43$3.78
2013Summary only. Only limited summary data is available for this year.$6.90$0.00$0.26$0.67$0.93
2012Summary only. Only limited summary data is available for this year.$7.55$0.00$0.60$1.42$0.82
2011Summary only. Only limited summary data is available for this year.$8.76$0.00$5.96$1.04$4.92