Civic Intelligence

Mcdaniel Charitable Foundation

990PF • Fiscal year 2023 • EIN 76-0538313

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 03, 2025

Organization Profile
PO Box 108Hitchcock, TX 77563

(409) 942-2946

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

31st percentile

$74,547

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

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

Asset Growth

24th percentile

-2.3%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,708,831

Down $391,365 (-2.3%) from 2022

Net Assets

Down

$16,708,831

Down $391,365 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Up

$715,559

Up $382,812 (+115%) from 2022

Expenses

Down

$1,100,820

Down $79,383 (-6.7%) from 2022

Net Income

Up

-$385,261

Up $462,195 (+55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2023

Assets$16,708,831
Liabilities$0
Net Assets$16,708,831
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

2023

Revenue$715,559
Expenses$1,100,820
Net Income-$385,261
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE BARNETTSecrty/Schol CoordFT$60,000$14,547$74,547
KYLE MCCLELLENFinancial OfficerFT$60,000$8,109$68,109
CHRISTOPHER JOHNSONPresidentFT$30,000-$30,000
RACHEL TARGACDirector-$12,000$10,697$22,697
MICHELLE LYONS SPIERDirector-$12,000$10,697$22,697
MELISSA LYONS GARDNERDirector-$12,000$10,697$22,697
MADISON GARRETTDirector-$12,000$9,662$21,662
ELIZABETH FARRELLTreasurerFT$18,000-$18,000
RACHEL SMITHDirector-$18,000-$18,000
DONNA LANGDirector-$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
Elizabeth Farrell
Title
Treasurer
Phone
4099422946
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Ham Langston & Brezina Llp
Address
2200 MARKET ST STE 400, GALVESTON, TX 77550
Preparer
Harry D Maxwell Jr
Phone
4097659311
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SPEAKER PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7SPEAKER PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DELL INSPIRON 15 3000 LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10DELL INSPIRON 15 3000 LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12PORTABLE A/C UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13ERGOMONIC MESH CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14ERGONOMIC MESH CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15ERGONOMIC MESH CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16ERGONOMIC MESH CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17ERGONOMIC MESH CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18TELEVISION & MOUNT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19HP ENVY X360 LAPTOP (JULIE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20HP ENVY LAPTOP (BETH)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21DELL INSPIRON 15 3000 LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22EXECUTIVE DOUBLE PEDESTAL DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23EXECUTIVE DOUBLE PEDESTAL DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24STORAGE CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25STORAGE CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26CONFERENCE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27HIGH BACK EXECUTIVE BLACK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28HIGH BACK EXECUTIVE BLACK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29USED 5-DRAWER LATERAL FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30SPEAKER PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31HP WIRELESS PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32TELEVISION & MOUNT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33MICROWAVE OVEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34COMPUTER SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35CHAIR (BLACK, 9000 SERIES)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36SHREDDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt080000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2193950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4154250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5308454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6111100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt749409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0173075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2249950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4180750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5101600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6159300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0HOMETOWN BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1USCA-COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2USCA-EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3USCA-GRANITE POINT MORTGAGE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4USCA-HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5USCA-SAN JUAN BASIN ROYALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6USCA-SPROTT PHYSICAL GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7USCA-TWO HARBORS INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2964308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31049338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4442657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt633083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FULLER DMS OFFICE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PAX INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCW CAPITAL L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WOB HOLDINGS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4USCA - GOLD BULLION BAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5USCA-DORCHESTER MINERALS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6USCA-ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2369794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4821715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5127320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt687798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0152153
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0199764
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0376258
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0DORCHESTER MINERALS LP-NET ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PROSHARES BLOOMBERG NATURAL GAS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2SCW CAPITAL LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3FULLER DMS OFFICE LTD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4PAX INVESTMENTS LTD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5ENTERPRISE PRODUCTS PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6SAN JUAN BASIN ROYALTY TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011313
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-41499
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-15361
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt415448
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-4611
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt622095
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd316
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd615
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0715559
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0715559
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0199764
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0145500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0234000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0718501
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0718501
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0152153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0152153
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-385261
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0376258
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0376258

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,708,831
Liabilities
$0
Net assets
$16,708,831
Revenue
$715,559
Expenses
$1,100,820
Net income
-$385,261
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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