Civic Intelligence

Caring Forever Foundation

990 • Fiscal year 2015 • EIN 76-0611358

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

12955 Memorial DriveHouston, TX 77079

(713) 468-8356

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

4002%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-6.0%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$3,921,563

Down $248,111 (-6.0%) from 2014

Net Assets

Down

$3,921,563

Down $248,111 (-6.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$6,200

Down $315,183 (-102%) from 2014

Expenses

Up

$241,911

Up $98,971 (+69%) from 2014

Net Income

Down

-$248,111

Down $414,154 (-249%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,285,773Liabilities 2010: $0Net Assets 2010: $3,285,7732010Assets 2011: $3,262,284Liabilities 2011: $0Net Assets 2011: $3,262,2842011Assets 2012: $3,599,626Liabilities 2012: $0Net Assets 2012: $3,599,6262012Assets 2013: $4,003,631Liabilities 2013: $0Net Assets 2013: $4,003,6312013Assets 2014: $4,169,674Liabilities 2014: $0Net Assets 2014: $4,169,6742014Assets 2015: $3,921,563Liabilities 2015: $0Net Assets 2015: $3,921,5632015Assets 2016: $4,226,880Liabilities 2016: $0Net Assets 2016: $4,226,8802016Assets 2017: $4,969,206Liabilities 2017: $6,995Net Assets 2017: $4,962,2112017Assets 2018: $4,770,356Liabilities 2018: $986Net Assets 2018: $4,769,3702018Assets 2019: $5,751,766Liabilities 2019: $0Net Assets 2019: $5,751,7662019Assets 2020: $6,720,400Liabilities 2020: $0Net Assets 2020: $6,720,4002020Assets 2021: $7,218,660Liabilities 2021: $169Net Assets 2021: $7,218,4912021Assets 2022: $6,075,999Liabilities 2022: $0Net Assets 2022: $6,075,9992022Assets 2023: $6,869,539Liabilities 2023: $0Net Assets 2023: $6,869,5392023Assets 2024: $7,577,295Liabilities 2024: $0Net Assets 2024: $7,577,2952024

Highlighted filing

2015

Assets$3,921,563
Liabilities$0
Net Assets$3,921,563

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $77,7622010Expenses 2011: $93,6972011Revenue 2012: $460,763Expenses 2012: $123,421Net Income 2012: $337,3422012Revenue 2013: $513,487Expenses 2013: $109,482Net Income 2013: $404,0052013Revenue 2014: $308,983Expenses 2014: $142,940Net Income 2014: $166,0432014Revenue 2015: -$6,200Expenses 2015: $241,911Net Income 2015: -$248,1112015Revenue 2016: $399,055Expenses 2016: $93,738Net Income 2016: $305,3172016Revenue 2017: $273,543Expenses 2017: $213,718Net Income 2017: $59,8252017Revenue 2018: $294,086Expenses 2018: $185,879Net Income 2018: $108,2072018Revenue 2019: $214,393Expenses 2019: $182,100Net Income 2019: $32,2932019Revenue 2020: $146,116Expenses 2020: $176,130Net Income 2020: -$30,0142020Revenue 2021: $182,849Expenses 2021: $206,814Net Income 2021: -$23,9652021Revenue 2022: $235,465Expenses 2022: $221,438Net Income 2022: $14,0272022Revenue 2023: $208,231Expenses 2023: $215,318Net Income 2023: -$7,0872023Revenue 2024: $338,922Expenses 2024: $235,411Net Income 2024: $103,5112024

Highlighted filing

2015

Revenue-$6,200
Expenses$241,911
Net Income-$248,111
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$6,200
Mission and Program Overview

Mission

The Organization supports Memorial Drive United Methodist Church and makes grants in furtheurance of the charitable programs of Memorial Drive United Methodist Church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,169,674$3,921,563▼ $248,111
Investments in Publicly Traded Securities$4,024,860$3,825,197▼ $199,663
Cash and Non-Interest-Bearing Accounts$139,229$92,486▼ $46,743
Accounts Receivable$5,585$3,880▼ $1,705
Total Assets$4,169,674$3,921,563▼ $248,111
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,169,674$3,921,563▼ $248,111
Total Liabilities and Net Assets / Fund Balance$4,169,674$3,921,563▼ $248,111
Compensation and Service Providers

Board Members and Trustees

NameTitle
Belinda PriceDirector
Bob ThomasDirector
Brenda AuldDirector
Georgiana ZustovichDirector
Jack ThreetDirector
Janice RubinDirector
Jon GrayDirector
Kathleen ColmanDirector
Ken SebeckDirector
Watson PotterDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$93,374
Program Service Revenue
$0
Investment Income
$79
Other Revenue
$-99,653
All Other Contributions
$93,374
Change in Net Assets
$-248,111

Audited Revenue Reconciliation

Revenue per Audited Statements
$-6,200
Total Revenue per Audited Statements
$-6,200
Total Revenue per Form 990
$-6,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,627
Salaries, Compensation, and Employee Benefits$40,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,284--$40,284
Other Expenses$4,201--$4,201
Office Expenses$2,985--$2,985
Fees for Services Accounting$2,900--$2,900
Total Functional Expenses$241,911$0$0$241,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$241,911
Total Expenses per Audited Statements$241,911
Total Expenses per Form 990$241,911
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Caring Forever Foundation
EIN
76-0611358
Phone
7134688356
Address
12955 Memorial Drive, Houston, TX 77079

Signing Officer

Name
John Gray
Title
Finance Director
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Goodrich
Formed
1999
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Michael D Sloan PC
Address
10515 Saddlehorn Trail, Houston, TX 77064
Preparer
Michael D Sloan CPA
Phone
2818903042
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section B, Line 11

The Board reviews the 990 prior to filing.

Raw XML Appendix370 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0-6200
IRS990ScheduleD/TotalExpensesPerForm990Amt0241911
IRS990ScheduleD/TotalRevenuePerForm990Amt0-6200
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-6200
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0241911
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board reviews the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Section B, Line 11
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04169674
IRS990/TotalAssetsEOYAmt03921563
IRS990/TotalAssetsGrp/BOYAmt04169674
IRS990/TotalAssetsGrp/EOYAmt03921563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093374
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0241911
IRS990/TotalFunctionalExpensesGrp/TotalAmt0241911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04169674
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03921563
IRS990/TotalProgramServiceExpensesAmt0241911
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-6200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04169674
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03921563
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012955 Memorial Drive
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077079
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caring Forever Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0760611358
ReturnHeader/Filer/PhoneNum07134688356
ReturnHeader/Filer/USAddress/AddressLine1Txt012955 Memorial Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael D Sloan PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010515 Saddlehorn Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077064
ReturnHeader/PreparerPersonGrp/PhoneNum02818903042
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael D Sloan CPA
ReturnHeader/ReturnTs02016-11-10T03:09:28-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.58$0.00$7.58$0.34$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.21$0.22$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.24$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.18$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.15$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.21$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.29$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$0.27$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.40$0.09$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.01$0.24$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.31$0.14$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.51$0.11$0.40
2012Summary only. Only limited summary data is available for this year.$3.60$0.00$3.60$0.46$0.12$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$0.08