Civic Intelligence

The Cullen Foundation

990PF • Fiscal year 2018 • EIN 76-0647361

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 09, 2019

Organization Profile
2727 Allen Parkway Suite 1050Houston, TX 77019

(713) 651-8839

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

90th percentile

38%

Higher net margin than 90% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

34th percentile

$457,137

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-44%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$268,068,856

Up $9,085,422 (+3.5%) from 2017

Net Assets

Up

$268,068,856

Up $9,085,422 (+3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin90th percentile

Revenue

Down

$24,152,139

Down $18,626,121 (-44%) from 2017

Expenses

Down

$15,066,717

Down $2,983,934 (-17%) from 2017

Net Income

Down

$9,085,422

Down $15,642,187 (-63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300M$200M$100M$0Assets 2011: $198,538,761Liabilities 2011: $143,3752011Assets 2012: $195,925,985Liabilities 2012: $181,9432012Assets 2013: $215,743,428Liabilities 2013: $371,1372013Assets 2014: $228,752,816Liabilities 2014: $188,7192014Assets 2015: $238,664,220Liabilities 2015: $222,672Net Assets 2015: $238,441,5482015Assets 2016: $234,255,825Liabilities 2016: $0Net Assets 2016: $234,255,8252016Assets 2017: $258,983,434Liabilities 2017: $0Net Assets 2017: $258,983,4342017Assets 2018: $268,068,856Liabilities 2018: $0Net Assets 2018: $268,068,8562018Assets 2019: $276,504,717Liabilities 2019: $0Net Assets 2019: $276,504,7172019Assets 2020: $278,005,765Liabilities 2020: $0Net Assets 2020: $278,005,7652020Assets 2021: $282,864,259Liabilities 2021: $0Net Assets 2021: $282,864,2592021Assets 2022: $279,962,236Liabilities 2022: $0Net Assets 2022: $279,962,2362022Assets 2023: $268,666,951Liabilities 2023: $57,563Net Assets 2023: $268,609,3882023Assets 2024: $271,509,542Liabilities 2024: $68,987Net Assets 2024: $271,440,5552024

Highlighted filing

2018

Assets$268,068,856
Liabilities$0
Net Assets$268,068,856
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $17,147,044Expenses 2011: $12,454,257Net Income 2011: $4,692,7872011Revenue 2012: $10,993,779Expenses 2012: $13,645,123Net Income 2012: -$2,651,3442012Revenue 2013: $34,189,807Expenses 2013: $14,561,558Net Income 2013: $19,628,2492013Revenue 2014: $28,146,120Expenses 2014: $14,954,314Net Income 2014: $13,191,8062014Revenue 2015: $25,305,322Expenses 2015: $15,427,871Net Income 2015: $9,877,4512015Revenue 2016: $10,302,375Expenses 2016: $14,488,098Net Income 2016: -$4,185,7232016Revenue 2017: $42,778,260Expenses 2017: $18,050,651Net Income 2017: $24,727,6092017Revenue 2018: $24,152,139Expenses 2018: $15,066,717Net Income 2018: $9,085,4222018Revenue 2019: $27,024,449Expenses 2019: $18,588,588Net Income 2019: $8,435,8612019Revenue 2020: $19,628,625Expenses 2020: $18,127,577Net Income 2020: $1,501,0482020Revenue 2021: $27,571,613Expenses 2021: $22,713,119Net Income 2021: $4,858,4942021Revenue 2022: $18,825,483Expenses 2022: $21,727,506Net Income 2022: -$2,902,0232022Revenue 2023: $9,343,682Expenses 2023: $20,696,530Net Income 2023: -$11,352,8482023Revenue 2024: $25,038,826Expenses 2024: $22,207,659Net Income 2024: $2,831,1672024

Highlighted filing

2018

Revenue$24,152,139
Expenses$15,066,717
Net Income$9,085,422
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott W WisePresident/TreasFT$403,624$53,513$457,137
Laura ChapmanVP From Sept 18FT$70,179$911$71,090
Isaac Arnold JrChairman/Director-$0--
Wilhelmina E RobertsonVc/Sec/A.T./DirectorPT$0--
Meredith T CullenA. Sec/A.T./Director-$0--
Bert L CampbellDirector-$0--
Carla KnoblochDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Cullen Foundation
EIN
76-0647361
Phone
7136518839
Address
2727 Allen Parkway Suite 1050, Houston, TX 77019

Signing Officer

Name
Scott W Wise
Title
President/Treasurer
Signed
2019-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10946169220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010510 shs Abbott Lab Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18270 shs Abbvie Inc Com Usd0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21400 shs Air Prod & Chem Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31300 shs Alphabet Inc Cap Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm417820 shs Altria Group Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5715 shs Amazon Com Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67200 shs American Express Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73200 shs Anheuser Busch Inbev Sa/Nv Spon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811980 shs Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93200 shs Asml Hldg Nv Ny Reg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101350 shs Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111950 shs Blackrock Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122050 shs Canadian Pac Ry Ltd Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137710 shs Chevron Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146650 shs Chubb Ltd Ord
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1522370 shs Coca Cola Co Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1622380 shs Comcast Corp New-Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179810 shs Conocophillips Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181350 shs Constellation Brands
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195600 shs Estee Lauder Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2013560 shs Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2111200 shs Facebook Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2216500 shs Infineon Tech Ag Spons
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm235450 shs Intercontl Exchange
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241675 shs Intuitive Surgical Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2511008 shs Jpmorgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261200 shs Mastercard Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm273470 shs Mc Donalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2820750 shs Microsoft Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm297430 shs Nestle S A Sponsored
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm307350 shs Nike Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3113700 shs Novo-Nordisk A S Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm325050 shs Pepsico Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3315680 shs Philip Morris Intl Npv
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm346700 shs Twenty-First Mandatory
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm357450 shs Twenty-First Mandatory Ex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3619010 shs Roche Hldg Ltd Sponsored
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37850 shs Sherwin-Williams Co Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm388900 shs State Str Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm399190 shs Texas Instruments Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm405070 shs Total Sa
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm416350 shs Union Pac Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422800 shs Unitedhealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm433550 shs Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm448500 shs Visa Inc Com Cl A Stk
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm453300 shs Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm466970 shs Wells Fargo & Co New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471200 shs Advance Auto Pts Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4819250 shs Aes Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492063 shs Akamai Technologies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm504277 shs Aramark Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512024 shs Broadridge Finl Solutions
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52813 shs Burlington Stores Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5311352 shs Caretrust Reit Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541996 shs Cboe Global Markets Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553258 shs Cdw Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561108 shs Centene Corp Del Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5711129 shs Centerpoint Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm584069 shs Church & Dwight Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm594052 shs Ciena Corp Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602296 shs Coresite Rlty Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611877 shs Cyber-Ark Software Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622003 shs Diamondback Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631227 shs Epam Sys Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm643376 shs Euronet Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653542 shs Firstcash Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661828 shs Fleetcor Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671951 shs Global Pmts Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm682128 shs Green Dot Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693768 shs Healthcare Svcs Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702282 shs Heico Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm712479 shs Iberiabank Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721669 shs Icon Plc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm734262 shs Kar Auction Svcs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741371 shs Lab Corp Amer Hldgs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75632 shs Lennox Intl Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm765251 shs Lkq Corp Com Lkq Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77201 shs Markel Corp Holding Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm786213 shs Mosaic Co/The
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm797521 shs National Storage Affil
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8012256 shs Nomad Foods Limited
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811576 shs Old Dominion Freight Ln
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm822121 shs Ollies Bargain Outlet
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8310912 shs Parsley Energy Inc Cl A Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm842787 shs Perkinelmer Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm852205 shs Post Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm863345 shs Pra Health Sciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm875382 shs Premier Inc Cl A Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm884007 shs Chemical Name And Cusip
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm891612 shs Resmed Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm902502 shs Restaurant Brands Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm913206 shs Ryman Hospitality Pptys
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm924617 shs Sensata Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm935801 shs Servicemaster Global
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm942206 Spdr Ser Tr S&P Biotech Etf
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm955359 shs Ss&C Technologies Hldgs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm962428 shs Tractor Supply Co Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm973178 shs Transunion Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98973 shs Ulta Beauty Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm991262 shs United Rentals Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1001814 shs Unvl Health Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1017306 shs Upland Software Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1022459 shs Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1032540 shs Waste Connections
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1043824 shs Webster Fncl Corp Waterbury Con
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105253 shs White Mountains Insurance
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Filings

Displayed year

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

Open filing
Assets
$268,068,856
Liabilities
$0
Net assets
$268,068,856
Revenue
$24,152,139
Expenses
$15,066,717
Net income
$9,085,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$272$0.07$271$25.0$22.2$2.83
2023Detailed filing. Detailed filing data is available for this year.$269$0.06$269$9.34$20.7$11.4
2022Detailed filing. Detailed filing data is available for this year.$280$0.00$280$18.8$21.7$2.90
2021Detailed filing. Detailed filing data is available for this year.$283$0.00$283$27.6$22.7$4.86
2020Detailed filing. Detailed filing data is available for this year.$278$0.00$278$19.6$18.1$1.50
2019Detailed filing. Detailed filing data is available for this year.$277$0.00$277$27.0$18.6$8.44
2018Detailed filing. Detailed filing data is available for this year.$268$0.00$268$24.2$15.1$9.09
2017Detailed filing. Detailed filing data is available for this year.$259$0.00$259$42.8$18.1$24.7
2016Detailed filing. Detailed filing data is available for this year.$234$0.00$234$10.3$14.5$4.19
2015Detailed filing. Detailed filing data is available for this year.$239$0.22$238$25.3$15.4$9.88
2014Summary only. Only limited summary data is available for this year.$229$0.19$28.1$15.0$13.2
2013Summary only. Only limited summary data is available for this year.$216$0.37$34.2$14.6$19.6
2012Summary only. Only limited summary data is available for this year.$196$0.18$11.0$13.6$2.65
2011Summary only. Only limited summary data is available for this year.$199$0.14$17.1$12.5$4.69