Civic Intelligence

The Cullen Foundation

990PF • Fiscal year 2019 • EIN 76-0647361

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

5th percentile

0.00x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

87th percentile

31%

Higher net margin than 87% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

38th percentile

$476,385

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

40th percentile

3.1%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

12%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$276,504,717

Up $8,435,861 (+3.1%) from 2018

Net Assets

Up

$276,504,717

Up $8,435,861 (+3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin87th percentile

Revenue

Up

$27,024,449

Up $2,872,310 (+12%) from 2018

Expenses

Up

$18,588,588

Up $3,521,871 (+23%) from 2018

Net Income

Down

$8,435,861

Down $649,561 (-7.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$276,504,717
Liabilities$0
Net Assets$276,504,717
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$27,024,449
Expenses$18,588,588
Net Income$8,435,861
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott W WisePresident/TreasFT$417,635$58,750$476,385
Laura ChapmanVice PresidentFT$213,050$27,044$240,094
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
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Jody Blazek
Phone
7134395739
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91272069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92549340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93260236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94260897
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98282216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99209813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1001
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01100 shs Canadian Pac RY Ltd Com Npv
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16350 shs Novo-Nordisk A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21400 shs Asml Hldg NV NY Reg 2012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33930 shs Nestle S A Sponsored Adr Repstg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49660 shs Roche Hldg Ltd Sponsored ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246910 shs Exxon Mobil Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255650 shs Facebook Inc Com Cl 'A'
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27925 shs Intuitive Surgical Inc Com New
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98253 shs White Mountains Insurance Group
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100216000 shs China Hongxing Spo
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16075580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt221454387
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11154823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12803114
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141043977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156334
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17275375
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1926493518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20242303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21987335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222908180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt235445582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt241575370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2515000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2612000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AKO European Long-Only Fund Ltd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Blackgold Private Energy Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Cedar Rock Capital Partners LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Cevian Capital II Ltd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Coatue Offshore Fund Ltd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CREA Partners II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Diameter Offshore Fund LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Eminence Fund Ltd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Encap Flatrock Midstream Fund II-C LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GSR 2017 Opportunities Fund LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GSR Ventures VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GSR Zebra SPV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Highland Cap Invs Corp Hldg (Red River)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13IR&M Core Plus Bond Fund LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Merit Energy Partners K LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Oaktree Mezzanine Fund III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16OCM Opportunities Fund IV-B LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17OCM Opportunities Fund VIIB LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SCF-IX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Silchester Intl Investors Intl Val Eqty
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Silver Point Distressed Opp Instl Pts

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,504,717
Liabilities
$0
Net assets
$276,504,717
Revenue
$27,024,449
Expenses
$18,588,588
Net income
$8,435,861
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