Civic Intelligence

Ruth Jones Macdonald Charitable Trust

990PF • Fiscal year 2012 • EIN 76-6143209

Jul 01, 2011 to Jun 30, 2012 • Filed on May 14, 2013

Organization Profile
5773 Woodway Dr77057
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

100th percentile

$172,451

Higher top officer pay than 100% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,893,361

Up $68,437 (+1.8%) from 2011

Net Assets

$3,890,228

No earlier filing loaded for comparison.

Liabilities

Down

$3,133

Down $1 (-0.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$598,540

Down $5,465 (-0.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,824,924Liabilities 2011: $3,1342011Assets 2012: $3,893,361Liabilities 2012: $3,133Net Assets 2012: $3,890,2282012Assets 2013: $3,950,767Liabilities 2013: $1,601Net Assets 2013: $3,949,1662013Assets 2014: $3,985,890Liabilities 2014: $3,1332014Assets 2015: $4,041,570Liabilities 2015: $3,132Net Assets 2015: $4,038,4382015Assets 2016: $4,075,615Liabilities 2016: $1,494Net Assets 2016: $4,074,1212016Assets 2017: $4,380,752Liabilities 2017: $1,494Net Assets 2017: $4,379,2582017Assets 2018: $4,805,790Liabilities 2018: $3,136Net Assets 2018: $4,802,6542018Assets 2019: $5,084,639Liabilities 2019: $1,0302019Assets 2020: $5,989,540Liabilities 2020: $11,342Net Assets 2020: $5,978,1982020Assets 2021: $5,995,636Liabilities 2021: $3,132Net Assets 2021: $5,992,5042021Assets 2022: $6,652,395Liabilities 2022: $3,133Net Assets 2022: $6,649,2622022Assets 2023: $6,677,061Liabilities 2023: $3,1332023Assets 2024: $6,743,854Liabilities 2024: $3,133Net Assets 2024: $6,740,7212024

Highlighted filing

2012

Assets$3,893,361
Liabilities$3,133
Net Assets$3,890,228
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $661,025Expenses 2011: $604,005Net Income 2011: $57,0202011Expenses 2012: $598,5402012Expenses 2013: $617,3162013Revenue 2014: $669,504Expenses 2014: $719,379Net Income 2014: -$49,8752014Revenue 2015: $730,862Expenses 2015: $675,181Net Income 2015: $55,6812015Revenue 2016: $594,202Expenses 2016: $558,518Net Income 2016: $35,6842016Revenue 2017: $799,149Expenses 2017: $494,012Net Income 2017: $305,1372017Revenue 2018: $1,062,207Expenses 2018: $638,811Net Income 2018: $423,3962018Revenue 2019: $967,313Expenses 2019: $686,358Net Income 2019: $280,9552019Revenue 2020: $1,608,628Expenses 2020: $714,039Net Income 2020: $894,5892020Revenue 2021: $677,975Expenses 2021: $663,675Net Income 2021: $14,3002021Revenue 2022: $1,335,304Expenses 2022: $678,544Net Income 2022: $656,7602022Revenue 2023: $771,266Expenses 2023: $746,600Net Income 2023: $24,6662023Revenue 2024: $938,545Expenses 2024: $871,752Net Income 2024: $66,7932024

Highlighted filing

2012

Revenue-
Expenses$598,540
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce C ArendaleTrusteePT$172,451-$172,451
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UnrestrictedPublicHouston, TX, US$35,000
Paid Grant-UnrestrictedPublicHouston, TX, US$35,000
Paid Grant-UnrestrictedPublicBrookshire, TX, US$30,000
Paid Grant-UnrestrictedPublicHouston, TX, US$30,000
Paid Grant-UnrestrictedPublicHouston, TX, US$20,000
Paid Grant-UnrestrictedPublicHouston, TX, US$15,000
Paid Grant-UnrestrictedPublicHouston, TX, US$15,000
Paid Grant-UnrestrictedPublicHouston, TX, US$15,000
Paid Grant-UnrestrictedPublicHouston, TX, US$5,000
Filing and Contact Details

Filer

EIN
76-6143209
Raw XML AppendixShowing 400 of 572 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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AccountingFeesSchedule/AccountingFees/Amount034863
AccountingFeesSchedule/AccountingFees/Category0Administrative & Accounting
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps017431
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome017430
DepreciationSchedule/Depreciation/ComputationMethod091
DepreciationSchedule/Depreciation/CostOrOtherBasis057514
DepreciationSchedule/Depreciation/CurrentYearExpense01475
DepreciationSchedule/Depreciation/DateAcquired02003-07-01
DepreciationSchedule/Depreciation/DescriptionOfProperty0SouthwestFreeway Building
DepreciationSchedule/Depreciation/Life039.0000
DepreciationSchedule/Depreciation/NetInvestmentIncome01475
DepreciationSchedule/Depreciation/PriorYearsDepreciation018934
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0297327
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0295461
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Managed by Chilton Cap held by Schwab
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Ascension Non Managed held by Schwab
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Ascension Managed held by Schwab
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InvestmentsLandSchedule2/InvestmentLand/AccumulatedDepreciation020407
InvestmentsLandSchedule2/InvestmentLand/BookValue04579
InvestmentsLandSchedule2/InvestmentLand/BookValue137106
InvestmentsLandSchedule2/InvestmentLand/CategoryOrItem0Land
InvestmentsLandSchedule2/InvestmentLand/CategoryOrItem1Buildings
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue0174500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1485711
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2117240
InvestmentsOtherSchedule2/InvestmentsOther/BookValue322578
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1440856
InvestmentsOtherSchedule2/InvestmentsOther/BookValue15167124
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Non Managed ETF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Mutual funds managed by Ascension
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2Various ETF managed by Ascension Capital
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3husband R. D. MacDonald, Jr.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4marital deduction trust u/w of her
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5MacDonald Charitable Trust from the
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6Texas distributed to the Ruth Jones
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7San Jacinto and Victoria counties
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8Montgomery, Polk, Robertson,
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9Harris, Jackson, Matagorda,
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10Chambers, Dewitt, Grimes, Hardin
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11properties in Brazoria, Liberty
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12royalties in plus or minus 697
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13minerals, royalties, overriding
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14Various undivided ownership in
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15Houston County Minerals
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16Manuel Tarin survey Harris Co., TX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17Undivided interest in 4.646 acres of
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18Development Company
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19Undivided interest in McDonald
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20Ltd pship interest in Highway 6 Ltd NO 5
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21Ltd pship interest in Highway 6 Ltd NO 4
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22Madrone Valley, Ltd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23Ltd pship interest in Highway 6 Ltd NO 3
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24Desert Partners IV, LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25Ltd pship interest in Highway 6 Ltd NO 2
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26League City APC, Ltd.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27Ltd pship interest in Highway 6 Ltd NO 1
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28Reeder Rd Land Lease
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0344782
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0347850
IRS990PF/QualifyingDistributions/ExpensesAndContributions0347850
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Bruce C Arendale Trustee
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07139619395
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105773 Woodway Dr 6
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Houston
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077057
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount335000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount520000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount630000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount730000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount835000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Open Door Mission
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Archway Academy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Wellsprings Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3The Gathering Place
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4St Luke's Episcopal Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Greater Houston Community Foundatio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Brookwood Community
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Center for Recovering Families
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Depression and Bipolar Support Alli
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O Box 9356
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116221 Main Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O Box 311017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13P O Box 35561
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine146720 Bertner
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine154550 Post Oak Place suite 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161752 FM 1489
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17303 Jackson Hill

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,893,361
Liabilities
$3,133
Net assets
$3,890,228
Revenue
-
Expenses
$598,540
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.94$0.87$0.07
2023Summary only. Only limited summary data is available for this year.$6.68$0.00$0.77$0.75$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.00$6.65$1.34$0.68$0.66
2021Detailed filing. Detailed filing data is available for this year.$6.00$0.00$5.99$0.68$0.66$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.99$0.01$5.98$1.61$0.71$0.89
2019Summary only. Only limited summary data is available for this year.$5.08$0.00$0.97$0.69$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.80$1.06$0.64$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.80$0.49$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.07$0.59$0.56$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.73$0.68$0.06
2014Summary only. Only limited summary data is available for this year.$3.99$0.00$0.67$0.72$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.62
2012Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.60
2011Summary only. Only limited summary data is available for this year.$3.82$0.00$0.66$0.60$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits