Civic Intelligence

Midlothian Isd Education Foundation

990EZ • Fiscal year 2018 • EIN 77-0631435

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

P O Box 1906Midlothian, TX 76065-1906

(972) 775-8296

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$215,097

Up $26,918 (+14%) from 2017

Net Assets

Up

$215,097

Up $27,892 (+15%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$72,746

Down $16,378 (-18%) from 2017

Expenses

Down

$44,854

Down $26,458 (-37%) from 2017

Net Income

Up

$27,892

Up $10,080 (+57%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $145,456Net Assets 2011: $145,4562011Assets 2012: $117,516Liabilities 2012: $1,085Net Assets 2012: $116,4312012Assets 2013: $87,806Liabilities 2013: $7,738Net Assets 2013: $80,0682013Assets 2015: $135,551Liabilities 2015: $408Net Assets 2015: $135,1432015Assets 2016: $170,367Liabilities 2016: $974Net Assets 2016: $169,3932016Assets 2017: $188,179Liabilities 2017: $974Net Assets 2017: $187,2052017Assets 2018: $215,097Net Assets 2018: $215,0972018Assets 2019: $234,545Net Assets 2019: $234,5452019Assets 2020: $268,388Net Assets 2020: $268,3882020Assets 2021: $247,459Net Assets 2021: $247,4592021Assets 2022: $227,260Net Assets 2022: $227,2602022Assets 2023: $238,611Liabilities 2023: $0Net Assets 2023: $238,6112023Assets 2024: $230,119Liabilities 2024: $0Net Assets 2024: $230,1192024

Highlighted filing

2018

Assets$215,097
Liabilities-
Net Assets$215,097

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $71,368Expenses 2011: $103,283Net Income 2011: -$31,9152011Revenue 2012: $87,453Expenses 2012: $116,478Net Income 2012: -$29,0252012Revenue 2013: $83,196Expenses 2013: $118,970Net Income 2013: -$35,7742013Revenue 2015: $90,415Expenses 2015: $60,628Net Income 2015: $29,7872015Revenue 2016: $93,756Expenses 2016: $58,942Net Income 2016: $34,8142016Revenue 2017: $89,124Expenses 2017: $71,312Net Income 2017: $17,8122017Revenue 2018: $72,746Expenses 2018: $44,854Net Income 2018: $27,8922018Revenue 2019: $64,983Expenses 2019: $45,535Net Income 2019: $19,4482019Revenue 2020: $79,133Expenses 2020: $45,290Net Income 2020: $33,8432020Revenue 2021: $56,725Expenses 2021: $78,654Net Income 2021: -$21,9292021Revenue 2022: $169,100Expenses 2022: $189,299Net Income 2022: -$20,1992022Revenue 2023: $68,663Expenses 2023: $50,904Net Income 2023: $17,7592023Revenue 2024: $139,906Expenses 2024: $148,059Net Income 2024: -$8,1532024

Highlighted filing

2018

Revenue$72,746
Expenses$44,854
Net Income$27,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$97,994
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Awarding of foundation grants to MISD for innovative teaching achievements that are made possible through donations to events sponsored by a volunteer board of directors made up of business, community and educational leaders.-$36,429
The Stars Banquet was held to honor the top 5 of seniors and a teacher of their choice.-$1,500
2 Scholarships awarded to 2 students-$854
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN ALTMANAssoc Member-$0--
RANDY DENTONAssoc Member-$0--
VICKI MASSEYDirector-$0--
DOLORES MCCLATCHEYAssoc Member-$0--
LARUE MILLERAssoc Member-$0--
DEBBIE PHILLIPPIDirector-$0--
SCOTT SLAYDONPermanent Director-$0--
JAMIE WICKLIFFEAssoc Member-$0--
DR LANE LEDBETTERSecretary-$0--
BRIDGET FLAHERTYDirector-$0--
LISA LEMONDirector At Large-$0--
JILL MATTHEWSVP Finance/Admin-$0--
CHERYL MCCURLEYVP Of Programs-$0--
RICHARD NORMANAssoc Member-$0--
GAGE ROLANDPresident-$0--
BETTY TRYONAssoc Member-$0--
KATHIE ANDREWSVP Development-$0--
MARY LYN BARNETTDirector-$0--
CINDY ERMATINGERDirector-$0--
SHELLEY HEMPHILLDirector-$0--
KEITH NICHOLSAssoc Member-$0--
HEATHER PRATHERSchool Bd Rep-$0--
JAMIE MCNULTYExec Director-$0--
BILLY CHADWELLAssoc Member-$0--
DR PHILLIP JOHNSONAssoc Member-$0--
ANNA HAMMONDSDirector-$0--
DR PAUL LANSDOWNEAssoc Member-$0--
MEGAN KOELKERDirector-$0--
ROMAN RODGRIGUEZAssoc Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraising Drive$28,809$28,809$3,797$25,012
Stars Banquet$6,137$6,137$2,976$3,161
Total Events$87,071$87,071$25,248$61,823
Filing and Contact Details

Filer

Filer Name
Midlothian Isd Education Foundation
EIN
77-0631435
Phone
9727758296
Address
P O BOX 1906, MIDLOTHIAN, TX 76065-1906

Signing Officer

Name
Jamie Mcnulty
Title
Executive Director
Signed
2018-11-15
Discuss with paid preparer
No

Preparer

Firm
John C Capps CPA Pc
Address
P O BOX 208, MAYPEARL, TX 76064
Preparer
John C Capps CPA
Phone
9724351170
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Unpaid a/p from 2016 400

Form 990-EZ, Part I, Line 10, Grants Paid

Activity , Grantee Midlothian ISD 100 Walter Stephenson Rd. Midlothian TX 76065, Cash Grant 36,429, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 454

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 245

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 331

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising Marketing 391

Form 990-EZ, Part I, Line 16, Other Expenses

Bank fees 426

Form 990-EZ, Part I, Line 16, Other Expenses

Dues Subscriptions 831

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 2,167

Form 990-EZ, Part I, Line 16, Other Expenses

Software 152

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous 111

Form 990-EZ, Part II, Line 24, Other Assets

Pledges Receivable Beginning of year 27,575, End of year 16,732

Form 990-EZ, Part II, Line 24, Other Assets

Edwards Jones Investment Beginning of year 0, End of year 5,458

Form 990-EZ, Part II, Line 26, Liabilities

Accounts Payable and Accrued Expenses Beginning of year 400, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Payroll Liabilities Beginning of year 574, End of year 0

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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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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01421
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01421
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08333
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015106
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03797
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02976
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt05745
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unpaid a/p from 2016 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee Midlothian ISD 100 Walter Stephenson Rd. Midlothian TX 76065, Cash Grant 36,429, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel 454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings 245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Advertising Marketing 391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank fees 426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues Subscriptions 831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 2,167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Software 152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pledges Receivable Beginning of year 27,575, End of year 16,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Edwards Jones Investment Beginning of year 0, End of year 5,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses Beginning of year 400, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Payroll Liabilities Beginning of year 574, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE MCNULTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDLOTHIAN ISD EDUCATION FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.160.219.6
ReturnHeader/FilingSecurityInformation/IPDt02019-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:32:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN C CAPPS CPA PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076064
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C CAPPS CPA
ReturnHeader/ReturnTs02019-07-26T09:33:47-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.40$1.48$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.69$0.51$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.27$2.27$1.69$1.89$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.57$0.79$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.68$2.68$0.79$0.45$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.65$0.46$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.73$0.45$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$0.89$0.71$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.94$0.59$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.90$0.61$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.08$0.80$0.83$1.19$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.16$0.87$1.16$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$0.71$1.03$0.32