Civic Intelligence

Lloyd Shelby Foundation

EIN 81-2966191 • Dallas, TX

5217 McKinney Avenue Suite 500Dallas, TX 75205
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-6.0%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$8,619

Down $550 (-6.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$8,619

Down $550 (-6.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2023

Expenses

Up

$550

Up $550 from 2023

Net Income

Down

-$550

Down $551 (-55100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2018: $10,666Liabilities 2018: $0Net Assets 2018: $10,6662018Assets 2019: $6,624Liabilities 2019: $1Net Assets 2019: $6,6242019Assets 2020: $6,174Liabilities 2020: $1Net Assets 2020: $6,1742020Assets 2021: $7,719Liabilities 2021: $1Net Assets 2021: $7,7192021Assets 2022: $9,169Liabilities 2022: $1Net Assets 2022: $9,1692022Assets 2023: $9,169Liabilities 2023: $1Net Assets 2023: $9,1692023Assets 2024: $8,619Liabilities 2024: $0Net Assets 2024: $8,6192024

Highlighted filing

2024

Assets$8,619
Liabilities$0
Net Assets$8,619
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2018: $100Expenses 2018: $5,463Net Income 2018: -$5,3632018Revenue 2019: $1Expenses 2019: $4,042Net Income 2019: -$4,0412019Revenue 2020: $1Expenses 2020: $450Net Income 2020: -$4492020Revenue 2021: $2,370Expenses 2021: $825Net Income 2021: $1,5452021Revenue 2022: $2,500Expenses 2022: $1,050Net Income 2022: $1,4502022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023Revenue 2024: $0Expenses 2024: $550Net Income 2024: -$5502024

Highlighted filing

2024

Revenue$0
Expenses$550
Net Income-$550
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,619
Liabilities
$0
Net assets
$8,619
Revenue
$0
Expenses
$550
Net income
-$550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.00$0.55$0.55
2023Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$2.50$1.05$1.45
2021Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$2.37$0.83$1.55
2020Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.00$0.45$0.45
2019Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.00$4.04$4.04
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.10$5.46$5.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lloyd Randall ShelbyPresident-$0--
Aaron ShelbySecretary-$0--
Mollie ShelbyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lloyd Shelby Foundation
EIN
81-2966191
Phone
2147395384
Address
5217 McKinney Avenue Suite 500, Dallas, TX 75205

Signing Officer

Name
Lloyd Randall Shelby
Title
President
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Bright & Bright Llp
Address
8226 DOUGLAS AVE STE 520, DALLAS, TX 75225
Preparer
G Todd Bright
Phone
2143630211
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lloyd Randall Shelby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lloyd Shelby Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0dba Lloyd R Shelby Memorial Fund
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G Todd Bright
ReturnHeader/ReturnTs02025-11-03T14:07:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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