Civic Intelligence

Cae Foundation

990PF • Fiscal year 2018 • EIN 82-2888351

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 08, 2019

Organization Profile
7216 Percy DrMcKinney, TX 75071

(214) 350-7900

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.04x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

100th percentile

1600%

Faster asset growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

4819%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,050,293

Up $988,514 (+1600%) from 2017

Net Assets

Up

$1,031,002

Up $969,223 (+1569%) from 2017

Liabilities

Up

$19,291

Up $19,291 from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin99th percentile

Revenue

Up

$462,969

Up $453,558 (+4819%) from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Up

$462,969

Up $453,558 (+4819%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $61,779Liabilities 2017: $0Net Assets 2017: $61,7792017Assets 2018: $1,050,293Liabilities 2018: $19,291Net Assets 2018: $1,031,0022018Assets 2019: $1,137,174Liabilities 2019: $1Net Assets 2019: $1,137,1742019Assets 2020: $858,514Liabilities 2020: $1Net Assets 2020: $858,5142020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$1,050,293
Liabilities$19,291
Net Assets$1,031,002
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2017: $9,411Expenses 2017: $0Net Income 2017: $9,4112017Revenue 2018: $462,969Expenses 2018: $0Net Income 2018: $462,9692018Revenue 2019: $208,153Expenses 2019: $101,981Net Income 2019: $106,1722019Revenue 2020: $1Expenses 2020: $278,660Net Income 2020: -$278,6592020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2018

Revenue$462,969
Expenses$0
Net Income$462,969
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL EADYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cae Foundation
EIN
82-2888351
Address
7216 PERCY DR, McKinney, TX 75071

Signing Officer

Name
Cheryl Eady
Title
Trustee
Phone
2145780057
Signed
2019-03-08
Discuss with paid preparer
No

Preparer

Firm
DFW Universal Tax Service LLC
Address
11052 Shady Trail Suite 207, Dallas, TX 75229
Preparer
Cesar Sanchez
Phone
2143507900
Raw XML Appendix184 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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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0462969
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHERYL A EADY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0McKinney
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02145780057
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Cheryl Eady
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0true
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt022617
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LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt02
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt02
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0Good
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Cheryl Eady
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02024-12
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LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02018-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt07 year
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0None
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Trustee
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Fixed Asset One-American Insurance
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt025000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt119291
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Balance Account
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Loan
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0450000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt125000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2112324
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0House
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Insurance
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Balance Cash
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL EADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02145780057
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAEF
ReturnHeader/Filer/EIN0822888351
ReturnHeader/Filer/USAddress/AddressLine1Txt07216 PERCY DR
ReturnHeader/Filer/USAddress/CityNm0McKinney
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075071
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08068772019182nedlbvu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.172.56.43
ReturnHeader/FilingSecurityInformation/IPDt02019-07-01
ReturnHeader/FilingSecurityInformation/IPTm020:38:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452405562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DFW Universal Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011052 Shady Trail Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075229
ReturnHeader/PreparerPersonGrp/PhoneNum02143507900
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cesar Sanchez
ReturnHeader/ReturnTs02019-07-01T20:27:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,050,293
Liabilities
$19,291
Net assets
$1,031,002
Revenue
$462,969
Expenses
$0
Net income
$462,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00$0.28$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.21$0.10$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.46$0.00$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.00$0.01