Civic Intelligence

Shady Oaks Foundation Inc

EIN 84-4643508 • 501(c)3 • Fort Worth, TX

Profile

The corporation is organized and operated to provide grants for relief of sudden economic distress and scholarship aid specifically for the employees of shady oaks country club, inc. And their families.

320 Roaring Springs RoadFort Worth, TX 76114
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

33rd percentile

-7.5%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-2.7%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

55%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$122,066

Down $3,338 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$122,066

Down $3,338 (-2.7%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin33rd percentile

Revenue

Up

$44,400

Up $15,800 (+55%) from 2023

Expenses

Up

$47,738

Up $1,726 (+3.8%) from 2023

Net Income

Up

-$3,338

Up $14,074 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2020: $73,189Liabilities 2020: $0Net Assets 2020: $73,1892020Assets 2021: $73,439Liabilities 2021: $0Net Assets 2021: $73,4392021Assets 2022: $99,939Liabilities 2022: $0Net Assets 2022: $99,9392022Assets 2023: $125,404Liabilities 2023: $0Net Assets 2023: $125,4042023Assets 2024: $122,066Liabilities 2024: $0Net Assets 2024: $122,0662024

Highlighted filing

2024

Assets$122,066
Liabilities$0
Net Assets$122,066
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KRevenue 2020: $76,650Expenses 2020: $3,461Net Income 2020: $73,1892020Revenue 2021: $10,000Expenses 2021: $9,750Net Income 2021: $2502021Revenue 2022: $52,000Expenses 2022: $25,500Net Income 2022: $26,5002022Revenue 2023: $28,600Expenses 2023: $46,012Net Income 2023: -$17,4122023Revenue 2024: $44,400Expenses 2024: $47,738Net Income 2024: -$3,3382024

Highlighted filing

2024

Revenue$44,400
Expenses$47,738
Net Income-$3,338
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$122,066
Liabilities
$0
Net assets
$122,066
Revenue
$44,400
Expenses
$47,738
Net income
-$3,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.44$0.48$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.29$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.52$0.26$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.10$0.10$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.77$0.03$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$44,400
Mission and Program Overview

Mission

The corporation is organized and operated to provide grants for relief of sudden economic distress and scholarship aid specifically for the employees of shady oaks country club, inc. And their families.

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS FOR RELIEF OF SUDDEN ECONOMIC DISTRESS AND SCHOLARSHIP AID SPECIFICALLY FOR THE EMPLOYEES OF SHADY OAKS COUNTRY CLUB, INC. AND THEIR FAMILIES.$43,600$43,600
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hollis SullivanDirector-$0--
Marty SearcyDirector-$0--
Fred ReynoldsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shady Oaks Foundation Inc
EIN
84-4643508
In Care Of
% JAMES PEEBLES
Phone
8177323333
Address
320 Roaring Springs Road, Fort Worth, TX 76114

Signing Officer

Name
Marty Searcy
Title
Secretary
Phone
8177323333
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
301 Commerce Street Suite 2000, Fort Worth, TX 76102
Phone
8177382400
Supplemental Narrative

Additional Explanations

FORM 990EZ, Part I - REVENUE, EXPENSES, AND NET ASSETS

“Line 10 Grant and Similar amounts paid --------------------------------------- Scholarships awarded to 9 students in 2024 for $43,600.”

Form 990EZ Part I Line 10

“DONEES NAME:Diridiana Salazar GRANT AMOUNT:8000”

Form 990EZ Part I Line 10

“DONEES NAME:Elisabeth Wilson GRANT AMOUNT:8000”

Raw XML Appendix146 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES PEEBLES
IRS990EZ/BooksInCareOfDetail/PhoneNum08177323333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 ROARING SPRINGS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125404
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044400
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04138
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0125404
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122066
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043600
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044400
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0125404
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122066
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0125404
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hollis Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marty Searcy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Fred Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION IS ORGANIZED AND OPERATED TO PROVIDE GRANTS FOR RELIEF OF SUDDEN ECONOMIC DISTRESS AND SCHOLARSHIP AID SPECIFICALLY FOR THE EMPLOYEES OF SHADY OAKS COUNTRY CLUB, INC. AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS FOR RELIEF OF SUDDEN ECONOMIC DISTRESS AND SCHOLARSHIP AID SPECIFICALLY FOR THE EMPLOYEES OF SHADY OAKS COUNTRY CLUB, INC. AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047738
IRS990EZ/TotalProgramServiceExpensesAmt043600
IRS990EZ/TotalRevenueAmt044400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0256278
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0256278
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076650
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0256278
IRS990ScheduleA/TotalSupportAmt0256278
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 10 Grant and Similar amounts paid --------------------------------------- Scholarships awarded to 9 students in 2024 for $43,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONEES NAME:Diridiana Salazar GRANT AMOUNT:8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONEES NAME:Elisabeth Wilson GRANT AMOUNT:8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ, Part I - REVENUE, EXPENSES, AND NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Searcy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08177323333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shady Oaks Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0844643508
ReturnHeader/Filer/InCareOfNm0% JAMES PEEBLES
ReturnHeader/Filer/PhoneNum08177323333
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 Roaring Springs Road
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Commerce Street Suite 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08177382400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/ReturnTs02025-05-07T15:44:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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