Civic Intelligence

Fiscal Index Foundation

990 • Fiscal year 2023 • EIN 85-3056294

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilewww.texastaxpayers.com
PO Box 340283Austin, TX 78734

(832) 514-1226

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-6.4%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$126,219

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-24%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

3.0%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$101,982

Down $31,475 (-24%) from 2022

Net Assets

Down

$101,488

Down $27,772 (-21%) from 2022

Liabilities

Down

$494

Down $3,703 (-88%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin31st percentile

Revenue

Up

$435,495

Up $12,817 (+3.0%) from 2022

Expenses

Up

$463,267

Up $94,452 (+26%) from 2022

Net Income

Down

-$27,772

Down $81,635 (-152%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$150K$100K$50K$0Assets 2021: $76,608Liabilities 2021: $1,211Net Assets 2021: $75,3972021Assets 2022: $133,457Liabilities 2022: $4,197Net Assets 2022: $129,2602022Assets 2023: $101,982Liabilities 2023: $494Net Assets 2023: $101,4882023Assets 2024: $101,983Liabilities 2024: $2,858Net Assets 2024: $99,1252024

Highlighted filing

2023

Assets$101,982
Liabilities$494
Net Assets$101,488
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

$600K$400K$200K$0-$200KRevenue 2021: $227,342Expenses 2021: $151,945Net Income 2021: $75,3972021Revenue 2022: $422,678Expenses 2022: $368,815Net Income 2022: $53,8632022Revenue 2023: $435,495Expenses 2023: $463,267Net Income 2023: -$27,7722023Revenue 2024: $282,082Expenses 2024: $284,445Net Income 2024: -$2,3632024

Highlighted filing

2023

Revenue$435,495
Expenses$463,267
Net Income-$27,772
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$435,495
Mission and Program Overview

Mission

Conduct research projects on public policy proposals addressing thoseissues that affect day-to-day lives, budgets, and quality of life ofindividuals affected. This research will be the basis for developingeducational materials. Initial studies will focus on the state of texasbudget and analyze the potential impact of repurposing ofresources,adjusting revenue policy and other related matters

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,457$101,982▼ $31,475
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$133,457$101,982▼ $31,475
Other Assets Total-$0-
Liabilities
Other Liabilities$4,197$494▼ $3,703
Total Liabilities$4,197$494▼ $3,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$129,260$101,488▼ $27,772
Total Net Assets Fund Balance$129,260$101,488▼ $27,772
Total Liabilities and Net Assets / Fund Balance$133,457$101,982▼ $31,475
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeramy D KitchenStaffFT$121,906$4,313$126,219
Andrew McveighPresidentFT$108,950$3,991$112,941

Board Members and Trustees

NameTitle
Kyle BiedermannChairman
Stuart SpitzerBoard Member
Jeff CasonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$435,495
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$435,495
Change in Net Assets
$-27,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$322,088
Other Expenses$141,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,026$21,534-$143,560
Current Officers, Directors, Trustees, and Key Employees$96,000$16,941-$112,941
Fees for Services Other$64,226$11,334-$75,560
Other Employee Benefits$34,704$6,124-$40,828
Advertising$16,030$2,829-$18,859
Payroll Taxes$15,892$2,804-$18,696
Travel$8,961$1,581-$10,542
Fees for Services Legal$6,843$1,207-$8,050
Pension Plan Contributions$5,154$909-$6,063
Office Expenses$3,517$621-$4,138
Information Technology$3,277$578-$3,855
Fees for Services Accounting$1,924$340-$2,264
Conferences and Meetings$478$84-$562
Other Expenses$425$75-$500
Total Functional Expenses$393,779$69,488$0$463,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990the form 990 will be circulated to board members and the organization'sattorney for review prior to filing”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy through counsel with legal counsel.”

Form 990, Part VI, Section B, Line 15A

“Compensation process for top official compensation is based on at least three examples drawn from similarly situated non-profit organizations and reviewed by the organization's legal counsel”

Form 990, Part VI, Section C, Line 19

“No documents available to the public except those which are required to be made public in connection with another document.”

Filing and Contact Details

Filer

Filer Name
Fiscal Index Foundation
EIN
85-3056294
Phone
8325141226
Address
PO BOX 340283, AUSTIN, TX 78734

Signing Officer

Name
Andrew Mcveigh
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Mcveigh
Formed
2020
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Copeland CPA Pllc
Address
300 E DAVIS ST STE 143, MCKINNEY, TX 75069
Preparer
Amy Copeland CPA
Phone
2146418585
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990THE FORM 990 WILL BE CIRCULATED TO BOARD MEMBERS AND THE ORGANIZATION'SATTORNEY FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY THROUGH COUNSEL WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS BASED ON AT LEAST THREE EXAMPLES DRAWN FROM SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT THOSE WHICH ARE REQUIRED TO BE MADE PUBLIC IN CONNECTION WITH ANOTHER DOCUMENT.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COPELAND CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 E DAVIS ST STE 143
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCKINNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075069
ReturnHeader/PreparerPersonGrp/PhoneNum02146418585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Copeland CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T14:22:47-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,982
Liabilities
$494
Net assets
$101,488
Revenue
$435,495
Expenses
$463,267
Net income
-$27,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.03$0.99$2.82$2.84$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.01$4.35$4.63$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.29$4.23$3.69$0.54
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.75$2.27$1.52$0.75