Civic Intelligence

National Defense Briefing Series Inc

EIN 88-2300431 • 501(c)3 • McKinney, TX

990-N CoverageNTEE B12

Profile

To bring to the public's attention vital matters involving national security and defense to allow the public to make informed decisions when interacting with their elected government.

2305 S Custer Road Apt 2306McKinney, TX 75072

mdbsinc.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2025

Net Margin

10th percentile

-56%

Higher net margin than 10% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B12 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-61%

Faster asset growth than 12% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-32%

Faster revenue growth than 28% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

$114,831

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$114,831

No earlier filing loaded for comparison.

Revenue

$182,426

No earlier filing loaded for comparison.

Expenses

$100,139

No earlier filing loaded for comparison.

Net Income

$82,287

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2024: $114,831Liabilities 2024: $0Net Assets 2024: $114,8312024

Highlighted filing

2024

Assets$114,831
Liabilities$0
Net Assets$114,831

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2024: $182,426Expenses 2024: $100,139Net Income 2024: $82,2872024

Highlighted filing

2024

Revenue$182,426
Expenses$100,139
Net Income$82,287

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.82$1.00$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.0
Gross Receipts
$182,426
Mission and Program Overview

Mission

To bring to the public's attention vital matters involving national security and defense to allow the public to make informed decisions when interacting with their elected government.

To educate the public on topics of national security and defense through a series of quarterly dinner meetings with invited speakers who are subject matter experts. Secondly to recognize and award a leading citizen annually who exemplifies the characteristics of leadership, selfless service, and giving back to our military, veterans, patriotic youth and the public. This is the Congressman Sam Johnson Defender of Freedom Award.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,587$114,831▲ $89,244
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--
Pd in Cap Srpls Land Bldg Eqp Fund$0--
Rtn Earn Endowment Incm Other Fnds$0--
Cap Stk Tr Prin Current Funds$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$25,587$114,831▲ $89,244
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0--
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Other Liabilities$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,587$114,831▲ $89,244
Net Assets With Donor Restrictions$0--
Total Net Assets Fund Balance$25,587$114,831▲ $89,244
Total Liabilities and Net Assets / Fund Balance$25,587$114,831▲ $89,244
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles DanielsPresident
John CampbellVice President
David AlfordBoard Member
Richard KanissBoard Member
Ted PuchaczBoard Member
Patty McCoyFormer Board Member
Barry BrownFormer Treasurer
Marc LeibmanSecretary
Mike BofferdingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,029
Program Service Revenue
$0
Investment Income
$397
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$82,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,100
Other Expenses$49,039
Total Fundraising Expense$47,883
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,100--$51,100
Office Expenses$0-$47,883$47,883
Information Technology$637--$637
Advertising$519--$519
Total Functional Expenses$52,256$0$47,883$100,139
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Congressman Sam Johnson Defender of Freedom Awards Event$146,200$146,200$4,054$142,146
Event 2-$0-$0
Total Events$146,200$146,200$22,886$123,314
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
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

Part VI, Line 12C

The organization holds quarterly board meetings during which the by-laws and operating procedures are reviewed to make sure board members and the actions of the board are in compliance.

Part VI, Line 19

All board members are uncompensated volunteers.

Filing and Contact Details

Filer

Filer Name
National Defense Briefing Series Inc
EIN
88-2300431
Address
2305 S CUSTER ROAD APT 2306, McKinney, TX 75072

Signing Officer

Name
Michael Bofferding
Title
Treasurer
Signed
2025-04-02

Organization Details

Formed
2022
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The board reviews the financial information including income, expenses, and checking account balance at every board meeting.

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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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0397
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0182029
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0182029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182426
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022886
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Congressman Sam Johnson Defender of Freedom Awards Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018832
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0146200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0146200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146200
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0123314
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04054
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04054
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The board of directors decides the amount of grants provided to Navy League Dallas, Military of the World Wars Dallas Chapter, Sam Johnson Chapter Air and Space Force Association, Audie Murphy Chapter of the Association of the US Army, and Post 251 Jewish War Veterans. The amounts distributed are equivalent among all four supported organizations and are based upon budgets provided by those organizations which indicate amounts needed and for what particular purposes (i.e. youth services, JROTC awards, scholarships awards, etc.)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization holds quarterly board meetings during which the by-laws and operating procedures are reviewed to make sure board members and the actions of the board are in compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members are uncompensated volunteers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board reviews the financial information including income, expenses, and checking account balance at every board meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt025587
IRS990/TotalAssetsEOYAmt0114831
IRS990/TotalAssetsGrp/BOYAmt025587

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