Civic Intelligence

Family Office Principals Group 2 Inc

EIN 92-2247305 • 501(c)7 • Fort Worth, TX

Profile

The organization's purpose is to promote common business interests and enhance conditions related to asset allocation within large single family owned enterprises.

4150 International Plaza Suite 810Fort Worth, TX 76109

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

49%

Faster revenue growth than 90% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$41,173

Up $7,987 (+24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$41,173

Up $7,987 (+24%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin52nd percentile

Revenue

Up

$289,500

Up $95,780 (+49%) from 2024

Expenses

Up

$281,513

Up $106,125 (+61%) from 2024

Net Income

Down

$7,987

Down $10,345 (-56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2023: $14,854Liabilities 2023: $0Net Assets 2023: $14,8542023Assets 2024: $33,186Liabilities 2024: $0Net Assets 2024: $33,1862024Assets 2025: $41,173Liabilities 2025: $0Net Assets 2025: $41,1732025

Highlighted filing

2025

Assets$41,173
Liabilities$0
Net Assets$41,173
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0Revenue 2023: $90,049Expenses 2023: $75,195Net Income 2023: $14,8542023Revenue 2024: $193,720Expenses 2024: $175,388Net Income 2024: $18,3322024Revenue 2025: $289,500Expenses 2025: $281,513Net Income 2025: $7,9872025

Highlighted filing

2025

Revenue$289,500
Expenses$281,513
Net Income$7,987
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$41,173
Liabilities
$0
Net assets
$41,173
Revenue
$289,500
Expenses
$281,513
Net income
$7,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$2.90$2.82$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.94$1.75$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.90$0.75$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$289,500
Mission and Program Overview

Mission

The organization's purpose is to promote common business interests and enhance conditions related to asset allocation within large single family owned enterprises.

To promote common business interests and enhance conditions related to asset allocation within large single family owned enterprises.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,186$41,173▲ $7,987
Rtn Earn Endowment Incm Other Fnds$33,186$41,173▲ $7,987
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$33,186$41,173▲ $7,987
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,186$41,173▲ $7,987
Total Liabilities and Net Assets / Fund Balance$33,186$41,173▲ $7,987
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Hunter AllenGroup Chair
David BradleyOfficer
Jay CooperOfficer
Matt ThorntonOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$7,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$263,800--$263,800
Other Expenses$12,256--$12,256
Information Technology$5,457--$5,457
Total Functional Expenses$281,513$0$0$281,513
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Filing and Contact Details

Filer

Filer Name
Family Office Principals Group 2 Inc
EIN
92-2247305
In Care Of
% JON PAUL JACKSON
Phone
8174096000
Address
4150 International Plaza Suite 810, Fort Worth, TX 76109

Signing Officer

Name
Hunter Allen
Title
Group Chair
Phone
8175293930
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hunter Allen
Formed
2023
Legal Domicile
TX
Voting Board Members
45
Independent Board Members
45
Employees
0

Preparer

Firm
Hartman Wanzor McNamara LLP
Address
6050 Southwest Blvd Suite 150, Fort Worth, TX 76109
Phone
8175293930
Supplemental Narrative

Additional Explanations

ORGANIZATION'S MISSION

“The organization's purpose is to promote common business interests and enhance conditions related to asset allocation within large single family owned enterprises.”

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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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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hunter Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Group Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08175293930
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Family Office Principals Group 2 Inc
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0922247305
ReturnHeader/Filer/InCareOfNm0% JON PAUL JACKSON
ReturnHeader/Filer/PhoneNum08174096000
ReturnHeader/Filer/USAddress/AddressLine1Txt04150 International Plaza Suite 810
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hartman Wanzor McNamara LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06050 Southwest Blvd Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076109
ReturnHeader/PreparerPersonGrp/PhoneNum08175293930
ReturnHeader/ReturnTs02025-11-17T15:56:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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