Civic Intelligence

Dallas Retirement Foundation

990 • Fiscal year 2013 • EIN 93-1094615

Jan 01, 2013 to Dec 31, 2013 • Filed on May 16, 2014

Organization ProfileN/A
377 NW Jasper Street97338

(503) 623-5581

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

87th percentile

$34,263

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 37.1% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$397,470

Up $82,633 (+26%) from 2012

Net Assets

Up

$397,470

Up $82,633 (+26%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

$92,472

No earlier filing loaded for comparison.

Expenses

Down

$10,622

Down $66,319 (-86%) from 2012

Net Income

$81,850

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $308,878Liabilities 2010: $0Net Assets 2010: $308,8782010Assets 2011: $325,345Liabilities 2011: $0Net Assets 2011: $325,3452011Assets 2012: $314,837Liabilities 2012: $0Net Assets 2012: $314,8372012Assets 2013: $397,470Liabilities 2013: $0Net Assets 2013: $397,4702013Assets 2014: $419,928Liabilities 2014: $0Net Assets 2014: $419,9282014Assets 2015: $415,691Liabilities 2015: $0Net Assets 2015: $415,6912015Assets 2016: $571,354Liabilities 2016: $0Net Assets 2016: $571,3542016Assets 2017: $180,661Liabilities 2017: $0Net Assets 2017: $180,6612017Assets 2018: $186,111Liabilities 2018: $0Net Assets 2018: $186,1112018Assets 2019: $185,511Liabilities 2019: $0Net Assets 2019: $185,5112019Assets 2020: $143,307Liabilities 2020: $190,000Net Assets 2020: -$46,6932020Assets 2021: $176,339Liabilities 2021: $142,739Net Assets 2021: $33,6002021Assets 2022: $225,676Liabilities 2022: $0Net Assets 2022: $225,6762022Assets 2023: $250,222Liabilities 2023: $0Net Assets 2023: $250,2222023Assets 2024: $271,601Liabilities 2024: $0Net Assets 2024: $271,6012024

Highlighted filing

2013

Assets$397,470
Liabilities$0
Net Assets$397,470
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KExpenses 2010: $12,4582010Expenses 2011: $5,2182011Expenses 2012: $76,9412012Revenue 2013: $92,472Expenses 2013: $10,622Net Income 2013: $81,8502013Revenue 2014: $66,396Expenses 2014: $46,916Net Income 2014: $19,4802014Revenue 2015: $99,797Expenses 2015: $104,293Net Income 2015: -$4,4962015Revenue 2016: $181,269Expenses 2016: $26,004Net Income 2016: $155,2652016Revenue 2017: $54,501Expenses 2017: $446,454Net Income 2017: -$391,9532017Revenue 2018: $77,339Expenses 2018: $71,889Net Income 2018: $5,4502018Revenue 2019: $67,143Expenses 2019: $67,743Net Income 2019: -$6002019Revenue 2020: $87,281Expenses 2020: $319,485Net Income 2020: -$232,2042020Revenue 2021: $153,202Expenses 2021: $72,909Net Income 2021: $80,2932021Revenue 2022: $278,285Expenses 2022: $86,209Net Income 2022: $192,0762022Revenue 2023: $129,879Expenses 2023: $105,333Net Income 2023: $24,5462023Revenue 2024: $116,067Expenses 2024: $94,688Net Income 2024: $21,3792024

Highlighted filing

2013

Revenue$92,472
Expenses$10,622
Net Income$81,850
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 16, 2014
Return Version
2013v3.1
Gross Receipts
$92,472
Mission and Program Overview

Mission

To serve the community by actively supporting the work of the dallas retirement village.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$314,837$397,470▲ $82,633
Savings and Temporary Cash Investments$304,553$252,344▼ $52,209
Cash and Non-Interest-Bearing Accounts-$134,060-
Investments in Publicly Traded Securities$10,284$11,066▲ $782
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$314,837$397,470▲ $82,633
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$314,837$397,470▲ $82,633
Total Liabilities and Net Assets / Fund Balance$314,837$397,470▲ $82,633
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Sue LambDevelopment Director$34,263$34,263

Board Members and Trustees

NameTitle
Jim WallChairman
Lionel SchmidtVice Chair
Art MosherDirector
Ben BaumanDirector
Candace FowlerDirector
Cari RicheyDirector
Mike AinsworthDirector
Carolyn WallSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$92,153
Program Service Revenue
$0
Investment Income
$319
Other Revenue
$0
All Other Contributions
$92,153
Change in Net Assets
$81,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,527
Other Expenses$95
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,527--$10,527
Other Expenses$95--$95
Total Functional Expenses$10,622$0$0$10,622
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0415213-501(c)(3)Resident Assistance, Operating Exp.$7,797
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Jim Wall and Carolyn Wall have a family relationship.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The completed 990 is reviewed by management and presented to the full board for review and approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The policy is reviewed annually at the first board meeting of the year and disclosures are signed by all board members.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“They are available upon request at the organization's administrative office.”

Filing and Contact Details

Filer

EIN
93-1094615
Phone
5036235581

Signing Officer

Name
David Parrett
Title
Executive Direc
Signed
2014-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Lamb
Formed
1992
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
30

Preparer

Preparer
Cynthia J Heuberger
Phone
5032442134
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleI/RecipientTable/CashGrantAmt07797
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Resident Assistance, Operating Exp.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10DALLAS mennonite retirement community
IRS990ScheduleI/RecipientTable/RecipientEIN0930415213
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10377 NW JASPER STREET
IRS990ScheduleI/RecipientTable/USAddress/City0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097338
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are provided to the Dallas Mennonite Retirement Community based on need to sustain resident assistance and operating funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jim Wall and Carolyn Wall have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR AND DISCLOSURES ARE SIGNED BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092472
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IRS990/USAddress/AddressLine10377 NW JASPER STREET
IRS990/USAddress/City0Dallas
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,470
Liabilities
$0
Net assets
$397,470
Revenue
$92,472
Expenses
$10,622
Net income
$81,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.16$0.95$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.30$1.05$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.78$0.86$1.92
2021Detailed filing. Detailed filing data is available for this year.$1.76$1.43$0.34$1.53$0.73$0.80
2020Detailed filing. Detailed filing data is available for this year.$1.43$1.90$0.47$0.87$3.19$2.32
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.67$0.68$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.77$0.72$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.55$4.46$3.92
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$1.81$0.26$1.55
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$1.00$1.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.66$0.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.92$0.11$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.12