Ebby Halliday Foundation EIN 82-3912837 Form 990 (PDF) Claim this org

Ebby Halliday Foundation FY2023 filing

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Supports North Texas charities helping boys and girls, honoring Ebby Halliday's legacy. For fiscal year 2023 it reported $185K in revenue, $179K in expenses, and $3.3M in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Dallas, TX
Website
www.ebbyhallidayfoundation.org
Filings
5 on file (2020–2023)
Revenue
$185KFY2023
Expenses
$179K
Net assets
$3.3M
People
9
Filings
5
Updates
0
More identity details & actions ⌄
EIN  82-3912837 Public charity (501(c)(3)) Dallas, TX
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Supports North Texas charities helping boys and girls, honoring Ebby Halliday's legacy.
Leadership
Mary Poss · Chairman · $50K
Money in and out
$185K revenue, $179K expenses
Bottom line
53% program efficiency
Where the money goes · FY2023
Total revenue
$185K
Pt VIII · Ln 12
Total expenses
$179K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $7K
Where spending went · Part IX cols B–D
Program services $0.53 Management & general $0.47
Program efficiency
53%
of spending reaches programs
Operating runway
134.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
+4%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$185K
FY2023▼ -77%
Expenses
$179K
FY2023▼ -41%
Total assets
$3.3M
FY2023+0.2%
Total liabilities
$2K
FY2023▼ -29%
Total revenue
$185K
Pt VIII · Ln 12
Total expenses
$179K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$7K
Total assetsPt X · Ln 16$3.3M
Program-expense ratioPt IX · col B53%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CEbby Halliday Foundation
EINHdr · item D82-3912837
Principal addressHdr · item CDallas, TX
WebsiteHdr · item Jwww.ebbyhallidayfoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFMay 2018

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Chairman
$50,000Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Attorney
$0Pt VII · Sec A
Secretary/Attorney
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Mary Poss’s $50K as Chairman is at the 37th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022
Mary Poss$50,000$50,000$25,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $94K of program spending, described in the organization's own filed words · FY2023.
01

The organization exists to carry out the philanthropic vision of the late ebby halliday by supporting charitable and educational organizations and causes that she would have supported including, without limitation, (1) providing grants and other support such as the rent-free use of facilities to north texas charities that service women…

$94Kprogram expense

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Statement of Revenue

Part VIII
Other revenue$128K · 69%
Contributions & grants$35K · 19%
Investment income$23K · 12%
Other revenue69%$128K
Contributions & grants19%$35K
Investment income12%$23K
Total revenueLn 12$185K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.53 Management & general $0.47
Program services53%$94K
Management & general47%$85K
Total functional expensesLn 25$179K

Balance Sheet

Part X · end of year
CashLn 1$2.0M
Total assetsLn 16$3.3M
Total liabilitiesLn 26$2K
Total net assetsLn 32$3.3M
Months of cash on handcomputed134.7

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.0M · Operating expenses/yr $179K
134.7 months
Where the money goes
Program services
Program services $94K · Total expenses $179K
53%
Management & General
Management & general $85K · Total expenses $179K
47%
Fundraising
Fundraising $0 · Total expenses $179K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $16K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $35K · Total revenue $185K
19%
Government reliance
Government grants — · Total revenue $185K
Earned-income share
Program service revenue $0 · Total revenue $185K
0%
Investment reliance
Investment income $23K · Total revenue $185K
+12%
Program self-sufficiency
Program service revenue $0 · Total expenses $179K
0%
Growth & trend
Revenue growth (YoY)
This year $185K · Prior year $808K
-77%
Net-asset trend (YoY)
End of year $3.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $185K · Expenses $179K
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $3.3M
Net-asset ratio
Net assets $3.3M · Total assets $3.3M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Mary Poss · Reported title CHAIRMAN · Highest reported compensation $50K · Total expenses $179K
28%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $50K · Total expenses $179K
28%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 53%
Overhead ratio 47%
Fundraising cost ratio 0%
Revenue growth -77%
Accounting fee ratio 17%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
FjcFY2024$25K
Total grants receivedfrom 2 funders$40K
Grants paid · 18 grants · $513K · 2020–2023
North Texas Food BankTX · FY2023$50,000
WingsFY2023$7,500
WingsFY2022$50,000
North Texas Food BankTX · FY2022$35,000
Toys for Tots INCNY · FY2022$7,500
Project Beloved INCCT · FY2022$5,000
Angel TreeFY2022$5,000
In His Hands Childrens HomeTX · FY2022$2,500
Head Start INCMT · FY2022$2,500
Frisco Family ServicesFY2022$2,500
Cookies and CastlesFY2022$2,500
WingsFY2021$51,110
North Texas Food BankTX · FY2021$42,090

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$217K revenue · ⤓ 990 PDF
FY2023$185K revenue · viewing · ⤓ 990 PDF
FY2022$808K revenue · ⤓ 990 PDF
FY2021$84K revenue · ⤓ 990 PDF
FY2020$92K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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