Civic Intelligence

The Pat Oneal Educational Foundation

990PF • Fiscal year 2016 • EIN 20-2055414

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 27, 2017

675 N Henderson StFort Worth, TX 76107

(817) 625-8246

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$67,289

Down $16,615 (-20%) from 2015

Net Assets

Down

$67,289

Down $16,615 (-20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Flat

$150,000

Flat from 2015

Expenses

Down

$166,615

Down $27,640 (-14%) from 2015

Net Income

Up

-$16,615

Up $27,640 (+62%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $255,251Liabilities 2011: $0Net Assets 2011: $255,2512011Assets 2012: $227,289Liabilities 2012: $0Net Assets 2012: $227,2892012Assets 2013: $208,454Liabilities 2013: $0Net Assets 2013: $208,4542013Assets 2014: $128,159Liabilities 2014: $0Net Assets 2014: $128,1592014Assets 2015: $83,904Liabilities 2015: $0Net Assets 2015: $83,9042015Assets 2016: $67,289Liabilities 2016: $0Net Assets 2016: $67,2892016Assets 2017: $54,887Liabilities 2017: $0Net Assets 2017: $54,8872017Assets 2018: $4,220Liabilities 2018: $0Net Assets 2018: $4,2202018Assets 2019: $28,361Liabilities 2019: $0Net Assets 2019: $28,3612019Assets 2020: $109,087Liabilities 2020: $0Net Assets 2020: $109,0872020Assets 2021: $73,955Liabilities 2021: $0Net Assets 2021: $73,9552021Assets 2022: $25,657Liabilities 2022: $0Net Assets 2022: $25,6572022Assets 2023: $9,973Liabilities 2023: $0Net Assets 2023: $9,9732023Assets 2024: $2,433Liabilities 2024: $0Net Assets 2024: $2,4332024

Highlighted filing

2016

Assets$67,289
Liabilities$0
Net Assets$67,289

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $205,6662011Expenses 2012: $177,9622012Revenue 2013: $150,000Expenses 2013: $168,835Net Income 2013: -$18,8352013Revenue 2014: $150,000Expenses 2014: $230,295Net Income 2014: -$80,2952014Revenue 2015: $150,000Expenses 2015: $194,255Net Income 2015: -$44,2552015Revenue 2016: $150,000Expenses 2016: $166,615Net Income 2016: -$16,6152016Revenue 2017: $150,000Expenses 2017: $162,402Net Income 2017: -$12,4022017Revenue 2018: $150,000Expenses 2018: $200,667Net Income 2018: -$50,6672018Revenue 2019: $150,000Expenses 2019: $125,859Net Income 2019: $24,1412019Revenue 2020: $200,000Expenses 2020: $119,274Net Income 2020: $80,7262020Revenue 2021: $150,000Expenses 2021: $185,132Net Income 2021: -$35,1322021Revenue 2022: $150,000Expenses 2022: $198,298Net Income 2022: -$48,2982022Revenue 2023: $150,000Expenses 2023: $165,684Net Income 2023: -$15,6842023Revenue 2024: $150,000Expenses 2024: $157,540Net Income 2024: -$7,5402024

Highlighted filing

2016

Revenue$150,000
Expenses$166,615
Net Income-$16,615
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 27, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA J O'NEALPresident-$0--
DAVID DIMENTDirector-$0--
CATHY BLACKWELLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$45,252
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$32,025
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$21,112
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$18,558
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$16,000
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$10,671
Paid Grant-SCHOLARSHIPNCLITTLE ROCK, AR, US$9,000
Paid Grant-SCHOLARSHIPNCLIPAN, TX, US$6,259
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$5,327
Paid Grant-SCHOLARSHIPNCFORT WORTH, TX, US$1,316
Filing and Contact Details

Filer

Filer Name
THE PAT O'NEAL EDUCATIONAL
EIN
20-2055414
Phone
8176258246
Address
675 N HENDERSON ST, FORT WORTH, TX 76107

Signing Officer

Name
PATRICIA J O'NEAL
Title
President
Phone
8176258246
Signed
2017-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Fd Thompson & Co Plc
Address
13320 N MACARTHUR BLVD, OKLAHOMA CITY, OK 73142-3021
Preparer
Chris a Hudson
Phone
4056036400
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0950
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01057
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03470
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHY BLACKWELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14107 SPRING MOUNTAIN DR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt069397
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE COPY OF ATTACHED FORM.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PAOLA ESTALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ROSY PEREZ
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03470
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0189138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0223392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0160605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0166079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0191724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0191724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0902359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0163145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0189138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0223392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0160605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0166079
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0163145
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01094083
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0930938
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd076107
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd076107
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA J O'NEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08176258246
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAT O'NEAL EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATO
ReturnHeader/Filer/EIN0202055414
ReturnHeader/Filer/PhoneNum08176258246
ReturnHeader/Filer/USAddress/AddressLine1Txt0675 N HENDERSON ST
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F33449CF9A43991BE5D3600F90E4BEE51B9C3125
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F33449CF9A43991BE5D3600F90E4BEE51B9C3125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731488601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FD THOMPSON & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013320 N MACARTHUR BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731423021
ReturnHeader/PreparerPersonGrp/PhoneNum04056036400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS A HUDSON
ReturnHeader/ReturnTs02017-04-04T20:23:41+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.50$1.58$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.50$1.66$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.50$1.98$0.48
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.50$1.85$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$2.00$1.19$0.81
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.50$1.26$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.50$2.01$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.50$1.62$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.50$1.67$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.50$1.94$0.44
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.50$2.30$0.80
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.50$1.69$0.19
2012Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.78
2011Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.06