Civic Intelligence

Earl Family Foundation Inc

990PF • Fiscal year 2017 • EIN 20-5585744

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 10, 2018

Organization Profile
601 NW Loop 410San Antonio, TX 78216

(210) 222-1500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

34th percentile

-3.6%

Higher net margin than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$302

Down $49 (-14%) from 2016

Net Assets

Down

$302

Down $49 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$1,365

Up $1,365 from 2016

Expenses

Up

$1,414

Up $1,324 (+1471%) from 2016

Net Income

Up

-$49

Up $41 (+46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$600$400$200$0Assets 2011: $445Liabilities 2011: $02011Assets 2012: $45Liabilities 2012: $0Net Assets 2012: $452012Assets 2013: $585Liabilities 2013: $0Net Assets 2013: $5852013Assets 2014: $485Liabilities 2014: $0Net Assets 2014: $4852014Assets 2015: $441Liabilities 2015: $0Net Assets 2015: $4412015Assets 2016: $351Liabilities 2016: $0Net Assets 2016: $3512016Assets 2017: $302Liabilities 2017: $0Net Assets 2017: $3022017Assets 2018: $437Liabilities 2018: $0Net Assets 2018: $4372018Assets 2019: $127Liabilities 2019: $0Net Assets 2019: $1272019Assets 2020: $158Liabilities 2020: $0Net Assets 2020: $1582020

Highlighted filing

2017

Assets$302
Liabilities$0
Net Assets$302
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $12,045Expenses 2011: $11,817Net Income 2011: $2282011Expenses 2012: $7,7952012Revenue 2013: $1,950Expenses 2013: $1,410Net Income 2013: $5402013Revenue 2014: $0Expenses 2014: $100Net Income 2014: -$1002014Revenue 2015: $1,150Expenses 2015: $1,194Net Income 2015: -$442015Revenue 2016: $0Expenses 2016: $90Net Income 2016: -$902016Revenue 2017: $1,365Expenses 2017: $1,414Net Income 2017: -$492017Revenue 2018: $2,150Expenses 2018: $2,015Net Income 2018: $1352018Revenue 2019: $1,500Expenses 2019: $1,810Net Income 2019: -$3102019Revenue 2020: $1,700Expenses 2020: $1,669Net Income 2020: $312020

Highlighted filing

2017

Revenue$1,365
Expenses$1,414
Net Income-$49
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David EarlPresident-$0--
Filing and Contact Details

Filer

Filer Name
ELM Foundation Inc
EIN
20-5585744
Phone
2102221500
Address
601 NW Loop 410, San Antonio, TX 78216

Signing Officer

Name
David Earl
Title
President
Signed
2018-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Rodriguez Holland & Co PC
Address
1250 NE Loop 410 Suite 330, San Antonio, TX 78209-1550
Preparer
Joseph G Rodriguez CPA
Phone
2108229950
Raw XML Appendix168 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt0800
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0266
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0302
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Earl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0601 NW Loop 410 Ste 390
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078216
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 NE Loop 410 Ste 390
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Antonio
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David Earl
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102221500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07795
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07795
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0266
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charge
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Earl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELM Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ELMF
ReturnHeader/Filer/EIN0205585744
ReturnHeader/Filer/PhoneNum02102221500
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 NW Loop 410
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742618504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rodriguez Holland & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 NE Loop 410 Suite 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782091550
ReturnHeader/PreparerPersonGrp/PhoneNum02108229950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph G Rodriguez CPA
ReturnHeader/ReturnTs02018-04-10T13:44:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302
Liabilities
$0
Net assets
$302
Revenue
$1,365
Expenses
$1,414
Net income
-$49
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.70$1.67$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.50$1.81$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$2.15$2.02$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.37$1.41$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.09$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.15$1.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.95$1.41$0.54
2012Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$7.80
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$12.0$11.8$0.23