Civic Intelligence

Alvis Foundation

990PF • Fiscal year 2012 • EIN 20-6785416

Jan 01, 2012 to Dec 31, 2012 • Filed on Jan 14, 2013

Organization Profile
2412 Palmer Circle73069
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

7th percentile

-55%

Faster asset growth than 7% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30

Down $37 (-55%) from 2011

Net Assets

Down

$30

Down $37 (-55%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$271

Down $154 (-36%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $67Liabilities 2011: $0Net Assets 2011: $672011Assets 2012: $30Liabilities 2012: $0Net Assets 2012: $302012Assets 2013: $5,333Liabilities 2013: $0Net Assets 2013: $5,3332013Assets 2014: $6,741Liabilities 2014: $0Net Assets 2014: $6,7412014Assets 2015: $4,536Liabilities 2015: $0Net Assets 2015: $4,5362015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$30
Liabilities$0
Net Assets$30
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2011: $4252011Expenses 2012: $2712012Revenue 2013: $9,912Expenses 2013: $4,949Net Income 2013: $4,9632013Revenue 2014: $1,958Expenses 2014: $550Net Income 2014: $1,4082014Revenue 2015: $0Expenses 2015: $2,205Net Income 2015: -$2,2052015Revenue 2016: $0Expenses 2016: $4,536Net Income 2016: -$4,5362016

Highlighted filing

2012

Revenue-
Expenses$271
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jan 14, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MICHAEL ALVISTrustee-$0--
WHITNEY ALVISTrustee-$0--
Filing and Contact Details

Filer

EIN
20-6785416
Raw XML Appendix176 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
AccountingFeesSchedule/AccountingFees/Amount0271
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0J MICHAEL ALVIS
CompensationExplanation/Compensation/PersonName1WHITNEY ALVIS
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0234
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-37
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0271
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY067
IRS990PF/BalanceSheets/RetainedEarningsEOY030
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY067
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY030
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV030
IRS990PF/BalanceSheets/TotalAssetsBOY067
IRS990PF/BalanceSheets/TotalAssetsEOY030
IRS990PF/BalanceSheets/TotalAssetsEOYFMV030
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY067
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY030
IRS990PF/BalanceSheets/TotalNetAssetsBOY067
IRS990PF/BalanceSheets/TotalNetAssetsEOY030
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-37
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal030
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY067
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY030
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014
IRS990PF/DistributableAmount/MinimumInvestmentReturn014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY030
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0274
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0137
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0137
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0270
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0274
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J MICHAEL ALVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WHITNEY ALVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102412 PALMER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112412 PALMER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine202412 PALMER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine212412 PALMER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NORMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NORMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode073069
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode173069
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0270
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear208000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4074983
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5090678
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WHITNEY ALVIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04053212984
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102412 PALMER CIRCLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine202412 PALMER CIRCLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NORMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode073069
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4074983
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5090724
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus014
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY014
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5090710
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear082983
IRS990PF/UndistributedIncome/ExcessFromYear208000
IRS990PF/UndistributedIncome/ExcessFromYear4074983
IRS990PF/UndistributedIncome/TotalCorpus0173693
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0173707
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0206785416
ReturnHeader/Filer/Name/BusinessNameLine10ALVIS FOUNDATION
ReturnHeader/Filer/NameControl0ALVI
ReturnHeader/Filer/USAddress/AddressLine102412 PALMER CIRCLE
ReturnHeader/Filer/USAddress/City0NORMAN
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073069
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-01-14
ReturnHeader/Officer/Name0WHITNEY ALVIS
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CASTLEBERRY & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101035 S BERRY ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORMAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode073069
ReturnHeader/Preparer/Name0ROBERT CASTLEBERRY CPACVACSACSRP
ReturnHeader/Preparer/Phone04053645830
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T08:41:56-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30
Liabilities
$0
Net assets
$30
Revenue
-
Expenses
$271
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0$0$0$0$4,536$4,536
2015Detailed filing. Detailed filing data is available for this year.$4,536$0$4,536$0$2,205$2,205
2014Detailed filing. Detailed filing data is available for this year.$6,741$0$6,741$1,958$550$1,408
2013Detailed filing. Detailed filing data is available for this year.$5,333$0$5,333$9,912$4,949$4,963
2012Detailed filing. Detailed filing data is available for this year.$30$0$30$271
2011Detailed filing. Detailed filing data is available for this year.$67$0$67$425