Civic Intelligence

Jim and Susan Neuberger Foundation

990PF • Fiscal year 2015 • EIN 20-8524786

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
5025 Barnsteeple CTOklahoma City, OK 73142

(405) 755-6225

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-14%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$960,819

Up $106,762 (+13%) from 2014

Net Assets

Up

$960,819

Up $106,762 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Down

$160,065

Down $26,890 (-14%) from 2014

Expenses

Up

$53,804

Up $4,546 (+9.2%) from 2014

Net Income

Down

$106,261

Down $31,436 (-23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $547,868Liabilities 2011: $0Net Assets 2011: $547,8682011Assets 2012: $653,214Liabilities 2012: $02012Assets 2013: $724,693Liabilities 2013: $0Net Assets 2013: $724,6932013Assets 2014: $854,057Liabilities 2014: $0Net Assets 2014: $854,0572014Assets 2015: $960,819Liabilities 2015: $0Net Assets 2015: $960,8192015Assets 2016: $957,699Liabilities 2016: $0Net Assets 2016: $957,6992016Assets 2017: $1,147,038Liabilities 2017: $0Net Assets 2017: $1,147,0382017Assets 2018: $1,437,653Liabilities 2018: $0Net Assets 2018: $1,437,6532018Assets 2019: $1,446,106Liabilities 2019: $0Net Assets 2019: $1,446,1062019Assets 2020: $1,420,353Liabilities 2020: $0Net Assets 2020: $1,420,3532020Assets 2021: $1,485,852Liabilities 2021: $0Net Assets 2021: $1,485,8522021Assets 2022: $1,583,499Liabilities 2022: $0Net Assets 2022: $1,583,4992022Assets 2023: $1,602,203Liabilities 2023: $0Net Assets 2023: $1,602,2032023Assets 2024: $1,974,284Liabilities 2024: $0Net Assets 2024: $1,974,2842024

Highlighted filing

2015

Assets$960,819
Liabilities$0
Net Assets$960,819
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $29,9312011Revenue 2012: $146,075Expenses 2012: $34,627Net Income 2012: $111,4482012Revenue 2013: $105,265Expenses 2013: $41,702Net Income 2013: $63,5632013Revenue 2014: $186,955Expenses 2014: $49,258Net Income 2014: $137,6972014Revenue 2015: $160,065Expenses 2015: $53,804Net Income 2015: $106,2612015Revenue 2016: $76,008Expenses 2016: $56,410Net Income 2016: $19,5982016Revenue 2017: $260,938Expenses 2017: $70,257Net Income 2017: $190,6812017Revenue 2018: $355,854Expenses 2018: $83,834Net Income 2018: $272,0202018Revenue 2019: $155,604Expenses 2019: $146,384Net Income 2019: $9,2202019Revenue 2020: $144,233Expenses 2020: $168,241Net Income 2020: -$24,0082020Revenue 2021: $269,215Expenses 2021: $203,944Net Income 2021: $65,2712021Revenue 2022: $295,703Expenses 2022: $137,008Net Income 2022: $158,6952022Revenue 2023: $159,570Expenses 2023: $138,228Net Income 2023: $21,3422023Revenue 2024: $558,377Expenses 2024: $189,193Net Income 2024: $369,1842024

Highlighted filing

2015

Revenue$160,065
Expenses$53,804
Net Income$106,261
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM NEUBERGERDirector-$0--
SUSAN NEUBERGERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBISHOP MCGUINESS HIGH SCHOOLEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$8,800
Paid GrantCHURCH OF THE EPIPHANYEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$8,500
Paid GrantMONASTERY OF THE HOLY CROSSEXEMPT PURPOSE-CHICAGO, IL, US$5,500
Paid GrantST GREGORY UNIVERSIITYEXEMPT PURPOSE-SHAWNEE, OK, US$4,000
Paid GrantCATHOLIC ANSWERSEXEMPT PURPOSE-EL CAJON, CA, US$3,500
Paid GrantCARDINAL NEWMAN SOCIETYEXEMPT PURPOSE-MANASSAS, VA, US$3,500
Paid GrantBIRTH CHOICEEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$3,000
Paid GrantCITY RESCUE MISSIONEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$3,000
Paid GrantASSUMPTION HIGH SCHOOLEXEMPT PURPOSE-WISCONSIN RAPIDS, WI, US$2,500
Paid GrantARCHDIOCESAN OF OKLAHOMA CITYEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$2,500
Paid GrantHOLY INNOCENTSEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$2,000
Paid GrantCATHOLIC CHARITIESEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$1,500
Paid GrantCREIGHTON UNIVERSITYEXEMPT PURPOSE-OMAHA, NE, US$1,000
Paid GrantNORTHWESTERN UNIVERSITYEXEMPY PURPOSE-EVANSTON, IL, US$1,000
Paid GrantORDER OF ST FRANCISEXEMPT PURPOSE-ST FRANCIS, WI, US$1,000
Paid GrantSISTER BJ'S PANTRYEXEMPT PURPOSE-OKLAHOMA CITY, OK, US$1,000
Filing and Contact Details

Filer

Filer Name
Jim & Susan Neuberger Foundation
EIN
20-8524786
Phone
4057556225
Address
5025 BARNSTEEPLE CT, OKLAHOMA CITY, OK 73142

Signing Officer

Name
Jim Neuberger
Title
Director
Phone
4057556225
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Robison Gary Johnson & Associates Pllc
Address
14220 BARBOUR AVE, OKLAHOMA CITY, OK 73134
Preparer
Robert S Gary
Phone
4053410789
Raw XML AppendixShowing 400 of 615 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt112642
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-296
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-9807
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-9443
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-2908
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-1449
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt176239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt183187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt192890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-4625
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-1087
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt228691
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt234649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt253937
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26590
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27144
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0487768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1451420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PUBLICALLY TRADED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032065
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0173
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 BLACKSTONE ORD INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1 BLACKSTONE NET RRE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1 BLACKSTONE OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt18
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032065
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt044
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt052300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0134212
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032065
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0106261
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0535551
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt07
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt07
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0140
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053804
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01504
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0106261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0501
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0960819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0854057
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0960819
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050621
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050621
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050621
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051236
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0615
IRS990PF/DistributableAmountGrp/TotalTaxAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0466
IRS990PF/FMVAssetsEOYAmt021631
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0638
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0784
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0833531
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0939188
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0854057
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0960819
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020847
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020847
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0854057
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0960819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021631
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0854057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0960819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0854057
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0960819
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01040315
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01014682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015605
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051236
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01024710
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01040315
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JIM NEUBERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN NEUBERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05025 BARNSTEEPLE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15025 BARNSTEEPLE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd173142
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt053473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt053780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt033600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt029000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01024710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0935397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0808246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0662644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0564340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0389740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt052300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260921
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt052300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt052300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt052300
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JIM NEUBERGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05025 BARNSTEEPLE CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073142
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04057556225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,819
Liabilities
$0
Net assets
$960,819
Revenue
$160,065
Expenses
$53,804
Net income
$106,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.56$0.19$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.30$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.27$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.36$0.08$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.26$0.07$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.19$0.05$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.15$0.03$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03