Civic Intelligence

Bold Foundation Inc.

990EZ • Fiscal year 2014 • EIN 26-1420636

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

5080 Spectrum Drive Ste 320WAddison, TX 75001

(214) 269-0899

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-9.8%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$369,001

Down $40,254 (-9.8%) from 2013

Net Assets

Down

$369,001

Down $40,254 (-9.8%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$0

Down $2,714 (-100%) from 2013

Expenses

Down

$40,254

Down $10,267 (-20%) from 2013

Net Income

Up

-$40,254

Up $7,553 (+16%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $493,520Net Assets 2011: $493,5202011Assets 2012: $457,062Net Assets 2012: $457,0622012Assets 2013: $409,255Net Assets 2013: $409,2552013Assets 2014: $369,001Liabilities 2014: $0Net Assets 2014: $369,0012014Assets 2015: $349,317Liabilities 2015: $0Net Assets 2015: $349,3172015Assets 2016: $311,833Liabilities 2016: $0Net Assets 2016: $311,8332016Assets 2017: $288,017Liabilities 2017: $0Net Assets 2017: $288,0172017Assets 2018: $284,510Liabilities 2018: $0Net Assets 2018: $284,5102018Assets 2019: $246,078Liabilities 2019: $0Net Assets 2019: $246,0782019Assets 2020: $235,319Liabilities 2020: $0Net Assets 2020: $235,3192020Assets 2021: $205,577Liabilities 2021: $0Net Assets 2021: $205,5772021Assets 2022: $159,038Liabilities 2022: $0Net Assets 2022: $159,0382022Assets 2023: $119,999Liabilities 2023: $0Net Assets 2023: $119,9992023

Highlighted filing

2014

Assets$369,001
Liabilities$0
Net Assets$369,001

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $9,906Expenses 2011: $32,351Net Income 2011: -$22,4452011Revenue 2012: $5,383Expenses 2012: $41,841Net Income 2012: -$36,4582012Revenue 2013: $2,714Expenses 2013: $50,521Net Income 2013: -$47,8072013Revenue 2014: $0Expenses 2014: $40,254Net Income 2014: -$40,2542014Revenue 2015: $33,182Expenses 2015: $52,866Net Income 2015: -$19,6842015Revenue 2016: $0Expenses 2016: $37,484Net Income 2016: -$37,4842016Revenue 2017: $0Expenses 2017: $23,816Net Income 2017: -$23,8162017Revenue 2018: $0Expenses 2018: $3,507Net Income 2018: -$3,5072018Revenue 2019: $0Expenses 2019: $38,432Net Income 2019: -$38,4322019Revenue 2020: $0Expenses 2020: $10,759Net Income 2020: -$10,7592020Revenue 2021: $0Expenses 2021: $29,742Net Income 2021: -$29,7422021Revenue 2022: $669Expenses 2022: $47,208Net Income 2022: -$46,5392022Revenue 2023: $0Expenses 2023: $39,039Net Income 2023: -$39,0392023

Highlighted filing

2014

Revenue$0
Expenses$40,254
Net Income-$40,254
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Charitable organization that provides aid to disadvantaged and low-income individuals that are struggling to transition back into the working world. The program offers accommodations, career building services, counseling, life coaching and transitional services, to help people live life with purpose and intent.

Program Services

DescriptionGrantsExpenses
AID TO INDIVIDUALS AND CHARITABLE ORGANIZATIONS TO PROVIDE ASSISTANCE FOR IMMEDIATE NEEDS.$0$40,254
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A LANCASHIREPresidentPT$0--
LORRI A LANCASHIREChairmanPT$0--
STEPHEN ANDREWSDirector-$0--
DAVID GREENWOODDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bold Foundation Inc
EIN
26-1420636
Phone
2142690899
Address
5080 SPECTRUM DRIVE STE 320W, ADDISON, TX 75001

Signing Officer

Name
David Lancashire
Title
President
Phone
2142690899
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Eubank & Nichols Llp
Address
5950 BERKSHIRE LANE SUITE 900, DALLAS, TX 75225
Preparer
Larry W Nichols
Phone
2146926800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth development. Grantee name: cheer 4 your life. Grantee address: 6611 hillcrest ave, suite 444 dallas, tx 75205. Grantee relationship: none. Amount given: 150.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: john s. Bradfield elem. Pta. Grantee address: 4300 southern avenue dallas, tx 75205. Grantee relationship: none. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: junior league of dallas. Grantee address: 8003 inwood road dallas, tx 75209. Grantee relationship: none. Amount given: 156.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: highland park middle school/mis orchestra. Grantee address: 3555 granada avenue dallas, tx 75205. Grantee relationship: none. Amount given: 42.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: cancer research. Grantee name: four seasons - cool october. Grantee address: 4150 n. Macarthur blvd. Irving, tx 75038. Grantee relationship: none. Amount given: 2,251.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: gary upshaw. Grantee relationship: none. Amount given: 23,358. Total included on form 990-ez, line 10: 26,457.

Form 990-ez, Part I, Line 14

Description: depreciation/amortization. Amount: 1,589.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: facilities & equipment. Amount: 6,817. Description: legal fees. Amount: 1,137. Description: supplies. Amount: 315. Description: miscellaneous expense. Amount: 1,305. Description: postage, mailing service. Amount: 51. Description: telephone, telecommunications. Amount: 2,583. Total to form 990-ez, line 16: 12,208.

Form 990-ez, Part II, Line 24 - Other Assets

Description: notes & loan receivable. Beg. Of year amount: 340,000. End of year amount: 340,000. Description: other depreciable assets. Beg. Of year amount: 3,286. End of year amount: 3,629.

Raw XML Appendix169 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID A LANCASHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORRI A LANCASHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID GREENWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0343286
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0343629
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012208
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ORGANIZATION THAT PROVIDES AID TO DISADVANTAGED AND LOW-INCOME INDIVIDUALS THAT ARE STRUGGLING TO TRANSITION BACK INTO THE WORKING WORLD. THE PROGRAM OFFERS ACCOMMODATIONS, CAREER BUILDING SERVICES, COUNSELING, LIFE COACHING AND TRANSITIONAL SERVICES, TO HELP PEOPLE LIVE LIFE WITH PURPOSE AND INTENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AID TO INDIVIDUALS AND CHARITABLE ORGANIZATIONS TO PROVIDE ASSISTANCE FOR IMMEDIATE NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040254
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.BOLDFOUNDATION.ORG
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05383
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015573
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033576
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0325000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INITIAL FUNDING
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0325000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BUSINESS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0325000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: YOUTH DEVELOPMENT. GRANTEE NAME: CHEER 4 YOUR LIFE. GRANTEE ADDRESS: 6611 HILLCREST AVE, SUITE 444 DALLAS, TX 75205. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: JOHN S. BRADFIELD ELEM. PTA. GRANTEE ADDRESS: 4300 SOUTHERN AVENUE DALLAS, TX 75205. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: JUNIOR LEAGUE OF DALLAS. GRANTEE ADDRESS: 8003 INWOOD ROAD DALLAS, TX 75209. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: HIGHLAND PARK MIDDLE SCHOOL/MIS ORCHESTRA. GRANTEE ADDRESS: 3555 GRANADA AVENUE DALLAS, TX 75205. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CANCER RESEARCH. GRANTEE NAME: FOUR SEASONS - COOL OCTOBER. GRANTEE ADDRESS: 4150 N. MACARTHUR BLVD. IRVING, TX 75038. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,251.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GARY UPSHAW. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 23,358. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,457.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 1,589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: FACILITIES & EQUIPMENT. AMOUNT: 6,817. DESCRIPTION: LEGAL FEES. AMOUNT: 1,137. DESCRIPTION: SUPPLIES. AMOUNT: 315. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,305. DESCRIPTION: POSTAGE, MAILING SERVICE. AMOUNT: 51. DESCRIPTION: TELEPHONE, TELECOMMUNICATIONS. AMOUNT: 2,583. TOTAL TO FORM 990-EZ, LINE 16: 12,208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: NOTES & LOAN RECEIVABLE. BEG. OF YEAR AMOUNT: 340,000. END OF YEAR AMOUNT: 340,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,286. END OF YEAR AMOUNT: 3,629.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LANCASHIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142690899
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOLD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BOLD
ReturnHeader/Filer/EIN0261420636
ReturnHeader/Filer/PhoneNum02142690899
ReturnHeader/Filer/USAddress/AddressLine1Txt05080 SPECTRUM DRIVE STE 320W
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752904993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAGNER EUBANK & NICHOLS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05950 BERKSHIRE LANE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02146926800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY W NICHOLS
ReturnHeader/ReturnTs02015-11-16T11:50:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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