Civic Intelligence

The Harold K & Julia a Work Foundation

990PF • Fiscal year 2016 • EIN 26-3338919

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 18, 2017

Organization Profile
7628 Marquette StDallas, TX 75225

(214) 740-7732

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

64th percentile

9.5%

Higher net margin than 64% 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

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$169,673

Up $1,433 (+0.9%) from 2015

Net Assets

Up

$169,673

Up $1,433 (+0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin64th percentile

Revenue

Up

$14,276

Up $1,534 (+12%) from 2015

Expenses

Up

$12,913

Up $1,357 (+12%) from 2015

Net Income

Up

$1,363

Up $177 (+15%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$200K$150K$100K$50K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2014: $167,026Liabilities 2014: $0Net Assets 2014: $167,0262014Assets 2015: $168,240Liabilities 2015: $0Net Assets 2015: $168,2402015Assets 2016: $169,673Liabilities 2016: $0Net Assets 2016: $169,6732016Assets 2017: $181,021Liabilities 2017: $0Net Assets 2017: $181,0212017Assets 2018: $184,727Liabilities 2018: $0Net Assets 2018: $184,7272018Assets 2019: $182,072Liabilities 2019: $0Net Assets 2019: $182,0722019Assets 2020: $165,671Liabilities 2020: $0Net Assets 2020: $165,6712020Assets 2021: $182,841Liabilities 2021: $0Net Assets 2021: $182,8412021Assets 2022: $42Liabilities 2022: $0Net Assets 2022: $422022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$169,673
Liabilities$0
Net Assets$169,673
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2014: $170,343Expenses 2014: $105,208Net Income 2014: $65,1352014Revenue 2015: $12,742Expenses 2015: $11,556Net Income 2015: $1,1862015Revenue 2016: $14,276Expenses 2016: $12,913Net Income 2016: $1,3632016Revenue 2017: $22,418Expenses 2017: $11,147Net Income 2017: $11,2712017Revenue 2018: $22,341Expenses 2018: $18,745Net Income 2018: $3,5962018Revenue 2019: $14,542Expenses 2019: $17,028Net Income 2019: -$2,4862019Revenue 2020: $5,677Expenses 2020: $22,078Net Income 2020: -$16,4012020Revenue 2021: $40,607Expenses 2021: $23,437Net Income 2021: $17,1702021Revenue 2022: $89,419Expenses 2022: $272,218Net Income 2022: -$182,7992022Revenue 2023: $1,309Expenses 2023: $1,351Net Income 2023: -$422023

Highlighted filing

2016

Revenue$14,276
Expenses$12,913
Net Income$1,363
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 18, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA A WORKPres/Director-$0--
KATHRYN A SMITHSec/Director-$0--
WILLIAM FRANKLIN SMITHDirector-$0--
JULIA SMITH KLINGMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Harold K & Julia a Work Foundation
EIN
26-3338919
Phone
2147407732
Address
7628 MARQUETTE ST, DALLAS, TX 75225

Signing Officer

Name
Julia a Work
Title
President
Signed
2017-09-18
Discuss with paid preparer
Yes

Preparer

Firm
The Speer Kipp Group Pllc
Address
13355 Noel Rd Suite 1375, Dallas, TX 75240
Preparer
M L Speer
Phone
9727027072
Raw XML Appendix291 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Martinsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MARTINSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Martinsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd424112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt08960
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085970
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087525
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085970
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01040
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt087525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086485
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt070
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net unrealized gains or losses on investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES - WF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11500
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA A WORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD K & JULIA A WORK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0263338919
ReturnHeader/Filer/PhoneNum02147407732
ReturnHeader/Filer/USAddress/AddressLine1Txt07628 MARQUETTE ST
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SPEER KIPP GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013355 Noel Rd Suite 1375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075240
ReturnHeader/PreparerPersonGrp/PhoneNum09727027072
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M L SPEER
ReturnHeader/ReturnTs02017-09-18T12:14:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,673
Liabilities
$0
Net assets
$169,673
Revenue
$14,276
Expenses
$12,913
Net income
$1,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.89$2.72$1.83
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.41$0.23$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.06$0.22$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.22$0.19$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.22$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.14$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.70$1.05$0.65
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00