Civic Intelligence

Natem Foundation Inc.

990PF • Fiscal year 2018 • EIN 27-1345897

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

2229 San Felipe Street No 1150Houston, TX 77019

(713) 955-3220

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

1st percentile

-909%

Higher net margin than 1% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$118,418

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,012,641

Down $4,557,172 (-20%) from 2017

Net Assets

Down

$18,012,641

Down $4,557,172 (-20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$455,821

Up $157,411 (+53%) from 2017

Expenses

Down

$4,598,234

Down $1,065,433 (-19%) from 2017

Net Income

Up

-$4,142,413

Up $1,222,844 (+23%) from 2017

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2014: $42,906,843Liabilities 2014: $332Net Assets 2014: $42,906,5112014Assets 2015: $33,343,572Liabilities 2015: $326Net Assets 2015: $33,343,2462015Assets 2016: $27,265,692Liabilities 2016: $0Net Assets 2016: $27,265,6922016Assets 2017: $22,569,813Liabilities 2017: $0Net Assets 2017: $22,569,8132017Assets 2018: $18,012,641Liabilities 2018: $0Net Assets 2018: $18,012,6412018Assets 2019: $14,259,076Liabilities 2019: $0Net Assets 2019: $14,259,0762019Assets 2020: $13,112,597Liabilities 2020: $0Net Assets 2020: $13,112,5972020Assets 2021: $10,280,967Liabilities 2021: $0Net Assets 2021: $10,280,9672021Assets 2022: $4,233,755Liabilities 2022: $0Net Assets 2022: $4,233,7552022Assets 2023: $2,225,701Liabilities 2023: $750Net Assets 2023: $2,224,9512023Assets 2024: $6,663,286Liabilities 2024: $773Net Assets 2024: $6,662,5132024

Highlighted filing

2018

Assets$18,012,641
Liabilities$0
Net Assets$18,012,641

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2014: $1,529,609Expenses 2014: $7,168,641Net Income 2014: -$5,639,0322014Revenue 2015: $259,317Expenses 2015: $9,919,462Net Income 2015: -$9,660,1452015Revenue 2016: $434,763Expenses 2016: $6,834,059Net Income 2016: -$6,399,2962016Revenue 2017: $298,410Expenses 2017: $5,663,667Net Income 2017: -$5,365,2572017Revenue 2018: $455,821Expenses 2018: $4,598,234Net Income 2018: -$4,142,4132018Revenue 2019: $775,198Expenses 2019: $5,384,777Net Income 2019: -$4,609,5792019Revenue 2020: $736,648Expenses 2020: $1,800,822Net Income 2020: -$1,064,1742020Revenue 2021: $268,151Expenses 2021: $2,718,065Net Income 2021: -$2,449,9142021Revenue 2022: $7,881Expenses 2022: $5,131,611Net Income 2022: -$5,123,7302022Revenue 2023: -$136,314Expenses 2023: $2,164,700Net Income 2023: -$2,301,0142023Revenue 2024: $7,114,341Expenses 2024: $2,741,013Net Income 2024: $4,373,3282024

Highlighted filing

2018

Revenue$455,821
Expenses$4,598,234
Net Income-$4,142,413
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM RUBELExecutive DirectorFT$93,452$24,966$118,418
LINDA PRITZKERPresident/Director-$0--
AARON STERNDirectorPT$0--
MARY JO SANDLINDirector-$0--
ALICE BAILEYSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Natem Foundation Inc
EIN
27-1345897
Phone
7139553220
Address
2229 SAN FELIPE STREET NO 1150, HOUSTON, TX 77019

Signing Officer

Name
Alice Bailey
Title
Secretary/treasurer
Phone
7139553220
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
1770 ST JAMES PLACE SUITE 250, HOUSTON, TX 77056-3432
Preparer
Bruce S Prendergast Ms CPA
Phone
7139638008
Raw XML AppendixShowing 400 of 536 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALICE BAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ADAM RUBEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HAI DONOR ADVISED FUND
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