Civic Intelligence

Orien Woolf and Dr Jack Woolf

990PF • Fiscal year 2021 • EIN 27-2113885

Dec 01, 2020 to Nov 30, 2021 • Filed on Feb 16, 2022

Organization Profile
612 Forest Bend DrPlano, TX 75025

(972) 517-8740

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

57th percentile

19%

Higher net margin than 57% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

458%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$5,079,669

Up $708,229 (+16%) from 2020

Net Assets

Up

$5,039,057

Up $673,946 (+15%) from 2020

Liabilities

Up

$40,612

Up $34,283 (+542%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin57th percentile

Revenue

Up

$3,856,626

Up $3,165,348 (+458%) from 2020

Expenses

Up

$3,129,751

Up $2,801,453 (+853%) from 2020

Net Income

Up

$726,875

Up $363,895 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,371,440Liabilities 2020: $6,329Net Assets 2020: $4,365,1112020Assets 2021: $5,079,669Liabilities 2021: $40,612Net Assets 2021: $5,039,0572021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$5,079,669
Liabilities$40,612
Net Assets$5,039,057
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2020: $691,278Expenses 2020: $328,298Net Income 2020: $362,9802020Revenue 2021: $3,856,626Expenses 2021: $3,129,751Net Income 2021: $726,8752021Revenue 2022: -$17,641Expenses 2022: $5,021,416Net Income 2022: -$5,039,0572022

Highlighted filing

2021

Revenue$3,856,626
Expenses$3,129,751
Net Income$726,875
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Feb 16, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA SHAPIROPresident-$0--
JOHN BROUDESecretary-$0--
MICHELLE DEVEREUXVice Preside-$0--
KATY CROWETrustee-$0--
BARBARA DEVEREUXTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Orien Woolf and Dr Jack Woolf
EIN
27-2113885
Phone
9725178740
Address
612 FOREST BEND DR, PLANO, TX 75025

Signing Officer

Name
Roberta Shapiro
Title
President
Phone
9725178740
Signed
2022-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Chen CPA Pc
Address
4441 LONGFELLOW DR, PLANO, TX 75093
Preparer
Shyh-jang Chen
Phone
9729641197
Raw XML Appendix314 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/AccountingFeesDetail/Amt05000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0KINDRED STEPHENS ACCT 8955-6955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05071837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS-KINDRED ACCT 8955-6955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME FUNDS-FROST ACCT WD006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUND-COMERICA WEALTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05054192
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057359
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03725783
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt051
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt062586
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03845779
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03845779
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03725783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03080990
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03080990
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057359
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0726875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt073433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt073433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010027492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03725783
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03807865
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt062586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt043761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt043761
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03080990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03129751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03856626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03856626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt048761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01255480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1974889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24471698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt0225198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt1175160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02529718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11165271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02529718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11165271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03560000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11965000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24491827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06232 E MOCKINGBIRD SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16240 E MOCKINGBIRD SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03725783
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03715118
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0726875
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt052929
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05091986
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04365111
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05039057
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0265790
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0265790
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0265790
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0318719
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt052929
IRS990PF/DistributableAmountGrp/TotalTaxAmt052929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt052929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt052929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt052929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012320
IRS990PF/FMVAssetsEOYAmt05062024
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04365111
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05039057
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020177
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07832
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0248017
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01604054
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02440258
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05071837
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05054192
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06329
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt040612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt058934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04371440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05079669
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05062024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt040612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04371440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05079669
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04365111
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05039057
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06471455
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02069095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03415949
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097072
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0986411
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0318719
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06374383
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06471455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERTA SHAPIRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN BROUDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHELLE DEVEREUX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATY CROWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BARBARA DEVEREUX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0612 FOREST BEND DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1309 WEST 7TH STREET STE 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24415 W LAWTHER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37805 DEER TRAIL DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44415 W LAWTHER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PLANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd176102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475214
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03080990
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03080990
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03080990
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERTA SHAPIRO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0612 FOREST BEND DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLANO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09725178740
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY HOME FOR ADULTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUMIN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS&GIRLS CLUBS OF G TARRANT CNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011615 FOREST CENTRAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1924 WAYNE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23218 E BELKNAP STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03080990
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/AppliedToCurrentYearAmt0265790
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0309283
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0265790
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02505917
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02505917
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03080990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02505917
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02505917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0309283
OtherDecreasesSchedule/OtherDecreasesDetail/Amt052929
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL BLDGS DALLAS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010847
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt132833
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010847
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132833
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt281
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06328
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt040609
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt13
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09725178740
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORIEN WOOLF AND DR JACK WOOLF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ORIE
ReturnHeader/Filer/EIN0272113885
ReturnHeader/Filer/PhoneNum09725178740
ReturnHeader/Filer/USAddress/AddressLine1Txt0612 FOREST BEND DR
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201847071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHEN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04441 LONGFELLOW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09729641197
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHYH-JANG CHEN
ReturnHeader/ReturnTs02022-02-17T15:10:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAPIRO
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,079,669
Liabilities
$40,612
Net assets
$5,039,057
Revenue
$3,856,626
Expenses
$3,129,751
Net income
$726,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$5.02$5.04
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.04$5.04$3.86$3.13$0.73
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.01$4.37$0.69$0.33$0.36