Civic Intelligence

Allen and Kelli Questrom Foundation Co Ew Tax and Valuation Group LLP

990PF • Fiscal year 2020 • EIN 27-2598904

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 03, 2021

Organization Profile
16660 Dallas Pkwy Ste 2400Dallas, TX 75248

(972) 250-9959

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

$38,157,672

No earlier filing loaded for comparison.

Net Assets

$38,134,828

No earlier filing loaded for comparison.

Liabilities

$22,844

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

$3,901,789

No earlier filing loaded for comparison.

Expenses

$774,380

No earlier filing loaded for comparison.

Net Income

$3,127,409

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2020: $38,157,672Liabilities 2020: $22,844Net Assets 2020: $38,134,8282020Assets 2021: $41,391,876Liabilities 2021: $36,000Net Assets 2021: $41,355,8762021Assets 2022: $41,667,233Liabilities 2022: $0Net Assets 2022: $41,667,2332022Assets 2023: $41,956,839Liabilities 2023: $0Net Assets 2023: $41,956,8392023Assets 2024: $46,571,679Liabilities 2024: $0Net Assets 2024: $46,571,6792024

Highlighted filing

2020

Assets$38,157,672
Liabilities$22,844
Net Assets$38,134,828
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2020: $3,901,789Expenses 2020: $774,380Net Income 2020: $3,127,4092020Revenue 2021: $6,834,929Expenses 2021: $2,857,486Net Income 2021: $3,977,4432021Revenue 2022: $5,548,799Expenses 2022: $4,389,398Net Income 2022: $1,159,4012022Revenue 2023: $6,508,744Expenses 2023: $4,642,193Net Income 2023: $1,866,5512023Revenue 2024: $12,934,839Expenses 2024: $4,661,649Net Income 2024: $8,273,1902024

Highlighted filing

2020

Revenue$3,901,789
Expenses$774,380
Net Income$3,127,409
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN I QUESTROMPres/Director-$0--
CAROL L KELLI QUESTROMS/T/Director-$0--
BEN BEAVERSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-INNOVATE @ BU INITIATIVE FUNDPCBOSTON, MA, US$200,000
Paid Grant-Schedule K-1 PassthroughN/ASTAMFORD, CT, US$6
Filing and Contact Details

Filer

Filer Name
Allen and Kelli Questrom Foundation
EIN
27-2598904
Phone
9722509959
Address
16660 DALLAS PKWY STE 2400, DALLAS, TX 75248

Signing Officer

Name
Allen I Questrom
Title
President
Signed
2021-09-03
Discuss with paid preparer
Yes

Preparer

Firm
EW Tax and Valuation Group LLP
Address
16660 Dallas Parkway Suite 2400, Dallas, TX 75248
Preparer
Richard E Edwards
Phone
9722509959
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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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02909053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02713376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01714162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0999214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04742039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01832986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02909053
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0246980
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05741253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07455415
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0783
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0705
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0259233
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12652
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Conversion from GAAP to Tax Basis Schedule K-1 Reporting
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SEC 59(E)(2) EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt165560
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2239717
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1144650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt265560
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3239717
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt438
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0198897
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0185351
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Income Tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt022844
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TaxesSchedule/TaxesDetail/Amt112000
TaxesSchedule/TaxesDetail/Amt215235
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES - 990PF
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES - 990T
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015235
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN I QUESTROM
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN AND KELLI QUESTROM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co EW TAX AND VALUATION GROUP LLP
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0272598904
ReturnHeader/Filer/PhoneNum09722509959
ReturnHeader/Filer/USAddress/AddressLine1Txt016660 DALLAS PKWY STE 2400
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
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ReturnHeader/PreparerPersonGrp/PhoneNum09722509959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E EDWARDS
ReturnHeader/ReturnTs02021-09-08T07:40:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLEN I
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUESTROM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,157,672
Liabilities
$22,844
Net assets
$38,134,828
Revenue
$3,901,789
Expenses
$774,380
Net income
$3,127,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.00$46.6$12.9$4.66$8.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$6.51$4.64$1.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$0.00$41.7$5.55$4.39$1.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$0.04$41.4$6.83$2.86$3.98
2020Detailed filing. Detailed filing data is available for this year.$38.2$0.02$38.1$3.90$0.77$3.13