Civic Intelligence

Mark Foundation

990PF • Fiscal year 2021 • EIN 27-3024112

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile

View Organization Page

300 Crescent Court 800Dallas, TX 75201

(214) 981-9400

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.00x

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

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Net Margin

21st percentile

1.2%

Higher net margin than 21% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$160,494

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Asset Growth

15th percentile

0.1%

Faster asset growth than 15% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-89%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$55,812,766

Up $36,857 (+0.1%) from 2020

Net Assets

Up

$55,812,766

Up $43,190 (+0.1%) from 2020

Liabilities

Down

$0

Down $6,333 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin21st percentile

Revenue

Down

$3,639,599

Down $28,938,535 (-89%) from 2020

Expenses

Up

$3,596,409

Up $1,157,730 (+47%) from 2020

Net Income

Down

$43,190

Down $30,096,265 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60M$40M$20M$0Assets 2012: $15,395,873Liabilities 2012: $0Net Assets 2012: $15,395,8732012Assets 2020: $55,775,909Liabilities 2020: $6,333Net Assets 2020: $55,769,5762020Assets 2021: $55,812,766Liabilities 2021: $0Net Assets 2021: $55,812,7662021Assets 2022: $53,918,864Liabilities 2022: $0Net Assets 2022: $53,918,8642022Assets 2023: $52,019,100Liabilities 2023: $3,450Net Assets 2023: $52,015,6502023Assets 2024: $54,945,008Liabilities 2024: $0Net Assets 2024: $54,945,0082024

Highlighted filing

2021

Assets$55,812,766
Liabilities$0
Net Assets$55,812,766
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2012: $1,014,8672012Revenue 2020: $32,578,134Expenses 2020: $2,438,679Net Income 2020: $30,139,4552020Revenue 2021: $3,639,599Expenses 2021: $3,596,409Net Income 2021: $43,1902021Revenue 2022: $2,771,605Expenses 2022: $4,665,507Net Income 2022: -$1,893,9022022Revenue 2023: $3,005,037Expenses 2023: $4,408,251Net Income 2023: -$1,403,2142023Revenue 2024: $6,672,703Expenses 2024: $3,743,345Net Income 2024: $2,929,3582024

Highlighted filing

2021

Revenue$3,639,599
Expenses$3,596,409
Net Income$43,190
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA KATHERINE ROCHELLECEO/DirectorPT$121,118$39,376$160,494
REBECCA ROCHELLEDirectorPT$51,154$13,250$64,404
MARTHA PEAK ROCHELLEDirectorPT$0--
JAMES A ROCHELLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mark Foundation
EIN
27-3024112
Phone
2149819400
Address
300 CRESCENT COURT 800, DALLAS, TX 75201

Signing Officer

Name
Martha Peak Rochelle
Title
President
Phone
2149819400
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
The Mb Group LLC
Address
5072 W PLANO PARKWAY SUITE 150, PLANO, TX 75093
Preparer
Janet H Quinones CPA
Phone
4698651040
Raw XML AppendixShowing 400 of 948 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 10 - SIGNATURE SECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ADDENDUM TO JURAT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PURSUANT TO SECTION 7701 (a) (36) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE UNDERSIGNED IS CONSIDERED AN INCOME TAX RETURN PREPARER WITH RESPECT TO THE 2021 RETURN OF PRIVATE FOUNDATION (FORM 990-PF) AND THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR THE MARK FOUNDATION, THE FEDERAL IDENTIFICATION NUMBER FOR WHICH IS (27-3024112). ACCORDINGLY, AS REQUIRED BY SECTION 6695 (b) AND (c) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THIS ADDENDUM TO JURAT IS ATTACHED TO AND MADE A PART OF THE ABOVE-MENTIONED FORM 990-PF AND FORM 990-T.UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE EXAMINED THIS RETURN, INCLUDING THE ACCOMPANYING SCHEDULES AND STATEMENTS, AND BASED ON ALL INFORMATION OF WHICH I HAVE ANY KNOWLEDGE, IT IS TRUE, CORRECT AND COMPLETE. STEPHEN J. FLANAGAN, CPA 11-09-22 P00548849 ------------------------- ----------- ------------- PREPARER DATE PTIN NUMBER 5033 BRIDGE CREEK DRIVE, PLANO TEXAS 75093 ----------------------------------------------------- FIRM ADDRESS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LIQUIDATING DISTRIBUTIONS - BESSEMER TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT-TERM CAPITAL LOSSES - BESSEMER TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG-TERM CAPITAL GAINS - BESSEMER TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG-TERM CAPITAL GAINS - DORCHESTER MINERALS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SHORT-TERM CAPITAL GAINS - NATIONAL FINANCIAL SERVICES LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LONG-TERM CAPITAL GAINS - NATIONAL FINANCIAL SERVICES LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SHORT-TERM CAPITAL GAINS - FIFTH AVENUE PRIVATE EQUITY 14 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LONG-TERM CAPITAL GAINS - FIFTH AVENUE PRIVATE EQUITY 14 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SECTION 1231 GAINS - FIFTH AVENUE PRIVATE EQUITY 14 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SHORT-TERM CAPITAL GAINS - FIFTH AVENUE PRIVATE EQUITY 15 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LONG-TERM CAPITAL GAINS - FIFTH AVENUE PRIVATE EQUITY 15 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SECTION 1231 GAINS - FIFTH AVENUE PRIVATE EQUITY 15 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SHORT-TERM CAPITAL GAINS - FIFTH AVENUE REAL ASSETS 3 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LONG-TERM CAPITAL GAINS - FIFTH AVENUE REAL ASSETS 3 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SECTION 1231 GAINS - FIFTH AVENUE REAL ASSETS 3 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SECTION 1256 GAINS - FIFTH AVENUE REAL ASSETS 3 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SECTION 1256 GAINS - FIFTH AVENUE REAL ASSETS 3 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SHORT-TERM CAPITAL GAINS - FIFTH AVENUE REAL ASSETS 4 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18LONG-TERM CAPITAL GAINS - FIFTH AVENUE REAL ASSETS 4 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SECTION 1231 GAINS - FIFTH AVENUE REAL ASSETS 4 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SECTION 1256 GAINS - FIFTH AVENUE REAL ASSETS 4 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SECTION 1256 GAINS - FIFTH AVENUE REAL ASSETS 4 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SHORT-TERM CAPITAL GAINS - FIFTH AVENUE REAL ASSETS 5 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01640810
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt043190
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt055812766
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt055769576
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt055812766
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03458696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03397843
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03458696
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0585
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03443398
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt060853
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044970
IRS990PF/DistributableAmountGrp/TotalTaxAmt045555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt046864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051864
IRS990PF/FMVAssetsEOYAmt073044586
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt054499
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt054382
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt054499
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt054499
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0234503
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0774324
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0774324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046993339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045870221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt061701675
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0601
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02059
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01870
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01458
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01458
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01366650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01305797
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01305797
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05629165
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06310467
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07721471
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06333
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt055769576
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt055812766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt055775909
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt055812766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt073044586
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt055775909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt055812766
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055769576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt055812766
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01496000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01496000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01485362
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt069916703
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0499593
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt066798242
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01048751
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02618868
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03443398
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt068867952
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt069916703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1THE NORTHERN TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt058704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt153741
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 WOODBRIDGE CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1P O BOX 803878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160680
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1121118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt351154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt139376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt313250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA PEAK ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA KATHERINE ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES A ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3REBECCA ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CEO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03160381
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03160381
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00

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
$55,812,766
Liabilities
$0
Net assets
$55,812,766
Revenue
$3,639,599
Expenses
$3,596,409
Net income
$43,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$0.00$54.9$6.67$3.74$2.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$0.00$52.0$3.01$4.41$1.40
2022Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$2.77$4.67$1.89
2021Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$3.64$3.60$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.01$55.8$32.6$2.44$30.1
2012Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.01