Civic Intelligence

The Bettis Foundation

990PF • Fiscal year 2016 • EIN 27-4185986

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 10, 2017

34 Palmer Crest CTThe Woodlands, TX 77380

(281) 367-9836

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

1st percentile

-8977%

Higher net margin than 1% 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

31st percentile

-7.5%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$416,607

Down $33,664 (-7.5%) from 2015

Net Assets

Down

$416,607

Down $33,664 (-7.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$375

Down $34,574 (-99%) from 2015

Expenses

Down

$34,039

Down $3,852 (-10%) from 2015

Net Income

Down

-$33,664

Down $30,722 (-1044%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $483,293Liabilities 2011: $0Net Assets 2011: $483,2932011Assets 2012: $457,059Liabilities 2012: $0Net Assets 2012: $457,0592012Assets 2013: $460,428Liabilities 2013: $0Net Assets 2013: $460,4282013Assets 2014: $453,213Liabilities 2014: $0Net Assets 2014: $453,2132014Assets 2015: $450,271Liabilities 2015: $0Net Assets 2015: $450,2712015Assets 2016: $416,607Liabilities 2016: $0Net Assets 2016: $416,6072016Assets 2017: $429,787Liabilities 2017: $0Net Assets 2017: $429,7872017Assets 2018: $394,911Liabilities 2018: $0Net Assets 2018: $394,9112018Assets 2019: $396,875Liabilities 2019: $0Net Assets 2019: $396,8752019Assets 2020: $377,028Liabilities 2020: $0Net Assets 2020: $377,0282020Assets 2022: $348,775Liabilities 2022: $0Net Assets 2022: $348,7752022Assets 2023: $319,505Liabilities 2023: $0Net Assets 2023: $319,5052023

Highlighted filing

2016

Assets$416,607
Liabilities$0
Net Assets$416,607

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $32,6092011Expenses 2012: $38,1172012Revenue 2013: $40,220Expenses 2013: $36,851Net Income 2013: $3,3692013Revenue 2014: $30,062Expenses 2014: $37,277Net Income 2014: -$7,2152014Revenue 2015: $34,949Expenses 2015: $37,891Net Income 2015: -$2,9422015Revenue 2016: $375Expenses 2016: $34,039Net Income 2016: -$33,6642016Revenue 2017: $44,361Expenses 2017: $31,181Net Income 2017: $13,1802017Revenue 2018: $22,174Expenses 2018: $57,050Net Income 2018: -$34,8762018Revenue 2019: $23,311Expenses 2019: $21,347Net Income 2019: $1,9642019Revenue 2020: $2,573Expenses 2020: $22,420Net Income 2020: -$19,8472020Revenue 2022: $5,464Expenses 2022: $29,424Net Income 2022: -$23,9602022Revenue 2023: $19,469Expenses 2023: $60,571Net Income 2023: -$41,1022023

Highlighted filing

2016

Revenue$375
Expenses$34,039
Net Income-$33,664
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA KAY LORDDirector-$0--
ADRIENNE MARIE LORDDirector-$0--
APRIL ELIZABETH LORDDirector-$0--
AMY MICHELLE LORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bettis Foundation
EIN
27-4185986
Phone
2813679836
Address
34 PALMER CREST CT, THE WOODLANDS, TX 77380

Signing Officer

Name
Norma Kay Lord
Title
Director
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Paul Oppermann CPA
Address
1722 Heights Blvd, HOUSTON, TX 77008
Preparer
Paul Oppermann CPA
Phone
7134103162
Raw XML Appendix338 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/PersonNm0NORMA KAY LORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ADRIENNE MARIE LORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2APRIL ELIZABETH LORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AMY MICHELLE LORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt025910 OAK RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt125910 OAK RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt225910 OAK RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt325910 OAK RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0THE WOODLANDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1THE WOODLANDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2THE WOODLANDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3THE WOODLANDS
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt034 PALMER CREST CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0THE WOODLANDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077380
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAY LORD
IRS990PF/StatementsRegardingActyGrp/PhoneNum02813679836
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE FOOD, CLOTHING, HOUSING, EDUCATION AND OVERALL CARE FOR ORPHANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUDENT DISABILITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3STUDENT COUNSELING SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE LONGHORN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FOR KIDS SAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST EDWARDS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST EDWARDS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02139 SAN JACINTO BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 EAST JACKSON ST STE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23001 S CONGRESS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33001 S CONGRESS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARBONDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
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/AppliedToCurrentYearAmt022122
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028122
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03824
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010703
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028122
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017419
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0128129
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1221017
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt285161
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ALTERNATIVE STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2FIXED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0128129
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1126334
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt280526
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0134857
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1144154
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt273884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BESSEMER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0190
TaxesSchedule/TaxesDetail/Amt0199
TaxesSchedule/TaxesDetail/CategoryTxt0FORIEGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0199
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMA KAY LORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BETTIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETT
ReturnHeader/Filer/EIN0274185986
ReturnHeader/Filer/PhoneNum02813679836
ReturnHeader/Filer/USAddress/AddressLine1Txt034 PALMER CREST CT
ReturnHeader/Filer/USAddress/CityNm0THE WOODLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul Oppermann CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01722 Heights Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077008
ReturnHeader/PreparerPersonGrp/PhoneNum07134103162
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Oppermann CPA
ReturnHeader/ReturnTs02017-10-10T14:42:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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