Civic Intelligence

Jkl Foundation

990PF • Fiscal year 2015 • EIN 38-6835410

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
15950 N Dallas ParkwayDallas, TX 75248

(972) 715-8400

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.14x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-591%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$3,412,143

Down $414,989 (-11%) from 2014

Net Assets

Down

$3,402,143

Down $424,989 (-11%) from 2014

Liabilities

Up

$10,000

Up $9,999 (+999900%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$71,857

Down $203,017 (-74%) from 2014

Expenses

Down

$496,846

Down $13,640 (-2.7%) from 2014

Net Income

Down

-$424,989

Down $189,377 (-80%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,090,424Liabilities 2010: $0Net Assets 2010: $5,090,4242010Assets 2011: $4,722,980Liabilities 2011: $0Net Assets 2011: $4,722,9802011Assets 2012: $4,344,807Liabilities 2012: $0Net Assets 2012: $4,344,8072012Assets 2013: $4,062,744Liabilities 2013: $1Net Assets 2013: $4,062,7442013Assets 2014: $3,827,132Liabilities 2014: $1Net Assets 2014: $3,827,1322014Assets 2015: $3,412,143Liabilities 2015: $10,000Net Assets 2015: $3,402,1432015Assets 2016: $3,195,801Liabilities 2016: $111,903Net Assets 2016: $3,083,8982016Assets 2017: $2,967,343Liabilities 2017: $0Net Assets 2017: $2,967,3432017Assets 2018: $2,665,683Liabilities 2018: $0Net Assets 2018: $2,665,6832018Assets 2019: $2,847,373Liabilities 2019: $421Net Assets 2019: $2,846,9522019Assets 2020: $2,495,682Liabilities 2020: $1Net Assets 2020: $2,495,6822020Assets 2021: $2,645,953Liabilities 2021: $1Net Assets 2021: $2,645,9532021Assets 2022: $2,846,891Liabilities 2022: $1Net Assets 2022: $2,846,8912022Assets 2023: $3,056,495Liabilities 2023: $12023Assets 2024: $3,443,230Liabilities 2024: $1,655Net Assets 2024: $3,441,5752024

Highlighted filing

2015

Assets$3,412,143
Liabilities$10,000
Net Assets$3,402,143
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,031,5142010Expenses 2011: $696,3602011Expenses 2012: $665,5222012Revenue 2013: $290,784Expenses 2013: $572,847Net Income 2013: -$282,0632013Revenue 2014: $274,874Expenses 2014: $510,486Net Income 2014: -$235,6122014Revenue 2015: $71,857Expenses 2015: $496,846Net Income 2015: -$424,9892015Revenue 2016: $170,743Expenses 2016: $495,162Net Income 2016: -$324,4192016Revenue 2017: $180,941Expenses 2017: $330,726Net Income 2017: -$149,7852017Revenue 2018: $155,802Expenses 2018: $378,406Net Income 2018: -$222,6042018Revenue 2019: $121,467Expenses 2019: $289,321Net Income 2019: -$167,8542019Revenue 2020: $139,887Expenses 2020: $271,614Net Income 2020: -$131,7272020Revenue 2021: $385,361Expenses 2021: $231,385Net Income 2021: $153,9762021Revenue 2022: $428,024Expenses 2022: $223,080Net Income 2022: $204,9442022Revenue 2023: $460,028Expenses 2023: $242,147Net Income 2023: $217,8812023Revenue 2024: $472,645Expenses 2024: $82,187Net Income 2024: $390,4582024

Highlighted filing

2015

Revenue$71,857
Expenses$496,846
Net Income-$424,989
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy BurlesonCo-Trustee-$0--
Kathi YeagerCo-Trustee-$0--
Ron MurffCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The JKL Foundation UA DTD 122905
EIN
38-6835410
Phone
9727158400
Address
15950 N Dallas Parkway, Dallas, TX 75248

Signing Officer

Name
Ron Murff
Title
Co-Trustee
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith Jackson Boyer & Bovard PLLC
Address
9400 N Central Expressway Suite 910, Dallas, TX 75231-5098
Preparer
John C Tiegs
Phone
2143738900
Raw XML Appendix336 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/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Judy Burleson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathi Yeager
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ron Murff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Judy Burleson
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Kathi Yeager
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1106900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt237000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Upreach Ministry International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Lighthouse Baptist School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HIS Bridge Builders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PowerPoint Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015950 N Dallas Parkway Suite 725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12208 Ashland Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 260434
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 799070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Plano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375379
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0465900
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/AppliedToCurrentYearAmt0154652
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0154652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0317316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0394090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0406157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0698522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0698522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01732214
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0311702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0317316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0394090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0406157
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0466354
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0311702
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02430736
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02119034
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt034142
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt034142
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Advisory Fees - Pershing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Fees-K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Membership Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0394
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31712
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to JKLR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
TaxesSchedule/TaxesDetail/Amt07368
TaxesSchedule/TaxesDetail/Amt1401
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0401
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Murff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The JKL Foundation UA DTD 122905
ReturnHeader/Filer/BusinessNameControlTxt0JKLF
ReturnHeader/Filer/EIN0386835410
ReturnHeader/Filer/PhoneNum09727158400
ReturnHeader/Filer/USAddress/AddressLine1Txt015950 N Dallas Parkway
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Jackson Boyer & Bovard PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09400 N Central Expressway Suite 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752315098
ReturnHeader/PreparerPersonGrp/PhoneNum02143738900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John C Tiegs
ReturnHeader/ReturnTs02016-11-15T15:00:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,412,143
Liabilities
$10,000
Net assets
$3,402,143
Revenue
$71,857
Expenses
$496,846
Net income
-$424,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.47$0.08$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$0.46$0.24$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.43$0.22$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.39$0.23$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.14$0.27$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.12$0.29$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.16$0.38$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.18$0.33$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.11$3.08$0.17$0.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.07$0.50$0.42
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.27$0.51$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.29$0.57$0.28
2012Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.67
2011Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.70
2010Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$1.03
Peer Organizations

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