Civic Intelligence

Jkl Foundation

990PF • Fiscal year 2017 • EIN 38-6835410

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

13th percentile

-7.1%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

6.0%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,967,343

Down $228,458 (-7.1%) from 2016

Net Assets

Down

$2,967,343

Down $116,555 (-3.8%) from 2016

Liabilities

Down

$0

Down $111,903 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

Up

$180,941

Up $10,198 (+6.0%) from 2016

Expenses

Down

$330,726

Down $164,436 (-33%) from 2016

Net Income

Up

-$149,785

Up $174,634 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$2,967,343
Liabilities$0
Net Assets$2,967,343
Open 2017 Filing

Operations Trend

Revenue Growth53rd 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

2017

Revenue$180,941
Expenses$330,726
Net Income-$149,785
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay70th 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
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Smith Jackson Boyer & Bovard PLLC
Address
7557 Rambler Road Suite 900, Dallas, TX 75231
Preparer
James A Smith
Phone
2143738900
Raw XML Appendix357 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065052
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1961
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt038781
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt039
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0101911
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0101911
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0103833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0297513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0297513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt079030
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt065052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065052
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-149785
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0175087
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt038781
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038781
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038781
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1961
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt086327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt02313
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt02313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0103833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0302290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0330726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0180941
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033213
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04777
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1174154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1172259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Pershing 1589 Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Pershing 1589 Long Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1896
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-149785
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt033230
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02967343
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03083898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02967343
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0863
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0863
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0863
IRS990PF/DistributableAmountGrp/TotalTaxAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07530
IRS990PF/FMVAssetsEOYAmt02967343
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02743
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04697
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0108656
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0108656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01265109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02155085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02155085
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt034142
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt034142
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0311898
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0310364
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0310364
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0109160
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01314160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0299937
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0393238
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0393238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03195801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02967343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02967343
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0111903
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03195801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02967343
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03083898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02967343
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03083898
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02967343
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Judy Burleson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathi Yeager
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ron Murff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015950 North Dallas Pkwy 725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115950 North Dallas Pkwy 725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215950 North Dallas Pkwy 725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275248
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0476948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0465866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0492089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0521100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0606432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.134046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.15014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.12664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.13989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03734448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03102803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03885765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04140887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04335113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0302290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.670230
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301427
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0302290
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0863
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0302290
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/AddressLine1Txt015950 North Dallas Parkway Suite 30
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dallas
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752486688
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kathi Yeager
IRS990PF/StatementsRegardingActyGrp/PhoneNum09727158400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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/Amt024013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Upreach Ministry International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Lighthouse Baptist School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PowerPoint Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015950 N Dallas Parkway Suite 725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12208 Ashland Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 799070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275379
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0297513
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0311702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0317316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0394090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0394090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01526465
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0302290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0311702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0317316
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0302290
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0302290
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01920555
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01618265
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kathi J Yeager
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Judy Burleson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015950 N Dallas Pkwy Ste 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt115950 N Dallas Pkwy Ste 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075248
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175248
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt135000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt034142
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt034142
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Computer services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Advisory Fees - Pershing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Investment Fees-K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Materials and supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0739
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111008
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2946
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0739
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt311008
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4946
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51778
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7496
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt033230
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior year adjustments/cost basis of stocks
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Murff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/PreparerFirmEIN0752911056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Jackson Boyer & Bovard PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07557 Rambler Road Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075231
ReturnHeader/PreparerPersonGrp/PhoneNum02143738900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James A Smith
ReturnHeader/ReturnTs02018-11-15T08:51:33-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,967,343
Liabilities
$0
Net assets
$2,967,343
Revenue
$180,941
Expenses
$330,726
Net income
-$149,785
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits