Civic Intelligence

Jkl Foundation

990PF • Fiscal year 2018 • EIN 38-6835410

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-143%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,665,683

Down $301,660 (-10%) from 2017

Net Assets

Down

$2,665,683

Down $301,660 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$155,802

Down $25,139 (-14%) from 2017

Expenses

Up

$378,406

Up $47,680 (+14%) from 2017

Net Income

Down

-$222,604

Down $72,819 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$2,665,683
Liabilities$0
Net Assets$2,665,683
Open 2018 Filing

Operations Trend

Revenue Growth19th 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

2018

Revenue$155,802
Expenses$378,406
Net Income-$222,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
2019-11-15
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 Appendix339 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Pershing 1589 Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Pershing 1589 Long Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Wash Sale
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0310364
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kathi Yeager
IRS990PF/StatementsRegardingActyGrp/PhoneNum09727158400
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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/Amt0165518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1102500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Lighthouse Baptist School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PowerPoint Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02208 Ashland Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 799070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175379
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0268018
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/ExcessDistributionCyovYr1Amt0302290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0311702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0317316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0317316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01485239
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0276090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0302290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0311702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0302949
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0276090
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0276090
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01802555
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01526465
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kathi J Yeager
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Judy Burleson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Beverly Paige Ferrell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015950 N Dallas Pkwy Ste 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt115950 N Dallas Pkwy Ste 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt217545 CR 46
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Tyler
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075248
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175248
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd275704
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt118450
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt212489
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt034142
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt034142
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt040
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Computer services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Advisory Fees - Pershing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Materials and supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Staff development
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0418
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt193010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22868
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt393010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4870
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63449
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Murff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/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/ReturnTs02019-11-15T12:42:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,665,683
Liabilities
$0
Net assets
$2,665,683
Revenue
$155,802
Expenses
$378,406
Net income
-$222,604
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