Civic Intelligence

Jkl Foundation

990PF • Fiscal year 2019 • EIN 38-6835410

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-138%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,847,373

Up $181,690 (+6.8%) from 2018

Net Assets

Up

$2,846,952

Up $181,269 (+6.8%) from 2018

Liabilities

Up

$421

Up $421 from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin4th percentile

Revenue

Down

$121,467

Down $34,335 (-22%) from 2018

Expenses

Down

$289,321

Down $89,085 (-24%) from 2018

Net Income

Up

-$167,854

Up $54,750 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$2,847,373
Liabilities$421
Net Assets$2,846,952
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$121,467
Expenses$289,321
Net Income-$167,854
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-16
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 Appendix316 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/Amt03089
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03089
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt095524
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07290
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0579
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt03969
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0100072
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0107362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt096103
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt014105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt095524
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095524
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095524
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-167854
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0220000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0579
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0579
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0579
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07290
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt096103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0265664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0289321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05664
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029321
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05664
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1203858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211194
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/SoldDt02019-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07320
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-16
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-167854
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0349123
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02846952
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02665683
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02846952
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0889
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0889
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0889
IRS990PF/DistributableAmountGrp/TotalTaxAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06453
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0421
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0132817
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0128715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02457917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02652891
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt034142
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt034142
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02665683
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09182
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02665683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02847373
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02665683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02847373
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02665683
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02846952
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/AdjNonchrtblNetInvstIncmPctAmt0889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0275876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0301427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0476948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0465866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0492089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.080900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.12772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.15014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.12664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03734448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03102803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03885765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0265664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.404499
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0264775
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0265664
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0889
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0265664
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/Amt0165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195000
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/TotalGrantOrContriPdDurYrAmt0260000
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/ExcessDistributionCyovYr1Amt0276090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0302290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0311702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0302949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01447954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0265664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0276090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0302290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0292208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0311702
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265664
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0265664
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01750903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01485239
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Beverly Paige Ferrell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt017545 CR 46
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tyler
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075704
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08405
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/Desc4Materials and supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Staff development
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0416
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23098
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5771
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6161
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03969
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Murff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/ReturnTs02020-11-16T17:34:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,847,373
Liabilities
$421
Net assets
$2,846,952
Revenue
$121,467
Expenses
$289,321
Net income
-$167,854
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