Civic Intelligence

Rich Family Foundation

EIN 45-2843385 • Fort Worth, TX

2700 Simondale DriveFort Worth, TX 76109-1246
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

4th percentile

-191%

Higher net margin than 4% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

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.

$500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$703,915

Down $122,122 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$703,915

Down $122,122 (-15%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin4th percentile

Revenue

Up

$64,030

Up $16,554 (+35%) from 2023

Expenses

Up

$186,374

Up $239 (+0.1%) from 2023

Net Income

Up

-$122,344

Up $16,315 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,259,750Liabilities 2011: $0Net Assets 2011: $2,259,7502011Assets 2012: $2,310,248Liabilities 2012: $0Net Assets 2012: $2,310,2482012Assets 2013: $2,247,416Liabilities 2013: $0Net Assets 2013: $2,247,4162013Assets 2014: $2,160,478Liabilities 2014: $0Net Assets 2014: $2,160,4782014Assets 2015: $2,127,772Liabilities 2015: $0Net Assets 2015: $2,127,7722015Assets 2016: $1,691,425Liabilities 2016: $0Net Assets 2016: $1,691,4252016Assets 2017: $2,126,922Liabilities 2017: $0Net Assets 2017: $2,126,9222017Assets 2018: $1,297,477Liabilities 2018: $0Net Assets 2018: $1,297,4772018Assets 2019: $1,311,868Liabilities 2019: $0Net Assets 2019: $1,311,8682019Assets 2020: $2,956,834Liabilities 2020: $0Net Assets 2020: $2,956,8342020Assets 2021: $2,211,023Liabilities 2021: $0Net Assets 2021: $2,211,0232021Assets 2022: $964,178Liabilities 2022: $0Net Assets 2022: $964,1782022Assets 2023: $826,037Liabilities 2023: $0Net Assets 2023: $826,0372023Assets 2024: $703,915Liabilities 2024: $0Net Assets 2024: $703,9152024

Highlighted filing

2024

Assets$703,915
Liabilities$0
Net Assets$703,915
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $02011Expenses 2012: $02012Revenue 2013: $55,088Expenses 2013: $122,000Net Income 2013: -$66,9122013Revenue 2014: $131,782Expenses 2014: $142,400Net Income 2014: -$10,6182014Revenue 2015: $722,359Expenses 2015: $800,060Net Income 2015: -$77,7012015Revenue 2016: $47,453Expenses 2016: $483,800Net Income 2016: -$436,3472016Revenue 2017: $713,034Expenses 2017: $277,537Net Income 2017: $435,4972017Revenue 2018: $49,922Expenses 2018: $879,367Net Income 2018: -$829,4452018Revenue 2019: $558,820Expenses 2019: $544,429Net Income 2019: $14,3912019Revenue 2020: $2,191,217Expenses 2020: $544,907Net Income 2020: $1,646,3102020Revenue 2021: $382,345Expenses 2021: $1,127,217Net Income 2021: -$744,8722021Revenue 2022: -$188,398Expenses 2022: $1,059,958Net Income 2022: -$1,248,3562022Revenue 2023: $47,476Expenses 2023: $186,135Net Income 2023: -$138,6592023Revenue 2024: $64,030Expenses 2024: $186,374Net Income 2024: -$122,3442024

Highlighted filing

2024

Revenue$64,030
Expenses$186,374
Net Income-$122,344
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,915
Liabilities
$0
Net assets
$703,915
Revenue
$64,030
Expenses
$186,374
Net income
-$122,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.19$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.19$1.06$1.25
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.38$1.13$0.74
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.19$0.54$1.65
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.56$0.54$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.88$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.71$0.28$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05$0.48$0.44
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.72$0.80$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.06$0.12$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2024
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA E RICHPresident-$0--
NATHANIEL D RICHVice President-$0--
ALISON K FISCHERSecretary-$0--
DAVID B RICHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rich Family Foundation
EIN
45-2843385
In Care Of
% DAVID B RICH
Phone
2142158785
Address
2700 SIMONDALE DRIVE, FORT WORTH, TX 76109-1246

Signing Officer

Name
David Rich
Title
President
Phone
2142158785
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Phone
2147060840
Raw XML Appendix275 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25608 MALVEY AVE STE 223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
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/AppliedToCurrentYearAmt054358
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0123505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0930623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0899282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0387037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0375186
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0375186
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02466089
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0125642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0123505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0930623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0899282
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0387037
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125642
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02841275
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02715633
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0222
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME NOT RECEIVED AT YEAR END
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05573
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142158785
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0452843385
ReturnHeader/Filer/InCareOfNm0% DAVID B RICH
ReturnHeader/Filer/PhoneNum02142158785
ReturnHeader/Filer/USAddress/AddressLine1Txt02700 SIMONDALE DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761091246
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUCE E BERNSTIEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010440 N CENTRAL EXPRESSWAY STE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075231
ReturnHeader/PreparerPersonGrp/PhoneNum02147060840
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/ReturnTs02025-05-15T16:28:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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