Civic Intelligence

Rich Family Foundation

990PF • Fiscal year 2016 • EIN 45-2843385

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
2700 Simondale DriveFort Worth, TX 76109-1246

(214) 215-8785

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-920%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,691,425

Down $436,347 (-21%) from 2015

Net Assets

Down

$1,691,425

Down $436,347 (-21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$47,453

Down $674,906 (-93%) from 2015

Expenses

Down

$483,800

Down $316,260 (-40%) from 2015

Net Income

Down

-$436,347

Down $358,646 (-462%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

2016

Assets$1,691,425
Liabilities$0
Net Assets$1,691,425
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$47,453
Expenses$483,800
Net Income-$436,347
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Raw XML Appendix323 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/GrantOrContributionPurposeTxt4GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1STEPHEN BREEN MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED STATES NAVAL ACADEMY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RUTLEDGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MULTIPLE MYELOMA RESEARCH FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2291 WOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35608 MALVEY AVE STE 100A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0171174
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0153563
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0483214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0635477
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0152263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0483214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0163223
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0477000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0152263
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0163223
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0635477
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0483214
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0163223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0153563
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
TaxesSchedule/TaxesDetail/Amt06740
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAID
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142158785
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00C2E5B42A0002C7C3CC4D11F92BC4F176C6F914F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C2E5B42A0002C7C3CC4D11F92BC4F176C6F914F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075901220173145000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.196.249.54
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/PreparerPersonNm0BRUCE E BERNSTIEN
ReturnHeader/ReturnTs02017-11-10T16:24:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,691,425
Liabilities
$0
Net assets
$1,691,425
Revenue
$47,453
Expenses
$483,800
Net income
-$436,347
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