Rich Family Foundation

990PF • Fiscal year 2017 • EIN 45-2843385

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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.

0.00x

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

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

0.00x

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

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

61%

Higher net margin than 92% of similar nonprofits.

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

Higher top officer pay than 42% of similar nonprofits.

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

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

26%

Faster asset growth than 86% of similar nonprofits.

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

1403%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets25th percentile

Assets

$2,126,922

Up $435,497 (+26%) from 2016

Net Assets

$2,126,922

Up $435,497 (+26%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin92nd percentile

Revenue

$713,034

Up $665,581 (+1403%) from 2016

Expenses

Down

$277,537

Down $206,263 (-43%) from 2016

Net Income

$435,497

Up $871,844 (+200%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

Highlighted filing

2017

Assets$2,126,922

Liabilities$0

Net Assets$2,126,922

Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$713,034

Expenses$277,537

Net Income$435,497

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 11, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSHUA E RICH	President	-	$0	-	-
NATHANIEL D RICH	Vice President	-	$0	-	-
ALISON K FISCHER	Secretary	-	$0	-	-
DAVID B RICH	Treasurer	-	$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: 2018-05-11
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

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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/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	STEPHEN BREEN MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNITED STATES NAVAL ACADEMY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	RUTLEDGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	MULTIPLE MYELOMA RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1940 WARNER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	291 WOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	5608 MALVEY AVE STE 223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	383 MAIN AVE NO 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	76110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	21402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	76107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	06851
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	277000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	136713
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	136713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	152263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	483214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	775764
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	140287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	152263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	483214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	277000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	140287
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	775764
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	635477
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	60
TaxesSchedule/TaxesDetail/Amt	0	477
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAX PAID
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2142158785
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	RICH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	452843385
ReturnHeader/Filer/InCareOfNm	0	% DAVID B RICH
ReturnHeader/Filer/PhoneNum	0	2142158785
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2700 SIMONDALE DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	761091246
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	0C2E5B42A0002C7C3CC4D11F92BC4F176C6F914F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	0C2E5B42A0002C7C3CC4D11F92BC4F176C6F914F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	75901220182115000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-07-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.196.249.54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BRUCE E BERNSTIEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10440 N CENTRAL EXPRESSWAY STE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75231
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2147060840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRUCE E BERNSTIEN
ReturnHeader/ReturnTs	0	2018-08-01T13:54:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $2,126,922
Liabilities: $0
Net assets: $2,126,922
Revenue: $713,034
Expenses: $277,537
Net income: $435,497

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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