Civic Intelligence

Partnersfinancial Charitable Foundation

990 • Fiscal year 2014 • EIN 46-0827422

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileN/A
1250 Capital Of Texas Hwy S No 125Austin, TX 78746

(512) 697-6971

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

92nd percentile

72%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$786,654

Up $328,612 (+72%) from 2013

Net Assets

Up

$786,654

Up $328,612 (+72%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin98th percentile

Revenue

Up

$437,231

Up $10,370 (+2.4%) from 2013

Expenses

Up

$60,230

Up $58,989 (+4753%) from 2013

Net Income

Down

$377,001

Down $48,619 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $458,042Liabilities 2013: $0Net Assets 2013: $458,0422013Assets 2014: $786,654Liabilities 2014: $0Net Assets 2014: $786,6542014Assets 2015: $848,470Liabilities 2015: $0Net Assets 2015: $848,4702015Assets 2016: $922,666Liabilities 2016: $0Net Assets 2016: $922,6662016Assets 2017: $1,076,818Liabilities 2017: $0Net Assets 2017: $1,076,8182017Assets 2018: $1,180,726Liabilities 2018: $0Net Assets 2018: $1,180,7262018Assets 2019: $1,347,077Liabilities 2019: $0Net Assets 2019: $1,347,0772019Assets 2020: $1,419,800Liabilities 2020: $0Net Assets 2020: $1,419,8002020Assets 2021: $1,578,706Liabilities 2021: $0Net Assets 2021: $1,578,7062021Assets 2022: $1,254,326Liabilities 2022: $3,500Net Assets 2022: $1,250,8262022Assets 2023: $1,720,545Liabilities 2023: $3,500Net Assets 2023: $1,717,0452023Assets 2024: $1,809,380Liabilities 2024: $500Net Assets 2024: $1,808,8802024

Highlighted filing

2014

Assets$786,654
Liabilities$0
Net Assets$786,654
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $426,861Expenses 2013: $1,241Net Income 2013: $425,6202013Revenue 2014: $437,231Expenses 2014: $60,230Net Income 2014: $377,0012014Revenue 2015: $144,050Expenses 2015: $82,234Net Income 2015: $61,8162015Revenue 2016: $150,877Expenses 2016: $76,681Net Income 2016: $74,1962016Revenue 2017: $275,872Expenses 2017: $112,052Net Income 2017: $163,8202017Revenue 2018: $221,661Expenses 2018: $108,497Net Income 2018: $113,1642018Revenue 2019: $126,788Expenses 2019: $111,390Net Income 2019: $15,3982019Revenue 2020: $89,184Expenses 2020: $97,585Net Income 2020: -$8,4012020Revenue 2021: $113,620Expenses 2021: $100,870Net Income 2021: $12,7502021Revenue 2022: $119,474Expenses 2022: $159,572Net Income 2022: -$40,0982022Revenue 2023: $466,098Expenses 2023: $157,726Net Income 2023: $308,3722023Revenue 2024: $114,298Expenses 2024: $143,064Net Income 2024: -$28,7662024

Highlighted filing

2014

Revenue$437,231
Expenses$60,230
Net Income$377,001
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$438,165
Mission and Program Overview

Mission

To award grants to nonprofit organizations that improve our members' local communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$720,066-
Cash and Non-Interest-Bearing Accounts$389,772$50,224▼ $339,548
Savings and Temporary Cash Investments$68,270$16,364▼ $51,906
Total Assets$458,042$786,654▲ $328,612
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$458,042$786,654▲ $328,612
Total Net Assets Fund Balance$458,042$786,654▲ $328,612
Total Liabilities and Net Assets / Fund Balance$458,042$786,654▲ $328,612
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
JASON O'DELLPresident
James MonteverdeDirector
Jason PratherDirector
John IrvinDirector
Howard SilvermanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$421,617
Program Service Revenue
$0
Investment Income
$15,614
Other Revenue
$0
All Other Contributions
$421,617
Change in Net Assets
$377,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,250
Other Expenses$7,980
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,250--$52,250
Fees for Services Other$5,470--$5,470
Fees for Services Accounting-$2,000-$2,000
Office Expenses$285--$285
Fees for Services Legal-$225-$225
Total Functional Expenses$58,005$2,225$0$60,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors will review the form 990 for accuracy prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, any member with a direct or indirect financial interest must disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction, arrangement, or donation. After disclosure of the financial interest and all material facts, the board and committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Partnersfinancial Charitable Foundation
EIN
46-0827422
Phone
5126976971
Address
1250 CAPITAL OF TEXAS HWY S NO 125, AUSTIN, TX 78746

Signing Officer

Name
John Irvin
Title
Director
Phone
5126976971
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JASON O'DELL
Formed
2012
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Sean Holcomb
Phone
5123703200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 5,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,470.”

Raw XML Appendix305 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.
IRS990/AllOtherContributionsAmt0421617
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARRIE MEIER
IRS990/BooksInCareOfDetail/PhoneNum05126976971
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01250 CAPITAL OF TEXAS HWY SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078746
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0389772
IRS990/CashNonInterestBearingGrp/EOYAmt050224
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0421617
IRS990/CYGrantsAndSimilarPaidAmt052250
IRS990/CYInvestmentIncomeAmt015614
IRS990/CYOtherExpensesAmt07980
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0377001
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt060230
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0437231
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES. DISBURSED GRANTS TO NONPROFIT ORGANIZATIONS STARTING IN 2014. RECOMMENDATIONS WERE MADE BY PARTNERSFINANCIAL MEMBERSHIP AND APPROVED BY THE GRANTS COMMITTEE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058005
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesAccountingGrp/TotalAmt02000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0225
IRS990/FeesForServicesLegalGrp/TotalAmt0225
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05470
IRS990/FeesForServicesOtherGrp/TotalAmt05470
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON O'DELL
IRS990/Form990PartVIISectionAGrp/PersonNm1HOWARD SILVERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN IRVIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON PRATHER
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES MONTEVERDE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt052250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052250
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0934
IRS990/GrossReceiptsAmt0438165
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt015614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015614
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0720066
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0934
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0458042
IRS990/NetAssetsOrFundBalancesEOYAmt0786654
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-48389
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0934
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0285
IRS990/OfficeExpensesGrp/TotalAmt0285
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON O'DELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0426838
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023
IRS990/PYOtherExpensesAmt01241
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0425620
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01241
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0426861
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0377001
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068270
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016364
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0421617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0426838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0880877
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015619
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0472646
IRS990ScheduleA/SubstantialContributorsTotAmt0408231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0421617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0426838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032422
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0880877
IRS990ScheduleA/TotalSupportAmt0896496
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 FOR ACCURACY PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY MEMBER WITH A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION, ARRANGEMENT, OR DONATION. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD AND COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 5,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,470.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0458042
IRS990/TotalAssetsEOYAmt0786654
IRS990/TotalAssetsGrp/BOYAmt0458042
IRS990/TotalAssetsGrp/EOYAmt0786654
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0421617
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058005
IRS990/TotalFunctionalExpensesGrp/TotalAmt060230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0458042
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0786654
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058005
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015614
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0437231
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458042
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0786654
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0458042
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0786654
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01250 CAPITAL OF TEXAS HWY S NO 125
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078746
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN IRVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05126976971
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERSFINANCIAL CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0460827422
ReturnHeader/Filer/PhoneNum05126976971
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 CAPITAL OF TEXAS HWY S NO 125
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742900215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAXWELL LOCKE & RITTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 CONGRESS AVENUE SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787019682
ReturnHeader/PreparerPersonGrp/PhoneNum05123703200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN HOLCOMB
ReturnHeader/ReturnTs02015-11-13T10:15:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,654
Liabilities
$0
Net assets
$786,654
Revenue
$437,231
Expenses
$60,230
Net income
$377,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.11$0.14$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.47$0.16$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.12$0.16$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.11$0.10$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.09$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.13$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.22$0.11$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.28$0.11$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.14$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.44$0.06$0.38
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.43$0.00$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits