Civic Intelligence

Partnersfinancial Charitable Foundation

990 • Fiscal year 2021 • EIN 46-0827422

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization ProfileN/A
1250 Capital Of Texas Hwy S 600Austin, TX 78746

(512) 697-6971

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

27%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,578,706

Up $158,906 (+11%) from 2020

Net Assets

Up

$1,578,706

Up $158,906 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin48th percentile

Revenue

Up

$113,620

Up $24,436 (+27%) from 2020

Expenses

Up

$100,870

Up $3,285 (+3.4%) from 2020

Net Income

Up

$12,750

Up $21,151 (+252%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$1,578,706
Liabilities$0
Net Assets$1,578,706
Open 2021 Filing

Operations Trend

Revenue Growth64th 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

2021

Revenue$113,620
Expenses$100,870
Net Income$12,750
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Gross Receipts
$113,620
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$1,298,000$1,537,987▲ $239,987
Cash and Non-Interest-Bearing Accounts$121,636$40,719▼ $80,917
Prepaid Expenses and Deferred Charges$164$0▼ $164
Total Assets$1,419,800$1,578,706▲ $158,906
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,419,800$1,578,706▲ $158,906
Total Net Assets Fund Balance$1,419,800$1,578,706▲ $158,906
Total Liabilities and Net Assets / Fund Balance$1,419,800$1,578,706▲ $158,906
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
John IrvinChairman
JASON O'DELLPresident
Marty NanneDirector
Peter LucasDirector
Ryan BarradasDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$67,177
Program Service Revenue
$0
Investment Income
$46,443
Other Revenue
$0
All Other Contributions
$67,177
Change in Net Assets
$12,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,500
Other Expenses$14,370
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,500--$86,500
Fees for Services Accounting-$4,732-$4,732
Fees for Services Other-$3,600-$3,600
Office Expenses-$3,335-$3,335
Fees for Service Investment Mgmnt Fees-$2,613-$2,613
Information Technology-$90-$90
Total Functional Expenses$86,500$14,370$0$100,870
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Best Christmas EverCloquet, MN501(c)(3)To Provide a Christmas Experience for Those Facing the Hardships of Illness, Death or Financial Complications$5,000
Heroes Helping HeroesFaribault, MN501(c)(3)Provide Support for All First Responders, Both Active and Retired$5,000
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 35% controlled entity
No
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 11B

“The board of directors will recieve a copy and review the form for accuracy prior to filing.”

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 600, AUSTIN, TX 78746

Signing Officer

Name
John Irvin
Title
Director
Phone
5126976971
Signed
2022-11-02
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
0

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Sean Holcomb
Phone
5123703200
Raw XML Appendix337 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE A CHRISTMAS EXPERIENCE FOR THOSE FACING THE HARDSHIPS OF ILLNESS, DEATH OR FINANCIAL COMPLICATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE SUPPORT FOR ALL FIRST RESPONDERS, BOTH ACTIVE AND RETIRED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEST CHRISTMAS EVER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HEROES HELPING HEROES
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IRS990ScheduleI/RecipientTable/RecipientEIN1862318167
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS WILL RECIEVE A COPY AND REVIEW THE FORM FOR ACCURACY PRIOR TO FILING.
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01419800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01578706
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt086500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046443
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113620
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01419800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01578706
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078746
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IRS990/VotingMembersIndependentCnt05
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN HOLCOMB
ReturnHeader/ReturnTs02022-11-10T07:56:15-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,578,706
Liabilities
$0
Net assets
$1,578,706
Revenue
$113,620
Expenses
$100,870
Net income
$12,750
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
2021Detailed filing. Detailed filing data is available for this year.$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