Civic Intelligence

Tom and Hetty Ball Private Foundation Inc

990PF • Fiscal year 2018 • EIN 46-4368027

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

222 Club Island WayMontgomery, TX 77356

(713) 304-1557

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.8%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$889,394

Down $25,215 (-2.8%) from 2017

Net Assets

Down

$889,394

Down $25,215 (-2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$81,748

Up $12,036 (+17%) from 2017

Expenses

Up

$106,963

Up $33,216 (+45%) from 2017

Net Income

Down

-$25,215

Down $21,180 (-525%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $1,000,000Liabilities 2013: $02013Assets 2014: $1,052,897Liabilities 2014: $02014Assets 2015: $1,018,070Liabilities 2015: $0Net Assets 2015: $1,018,0702015Assets 2016: $934,596Liabilities 2016: $0Net Assets 2016: $934,5962016Assets 2017: $914,609Liabilities 2017: $0Net Assets 2017: $914,6092017Assets 2018: $889,394Liabilities 2018: $0Net Assets 2018: $889,3942018Assets 2019: $806,954Liabilities 2019: $0Net Assets 2019: $806,9542019Assets 2020: $863,578Liabilities 2020: $0Net Assets 2020: $863,5782020Assets 2021: $865,229Liabilities 2021: $0Net Assets 2021: $865,2292021Assets 2022: $832,660Liabilities 2022: $0Net Assets 2022: $832,6602022Assets 2023: $758,389Liabilities 2023: $0Net Assets 2023: $758,3892023Assets 2024: $645,120Liabilities 2024: $0Net Assets 2024: $645,1202024

Highlighted filing

2018

Assets$889,394
Liabilities$0
Net Assets$889,394

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $1,000,000Expenses 2013: $0Net Income 2013: $1,000,0002013Revenue 2014: $46,809Expenses 2014: $5,443Net Income 2014: $41,3662014Revenue 2015: $28,199Expenses 2015: $63,026Net Income 2015: -$34,8272015Revenue 2016: -$32,911Expenses 2016: $50,563Net Income 2016: -$83,4742016Revenue 2017: $69,712Expenses 2017: $73,747Net Income 2017: -$4,0352017Revenue 2018: $81,748Expenses 2018: $106,963Net Income 2018: -$25,2152018Revenue 2019: $27,430Expenses 2019: $109,870Net Income 2019: -$82,4402019Revenue 2020: $149,581Expenses 2020: $92,957Net Income 2020: $56,6242020Revenue 2021: $144,388Expenses 2021: $142,737Net Income 2021: $1,6512021Revenue 2022: $115,615Expenses 2022: $148,183Net Income 2022: -$32,5682022Revenue 2023: $53,394Expenses 2023: $127,665Net Income 2023: -$74,2712023Revenue 2024: $40,901Expenses 2024: $154,170Net Income 2024: -$113,2692024

Highlighted filing

2018

Revenue$81,748
Expenses$106,963
Net Income-$25,215
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A BALLPresident-$0--
HELEN G BALLSecretary-$0--
DAVID S STEVENSVice President-$0--
KIMBERLY D STEVENSVice President-$0--
CATHERINE A BALLVice President-$0--
Filing and Contact Details

Filer

Filer Name
Tom and Hetty Ball Private
EIN
46-4368027
Phone
7133041557
Address
222 CLUB ISLAND WAY, MONTGOMERY, TX 77356

Signing Officer

Name
Thomas a Ball
Title
President
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Jacey D Mcdaniel CPA
Phone
9184880809
Raw XML Appendix329 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0390
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SCHEDULE OF INVESTMENTS: FAIR MARKET VALUEEQUITIES $927,377FIXED INCOME & PREFERREDS 3,894TOTAL $931,271
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A BALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN G BALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID S STEVENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080715
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05418
TaxesSchedule/TaxesDetail/Amt04500
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM AND HETTY BALL PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0464368027
ReturnHeader/Filer/PhoneNum07133041557
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUHON HALLEY & CUITE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACEY D MCDANIEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T09:05:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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