Civic Intelligence

R4 Foundation

990T • Fiscal year 2022 • EIN 46-5434359

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
5804 Edwards Ranch RoadFort Worth, TX 76109

(817) 336-6500

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $20,464Liabilities 2014: $02014Assets 2015: $10,296,899Liabilities 2015: $0Net Assets 2015: $10,296,8992015Assets 2016: $10,294,720Liabilities 2016: $0Net Assets 2016: $10,294,7202016Assets 2017: $19,997,209Liabilities 2017: $21,559Net Assets 2017: $19,975,6502017Assets 2018: $19,745,215Liabilities 2018: $5,750Net Assets 2018: $19,739,4652018Assets 2019: $19,832,718Liabilities 2019: $6,2222019Assets 2020: $18,816,958Liabilities 2020: $4,651Net Assets 2020: $18,812,3072020Assets 2021: $18,176,928Liabilities 2021: $16,124Net Assets 2021: $18,160,8042021Assets 2022: $17,373,848Liabilities 2022: $2,500Net Assets 2022: $17,371,3482022Assets 2023: $16,898,680Liabilities 2023: $2,9402023Assets 2024: $16,226,329Liabilities 2024: $3,028Net Assets 2024: $16,223,3012024

Latest loaded filing

2024

Assets$16,226,329
Liabilities$3,028
Net Assets$16,223,301
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $50,001Expenses 2014: $29,537Net Income 2014: $20,4642014Revenue 2015: $10,672,457Expenses 2015: $396,022Net Income 2015: $10,276,4352015Revenue 2016: $292,259Expenses 2016: $294,438Net Income 2016: -$2,1792016Revenue 2017: $10,349,561Expenses 2017: $668,631Net Income 2017: $9,680,9302017Revenue 2018: $738,504Expenses 2018: $974,689Net Income 2018: -$236,1852018Revenue 2019: $1,250,632Expenses 2019: $1,163,601Net Income 2019: $87,0312019Revenue 2020: $170,995Expenses 2020: $1,210,131Net Income 2020: -$1,039,1362020Revenue 2021: $799,961Expenses 2021: $1,451,464Net Income 2021: -$651,5032021Revenue 2022: $471,041Expenses 2022: $1,260,497Net Income 2022: -$789,4562022Revenue 2023: $1,340,184Expenses 2023: $1,367,592Net Income 2023: -$27,4082023Revenue 2024: $680,590Expenses 2024: $1,353,029Net Income 2024: -$672,4392024

Latest loaded filing

2024

Revenue$680,590
Expenses$1,353,029
Net Income-$672,439
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
R4 Foundation
EIN
46-5434359
In Care Of
% BRET HELMER
Phone
8173366500
Address
5804 Edwards Ranch Road, Fort Worth, TX 76109

Signing Officer

Name
Bret Helmer
Title
President
Phone
8173366500
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
777 Main Street Suite 2000, Fort Worth, TX 76102
Preparer
Jeanette Verrelli
Phone
8173322301
Raw XML Appendix97 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt04810
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt04810
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt04810
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt02683
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04810
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt07493
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02016-07-16
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt12016-07-16
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt02683
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt10
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-2683
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt17493
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt17493
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0KARED INVESTMENT CLOSING
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1KAROD INVESTMENT CLOSING
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02022-11-16
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt12022-11-16
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt02683
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt04810
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt07493
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt0141
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRET HELMER
IRS990T/BooksInCareOfDetail/PhoneNum08173366500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05804 EDWARDS RANCH ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd076109
IRS990T/BookValueAssetsEOYAmt017373848
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt01011
IRS990T/EstimatedTaxPaymentsAmt0139
IRS990T/ExtsnRequestIncomeTaxPaidAmt01000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt0421
IRS990TScheduleA/CapitalGainNetIncomeAmt04810
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt05301
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010111
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010111
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Pass-through income
IRS990TScheduleA/UBIBeforeNOLDedAmt010111
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt010111
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt01701
IRS990T/TaxLessCreditsAmt01701
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01560
IRS990T/TotalTaxAmt01701
IRS990T/TotalTaxComputationAmt01701
IRS990T/TotalUBTIAmt08100
IRS990T/TotalUBTIBeforeNOLSpecificAmt09100
IRS990T/TotalUBTIBeforeSection199AAmt09100
IRS990T/TotalUBTIComputedAmt010111
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRET HELMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08173366500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R4 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0R4FO
ReturnHeader/Filer/EIN0465434359
ReturnHeader/Filer/InCareOfNm0% BRET HELMER
ReturnHeader/Filer/PhoneNum08173366500
ReturnHeader/Filer/USAddress/AddressLine1Txt05804 Edwards Ranch Road
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 Main Street Suite 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08173322301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanette Verrelli
ReturnHeader/ReturnTs02023-08-30T12:15:57-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$0.68$1.35$0.67
2023Summary only. Only limited summary data is available for this year.$16.9$0.00$1.34$1.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.47$1.26$0.79
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.02$18.2$0.80$1.45$0.65
2020Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.17$1.21$1.04
2019Summary only. Only limited summary data is available for this year.$19.8$0.01$1.25$1.16$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.01$19.7$0.74$0.97$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.02$20.0$10.3$0.67$9.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.29$0.29$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$10.7$0.40$10.3
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.05$0.03$0.02