Civic Intelligence

Coleman Charitable Foundation

990PF • Fiscal year 2022 • EIN 47-3700583

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

1200 Highwater DriveGeorgetown, TX 78628

(512) 693-8046

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$65,952

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

97th percentile

200%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

95%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$860,351

Up $573,265 (+200%) from 2021

Net Assets

Up

$860,351

Up $573,265 (+200%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$718,892

Up $351,162 (+95%) from 2021

Expenses

Up

$145,627

Up $10,661 (+7.9%) from 2021

Net Income

Up

$573,265

Up $340,501 (+146%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $36,722Liabilities 2017: $16,000Net Assets 2017: $20,7222017Assets 2018: $2,268Liabilities 2018: $0Net Assets 2018: $2,2682018Assets 2019: $17,469Liabilities 2019: $0Net Assets 2019: $17,4692019Assets 2020: $54,322Liabilities 2020: $0Net Assets 2020: $54,3222020Assets 2021: $287,086Liabilities 2021: $0Net Assets 2021: $287,0862021Assets 2022: $860,351Liabilities 2022: $0Net Assets 2022: $860,3512022Assets 2023: $1,629,473Liabilities 2023: $0Net Assets 2023: $1,629,4732023Assets 2024: $2,928,526Liabilities 2024: $0Net Assets 2024: $2,928,5262024

Highlighted filing

2022

Assets$860,351
Liabilities$0
Net Assets$860,351

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $143,066Expenses 2017: $184,208Net Income 2017: -$41,1422017Revenue 2018: $86,499Expenses 2018: $104,953Net Income 2018: -$18,4542018Revenue 2019: $138,562Expenses 2019: $123,361Net Income 2019: $15,2012019Revenue 2020: $197,186Expenses 2020: $160,333Net Income 2020: $36,8532020Revenue 2021: $367,730Expenses 2021: $134,966Net Income 2021: $232,7642021Revenue 2022: $718,892Expenses 2022: $145,627Net Income 2022: $573,2652022Revenue 2023: $1,007,948Expenses 2023: $238,826Net Income 2023: $769,1222023Revenue 2024: $1,481,961Expenses 2024: $182,908Net Income 2024: $1,299,0532024

Highlighted filing

2022

Revenue$718,892
Expenses$145,627
Net Income$573,265
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J KIM KRAMERSecretaryPT$60,000$5,952$65,952
JAMES COLEMANPresidentPT$0--
JASON COLEMANVice President & TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Coleman Charitable Foundation
EIN
47-3700583
Phone
5126938046
Address
1200 HIGHWATER DRIVE, GEORGETOWN, TX 78628

Signing Officer

Name
Jami K Kramer
Title
Director
Phone
5123702747
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ross Tax Advisors
Address
201 S LAKELINE BLVD STE 901, CEDAR PARK, TX 78613
Preparer
Benjamin Ross
Phone
5128863600
Raw XML Appendix376 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9102 NORTH CORONADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FLAGSTAFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PENASCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OGDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ESPANOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd286001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387553
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd784401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd987532
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060998
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020769
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0124914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0257950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030292
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060998
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040229
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0382864
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0342635
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES H COLEMAN JR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JUDY COLEMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0100 JENKINS RANCH ROAD SUITE E-1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1100 JENKINS RANCH ROAD SUITE E-1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DURANGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DURANGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd181301
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0372000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1336000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05743
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOOD DRIVE AND DISTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0562
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1489
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21900
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES H COLEMAN JR
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1JUDY COLEMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0100 JENKINS RANCH ROAD SUITE E-1
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1100 JENKINS RANCH ROAD SUITE E-1
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DURANGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1DURANGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd081301
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd181301
TaxesSchedule/TaxesDetail/Amt04590
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMI K KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05123702747
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLEMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COLE
ReturnHeader/Filer/EIN0473700583
ReturnHeader/Filer/PhoneNum05126938046
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 HIGHWATER DRIVE
ReturnHeader/Filer/USAddress/CityNm0GEORGETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900514589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSS TAX ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S LAKELINE BLVD STE 901
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078613
ReturnHeader/PreparerPersonGrp/PhoneNum05128863600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN ROSS
ReturnHeader/ReturnTs02023-11-10T10:49:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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