Civic Intelligence

Omni Hotels Charitable Foundation

990EZ • Fiscal year 2016 • EIN 56-2530807

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 23, 2017

4001 Maple Ave Ste 600Dallas, TX 75219

(972) 730-6664

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-6.9%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$81,940

Up $4,545 (+5.9%) from 2015

Net Assets

Up

$81,940

Up $4,545 (+5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$63,951

Down $4,713 (-6.9%) from 2015

Expenses

Down

$59,406

Down $869 (-1.4%) from 2015

Net Income

Down

$4,545

Down $3,844 (-46%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $18,491Liabilities 2011: $0Net Assets 2011: $18,4912011Assets 2012: $26,806Liabilities 2012: $0Net Assets 2012: $26,8062012Assets 2013: $39,939Liabilities 2013: $0Net Assets 2013: $39,9392013Assets 2014: $69,006Liabilities 2014: $0Net Assets 2014: $69,0062014Assets 2015: $77,395Liabilities 2015: $0Net Assets 2015: $77,3952015Assets 2016: $81,940Liabilities 2016: $0Net Assets 2016: $81,9402016Assets 2017: $194,994Liabilities 2017: $0Net Assets 2017: $194,9942017Assets 2018: $227,072Liabilities 2018: $0Net Assets 2018: $227,0722018Assets 2019: $293,808Liabilities 2019: $0Net Assets 2019: $293,8082019Assets 2020: $118,042Liabilities 2020: $0Net Assets 2020: $118,0422020Assets 2021: $177,958Liabilities 2021: $0Net Assets 2021: $177,9582021Assets 2022: $131,701Liabilities 2022: $0Net Assets 2022: $131,7012022Assets 2023: $169,047Liabilities 2023: $15Net Assets 2023: $169,0322023Assets 2024: $24,730Liabilities 2024: -$15Net Assets 2024: $24,7452024

Highlighted filing

2016

Assets$81,940
Liabilities$0
Net Assets$81,940

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $5,663Expenses 2011: $27,450Net Income 2011: -$21,7872011Revenue 2012: $54,210Expenses 2012: $45,895Net Income 2012: $8,3152012Revenue 2013: $65,074Expenses 2013: $51,941Net Income 2013: $13,1332013Revenue 2014: $59,717Expenses 2014: $30,650Net Income 2014: $29,0672014Revenue 2015: $68,664Expenses 2015: $60,275Net Income 2015: $8,3892015Revenue 2016: $63,951Expenses 2016: $59,406Net Income 2016: $4,5452016Revenue 2017: $463,488Expenses 2017: $350,434Net Income 2017: $113,0542017Revenue 2018: $138,438Expenses 2018: $110,210Net Income 2018: $28,2282018Revenue 2019: $146,500Expenses 2019: $80,115Net Income 2019: $66,3852019Revenue 2020: $2,696,002Expenses 2020: $2,871,767Net Income 2020: -$175,7652020Revenue 2021: $268,062Expenses 2021: $208,520Net Income 2021: $59,5422021Revenue 2022: $68,783Expenses 2022: $115,040Net Income 2022: -$46,2572022Revenue 2023: $227,220Expenses 2023: $189,875Net Income 2023: $37,3452023Revenue 2024: $307,434Expenses 2024: $282,704Net Income 2024: $24,7302024

Highlighted filing

2016

Revenue$63,951
Expenses$59,406
Net Income$4,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 23, 2017
Return Version
2016v3.0
Gross Receipts
$63,951
Mission and Program Overview

Mission

Provide relief to distressed employees of omni hotels by providing financial assistance to those in severe financial need and who lack the necessities of life as a result of an unforeseen tragedy or catastrophic event.

The relief program will further the foundation's exempt purpose in that it will provide relief to the distressed by providing financial assistance to those in severe financial need and who lack the necessities of life as a result of an unforeseen tragedy or catastrophic event. Severe financial need on account of a tragedy and catastrophic event may include, but is not limited to, uninsured losses caused by declared federal, state, or local disasters as well as personal disasters. Disasters may include fire, flood, hurricane, tornado, earthquake, act of war or similar events. Assistance may be provided to those experiencing severe financial need on account of spousal abandonment or uninsured costs of an illness. Assistance may also be provided to those who because of an act of a crime have a severe financial need.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION EXTENDED DISASTER RELIEF GRANTS TO 80 EMPLOYEES OF OMNI HOTELS THROUGHOUT THE COUNTRY WHO SUFFERED FINANCIAL HARDSHIP AND LOSS DUE TO ILLNESS, DEATH OF FAMILY MEMBERS,LOSS OF PERSONAL PROPERTY DUE TO FIRE, SURGERY, DOMESTIC VIOLENCE, HOMELESSNESS, ACCIDENTS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D CALDWELLPresident/Director-$0--
MICHEAL POPEJOYDirector-$0--
MICHAEL DEITEMEYERVP/Treasurer/Director-$0--
JOY ROTHSCHILDSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Omni Hotels Charitable Foundation
EIN
56-2530807
Phone
9727306664
Address
4001 MAPLE AVE STE 600, DALLAS, TX 75219

Signing Officer

Name
James D Caldwell
Title
President
Phone
9727306664
Signed
2017-02-23
Discuss with paid preparer
Yes

Preparer

Firm
David G Adams CPA
Address
4001 MAPLE AVE STE 600, DALLAS, TX 75219
Preparer
David G Adams
Phone
2142838500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24 - Other Assets

Description: other assets - a/r. Beg. Of year amount: 0. End of year amount: 1,000.

Raw XML Appendix145 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE RELIEF PROGRAM WILL FURTHER THE FOUNDATION'S EXEMPT PURPOSE IN THAT IT WILL PROVIDE RELIEF TO THE DISTRESSED BY PROVIDING FINANCIAL ASSISTANCE TO THOSE IN SEVERE FINANCIAL NEED AND WHO LACK THE NECESSITIES OF LIFE AS A RESULT OF AN UNFORESEEN TRAGEDY OR CATASTROPHIC EVENT. SEVERE FINANCIAL NEED ON ACCOUNT OF A TRAGEDY AND CATASTROPHIC EVENT MAY INCLUDE, BUT IS NOT LIMITED TO, UNINSURED LOSSES CAUSED BY DECLARED FEDERAL, STATE, OR LOCAL DISASTERS AS WELL AS PERSONAL DISASTERS. DISASTERS MAY INCLUDE FIRE, FLOOD, HURRICANE, TORNADO, EARTHQUAKE, ACT OF WAR OR SIMILAR EVENTS. ASSISTANCE MAY BE PROVIDED TO THOSE EXPERIENCING SEVERE FINANCIAL NEED ON ACCOUNT OF SPOUSAL ABANDONMENT OR UNINSURED COSTS OF AN ILLNESS. ASSISTANCE MAY ALSO BE PROVIDED TO THOSE WHO BECAUSE OF AN ACT OF A CRIME HAVE A SEVERE FINANCIAL NEED.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09727306664
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OMNI HOTELS CHARITABLE FOUNDATION
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ReturnHeader/Filer/EIN0562530807
ReturnHeader/Filer/PhoneNum09727306664
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ReturnHeader/PreparerPersonGrp/PhoneNum02142838500
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ReturnHeader/ReturnTs02017-02-23T09:18:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.31$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.23$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.27$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.70$2.87$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.15$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.46$0.35$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.06$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.07$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.05$0.05$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.01$0.03$0.02