Civic Intelligence

Tate Family Foundation

990PF • Fiscal year 2012 • EIN 71-6185232

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 07, 2012

Organization Profile
5425 Ridgefield Lane72223
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$243,395

Up $10,374 (+4.5%) from 2011

Net Assets

Up

$243,395

Up $11,840 (+5.1%) from 2011

Liabilities

Down

$0

Down $1,466 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,420

Down $3,999 (-74%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2010: $211,662Liabilities 2010: $0Net Assets 2010: $211,6622010Assets 2011: $233,021Liabilities 2011: $1,466Net Assets 2011: $231,5552011Assets 2012: $243,395Liabilities 2012: $0Net Assets 2012: $243,3952012Assets 2013: $224,003Liabilities 2013: $0Net Assets 2013: $224,0032013Assets 2014: $229,703Liabilities 2014: $0Net Assets 2014: $229,7032014Assets 2015: $219,970Liabilities 2015: $0Net Assets 2015: $219,9702015Assets 2016: $217,709Liabilities 2016: $0Net Assets 2016: $217,7092016Assets 2017: $212,270Liabilities 2017: $0Net Assets 2017: $212,2702017Assets 2018: $204,554Liabilities 2018: $0Net Assets 2018: $204,5542018Assets 2019: $195,279Liabilities 2019: $0Net Assets 2019: $195,2792019Assets 2020: $194,185Liabilities 2020: $0Net Assets 2020: $194,1852020Assets 2021: $192,271Liabilities 2021: $0Net Assets 2021: $192,2712021Assets 2022: $224,337Liabilities 2022: $775Net Assets 2022: $223,5622022Assets 2023: $213,295Liabilities 2023: $0Net Assets 2023: $213,2952023Assets 2024: $220,111Liabilities 2024: $0Net Assets 2024: $220,1112024

Highlighted filing

2012

Assets$243,395
Liabilities$0
Net Assets$243,395
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $1,9872010Expenses 2011: $5,4192011Expenses 2012: $1,4202012Expenses 2013: $24,6342013Revenue 2014: $19,337Expenses 2014: $13,637Net Income 2014: $5,7002014Revenue 2015: $6,052Expenses 2015: $15,785Net Income 2015: -$9,7332015Revenue 2016: $11,138Expenses 2016: $13,399Net Income 2016: -$2,2612016Revenue 2017: $7,914Expenses 2017: $13,353Net Income 2017: -$5,4392017Revenue 2018: $6,702Expenses 2018: $14,418Net Income 2018: -$7,7162018Revenue 2019: $8,320Expenses 2019: $17,595Net Income 2019: -$9,2752019Revenue 2020: $16,595Expenses 2020: $17,689Net Income 2020: -$1,0942020Revenue 2021: $15,004Expenses 2021: $16,918Net Income 2021: -$1,9142021Revenue 2022: $53,267Expenses 2022: $21,976Net Income 2022: $31,2912022Revenue 2023: $14,351Expenses 2023: $24,618Net Income 2023: -$10,2672023Revenue 2024: $28,436Expenses 2024: $21,620Net Income 2024: $6,8162024

Highlighted filing

2012

Revenue-
Expenses$1,420
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura A Tate-CrowDirector-$0--
Janet L Tate-RiceDirector-$0--
Lawrence J TateTrustee-$0--
Suzanne Tate PoeDirector-$0--
Lorraine H TateDirector-$0--
Filing and Contact Details

Filer

EIN
71-6185232
Raw XML Appendix378 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2100 Teva Pharm Ind Ltd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3212 Phillips 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4100 Paccar Inc
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock610 Intuitive Surgical
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7300 Chicago Bridge & Iron
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8200 Cheniere Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9100 Omnivision Technologies
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1050 Celanese Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11100 Trinity Industries Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12100 Skyworks Solutions Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13100 Shutterfly Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14175 Sanmina SCI Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1550 Rowan Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16100 Reachlocal Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17500 Parker Drilling Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18100 Nvidia Corp
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Laura A Tate-Crow
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Janet L Tate-Rice
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Lawrence J Tate
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Suzanne Tate Poe
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Lorraine H Tate
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133600 South S
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0No prescribed form. Applications should include a brief description and history of the organization, a certification of its tax exempt status and must demonstrate the need for the requested funds.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Lawrence J Tate
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05018688016
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine105425 Ridgefield Lane
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Little Rock
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0AR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0722239725
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0None.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None.
IRS990PF/SupplementaryInformation/ContributingManager0Lawrence J Tate
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010348
IRS990PF/UndistributedIncome/TaxableAmount209750
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010348
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear09750
IRS990ScheduleB/ContributorInfo/AggregateContributions013062
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102207 Camelot Drive
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Fort Smith
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0AR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode072903
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0LJS Properties LP
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-03-29
IRS990ScheduleB/NoncashProperty/FairMarketValue013062
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0300 Shares Chicago Bridge & Iron (CBI)
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01
TaxesSchedule/Taxes/Amount024
TaxesSchedule/Taxes/Category0Foreign tax on dividends
TaxesSchedule/Taxes/NetInvestmentIncome024
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0716185232
ReturnHeader/Filer/Name/BusinessNameLine10Tate Family Foundation
ReturnHeader/Filer/NameControl0TATE
ReturnHeader/Filer/Phone05018688016
ReturnHeader/Filer/USAddress/AddressLine105425 Ridgefield Lane
ReturnHeader/Filer/USAddress/City0Little Rock
ReturnHeader/Filer/USAddress/State0AR
ReturnHeader/Filer/USAddress/ZIPCode072223
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-07
ReturnHeader/Officer/Name0Lawrence J Tate
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PRZYBYSZ & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104200 JENNY LIND SUITE B
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT SMITH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode072901
ReturnHeader/Preparer/Name0John L Przybysz CPA CGMA
ReturnHeader/Preparer/Phone04796490888
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-07T08:24:38-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,395
Liabilities
$0
Net assets
$243,395
Revenue
-
Expenses
$1,420
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.28$0.22$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.24$0.53$0.22$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.17$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.08$0.18$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.07$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.08$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.11$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.16$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.19$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$0.05
2010Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.02