Civic Intelligence

Tate Family Foundation

990PF • Fiscal year 2013 • EIN 71-6185232

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 29, 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

29th percentile

-8.0%

Faster asset growth than 29% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$224,003

Down $19,392 (-8.0%) from 2012

Net Assets

Down

$224,003

Down $19,392 (-8.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,634

Up $23,214 (+1635%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2013

Assets$224,003
Liabilities$0
Net Assets$224,003
Open 2013 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

2013

Revenue-
Expenses$24,634
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 29, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay75th 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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General operationsPublicFort Smith, AR, US$4,020
Paid Grant-General operationsPublicLittle Rock, AR, US$4,020
Paid Grant-General operationsPublicLittle Rock, AR, US$4,020
Paid Grant-General operationsPublicNorth Little Rock, AR, US$4,020
Paid Grant-General operationsPublicLos Angeles, CA, US$2,010
Paid Grant-General operationsPublicFort Smith, AR, US$2,010
Filing and Contact Details

Filer

EIN
71-6185232
Raw XML Appendix389 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/NameOfStock24100 WalMart Stores Inc
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue03749
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-19392
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IRS990PF/DistributableAmount/MinimumInvestmentReturn012028
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome073
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10131 Mohawk Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11425 Hidden Pines Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine125425 Ridgefield Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133600 South S
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142207 Camelot Drive
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Del Mar
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Fort Smith
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Fort Smith
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Lawrence J Tate
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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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Avon Walk for Breast Cancer
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Fort Smith Pregnancy Help Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Immaculate Conception Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Diocese of Little Rock Clergy Welfa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Arkansas Baptist School Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Immaculate Heart of Mary
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104929 Wilshire Blvd Suite 255
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114622 Grand Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O Box 1866
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132500 N Tyler Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1462 Pleasant Valley Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine157006 Jasna Gora Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Fort Smith
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Fort Smith
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Little Rock
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Little Rock
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5North Little Rock
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode172904
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode272902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode372207
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode472212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode572118
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear020100
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/AppliedToCurrentYear02
IRS990PF/UndistributedIncome/AppliedToPriorYears09750
IRS990PF/UndistributedIncome/AppliedToYear1010348
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011955
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/QualifyingDistributions020100
IRS990PF/UndistributedIncome/TotalForPriorYears09750
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY011953
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear010348
TaxesSchedule/Taxes/Amount09
TaxesSchedule/Taxes/Amount12925
TaxesSchedule/Taxes/Category0Foreign tax on dividends
TaxesSchedule/Taxes/Category1Federal excise tax
TaxesSchedule/Taxes/NetInvestmentIncome09
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/DateSigned02013-07-29
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-29T06:46:35-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,003
Liabilities
$0
Net assets
$224,003
Revenue
-
Expenses
$24,634
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