Civic Intelligence

The Wortham Foundation Inc

990PF • Fiscal year 2018 • EIN 74-1334356

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 06, 2019

Organization Profile
2727 Allen Parkway Ste 1570Houston, TX 77019-2167

(713) 526-8849

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

10th percentile

$44,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$224,168,515

Up $4,827,371 (+2.2%) from 2017

Net Assets

Up

$224,165,747

Up $4,824,603 (+2.2%) from 2017

Liabilities

Up

$2,768

Up $4,286 (+282%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin82nd percentile

Revenue

Up

$17,996,309

Up $4,122,261 (+30%) from 2017

Expenses

Up

$13,173,224

Up $2,969,684 (+29%) from 2017

Net Income

Up

$4,823,085

Up $1,152,577 (+31%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300M$200M$100M$0-$100MAssets 2011: $198,593,070Liabilities 2011: $1,2962011Assets 2012: $196,402,207Liabilities 2012: $02012Assets 2013: $198,199,406Liabilities 2013: $11,368Net Assets 2013: $198,188,0382013Assets 2014: $204,240,048Liabilities 2014: $6,310Net Assets 2014: $204,233,7382014Assets 2015: $210,940,901Liabilities 2015: $170,054Net Assets 2015: $210,770,8472015Assets 2016: $215,668,318Liabilities 2016: -$3,587Net Assets 2016: $215,671,9052016Assets 2017: $219,341,144Liabilities 2017: -$1,518Net Assets 2017: $219,341,1442017Assets 2018: $224,168,515Liabilities 2018: $2,768Net Assets 2018: $224,165,7472018Assets 2019: $226,515,208Liabilities 2019: $0Net Assets 2019: $226,515,2082019Assets 2020: $225,438,184Liabilities 2020: $0Net Assets 2020: $225,438,1842020Assets 2021: $229,365,666Liabilities 2021: $0Net Assets 2021: $229,365,6662021Assets 2022: $245,124,483Liabilities 2022: $0Net Assets 2022: $245,124,4832022Assets 2023: $242,390,216Liabilities 2023: $265,685Net Assets 2023: $242,124,5312023Assets 2024: $252,581,069Liabilities 2024: $0Net Assets 2024: $252,581,0692024

Highlighted filing

2018

Assets$224,168,515
Liabilities$2,768
Net Assets$224,165,747
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,405,556Expenses 2011: $11,243,715Net Income 2011: -$4,838,1592011Revenue 2012: $9,169,589Expenses 2012: $11,359,156Net Income 2012: -$2,189,5672012Expenses 2013: $11,939,6202013Revenue 2014: $20,525,230Expenses 2014: $14,479,530Net Income 2014: $6,045,7002014Revenue 2015: $19,392,885Expenses 2015: $12,855,776Net Income 2015: $6,537,1092015Revenue 2016: $17,886,077Expenses 2016: $12,985,017Net Income 2016: $4,901,0602016Revenue 2017: $13,874,048Expenses 2017: $10,203,540Net Income 2017: $3,670,5082017Revenue 2018: $17,996,309Expenses 2018: $13,173,224Net Income 2018: $4,823,0852018Revenue 2019: $15,230,771Expenses 2019: $12,877,687Net Income 2019: $2,353,0842019Revenue 2020: $12,013,766Expenses 2020: $12,760,816Net Income 2020: -$747,0502020Revenue 2021: $18,625,476Expenses 2021: $14,694,406Net Income 2021: $3,931,0702021Revenue 2022: $30,146,606Expenses 2022: $14,383,290Net Income 2022: $15,763,3162022Revenue 2023: $10,138,659Expenses 2023: $13,135,006Net Income 2023: -$2,996,3472023Revenue 2024: $13,678,799Expenses 2024: $3,675,921Net Income 2024: $10,002,8782024

Highlighted filing

2018

Revenue$17,996,309
Expenses$13,173,224
Net Income$4,823,085
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 6, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED C BURNSSecretary TreasurerPT$44,000-$44,000
R W WORTHAM IIIChairman Asst TreasurerPT$44,000-$44,000
THOMAS E SMITHTrustee Asst TreasurerPT$44,000-$44,000
BRADY F CARRUTHPresident Asst TreasurerPT$43,000-$43,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 18OPERATIONAL, CAPITAL AND ENDOWMENT GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN THE UNITED STATES.PCVARIOUS, TX, US$11,281,500
Filing and Contact Details

Filer

Filer Name
The Wortham Foundation Inc
EIN
74-1334356
In Care Of
% BARBARA J SNYDER
Phone
7135268849
Address
2727 ALLEN PARKWAY STE 1570, HOUSTON, TX 77019-2167

Signing Officer

Name
Richard W Wortham Iii
Title
Chairman
Phone
7135268849
Signed
2019-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Deidre a Scinta
Address
2727 ALLEN PKWY STE 1580, HOUSTON, TX 77019
Preparer
Deidre a Scinta CPA
Phone
3465610234
Raw XML AppendixShowing 400 of 441 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0770192167
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1770192167
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2770192167
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3770192167
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011526843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011694016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08697599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011364574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011359240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013012227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010708662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0167173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0236778331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0223689648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0221645341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0228909193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0236980803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0219796888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011701184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243408
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011534011
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011701184
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0167173
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011701184
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02727 ALLEN PKWY 1570
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0770192167
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BARBARA J SNYDER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135268849
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHMENT 21
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0QUESTION 2b: Application forms may be obtained by writing or calling: Barbara J. Snyder, 2727 Allen Parkway, Suite 1570, Houston, TX 77019 Telephone number: (713) 526-8849
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA J SNYDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07135268849
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02727 ALLEN PARKWAY 1570
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0770192125
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0QUESTION 2d: Awards are granted primarily for cultural arts and civic beautification projects and to those projects which benefit the citizens of Houston, Harris County, Texas.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0QUESTION 2c: Applications should be submitted by the second week of January, April, July, or October
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt010106001
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0OPERATIONAL, CAPITAL AND ENDOWMENT GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 19
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd077001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011281500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL, CAPITAL AND ENDOWMENT GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077001
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt010106001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011281500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011671744
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011671744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0326129
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355569
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0326129
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011701184
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029440
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0355569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0326129
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04535
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SEE OTHER ATCH 11
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt04535
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PEARL MEYER & PARTNERS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04840
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04840
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-1518
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAINTENANCE & REPAIR HISTORIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118808
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt273214
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022987
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt189484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2162698
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1HIRTLE CALLAGHAN PE FND IV LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2HIRTLE CALLAGHAN PE FND V LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3HIRTLE CALLAGHAN PE FND VI LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4HIRTLE CALLAGHAN PE FND VII LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5HIRTLE CALLAGHAN PE FND VIII LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc6MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04017
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt137199
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt229629
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3622
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt471
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt137199
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt229629
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3622
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt471
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0183818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1149828
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2316281
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt364279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt432238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AVALON ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1J P MORGAN CHASE BANK NA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2HIRTLE & CALLAGHAN INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3VAUGHAN NELSON & CO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4COVENANT TECHNOLOGIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0183818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1149828
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2316281
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt364279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt432238
TaxesSchedule/TaxesDetail/Amt0188500
TaxesSchedule/TaxesDetail/Amt126265
TaxesSchedule/TaxesDetail/Amt2741
TaxesSchedule/TaxesDetail/Amt337
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2AD VALOREM TAXES

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,168,515
Liabilities
$2,768
Net assets
$224,165,747
Revenue
$17,996,309
Expenses
$13,173,224
Net income
$4,823,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$253$0.00$253$13.7$3.68$10.0
2023Detailed filing. Detailed filing data is available for this year.$242$0.27$242$10.1$13.1$3.00
2022Detailed filing. Detailed filing data is available for this year.$245$0.00$245$30.1$14.4$15.8
2021Detailed filing. Detailed filing data is available for this year.$229$0.00$229$18.6$14.7$3.93
2020Detailed filing. Detailed filing data is available for this year.$225$0.00$225$12.0$12.8$0.75
2019Detailed filing. Detailed filing data is available for this year.$227$0.00$227$15.2$12.9$2.35
2018Detailed filing. Detailed filing data is available for this year.$224$0.00$224$18.0$13.2$4.82
2017Detailed filing. Detailed filing data is available for this year.$219$0.00$219$13.9$10.2$3.67
2016Detailed filing. Detailed filing data is available for this year.$216$0.00$216$17.9$13.0$4.90
2015Detailed filing. Detailed filing data is available for this year.$211$0.17$211$19.4$12.9$6.54
2014Detailed filing. Detailed filing data is available for this year.$204$0.01$204$20.5$14.5$6.05
2013Detailed filing. Detailed filing data is available for this year.$198$0.01$198$11.9
2012Summary only. Only limited summary data is available for this year.$196$0.00$9.17$11.4$2.19
2011Summary only. Only limited summary data is available for this year.$199$0.00$6.41$11.2$4.84