Civic Intelligence

Ted Nash Long Life Foundation C/O Daniel Palmer

990T • Fiscal year 2021 • EIN 74-2875627

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

100 N Ritchie Road Suite 200Waco, TX 76712

(254) 776-3336

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,353,071Liabilities 2010: $0Net Assets 2010: $6,353,0712010Assets 2011: $6,871,959Liabilities 2011: $02011Assets 2012: $6,317,981Liabilities 2012: $0Net Assets 2012: $6,317,9812012Assets 2013: $6,207,039Liabilities 2013: $0Net Assets 2013: $6,207,0392013Assets 2014: $8,100,454Liabilities 2014: $0Net Assets 2014: $8,100,4542014Assets 2015: $7,466,887Liabilities 2015: $0Net Assets 2015: $7,466,8872015Assets 2016: $7,175,021Liabilities 2016: $0Net Assets 2016: $7,175,0212016Assets 2017: $6,748,491Liabilities 2017: $0Net Assets 2017: $6,748,4912017Assets 2018: $6,122,164Liabilities 2018: $0Net Assets 2018: $6,122,1642018Assets 2019: $6,130,676Liabilities 2019: $0Net Assets 2019: $6,130,6762019Assets 2020: $6,447,354Liabilities 2020: $0Net Assets 2020: $6,447,3542020Assets 2021: $7,247,540Liabilities 2021: $0Net Assets 2021: $7,247,5402021Assets 2022: $6,974,149Liabilities 2022: $0Net Assets 2022: $6,974,1492022Assets 2023: $7,628,804Liabilities 2023: $0Net Assets 2023: $7,628,8042023Assets 2024: $7,377,366Liabilities 2024: $300,000Net Assets 2024: $7,077,3662024

Latest loaded filing

2024

Assets$7,377,366
Liabilities$300,000
Net Assets$7,077,366

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $609,8942010Revenue 2011: $460,890Expenses 2011: $295,756Net Income 2011: $165,1342011Expenses 2012: $747,8182012Revenue 2013: $748,805Expenses 2013: $693,952Net Income 2013: $54,8532013Revenue 2014: $2,367,511Expenses 2014: $482,045Net Income 2014: $1,885,4662014Revenue 2015: $79,670Expenses 2015: $672,341Net Income 2015: -$592,6712015Revenue 2016: -$13,355Expenses 2016: $579,885Net Income 2016: -$593,2402016Revenue 2017: $445,596Expenses 2017: $554,287Net Income 2017: -$108,6912017Revenue 2018: $88,794Expenses 2018: $696,831Net Income 2018: -$608,0372018Revenue 2019: $537,885Expenses 2019: $547,503Net Income 2019: -$9,6182019Revenue 2020: $843,024Expenses 2020: $530,054Net Income 2020: $312,9702020Revenue 2021: $1,316,752Expenses 2021: $523,206Net Income 2021: $793,5462021Revenue 2022: $496,678Expenses 2022: $676,153Net Income 2022: -$179,4752022Revenue 2023: $1,178,682Expenses 2023: $512,503Net Income 2023: $666,1792023Revenue 2024: $249,400Expenses 2024: $801,636Net Income 2024: -$552,2362024

Latest loaded filing

2024

Revenue$249,400
Expenses$801,636
Net Income-$552,236
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Filing and Contact Details

Filer

Filer Name
Ted Nash Long Life Foundation
EIN
74-2875627
In Care Of
% DANIEL A PALMER
Phone
2547763336
Address
100 N Ritchie Road Suite 200, Waco, TX 76712

Signing Officer

Name
DANIEL A Palmer
Title
Director
Phone
2547768244
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
510 N Valley Mills Drive 200, Waco, TX 76710-6075
Preparer
Brinn Serbanic
Phone
2547768244
Raw XML Appendix72 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0749268
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt0749268
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0749268
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt01336884
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0749268
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt02086152
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02020-01-01
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt01336884
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0749268
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt02086152
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UBS FINANCIAL 7845 - SEE ATTACHMENT D-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02021-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt01336884
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0749268
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt02086152
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL A PALMER
IRS990T/BooksInCareOfDetail/PhoneNum02547763336
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 RITCHIE ROAD STE 200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Waco
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd076712
IRS990T/BookValueAssetsEOYAmt07247540
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0The taxpayer does not have any activities generating unrelated business
IRS990T/ItmzdSupplementalInfoGrp/LineNum0Box J
IRS990T/ItmzdSupplementalInfoGrp/PartNum0Part 1
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A Palmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02547768244
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ted Nash Long Life Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Daniel Palmer
ReturnHeader/Filer/BusinessNameControlTxt0TEDN
ReturnHeader/Filer/EIN0742875627
ReturnHeader/Filer/InCareOfNm0% DANIEL A PALMER
ReturnHeader/Filer/PhoneNum02547763336
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 N Ritchie Road Suite 200
ReturnHeader/Filer/USAddress/CityNm0Waco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076712
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 N Valley Mills Drive 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767106075
ReturnHeader/PreparerPersonGrp/PhoneNum02547768244
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brinn Serbanic
ReturnHeader/ReturnTs02022-06-13T13:51:54-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Palmer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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.$7.38$0.30$7.08$0.25$0.80$0.55
2023Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.18$0.51$0.67
2022Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.50$0.68$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.32$0.52$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.84$0.53$0.31
2019Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.54$0.55$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.09$0.70$0.61
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.45$0.55$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.01$0.58$0.59
2015Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.08$0.67$0.59
2014Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$2.37$0.48$1.89
2013Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.75$0.69$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.75
2011Summary only. Only limited summary data is available for this year.$6.87$0.00$0.46$0.30$0.17
2010Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.61