Civic Intelligence

Oshman Family Foundation

990PF • Fiscal year 2014 • EIN 74-2979529

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

PO Box 60675SuiteCorpus Christi, TX 78466

(361) 964-1111

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-93%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$15,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 132.3% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-6.8%

Faster asset growth than 31% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$143,933

Down $10,550 (-6.8%) from 2013

Net Assets

Down

$143,933

Down $10,550 (-6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$11,334

Down $9,562 (-46%) from 2013

Expenses

Up

$21,884

Up $8,905 (+69%) from 2013

Net Income

Down

-$10,550

Down $18,467 (-233%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $164,293Liabilities 2010: $0Net Assets 2010: $164,2932010Assets 2011: $160,675Liabilities 2011: $12011Assets 2012: $146,566Liabilities 2012: $0Net Assets 2012: $146,5662012Assets 2013: $154,483Liabilities 2013: $0Net Assets 2013: $154,4832013Assets 2014: $143,933Liabilities 2014: $0Net Assets 2014: $143,9332014Assets 2015: $125,906Liabilities 2015: $0Net Assets 2015: $125,9062015Assets 2016: $109,552Liabilities 2016: $0Net Assets 2016: $109,5522016Assets 2017: $102,881Liabilities 2017: $0Net Assets 2017: $102,8812017Assets 2018: $91,588Liabilities 2018: $0Net Assets 2018: $91,5882018Assets 2019: $86,598Liabilities 2019: $0Net Assets 2019: $86,5982019Assets 2020: $81,605Liabilities 2020: $0Net Assets 2020: $81,6052020Assets 2021: $75,533Liabilities 2021: $0Net Assets 2021: $75,5332021Assets 2022: $75,201Liabilities 2022: $0Net Assets 2022: $75,2012022Assets 2023: $78,174Liabilities 2023: $0Net Assets 2023: $78,1742023Assets 2024: $88,891Liabilities 2024: $0Net Assets 2024: $88,8912024

Highlighted filing

2014

Assets$143,933
Liabilities$0
Net Assets$143,933

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $19,0102010Revenue 2011: $12,567Expenses 2011: $16,185Net Income 2011: -$3,6182011Expenses 2012: $14,1972012Revenue 2013: $20,896Expenses 2013: $12,979Net Income 2013: $7,9172013Revenue 2014: $11,334Expenses 2014: $21,884Net Income 2014: -$10,5502014Revenue 2015: $6,023Expenses 2015: $24,050Net Income 2015: -$18,0272015Revenue 2016: $196Expenses 2016: $16,550Net Income 2016: -$16,3542016Revenue 2017: $7,129Expenses 2017: $13,800Net Income 2017: -$6,6712017Revenue 2018: $10,702Expenses 2018: $21,995Net Income 2018: -$11,2932018Revenue 2019: $6,910Expenses 2019: $11,900Net Income 2019: -$4,9902019Revenue 2020: $18,457Expenses 2020: $23,450Net Income 2020: -$4,9932020Revenue 2021: $13,648Expenses 2021: $19,720Net Income 2021: -$6,0722021Revenue 2022: $4,338Expenses 2022: $5,795Net Income 2022: -$1,4572022Revenue 2023: $11,022Expenses 2023: $8,049Net Income 2023: $2,9732023Revenue 2024: $14,681Expenses 2024: $3,964Net Income 2024: $10,7172024

Highlighted filing

2014

Revenue$11,334
Expenses$21,884
Net Income-$10,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA LEE OSHMANSecretary-$15,000-$15,000
DOROTHY OSHMANCo-President-$0--
ROBERT D OSHMANTreasurer-$0--
STEVEN OSHMANVice President-$0--
SCOT H OSHMANCo-President-$0--
Filing and Contact Details

Filer

Filer Name
Oshman Family Foundation
EIN
74-2979529
In Care Of
% ROBERT D OSHMAN
Phone
3619641111
Address
PO BOX 60675, Suite, CORPUS CHRISTI, TX 78466

Signing Officer

Name
Robert Oshman
Title
Treasurer
Phone
3619461111
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Swank Salch & Henderson Pc
Address
802 N CARANCAHUA SUITE 310, CORPUS CHRISTI, TX 78401
Preparer
Christine Salch
Phone
3619461111
Raw XML Appendix353 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0134050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0149157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0158735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0142729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236856
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07100
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07100
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
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/AddressLine1Txt0326 BERMUDA PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078411
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT D OSHMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03619461111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION BETH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH COMMUNITY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04402 SARATOGA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1750 EVERHART RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2555 N CARANCAHUA STE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05600
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/AppliedToCurrentYearAmt01639
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05461
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05681
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05461
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REIMBURSED EXPENSES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0239
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0239
TaxesSchedule/TaxesDetail/Amt0169
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT OSHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03619461111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSHMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSHM
ReturnHeader/Filer/EIN0742979529
ReturnHeader/Filer/InCareOfNm0% ROBERT D OSHMAN
ReturnHeader/Filer/PhoneNum03619641111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 60675
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWANK SALCH & HENDERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 N CARANCAHUA SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078401
ReturnHeader/PreparerPersonGrp/PhoneNum03619461111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SALCH
ReturnHeader/ReturnTs02015-05-04T08:52:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$0.89$0.00$0.89$0.15$0.04$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.11$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.11$0.22$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.24$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.21$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.13$0.16$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.19