Civic Intelligence

Del Barto-Tramonte Foundation Inc.

990PF • Fiscal year 2015 • EIN 74-6050231

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 08, 2015

603 Whitecap DrEl Lago, TX 77586-5910

(281) 326-7083

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

11th percentile

-51%

Higher net margin than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$27,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-0.8%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,286,068

Down $23,601 (-1.8%) from 2014

Net Assets

$1,286,960

No earlier filing loaded for comparison.

Liabilities

Up

-$892

Up $1,562 (+64%) from 2014

Revenue

Down

$85,428

Down $692 (-0.8%) from 2014

Expenses

Up

$129,246

Up $11,116 (+9.4%) from 2014

Net Income

Down

-$43,818

Down $11,808 (-37%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $1,355,477Liabilities 2012: -$1,6002012Assets 2013: $1,341,618Liabilities 2013: -$2,5002013Assets 2014: $1,309,669Liabilities 2014: -$2,4542014Assets 2015: $1,286,068Liabilities 2015: -$892Net Assets 2015: $1,286,9602015Assets 2016: $1,256,256Liabilities 2016: -$603Net Assets 2016: $1,256,8592016Assets 2017: $1,235,250Liabilities 2017: -$700Net Assets 2017: $1,235,9502017Assets 2018: $1,298,211Liabilities 2018: -$880Net Assets 2018: $1,299,0912018Assets 2020: $1,233,548Liabilities 2020: -$907Net Assets 2020: $1,234,4552020Assets 2021: $1,293,604Liabilities 2021: -$561Net Assets 2021: $1,294,1652021Assets 2022: $1,356,527Liabilities 2022: -$2,000Net Assets 2022: $1,358,5272022Assets 2023: $1,276,532Liabilities 2023: -$1,669Net Assets 2023: $1,278,2012023Assets 2024: $1,240,352Liabilities 2024: $3Net Assets 2024: $1,240,3492024Assets 2025: $1,184,464Liabilities 2025: -$333Net Assets 2025: $1,184,7972025

Highlighted filing

2015

Assets$1,286,068
Liabilities-$892
Net Assets$1,286,960

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $77,184Expenses 2012: $101,145Net Income 2012: -$23,9612012Revenue 2013: $87,710Expenses 2013: $121,723Net Income 2013: -$34,0132013Revenue 2014: $86,120Expenses 2014: $118,130Net Income 2014: -$32,0102014Revenue 2015: $85,428Expenses 2015: $129,246Net Income 2015: -$43,8182015Revenue 2016: $90,424Expenses 2016: $134,704Net Income 2016: -$44,2802016Revenue 2017: $92,747Expenses 2017: $126,068Net Income 2017: -$33,3212017Revenue 2018: $90,405Expenses 2018: $131,912Net Income 2018: -$41,5072018Revenue 2020: $91,931Expenses 2020: $136,331Net Income 2020: -$44,4002020Revenue 2021: $89,235Expenses 2021: $136,936Net Income 2021: -$47,7012021Revenue 2022: $90,326Expenses 2022: $158,089Net Income 2022: -$67,7632022Revenue 2023: $93,849Expenses 2023: $189,941Net Income 2023: -$96,0922023Revenue 2024: $98,005Expenses 2024: $195,575Net Income 2024: -$97,5702024Revenue 2025: $101,924Expenses 2025: $202,379Net Income 2025: -$100,4552025

Highlighted filing

2015

Revenue$85,428
Expenses$129,246
Net Income-$43,818
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 8, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELYN T KLEYPASPresidentPT$27,000-$27,000
MILDRED L CANTRELLSecretaryPT$22,800-$22,800
Filing and Contact Details

Filer

Filer Name
Del Barto-Tramonte Foundation Inc
EIN
74-6050231
Phone
2813267083
Address
603 Whitecap Dr, El Lago, TX 77586-5910

Signing Officer

Name
Jacquelyn T Kleypas
Title
President
Phone
2813267083
Signed
2015-11-08
Raw XML Appendix356 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/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JACQUELYN T KLEYPAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MILDRED L CANTRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0603 Whitecap Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112314 Wealdstone Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0El Lago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Tomball
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt080267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt080866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt076562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt076837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt059418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt066574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01802868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01749632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01576550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01494525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01473864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01473245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222612
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt084443
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085042
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0599
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085042
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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/IndividualWithBooksNm0JACQUELYN T KLEYPAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0603 Whitecap Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0El Lago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0775865910
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02813267083
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Schedule Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Schd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099999
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt015112
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069930
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089544
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085042
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt074432
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069930
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0168
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Capital Loss on Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Membership
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Misc Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01516
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Trust Distribution
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0620
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13490
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0620
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13490
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt118823
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding adjustment
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Capital Gain on Investments
TaxesSchedule/TaxesDetail/Amt01589
TaxesSchedule/TaxesDetail/Amt1892
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Income taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax-Investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01589
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1892
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN T KLEYPAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02813267083
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Del Barto-Tramonte Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DELB
ReturnHeader/Filer/EIN0746050231
ReturnHeader/Filer/PhoneNum02813267083
ReturnHeader/Filer/USAddress/AddressLine1Txt0603 Whitecap Dr
ReturnHeader/Filer/USAddress/CityNm0El Lago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0775865910
ReturnHeader/ReturnTs02015-11-12T13:01:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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