Civic Intelligence

Clara Freshour Nelson Foundation

990PF • Fiscal year 2019 • EIN 74-6436452

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 31, 2020

Organization Profile
3439 Hunters Run StSan Antonio, TX 78230

(210) 576-7001

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

1.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

7th percentile

-75%

Higher net margin than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$41,799

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$6,607,647

Up $79,841 (+1.2%) from 2018

Net Assets

Down

$6,387,647

Down $139,434 (-2.1%) from 2018

Liabilities

Up

$220,000

Up $219,275 (+30245%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin7th percentile

Revenue

Down

$187,026

Down $183,776 (-50%) from 2018

Expenses

Up

$326,460

Up $228,644 (+234%) from 2018

Net Income

Down

-$139,434

Down $412,420 (-151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,808,974Liabilities 2010: $2,773Net Assets 2010: $6,806,2012010Assets 2011: $6,972,312Liabilities 2011: $307,8272011Assets 2012: $6,802,177Liabilities 2012: $23,350Net Assets 2012: $6,778,8272012Assets 2013: $6,696,793Liabilities 2013: $5,817Net Assets 2013: $6,690,9762013Assets 2014: $6,641,436Liabilities 2014: $3,337Net Assets 2014: $6,638,0992014Assets 2015: $6,666,192Liabilities 2015: $2,617Net Assets 2015: $6,663,5752015Assets 2016: $6,789,383Liabilities 2016: $293,225Net Assets 2016: $6,496,1582016Assets 2017: $6,444,776Liabilities 2017: $725Net Assets 2017: $6,444,0512017Assets 2018: $6,527,806Liabilities 2018: $725Net Assets 2018: $6,527,0812018Assets 2019: $6,607,647Liabilities 2019: $220,000Net Assets 2019: $6,387,6472019Assets 2020: $6,336,815Liabilities 2020: $137Net Assets 2020: $6,336,6782020Assets 2021: $6,284,154Liabilities 2021: $137Net Assets 2021: $6,284,0172021Assets 2022: $5,777,606Liabilities 2022: $137Net Assets 2022: $5,777,4692022Assets 2023: $5,724,347Liabilities 2023: $137Net Assets 2023: $5,724,2102023Assets 2024: $6,726,067Liabilities 2024: $0Net Assets 2024: $6,726,0672024

Highlighted filing

2019

Assets$6,607,647
Liabilities$220,000
Net Assets$6,387,647
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $377,9522010Revenue 2011: $275,422Expenses 2011: $417,138Net Income 2011: -$141,7162011Expenses 2012: $392,1512012Revenue 2013: $322,338Expenses 2013: $406,965Net Income 2013: -$84,6272013Revenue 2014: $352,767Expenses 2014: $405,101Net Income 2014: -$52,3342014Revenue 2015: $415,742Expenses 2015: $385,124Net Income 2015: $30,6182015Revenue 2016: $197,797Expenses 2016: $353,856Net Income 2016: -$156,0592016Revenue 2017: $333,234Expenses 2017: $385,982Net Income 2017: -$52,7482017Revenue 2018: $370,802Expenses 2018: $97,816Net Income 2018: $272,9862018Revenue 2019: $187,026Expenses 2019: $326,460Net Income 2019: -$139,4342019Revenue 2020: $340,230Expenses 2020: $391,199Net Income 2020: -$50,9692020Revenue 2021: $321,725Expenses 2021: $374,386Net Income 2021: -$52,6612021Revenue 2022: -$71,641Expenses 2022: $434,907Net Income 2022: -$506,5482022Revenue 2023: $347,719Expenses 2023: $400,978Net Income 2023: -$53,2592023Revenue 2024: $1,402,232Expenses 2024: $395,318Net Income 2024: $1,006,9142024

Highlighted filing

2019

Revenue$187,026
Expenses$326,460
Net Income-$139,434
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 31, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN E NELSONTrustee-$41,799-$41,799
Filing and Contact Details

Filer

Filer Name
Clara Freshour Nelson Foundation
EIN
74-6436452
Phone
2105767001
Address
3439 HUNTERS RUN ST, SAN ANTONIO, TX 78230

Signing Officer

Name
Helen E Nelson
Title
Trustee
Phone
2105767001
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Calvetti Ferguson
Address
250 W NOTTINGHAM DRIVE SUITE 100, SAN ANTONIO, TX 78209
Preparer
James R Oliver Jr CPA
Phone
2105363200
Raw XML Appendix326 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04045
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06499469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07131144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0187026
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0187026
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0187026
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04045
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt031349
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041799
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0187026
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0187026
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-139434
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03045
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03045
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0137179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028977
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03330
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0271599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0326460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0187026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0187026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049847
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt086210
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-139434
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06387647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06527081
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06387647
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0330671
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0330671
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0330671
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0333415
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02744
IRS990PF/DistributableAmountGrp/TotalTaxAmt02744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04680
IRS990PF/FMVAssetsEOYAmt07239322
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06527081
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06387647
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06463452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06499469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07131144
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0220000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02182
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04680
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04680
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0725
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt062171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0103498
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0103498
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06527806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06607647
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07239322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0220000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06527806
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06607647
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06527081
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06387647
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06769850
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067472
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06702378
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0101548
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0333415
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06668302
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06769850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt041799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HELEN E NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03439 HUNTERS RUN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0276114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0277486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt038243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0349409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0300000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0326500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0342073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.005957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06668302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06419682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06499522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06145225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06636896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06937653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0271599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207036
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0271599
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0271599
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0271599
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0H ELIZABETH NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03439 HUNTERS RUN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02103161020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SIX SCHOLARSHIPS FOR STUDENTS WITH LEARNING DISABILITIES WHO ARE SEEKING HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH LEARNING DISABILITIES WHO ARE SEEKING HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE SUPPORT TO CREATE VAST SAFE SPACES FOR CAPTIVE ELEPHANTS WERE THEY ARE ABLE TO HEAL PHYSICALLY AND EMOTIONALLY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LANDMARK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LANDMARK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GLOBAL SANCTUARY FOR ELEPHANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019 RIVER ROAD SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt119 RIVER ROAD SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PUTNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PUTNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRENTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0240250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026034
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0245565
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0330671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0271599
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0304637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0245565
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03045
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03045
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0450
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11732
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID FEDERAL TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14680
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14680
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0725
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0945 WITHHOLDING PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028977
TaxesSchedule/TaxesDetail/Amt03330
TaxesSchedule/TaxesDetail/Amt15014
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03330
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN E NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02105767001
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA FRESHOUR NELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0746436452
ReturnHeader/Filer/PhoneNum02105767001
ReturnHeader/Filer/USAddress/AddressLine1Txt03439 HUNTERS RUN ST
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C51D3822554437658A47AA4672AEA886D09B6D87
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C51D3822554437658A47AA4672AEA886D09B6D87
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.155.22
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:52:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134255527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALVETTI FERGUSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 W NOTTINGHAM DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02105363200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R OLIVER JR CPA
ReturnHeader/ReturnTs02020-08-31T18:54:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,607,647
Liabilities
$220,000
Net assets
$6,387,647
Revenue
$187,026
Expenses
$326,460
Net income
-$139,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$1.40$0.40$1.01
2023Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.35$0.40$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.07$0.43$0.51
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.32$0.37$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.34$0.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.61$0.22$6.39$0.19$0.33$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.37$0.10$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.33$0.39$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.79$0.29$6.50$0.20$0.35$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.66$0.42$0.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.35$0.41$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.70$0.01$6.69$0.32$0.41$0.08
2012Detailed filing. Detailed filing data is available for this year.$6.80$0.02$6.78$0.39
2011Summary only. Only limited summary data is available for this year.$6.97$0.31$0.28$0.42$0.14
2010Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.38