Civic Intelligence

The Burnett Foundation

990PF • Fiscal year 2015 • EIN 75-1638517

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile

View Organization Page

801 Cherry Street No 1500Fort Worth, TX 76102-6881

(817) 877-3344

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.42x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

3rd percentile

-118%

Higher net margin than 3% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

13th percentile

-5.6%

Faster asset growth than 13% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$249,500,945

Down $14,669,012 (-5.6%) from 2014

Net Assets

$245,909,740

No earlier filing loaded for comparison.

Liabilities

Down

$3,591,205

Down $132,728 (-3.6%) from 2014

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin3rd percentile

Revenue

Down

$8,570,386

Down $8,781,468 (-51%) from 2014

Expenses

Up

$18,664,855

Up $4,041,760 (+28%) from 2014

Net Income

Down

-$10,094,469

Down $12,823,228 (-470%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$300M$200M$100M$0Assets 2011: $257,098,379Liabilities 2011: $3,578,2982011Assets 2012: $252,646,784Liabilities 2012: $8,687,7112012Assets 2013: $263,901,745Liabilities 2013: $5,889,7922013Assets 2014: $264,169,957Liabilities 2014: $3,723,9332014Assets 2015: $249,500,945Liabilities 2015: $3,591,205Net Assets 2015: $245,909,7402015Assets 2016: $231,335,527Liabilities 2016: $8,256,294Net Assets 2016: $223,079,2332016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$249,500,945
Liabilities$3,591,205
Net Assets$245,909,740
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $117,773,159Expenses 2011: $17,761,370Net Income 2011: $100,011,7892011Revenue 2012: $12,135,746Expenses 2012: $27,714,828Net Income 2012: -$15,579,0822012Revenue 2013: $12,840,411Expenses 2013: $15,371,557Net Income 2013: -$2,531,1462013Revenue 2014: $17,351,854Expenses 2014: $14,623,095Net Income 2014: $2,728,7592014Revenue 2015: $8,570,386Expenses 2015: $18,664,855Net Income 2015: -$10,094,4692015Revenue 2016: $7,899,555Expenses 2016: $33,030,974Net Income 2016: -$25,131,4192016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017

Highlighted filing

2015

Revenue$8,570,386
Expenses$18,664,855
Net Income-$10,094,469
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
V NEILS AGATHERVice President And Treasur-$0--
JOHN L MARIONVice President-$0--
BENJAMIN J FORTSONVice President-$0--
EDWARD R HUDSON JRVice President And Secreta-$0--
ANNE W MARIONPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKIMBELL ART FOUNDATIONGENERAL SUPPORTPCFORT WORTH, TX, US$3,500,000
Paid GrantGEORGIA O'KEEFFE MUSEUMGENERAL SUPPORTPCSANTA FE, NM, US$3,053,800
Paid GrantTEXAS CHRISTIAN UNIVERSITYGENERAL SUPPORTPCFORT WORTH, TX, US$1,549,676
Paid GrantFORT WORTH ART ASSOCIATIONGENERAL SUPPORTPCFORT WORTH, TX, US$1,250,000
Paid GrantSITE SANTA FEGENERAL SUPPORTPCSANTA FE, NM, US$300,000
Paid GrantTEXAS TECH UNIVERSITYGENERAL SUPPORTPCLUBBOCK, TX, US$300,000
Paid GrantNATIONAL COWGIRL MUSEUM & HALL OF FAMEGENERAL SUPPORTPCFORT WORTH, TX, US$275,000
Paid GrantAMERICAN QUARTER HORSE FOUNDATIONGENERAL SUPPORTPCAMARILLO, TX, US$250,000
Paid GrantFORMER TEXAS RANGERS FOUNDATIONGENERAL SUPPORTPCFREDERICKSBURG, TX, US$250,000
Paid GrantFORT WORTH MUSEUM OF SCIENCE & HISTORYGENERAL SUPPORTPCFORT WORTH, TX, US$250,000
Paid GrantPERFORMING ARTS FORT WORTH INCGENERAL SUPPORTPCFORT WORTH, TX, US$250,000
Paid GrantCITY OF FORT WORTH BURNETT PARKGENERAL SUPPORTGOVFORT WORTH, TX, US$244,500
Paid GrantTEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATIONGENERAL SUPPORTPCFORT WORTH, TX, US$160,000
Paid GrantSANTA FE ART INSTITUTEGENERAL SUPPORTPCSANTA FE, NM, US$150,000
Paid GrantEISENHOWER MEDICAL CENTERGENERAL SUPPORTPCRANCHO MIRAGE, CA, US$100,000
Paid GrantFORT WORTH OPERA ASSOCIATIONGENERAL SUPPORTPCFORT WORTH, TX, US$100,000
Paid GrantFORT WORTH SYMPHONYGENERAL SUPPORTPCFORT WORTH, TX, US$100,000
Paid GrantTEXAS BALLET THEATERGENERAL SUPPORTPCFORT WORTH, TX, US$100,000
Paid GrantFORT WORTH CHAMBER FOUNDATION INCGENERAL SUPPORTPCFORT WORTH, TX, US$65,000
Paid GrantSAFE CITY COMMISSIONGENERAL SUPPORTPCFORT WORTH, TX, US$50,000
Paid GrantMAKE A WISH FOUNDATIONGENERAL SUPPORTPCPHOENIX, AZ, US$25,000
Paid GrantCOWBOY HERITAGE ASSOCIATIONGENERAL SUPPORTPCAZLE, TX, US$20,000
Paid GrantCHRISTIAN CONSULTING AND COUNSELING INCGENERAL SUPPORTPCFORT WORTH, TX, US$10,000
Filing and Contact Details

Filer

Filer Name
The Burnett Foundation
EIN
75-1638517
Phone
8178773344
Address
801 CHERRY STREET NO 1500, FORT WORTH, TX 76102-6881

Signing Officer

Name
Neils Agather
Title
VP/treasurer
Phone
8178773344
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
1400 WEST 7TH STREET STE 400, FT WORTH, TX 76102
Preparer
Christy Cates
Phone
8172599100
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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/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0117394
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012698916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06163701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018664855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08574530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08570386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0345940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06163701
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06481498
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02897
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020426182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21700000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43704862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5433288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01423504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-213260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2232581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-94565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-885105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-433288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01423504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-213260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2232581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-94565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-885105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-433288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021849686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13211740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21932581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31905435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42819757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHILTON GLOBAL NATURAL RESOURCES INT'L II, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLUE MOUNTAIN LONG/SHORT CREDIT FUND, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CORTEX GLOBAL FUND OFFSHORE, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TAP FUND, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RIVERCREST ROYALTIES, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029867
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10094469
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04441815
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0250351555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0260446024
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0245909740
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014065797
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014065797
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014065797
IRS990PF/DistributableAmountGrp/IncomeTaxAmt05456
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014119470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048217
IRS990PF/DistributableAmountGrp/TotalTaxAmt053673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0140000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0111783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0111783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0160000
IRS990PF/FMVAssetsEOYAmt0280068355
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt033292
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0180548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0139468152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0123862098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0123862098
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02468641
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02299021
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt08571
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt08571
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0919
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0916775
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0891019
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0991019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0115400853
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0118314650
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0148782060
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01222000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01111636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08383258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06433178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06433178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0264169957
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0249500945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0280068355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03723933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03591205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0264169957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0249500945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0260446024
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0245909740
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0260446024
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0245909740
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0286689747
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09122166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt060071545
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04300346
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0217496036
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014119470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0282389401
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0286689747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt098960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt019574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0TERI PAQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMIN. ASSIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0801 CHERRY STREET SUITE 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd076102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CONVERGENT WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WHITLEY PENN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0246768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1136913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt012505 PARK POTOMAC AVENUE SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11400 WEST 7TH STREET SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0POTOMAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd176102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0V NEILS AGATHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN L MARION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENJAMIN J FORTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3EDWARD R HUDSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANNE W MARION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT AND TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT AND SECRETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0801 CHERRY STREET UNIT 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1801 CHERRY STREET UNIT 9

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,500,945
Liabilities
$3,591,205
Net assets
$245,909,740
Revenue
$8,570,386
Expenses
$18,664,855
Net income
-$10,094,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$8.26$223$7.90$33.0$25.1
2015Detailed filing. Detailed filing data is available for this year.$250$3.59$246$8.57$18.7$10.1
2014Summary only. Only limited summary data is available for this year.$264$3.72$17.4$14.6$2.73
2013Summary only. Only limited summary data is available for this year.$264$5.89$12.8$15.4$2.53
2012Summary only. Only limited summary data is available for this year.$253$8.69$12.1$27.7$15.6
2011Summary only. Only limited summary data is available for this year.$257$3.58$118$17.8$100