Civic Intelligence

Historic Jefferson Foundation

990EZ • Fiscal year 2015 • EIN 75-1730285

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileN/A
PO Box 688Jefferson, TX 75657

(903) 665-3003

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$147,654

Up $42,259 (+40%) from 2014

Net Assets

Up

$147,654

Up $42,259 (+40%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$98,859

Down $26,117 (-21%) from 2014

Expenses

Down

$56,600

Down $9,295 (-14%) from 2014

Net Income

Down

$42,259

Down $16,822 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$300K$200K$100K$0Assets 2011: $31,974Liabilities 2011: $02011Assets 2012: $48,760Liabilities 2012: $02012Assets 2013: $46,314Liabilities 2013: $02013Assets 2014: $105,395Net Assets 2014: $105,3952014Assets 2015: $147,654Net Assets 2015: $147,6542015Assets 2016: $131,942Net Assets 2016: $131,9422016Assets 2017: $211,824Liabilities 2017: $74,454Net Assets 2017: $137,3702017Assets 2018: $233,712Liabilities 2018: $73,319Net Assets 2018: $160,3932018Assets 2019: $266,528Liabilities 2019: $72,127Net Assets 2019: $194,3982019Assets 2020: $255,490Liabilities 2020: $70,873Net Assets 2020: $184,6172020Assets 2021: $163,787Net Assets 2021: $163,7872021Assets 2022: $179,730Net Assets 2022: $179,7302022Assets 2023: $216,362Net Assets 2023: $216,3622023Assets 2024: $245,212Net Assets 2024: $245,2122024

Highlighted filing

2015

Assets$147,654
Liabilities-
Net Assets$147,654
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $72,840Expenses 2011: $77,974Net Income 2011: -$5,1342011Revenue 2012: $80,287Expenses 2012: $63,501Net Income 2012: $16,7862012Revenue 2013: $62,106Expenses 2013: $64,552Net Income 2013: -$2,4462013Revenue 2014: $124,976Expenses 2014: $65,895Net Income 2014: $59,0812014Revenue 2015: $98,859Expenses 2015: $56,600Net Income 2015: $42,2592015Revenue 2016: $69,364Expenses 2016: $85,076Net Income 2016: -$15,7122016Revenue 2017: $64,856Expenses 2017: $59,428Net Income 2017: $5,4282017Revenue 2018: $116,178Expenses 2018: $93,155Net Income 2018: $23,0232018Revenue 2019: $131,217Expenses 2019: $98,815Net Income 2019: $32,4022019Revenue 2020: $80,869Expenses 2020: $84,303Net Income 2020: -$3,4342020Revenue 2021: $123,042Expenses 2021: $89,858Net Income 2021: $33,1842021Revenue 2022: $117,035Expenses 2022: $101,845Net Income 2022: $15,1902022Revenue 2023: $139,396Expenses 2023: $121,574Net Income 2023: $17,8222023Revenue 2024: $133,473Expenses 2024: $128,086Net Income 2024: $5,3872024

Highlighted filing

2015

Revenue$98,859
Expenses$56,600
Net Income$42,259
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Gross Receipts
$98,859
Mission and Program Overview

Mission

HISTORIC PRESERVATION

Program Services

DescriptionGrantsExpenses
CANDLELIGHT TOURS OF HISTORIC HOMES DURING CHRISTMAS$35,860-
JEFFERSONIAN-NEWSPAPER OF HISTORIC SITES AND PLACES OF JEFFERSON, TEXAS$16,558-
IMPROVEMENTS AND MAINTENANCE-THOMAS JEFFERSON MEMORIAL PARK, STERNE FOUNTAIN, CIVIL WAR POWDER MAGAZINE--
HISTORIC RESEARCH--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA OMER MILLERPresident-$0--
LOUIS TORRANSVice President-$0--
KAY BROOKSHIRESecretary-$0--
SAM AYERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Historic Jefferson Foundation
EIN
75-1730285
Phone
9036653003
Address
PO BOX 688, JEFFERSON, TX 75657

Signing Officer

Name
Sam Ayer
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Parker & Parker CPAs PC
Address
113 W Lafayette, Jefferson, TX 75657
Preparer
Phil A Parker
Phone
9036652591
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $12690”

Other Expenses.1002

“Office Expenses $611”

Other Expenses.1003

“Information Technology $1477”

Other Expenses.1012

“Insurance $737”

Other Expenses.2

“Candlelight tour payments $17146”

Other Expenses.4

“RESERVATION SERVICE $990”

Other Expenses.5

“MISCELLANEOUS $394”

Other Expenses.6

“SUPPLIES $372”

Other Expenses.7

“OUTSIDE SERVICES $150”

Raw XML Appendix168 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAM AYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034567
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORIC PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt020478
IRS990EZ/ProgramServiceRevenueAmt077541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JEFFERSONIAN-NEWSPAPER OF HISTORIC SITES AND PLACES OF JEFFERSON, TEXAS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2IMPROVEMENTS AND MAINTENANCE-THOMAS JEFFERSON MEMORIAL PARK, STERNE FOUNTAIN, CIVIL WAR POWDER MAGAZINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3HISTORIC RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016558
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt135860
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt056600
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IRS990EZ/TotalRevenueAmt098859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073443
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0284
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
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IRS990ScheduleA/PublicSupportTotal170Amt073443
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073443
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $12690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CANDLELIGHT TOUR PAYMENTS $17146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RESERVATION SERVICE $990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTSIDE SERVICES $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM AYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC JEFFERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0751730285
ReturnHeader/Filer/PhoneNum09036653003
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 688
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075657
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 W Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jefferson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075657
ReturnHeader/PreparerPersonGrp/PhoneNum09036652591
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phil A Parker
ReturnHeader/ReturnTs02016-05-16T12:03:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$147,654
Liabilities
-
Net assets
$147,654
Revenue
$98,859
Expenses
$56,600
Net income
$42,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$2.45$1.33$1.28$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.39$1.22$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.17$1.02$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.23$0.90$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.71$1.85$0.81$0.84$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.72$1.94$1.31$0.99$0.32
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.73$1.60$1.16$0.93$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.74$1.37$0.65$0.59$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.69$0.85$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.99$0.57$0.42
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.25$0.66$0.59
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.62$0.65$0.02
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.80$0.64$0.17
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.73$0.78$0.05