Civic Intelligence

Historic Jefferson Foundation

990EZ • Fiscal year 2019 • EIN 75-1730285

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

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

86th percentile

0.27x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$266,528

Up $32,816 (+14%) from 2018

Net Assets

Up

$194,398

Up $34,005 (+21%) from 2018

Liabilities

Down

$72,127

Down $1,192 (-1.6%) from 2018

Revenue

Up

$131,217

Up $15,039 (+13%) from 2018

Expenses

Up

$98,815

Up $5,660 (+6.1%) from 2018

Net Income

Up

$32,402

Up $9,379 (+41%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$266,528
Liabilities$72,127
Net Assets$194,398

Operations Trend

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

2019

Revenue$131,217
Expenses$98,815
Net Income$32,402
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$131,217
Mission and Program Overview

Mission

HISTORIC PRESERVATION

Program Services

DescriptionGrantsExpenses
JEFFERSONIAN-NEWSPAPER OF HISTORIC SITES AND PLACES OF JEFFERSON, TEXAS$98,815-
CANDLELIGHT TOURS OF HISTORIC HOMES DURING CHRISTMAS--
IMPROVEMENTS AND MAINTENANCE-THOMAS JEFFERSON MEMORIAL PARK, STERNE FOUNTAIN, CIVIL WAR POWDER MAGAZINE--
HISTORIC RESEARCH--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA OMER MILLERPresident-$0--
BILL DEWAREVice President-$0--
SHARON GOOLSBYSecretary-$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
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Knuckols Duvall Hallum & Co
Address
204 S Wellington, Marshall, TX 75670
Preparer
Michael Hallum CPA
Phone
9039380331
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $18311

Other Expenses.1002

Office Expenses $514

Other Expenses.1008

Interest $3639

Other Expenses.1009

Depreciation $3544

Other Expenses.1012

Insurance $3279

Other Expenses.1

Other bfj expenses $18428

Other Expenses.3

Candlelight tour payments $17500

Other Expenses.4

Property maintenance $7999

Other Expenses.5

MISCELLANEOUS $2298

Other Expenses.6

Contract Labor $1131

Other Expenses.7

UTILITIES $1082

Other Expenses.9

SUPPLIES $823

Other Expenses.10

MEMBERSHIP FEES $257

Other Expenses.11

Other candlelight expenses $52

Other Expenses.12

SALES TAXES $19

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $73319 Secured Mortgages and Notes Payable - Ending $72127

Raw XML Appendix181 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $18311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $3639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $3544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER BFJ EXPENSES $18428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CANDLELIGHT TOUR PAYMENTS $17500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROPERTY MAINTENANCE $7999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $2298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Contract Labor $1131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UTILITIES $1082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP FEES $257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OTHER CANDLELIGHT EXPENSES $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SALES TAXES $19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM AYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751699625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Knuckols Duvall Hallum & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 S Wellington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
ReturnHeader/PreparerPersonGrp/PhoneNum09039380331
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Hallum CPA
ReturnHeader/ReturnTs02020-11-05T10:04:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$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