Civic Intelligence

Fairfield Foundation

990PF • Fiscal year 2020 • EIN 75-1746196

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

5929 Hillcrest AveDallas, TX 75205

(847) 728-0300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

4.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-31%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$309,796

Up $13,390 (+4.5%) from 2019

Net Assets

$309,796

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$134,681

Down $59,201 (-31%) from 2019

Expenses

Down

$34,585

Down $10,209 (-23%) from 2019

Net Income

Down

$100,096

Down $48,992 (-33%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $259,250Liabilities 2011: $02011Assets 2012: $256,103Liabilities 2012: $02012Assets 2013: $254,270Liabilities 2013: $02013Assets 2014: $281,839Liabilities 2014: $02014Assets 2015: $294,381Liabilities 2015: $02015Assets 2019: $296,406Liabilities 2019: $02019Assets 2020: $309,796Liabilities 2020: $0Net Assets 2020: $309,7962020Assets 2021: $283,474Liabilities 2021: $0Net Assets 2021: $283,4742021Assets 2022: $272,451Liabilities 2022: $0Net Assets 2022: $272,4512022Assets 2023: $255,458Liabilities 2023: $0Net Assets 2023: $255,4582023Assets 2024: $209,947Liabilities 2024: $0Net Assets 2024: $209,9472024

Highlighted filing

2020

Assets$309,796
Liabilities$0
Net Assets$309,796

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $23,665Expenses 2011: $23,147Net Income 2011: $5182011Revenue 2012: $20,157Expenses 2012: $23,304Net Income 2012: -$3,1472012Revenue 2013: $24,365Expenses 2013: $26,198Net Income 2013: -$1,8332013Revenue 2014: $57,770Expenses 2014: $30,201Net Income 2014: $27,5692014Revenue 2015: $73,763Expenses 2015: $55,264Net Income 2015: $18,4992015Revenue 2019: $193,882Expenses 2019: $44,794Net Income 2019: $149,0882019Revenue 2020: $134,681Expenses 2020: $34,585Net Income 2020: $100,0962020Revenue 2021: $18,586Expenses 2021: $130,204Net Income 2021: -$111,6182021Revenue 2022: $17,541Expenses 2022: $54,577Net Income 2022: -$37,0362022Revenue 2023: $14,944Expenses 2023: $31,937Net Income 2023: -$16,9932023Revenue 2024: $22,047Expenses 2024: $89,380Net Income 2024: -$67,3332024

Highlighted filing

2020

Revenue$134,681
Expenses$34,585
Net Income$100,096
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHOLTENSec/Tres/Truste-$0--
LUCY G KIMBROUGHV-P/Trustee-$0--
LESLIE K SHOLTENPres/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Fairfield Foundation
EIN
75-1746196
Phone
8477280300
Address
5929 HILLCREST AVE, DALLAS, TX 75205

Signing Officer

Name
Leslie K Sholten
Title
President
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
EW Tax and Valuation Group LLP
Address
16660 Dallas Parkway Suite 2400, Dallas, TX 75248
Preparer
Richard E Edwards
Phone
9722509959
Raw XML Appendix375 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22520 Lee St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3850 Forest Edge Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42001 Waukegan Rd PO Box 480
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1WILLIAM A LESLIE K SHOLTEN
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11041 RIDGE RD UNIT 318
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt154198
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0400 Shares of JP Morgan Chase & Co
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1200 Shares of Home Depot Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-21
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt086706
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
TaxesSchedule/TaxesDetail/Amt02183
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02183
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE K SHOLTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAIRFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FAIR
ReturnHeader/Filer/EIN0751746196
ReturnHeader/Filer/PhoneNum08477280300
ReturnHeader/Filer/USAddress/AddressLine1Txt05929 HILLCREST AVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752782894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EW Tax and Valuation Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016660 Dallas Parkway Suite 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
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ReturnHeader/PreparerPersonGrp/PhoneNum09722509959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E EDWARDS
ReturnHeader/ReturnTs02021-04-27T08:51:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOLTEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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