Civic Intelligence

Mr and Mrs James R Blake Foundation

990PF • Fiscal year 2020 • EIN 75-2139051

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

Organization Profile
500 West 7th Street Rm/Ste 1213Fort Worth, TX 76102-4700

(817) 877-4111

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$537,974

Down $25,150 (-4.5%) from 2019

Net Assets

Down

$537,974

Down $25,150 (-4.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin16th percentile

Revenue

Up

$71,826

Up $18,478 (+35%) from 2019

Expenses

Up

$96,976

Up $65,263 (+206%) from 2019

Net Income

Down

-$25,150

Down $46,785 (-216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $468,992Liabilities 2011: $02011Assets 2012: $502,990Liabilities 2012: $02012Assets 2013: $512,216Liabilities 2013: $02013Assets 2014: $539,179Liabilities 2014: $02014Assets 2015: $524,213Liabilities 2015: $02015Assets 2018: $541,489Liabilities 2018: $0Net Assets 2018: $541,4892018Assets 2019: $563,124Liabilities 2019: $0Net Assets 2019: $563,1242019Assets 2020: $537,974Liabilities 2020: $0Net Assets 2020: $537,9742020Assets 2021: $567,202Liabilities 2021: $0Net Assets 2021: $567,2022021Assets 2022: $1,544,079Liabilities 2022: $0Net Assets 2022: $1,544,0792022Assets 2023: $1,546,437Liabilities 2023: $0Net Assets 2023: $1,546,4372023Assets 2024: $1,536,908Liabilities 2024: $0Net Assets 2024: $1,536,9082024

Highlighted filing

2020

Assets$537,974
Liabilities$0
Net Assets$537,974
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $49,409Expenses 2011: $37,426Net Income 2011: $11,9832011Revenue 2012: $82,201Expenses 2012: $48,203Net Income 2012: $33,9982012Revenue 2013: $50,953Expenses 2013: $41,727Net Income 2013: $9,2262013Revenue 2014: $57,885Expenses 2014: $30,922Net Income 2014: $26,9632014Revenue 2015: $23,654Expenses 2015: $38,620Net Income 2015: -$14,9662015Revenue 2018: $38,968Expenses 2018: $32,514Net Income 2018: $6,4542018Revenue 2019: $53,348Expenses 2019: $31,713Net Income 2019: $21,6352019Revenue 2020: $71,826Expenses 2020: $96,976Net Income 2020: -$25,1502020Revenue 2021: $72,165Expenses 2021: $42,937Net Income 2021: $29,2282021Revenue 2022: $1,009,430Expenses 2022: $32,972Net Income 2022: $976,4582022Revenue 2023: $63,318Expenses 2023: $62,673Net Income 2023: $6452023Revenue 2024: $42,342Expenses 2024: $51,871Net Income 2024: -$9,5292024

Highlighted filing

2020

Revenue$71,826
Expenses$96,976
Net Income-$25,150
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORNELIA C BLAKESecretary/Tr-$0--
DIANNA WAYExecutive Se-$0--
ROB SELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mr & Mrs James R Blake
EIN
75-2139051
Phone
8178774111
Address
500 WEST 7TH STREET RM/STE 1213, FORT WORTH, TX 76102-4700

Signing Officer

Name
Cornelia C Blake
Title
Secretary/treasurer
Phone
8174774111
Signed
2021-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Burgher Tax Services LLC
Address
2501 RIDGMAR PLZ, FORT WORTH, TX 76116
Preparer
Bedford Burgher
Phone
8173325256
Raw XML Appendix290 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/CityNm1FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd086325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043332
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051094
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02033
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049061
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051094
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02033
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0233
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13070
TaxesSchedule/TaxesDetail/Amt01003
TaxesSchedule/TaxesDetail/Amt1277
TaxesSchedule/TaxesDetail/CategoryTxt02020 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt12019 FORM 990-PF
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORNELIA C BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774111
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MR & MRS JAMES R BLAKE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0752139051
ReturnHeader/Filer/PhoneNum08178774111
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 WEST 7TH STREET RM/STE 1213
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761024700
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815334664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURGHER TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 RIDGMAR PLZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076116
ReturnHeader/PreparerPersonGrp/PhoneNum08173325256
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEDFORD BURGHER
ReturnHeader/ReturnTs02021-09-24T11:15:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORNELIA C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,974
Liabilities
$0
Net assets
$537,974
Revenue
$71,826
Expenses
$96,976
Net income
-$25,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.01$0.03$0.98
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.04$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.02$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.06$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.08$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.05$0.04$0.01