Civic Intelligence

Mr and Mrs James R Blake Foundation

990PF • Fiscal year 2021 • EIN 75-2139051

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 09, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

79th percentile

41%

Higher net margin than 79% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

47th percentile

5.4%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

0.5%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$567,202

Up $29,228 (+5.4%) from 2020

Net Assets

Up

$567,202

Up $29,228 (+5.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin79th percentile

Revenue

Up

$72,165

Up $339 (+0.5%) from 2020

Expenses

Down

$42,937

Down $54,039 (-56%) from 2020

Net Income

Up

$29,228

Up $54,378 (+216%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$567,202
Liabilities$0
Net Assets$567,202
Open 2021 Filing

Operations Trend

Revenue Growth35th 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

2021

Revenue$72,165
Expenses$42,937
Net Income$29,228
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORNELIA C BLAKESecretary/Tr-$0--
DIANNA WAYExecutive Se-$0--
ROB SELLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMORNINGSTAR FOUNDATIONDONATIONPCCORNVILLE, AZ, US$25,000
Paid GrantTHE CLIBURN FOUNDATIONDONATIONPCFORT WORTH, TX, US$8,000
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
2022-02-09
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 Appendix281 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/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd086325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033000
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/AppliedToCurrentYearAmt037647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037647
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0181
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13951
TaxesSchedule/TaxesDetail/Amt01152
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/CategoryTxt02021 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORNELIA C BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
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/PreparationDt02022-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEDFORD BURGHER
ReturnHeader/ReturnTs02022-02-11T13:18:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORNELIA C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,202
Liabilities
$0
Net assets
$567,202
Revenue
$72,165
Expenses
$42,937
Net income
$29,228
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