Civic Intelligence

Boma Dallas Foundation

990 • Fiscal year 2015 • EIN 75-2484560

Mar 01, 2014 to Feb 28, 2015 • Filed on Oct 15, 2015

Organization Profilewww.bomadallas.org
1717 Main Street Suite 2440 LB-9Dallas, TX 75201

(214) 744-9020

Siviq Scores

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

Liabilities / Assets

81st percentile

0.19x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

99th percentile

$138,830

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 150.8% of source-year revenue.

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

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.8%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$139,870

Up $22,783 (+19%) from 2014

Net Assets

Up

$113,990

Up $4,548 (+4.2%) from 2014

Liabilities

Up

$25,880

Up $18,235 (+239%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin49th percentile

Revenue

Down

$92,053

Down $1,710 (-1.8%) from 2014

Expenses

Down

$89,593

Down $28,951 (-24%) from 2014

Net Income

Up

$2,460

Up $27,241 (+110%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2011: $141,717Liabilities 2011: $0Net Assets 2011: $141,7172011Assets 2012: $133,139Liabilities 2012: $0Net Assets 2012: $133,1392012Assets 2013: $139,947Liabilities 2013: $6,512Net Assets 2013: $133,4352013Assets 2014: $117,087Liabilities 2014: $7,645Net Assets 2014: $109,4422014Assets 2015: $139,870Liabilities 2015: $25,880Net Assets 2015: $113,9902015Assets 2016: $130,246Liabilities 2016: $25,5602016Assets 2017: $133,339Liabilities 2017: $17,314Net Assets 2017: $116,0252017Assets 2018: $146,914Liabilities 2018: $16,724Net Assets 2018: $130,1902018Assets 2019: $171,287Liabilities 2019: $20,364Net Assets 2019: $150,9232019Assets 2020: $174,801Liabilities 2020: $15,041Net Assets 2020: $159,7602020Assets 2021: $156,251Liabilities 2021: $23,530Net Assets 2021: $132,7212021Assets 2022: $147,340Liabilities 2022: $3,630Net Assets 2022: $143,7102022Assets 2023: $162,378Liabilities 2023: $11,130Net Assets 2023: $151,2482023Assets 2024: $210,690Liabilities 2024: $0Net Assets 2024: $210,6902024Assets 2025: $191,958Liabilities 2025: $8,393Net Assets 2025: $183,5652025

Highlighted filing

2015

Assets$139,870
Liabilities$25,880
Net Assets$113,990
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $127,9842011Revenue 2012: $153,342Expenses 2012: $161,920Net Income 2012: -$8,5782012Revenue 2013: $79,463Expenses 2013: $80,107Net Income 2013: -$6442013Revenue 2014: $93,763Expenses 2014: $118,544Net Income 2014: -$24,7812014Revenue 2015: $92,053Expenses 2015: $89,593Net Income 2015: $2,4602015Revenue 2016: $131,499Expenses 2016: $138,222Net Income 2016: -$6,7232016Revenue 2017: $150,925Expenses 2017: $140,251Net Income 2017: $10,6742017Revenue 2018: $163,103Expenses 2018: $145,893Net Income 2018: $17,2102018Revenue 2019: $153,451Expenses 2019: $132,740Net Income 2019: $20,7112019Revenue 2020: $134,673Expenses 2020: $114,335Net Income 2020: $20,3382020Revenue 2021: $26,855Expenses 2021: $65,133Net Income 2021: -$38,2782021Revenue 2022: $70,144Expenses 2022: $62,464Net Income 2022: $7,6802022Revenue 2023: $86,076Expenses 2023: $68,307Net Income 2023: $17,7692023Revenue 2024: $262,993Expenses 2024: $218,761Net Income 2024: $44,2322024Revenue 2025: $230,848Expenses 2025: $265,145Net Income 2025: -$34,2972025

Highlighted filing

2015

Revenue$92,053
Expenses$89,593
Net Income$2,460
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Oct 15, 2015
Return Version
2014v6.0
Gross Receipts
$133,924
Mission and Program Overview

Mission

Provision of scholarships and seminars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,078$90,632▲ $24,554
Investments Other Securities$44,919$47,608▲ $2,689
Accounts Receivable$0$1,305▲ $1,305
Prepaid Expenses and Deferred Charges$6,090$325▼ $5,765
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$117,087$139,870▲ $22,783
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$3,565$16,400▲ $12,835
Accounts Payable and Accrued Expenses$4,080$9,480▲ $5,400
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,645$25,880▲ $18,235
Net Assets / Fund Balance
Unrestricted Net Assets$109,442$113,990▲ $4,548
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$109,442$113,990▲ $4,548
Total Liabilities and Net Assets / Fund Balance$117,087$139,870▲ $22,783

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$30,413--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Teresa FosterPresident$138,830$138,830

Board Members and Trustees

NameTitle
Angelique WadeChair
Charles HartTrustee
Darrell GageTrustee
Jeff MabreyTrustee
Kristine LangTrustee
Mike PughTrustee
Scott MooreTrustee
Tracey PalsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$53,559
Program Service Revenue
$66,425
Investment Income
$600
Other Revenue
$-28,531
All Other Contributions
$6,884
Change in Net Assets
$2,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,053
Revenue Not Reported on Form 990
$43,959
Total Revenue per Audited Statements
$136,012
Total Revenue per Form 990
$92,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,393
Grants and Similar Amounts Paid$1,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$40,624--$40,624
Payments to Affiliates-$20,000-$20,000
Conferences and Meetings$11,287--$11,287
Fees for Services Accounting-$5,305-$5,305
Fees for Services Legal-$2,274-$2,274
Grants to Domestic Orgs$1,200--$1,200
Occupancy$400--$400
Travel$273--$273
Insurance-$250-$250
Other Expenses$204$188$0$204
All Other Expenses-$101-$101
Total Functional Expenses$61,475$28,118$0$89,593

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$131,464
Expenses per Audited Statements$89,593
Total Expenses per Form 990$89,593
Expenses Not Reported on Form 990$41,871
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,871
Fundraising Gross Income$13,340
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Benefit$60,015$13,340$9,861$3,479
Total Events$60,015$13,340$41,871$-28,531
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11:

“Explanation: Form 990 is emailed to all board members before the return is filed.”

Form 990, Part VI, Section B, Line 12C:

“Explanation: The individuals are also Dallas BOMA board members and sign the conflict of interest policy each February.”

Form 990, Part VI, Section C, Line 19:

“Explanation: The organization's governing documents, policies and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
BOMA Dallas Foundation
EIN
75-2484560
In Care Of
% TERESA FOSTER
Phone
2147449020
Address
1717 Main Street Suite 2440 LB-9, Dallas, TX 75201

Signing Officer

Name
Teresa Foster
Title
Manager
Phone
2147449020
Signed
2015-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Foster
Formed
1993
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
Bdo USA Llp
Address
700 NORTH PEARL ST SUITE 2000, DALLAS, TX 75201
Preparer
M Randy Wright CPA
Phone
2149697007
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G, Other Fees:

“Contract Services: Program Service Expenses 40,624 Management and General Expenses 0 Fundraising Expenses 0 Total Expenses 40,624 Total Other Fees on Form 990, IX, Line 11G, Col A 40,624”

Form 990, Part XII, Line 2C:

“Explanation: The process has not changed from the previous year.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Direct Fundraising expenses”

Part XII, Line 2D - Other Adjustments:

“Direct Fundraising expenses”

Raw XML AppendixShowing 400 of 552 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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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02088
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0400
IRS990/OccupancyGrp/TotalAmt0400
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Food & Beverage for events
IRS990/OtherExpensesGrp/Desc2Postage & Mailing
IRS990/OtherExpensesGrp/Desc3AUDIO VISUAL EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0188
IRS990/OtherExpensesGrp/ProgramServicesAmt06144
IRS990/OtherExpensesGrp/ProgramServicesAmt1741
IRS990/OtherExpensesGrp/ProgramServicesAmt2602
IRS990/OtherExpensesGrp/ProgramServicesAmt3204
IRS990/OtherExpensesGrp/TotalAmt06144
IRS990/OtherExpensesGrp/TotalAmt1929
IRS990/OtherExpensesGrp/TotalAmt2602
IRS990/OtherExpensesGrp/TotalAmt3204
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt020000
IRS990/PaymentsToAffiliatesGrp/TotalAmt020000
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06090
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0325
IRS990/PrincipalOfficerNm0Teresa Foster
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0COURSES/SEMINARS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066425
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt059977
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030818
IRS990/PYInvestmentIncomeAmt02624
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt087726
IRS990/PYOtherRevenueAmt0-14025
IRS990/PYProgramServiceRevenueAmt045187
IRS990/PYRevenuesLessExpensesAmt0-24781
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0118544
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093763
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02460
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt066425
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0263454
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0181530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0172485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0561322
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05615
IRS990ScheduleA/InvestmentIncomeCYPct00.00676
IRS990ScheduleA/InvestmentIncomePYPct00.00530
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93664
IRS990ScheduleA/PublicSupportPY509Pct00.90750
IRS990ScheduleA/PublicSupportTotal509Amt0777776
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt047000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt047000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0128694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0225930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0223750
IRS990ScheduleA/Total509Grp/TotalAmt0824776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0226164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0223752
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0830391
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt041871
IRS990ScheduleD/ExpensesSubtotalAmt089593
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02088
IRS990ScheduleD/OtherExpensesIncludedAmt041871
IRS990ScheduleD/OtherRevenueAmt041871
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017195
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt130413
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LINCOLN INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HINES GLOBAL REIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt043959
IRS990ScheduleD/RevenueSubtotalAmt092053
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Direct Fundraising expenses
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Direct Fundraising expenses
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2D - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2D - Other Adjustments:

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$139,870
Liabilities
$25,880
Net assets
$113,990
Revenue
$92,053
Expenses
$89,593
Net income
$2,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.08$1.84$2.31$2.65$0.34
2024Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$2.63$2.19$0.44
2023Summary only. Only limited summary data is available for this year.$1.62$0.11$1.51$0.86$0.68$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.04$1.44$0.70$0.62$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.24$1.33$0.27$0.65$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.15$1.60$1.35$1.14$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.20$1.51$1.53$1.33$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.17$1.30$1.63$1.46$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.17$1.16$1.51$1.40$0.11
2016Summary only. Only limited summary data is available for this year.$1.30$0.26$1.31$1.38$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.26$1.14$0.92$0.90$0.02
2014Summary only. Only limited summary data is available for this year.$1.17$0.08$1.09$0.94$1.19$0.25
2013Summary only. Only limited summary data is available for this year.$1.40$0.07$1.33$0.79$0.80$0.01
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$1.53$1.62$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$1.28