Civic Intelligence

J L Williams Foundation Inc.

990PF • Fiscal year 2017 • EIN 75-2671320

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

Organization Profile
PO Box 797464Dallas, TX 75379

(972) 588-3636

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$100,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

21st percentile

-2.4%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

209%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,395,613

Down $299,658 (-2.4%) from 2016

Net Assets

Down

$12,395,613

Down $299,658 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Up

$835,406

Up $565,356 (+209%) from 2016

Expenses

Up

$1,135,064

Up $179,076 (+19%) from 2016

Net Income

Up

-$299,658

Up $386,280 (+56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,328,952Liabilities 2011: $02011Assets 2012: $14,533,873Liabilities 2012: $02012Assets 2013: $14,384,257Liabilities 2013: $02013Assets 2014: $14,040,923Liabilities 2014: $0Net Assets 2014: $14,040,9232014Assets 2015: $13,381,209Liabilities 2015: $0Net Assets 2015: $13,381,2092015Assets 2016: $12,695,271Liabilities 2016: $0Net Assets 2016: $12,695,2712016Assets 2017: $12,395,613Liabilities 2017: $0Net Assets 2017: $12,395,6132017Assets 2018: $11,550,351Liabilities 2018: $0Net Assets 2018: $11,550,3512018Assets 2019: $10,775,889Liabilities 2019: $0Net Assets 2019: $10,775,8892019Assets 2020: $10,219,369Liabilities 2020: $0Net Assets 2020: $10,219,3692020Assets 2021: $12,012,442Liabilities 2021: $968Net Assets 2021: $12,011,4742021Assets 2022: $12,466,713Liabilities 2022: $0Net Assets 2022: $12,466,7132022Assets 2023: $11,849,751Liabilities 2023: $0Net Assets 2023: $11,849,7512023Assets 2024: $12,585,197Liabilities 2024: $0Net Assets 2024: $12,585,1972024

Highlighted filing

2017

Assets$12,395,613
Liabilities$0
Net Assets$12,395,613
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $384,425Expenses 2011: $656,768Net Income 2011: -$272,3432011Revenue 2012: -$44,739Expenses 2012: $584,935Net Income 2012: -$629,6742012Revenue 2013: $479,233Expenses 2013: $626,940Net Income 2013: -$147,7072013Revenue 2014: $587,828Expenses 2014: $924,912Net Income 2014: -$337,0842014Revenue 2015: $326,822Expenses 2015: $983,244Net Income 2015: -$656,4222015Revenue 2016: $270,050Expenses 2016: $955,988Net Income 2016: -$685,9382016Revenue 2017: $835,406Expenses 2017: $1,135,064Net Income 2017: -$299,6582017Revenue 2018: $186,596Expenses 2018: $1,028,240Net Income 2018: -$841,6442018Revenue 2019: $417,974Expenses 2019: $1,192,216Net Income 2019: -$774,2422019Revenue 2020: $504,351Expenses 2020: $1,039,048Net Income 2020: -$534,6972020Revenue 2021: $2,762,436Expenses 2021: $956,723Net Income 2021: $1,805,7132021Revenue 2022: $1,920,765Expenses 2022: $1,392,781Net Income 2022: $527,9842022Revenue 2023: $675,358Expenses 2023: $1,275,520Net Income 2023: -$600,1622023Revenue 2024: $2,035,533Expenses 2024: $1,288,664Net Income 2024: $746,8692024

Highlighted filing

2017

Revenue$835,406
Expenses$1,135,064
Net Income-$299,658
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ PIPESChairman-$100,000-$100,000
JONELL H WILLIAMSPresident-$40,000-$40,000
JULIA UNDERWOODSec/Treas-$40,000-$40,000
ANDREA CONNOLLYDirector-$18,000-$18,000
RICHARD WILLIAMSDirector-$18,000-$18,000
Filing and Contact Details

Filer

Filer Name
Jl Williams Foundation Inc
EIN
75-2671320
Phone
9725883636
Address
PO BOX 797464, DALLAS, TX 75379

Signing Officer

Name
Julia Underwood
Title
Sec/treas
Signed
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Burds Reed & Mercer Pc
Address
4131 N CENTRAL EXPRESSWAY STE 700, DALLAS, TX 75204
Preparer
Robert F Burds
Phone
2142192600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STOCK-FIRST-AM.ONLINE(TIMEWARNER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STOCK-FIRST-ARCHER-DANIEL-MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28STOCK-FIRST-ATMOS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STOCK-FIRST-BRISTOL MYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STOCK-FIRST-ENBRIDGE(DUKE/SPECTRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STOCK-FIRST-HANCOCK PREFERRED "S"
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STOCK-FIRST-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STOCK-FIRST-PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STOCK-FIRST-TEXAS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35STOCK-FIRST-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36STOCK-FIRST-TEXAS PACIFIC LAND TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STOCK-FIRST-XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STOCK-SPECIAL-AMERICAN AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STOCK-SPECIAL-BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40STOCK-SPECIAL-COMSTOCK RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STOCK-SPECIAL-EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STOCK-SPECIAL-ENCORE WIRE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STOCK-SPECIAL-ENLINK MIDSTREAM LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STOCK-SPECIAL-FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STOCK-SPECIAL-GEO GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STOCK-SPECIAL-INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STOCK-SPECIAL-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STOCK-SPECIAL-RYMAN HOSPITALITY PPTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49STOCK-SPECIAL-SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STOCK-SPECIAL-TEX PAC LAND TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51STOCK-SPECIAL-XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STOCK-SPECIAL-GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STOCK-SPECIAL-JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STOCK-SPECIAL-UNITED STATES STEEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STOCK-SPECIAL-US CONCRETE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56STOCK-SPECIAL-WHIRLPOOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STOCK-SPECIAL-APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STOCK-SPECIAL-BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STOCK-SPECIAL-CENTURY COMMUNITIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STOCK-SPECIAL-CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STOCK-SPECIAL-CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STOCK-SPECIAL-CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STOCK-SPECIAL-CYRUSONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STOCK-SPECIAL-MASTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STOCK-SPECIAL-ONEOK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STOCK-SPECIAL-PENNEY J C CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STOCK-SPECIAL-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STOCK-SPECIAL-VISTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STOCK-SPECIAL-WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STOCK-SCOTTRADE-AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STOCK-SCOTTRADE-GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STOCK-DIVRULER-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STOCK-DIVRULER-BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STOCK-DIVRULER-BRITISH AMER TOBACCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STOCK-DIVRULER-CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STOCK-DIVRULER-COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77STOCK-DIVRULER-COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STOCK-DIVRULER-CRANE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STOCK-DIVRULER-DIAGEO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STOCK-DIVRULER-HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STOCK-DIVRULER-INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STOCK-DIVRULER-INVESCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STOCK-DIVRULER-JOHNSON CTLS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STOCK-DIVRULER-LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STOCK-DIVRULER-MARSH & MCCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STOCK-DIVRULER-MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STOCK-DIVRULER-MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STOCK-DIVRULER-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STOCK-DIVRULER-NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STOCK-DIVRULER-NOVART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STOCK-DIVRULER-PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92STOCK-DIVRULER-PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STOCK-DIVRULER-ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STOCK-DIVRULER-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STOCK-DIVRULER-UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STOCK-DIVRULER-UNTD TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STOCK-DIVRULER-VF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98STOCK-DIVRULER-CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99STOCK-DIVRULER-SUNCOR ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STOCK-QGARP-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101STOCK-QGARP-ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102STOCK-QGARP-ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103STOCK-QGARP-AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104STOCK-QGARP-AMERISOURCEBERGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105STOCK-QGARP-BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STOCK-QGARP-COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107STOCK-QGARP-COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108STOCK-QGARP-DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109STOCK-QGARP-ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110STOCK-QGARP-FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111STOCK-QGARP-HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112STOCK-QGARP-HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113STOCK-QGARP-INTERCONTINENTALEXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114STOCK-QGARP-INVESCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115STOCK-QGARP-LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116STOCK-QGARP-MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117STOCK-QGARP-O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118STOCK-QGARP-RED HAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119STOCK-QGARP-ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120STOCK-QGARP-STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121STOCK-QGARP-THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122STOCK-QGARP-TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123STOCK-QGARP-UNTD TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124STOCK-QGARP-VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125STOCK-QGARP-WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126STOCK-QGARP-AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127STOCK-QGARP-MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128STOCK-QGARP-PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129STOCK-QGARP-SCHLUMBERGER LTD NETHERL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130UBS-VAN ECK INT'L
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0780
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0INVESTMENT PROPERTY - DENTON LOT
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0780
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt074444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4134065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt590194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61371528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7103442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8157019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9290543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10303622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PTP-SPECIAL-BLACKSTONE GROUP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PTP-SCOTTRADE-ENTERPRISE PRODUCT PAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PTP-SCOTTRADE-TARGA RESOURCES PARTNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PTP-SCOTTRADE-DYNAGAS LNG PARTNRS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FRONTIER EQUITY INDUSTRIAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EXPEDITION CO-ECP-SIDE-CAR SUWANEE L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EXPEDITION CO-INVEST PRTN I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PHOENIX CAPITAL REALTY FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PHOENIX REAL ESTATE FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PHOENIX REAL ESTAE FUND VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PHOENIX CAPITAL INVESTMENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OIL/GAS WELLS - TX - J.L. WILLIAMS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt080050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt226480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4137843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt590766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61384993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8156898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9295196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10408359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1167177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0134489
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0763315
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,395,613
Liabilities
$0
Net assets
$12,395,613
Revenue
$835,406
Expenses
$1,135,064
Net income
-$299,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$2.04$1.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.68$1.28$0.60
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.92$1.39$0.53
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.76$0.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$1.04$0.53
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.42$1.19$0.77
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.19$1.03$0.84
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.84$1.14$0.30
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.27$0.96$0.69
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.33$0.98$0.66
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.59$0.92$0.34
2013Summary only. Only limited summary data is available for this year.$14.4$0.00$0.48$0.63$0.15
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$0.04$0.58$0.63
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.38$0.66$0.27
Peer Organizations

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