Civic Intelligence

J L Williams Foundation Inc.

990PF • Fiscal year 2015 • EIN 75-2671320

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

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

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

3rd percentile

-201%

Higher net margin than 3% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

33rd percentile

$100,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$13,381,209

Down $659,714 (-4.7%) from 2014

Net Assets

Down

$13,381,209

Down $659,714 (-4.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$326,822

Down $261,006 (-44%) from 2014

Expenses

Up

$983,244

Up $58,332 (+6.3%) from 2014

Net Income

Down

-$656,422

Down $319,338 (-95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2015

Assets$13,381,209
Liabilities$0
Net Assets$13,381,209
Open 2015 Filing

Operations Trend

Revenue Growth9th 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

2015

Revenue$326,822
Expenses$983,244
Net Income-$656,422
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ PIPESChairmanPT$100,000-$100,000
JONELL H WILLIAMSPresidentPT$40,000-$40,000
JULIA UNDERWOODSec/TreasPT$40,000-$40,000
ANDREA CONNOLLYDirectorPT$18,000-$18,000
RICHARD WILLIAMSDirectorPT$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
2016-05-02
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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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0194400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0216000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0668500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0668500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02594
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125378
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125378
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-656422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01394502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0118342
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0118342
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt081814
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037410
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01288
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02584
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt023249
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt025833
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02978
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0692684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0288485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0983244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0325895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0326822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0288485
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0314744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52003-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1404966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3326318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4250380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5214010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt864518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt922060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-13945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-32482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt459638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt539390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-45977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-13945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-32482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt459638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-45977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1447549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3293836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4310018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5253400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AOL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIRST CLEARING 2921 S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SALE OF LEGACY REVERVES LP -FC 2921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIRST CLEARING 2921 L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIRST CLEARING 2921 L/T N/C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SALE OF 7707 MULLRANY DR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SALES - UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WT-FSR1 LLC INVESTMENT SCH K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SALE OF LINN CO LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SALE OF RYMAN HOSPITALITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PHOENIX FUND VI, LP - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081814
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt028638
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-656422
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04058
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013388559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014040923
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013381209
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0804465
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0804465
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0804465
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0804839
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0374
IRS990PF/DistributableAmountGrp/TotalTaxAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04432
IRS990PF/FMVAssetsEOYAmt014809495
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07881692
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01761000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01761000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03264274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03347363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04659212
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0214790
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03005
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0519891
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0467025
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0583382
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02005362
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt02157271
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02005362
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02005362
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04058
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04058
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014040923
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013381209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05795463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05795463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014040923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013381209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014809495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014040923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013381209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014040923
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013381209
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016341909
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08196018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,381,209
Liabilities
$0
Net assets
$13,381,209
Revenue
$326,822
Expenses
$983,244
Net income
-$656,422
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $10M-$25M nonprofits