Civic Intelligence

Fred & Louise Joachim Foundation C/O Don Williams

990PF • Fiscal year 2015 • EIN 75-2695806

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 06, 2016

1412 W 5th StreetPlainview, TX 79072

(806) 293-4113

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

3.4%

Faster asset growth than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

8.8%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,470,057

Up $81,562 (+3.4%) from 2014

Net Assets

Up

$2,469,686

Up $81,191 (+3.4%) from 2014

Liabilities

Up

$371

Up $371 from 2014

Revenue

Up

$266,689

Up $21,521 (+8.8%) from 2014

Expenses

Down

$184,499

Down $29,889 (-14%) from 2014

Net Income

Up

$82,190

Up $51,410 (+167%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,398,718Liabilities 2010: $0Net Assets 2010: $2,398,7182010Assets 2011: $2,295,688Liabilities 2011: $12011Assets 2012: $2,360,191Liabilities 2012: $0Net Assets 2012: $2,360,1912012Assets 2013: $2,362,986Liabilities 2013: $4,000Net Assets 2013: $2,358,9862013Assets 2014: $2,388,495Liabilities 2014: $0Net Assets 2014: $2,388,4952014Assets 2015: $2,470,057Liabilities 2015: $371Net Assets 2015: $2,469,6862015Assets 2016: $2,450,266Liabilities 2016: $1,923Net Assets 2016: $2,448,3432016Assets 2017: $2,398,085Liabilities 2017: $0Net Assets 2017: $2,398,0852017Assets 2018: $2,053,466Liabilities 2018: $0Net Assets 2018: $2,053,4662018Assets 2019: $2,015,315Liabilities 2019: $0Net Assets 2019: $2,015,3152019Assets 2020: $2,293,143Liabilities 2020: $0Net Assets 2020: $2,293,1432020Assets 2021: $2,447,697Liabilities 2021: $0Net Assets 2021: $2,447,6972021Assets 2022: $2,523,036Liabilities 2022: $25,000Net Assets 2022: $2,498,0362022Assets 2023: $2,355,894Liabilities 2023: $25,0002023Assets 2024: $2,641,436Liabilities 2024: $25,000Net Assets 2024: $2,616,4362024

Highlighted filing

2015

Assets$2,470,057
Liabilities$371
Net Assets$2,469,686

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $176,6912010Revenue 2011: $68,683Expenses 2011: $170,855Net Income 2011: -$102,1722011Expenses 2012: $127,6542012Revenue 2013: $164,403Expenses 2013: $164,735Net Income 2013: -$3322013Revenue 2014: $245,168Expenses 2014: $214,388Net Income 2014: $30,7802014Revenue 2015: $266,689Expenses 2015: $184,499Net Income 2015: $82,1902015Revenue 2016: $424,465Expenses 2016: $442,885Net Income 2016: -$18,4202016Revenue 2017: $89,901Expenses 2017: $144,828Net Income 2017: -$54,9272017Revenue 2018: -$148,443Expenses 2018: $169,434Net Income 2018: -$317,8772018Revenue 2019: $41,542Expenses 2019: $79,595Net Income 2019: -$38,0532019Revenue 2020: $434,041Expenses 2020: $156,213Net Income 2020: $277,8282020Revenue 2021: $256,114Expenses 2021: $105,294Net Income 2021: $150,8202021Revenue 2022: $143,078Expenses 2022: $81,774Net Income 2022: $61,3042022Revenue 2023: -$32,937Expenses 2023: $133,622Net Income 2023: -$166,5592023Revenue 2024: $430,075Expenses 2024: $143,579Net Income 2024: $286,4962024

Highlighted filing

2015

Revenue$266,689
Expenses$184,499
Net Income$82,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 6, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON A WILLIAMSTrusteePT$0--
MARTIN LEWISTrustee-$0--
JIM DOUCETTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fred & Louise Joachim Foundation
EIN
75-2695806
Phone
8062934113
Address
1412 W 5TH STREET, PLAINVIEW, TX 79072

Signing Officer

Name
Don a Williams
Title
Trustee
Phone
8062934113
Signed
2016-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Lewis Kaufman Reid Stukey Gattis & Co Pc
Address
2308 W 5TH, PLAINVIEW, TX 79072
Preparer
Martin C Lewis
Phone
8062934287
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ISHARES SILVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES MSCI NEW ZEALAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23KRAFT FOODS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MATADOR RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28OPPENHEIMER FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29QUALCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SEADRILL LIMITED SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CALL SEADRILL1/15/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SUNOCO LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TORTOISE ENERGY INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TOTAL S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TOYOTA MOTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WELLS FARGO & CO
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02498352
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02809354
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DON A WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JIM DOUCETTE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12308 W 5TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21130 FM 786
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt094304
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.034637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057936
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02704931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02722610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02757870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02582711
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240924
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0129317
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0129317
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.03$2.62$0.43$0.14$0.29
2023Summary only. Only limited summary data is available for this year.$2.36$0.03$0.03$0.13$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.50$0.14$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.26$0.11$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.43$0.16$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.04$0.08$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.15$0.17$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.09$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.42$0.44$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.27$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.25$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.16$0.16$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.07$0.17$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.18
Peer Organizations

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