Civic Intelligence

The Hersh Foundation

990PF • Fiscal year 2013 • EIN 75-2720646

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 23, 2014

Organization Profile
5221 N Oconnor Blvd No 120075039

(972) 432-3842

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.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$27,183,105

Up $3,884,657 (+17%) from 2012

Net Assets

$27,183,105

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

Down

$6,683,605

Down $8,117,921 (-55%) from 2012

Expenses

Up

$2,489,280

Up $695,140 (+39%) from 2012

Net Income

Down

$4,194,325

Down $8,813,061 (-68%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $10,087,250Liabilities 2011: $0Net Assets 2011: $10,087,2502011Assets 2012: $23,298,448Liabilities 2012: $02012Assets 2013: $27,183,105Liabilities 2013: $0Net Assets 2013: $27,183,1052013Assets 2014: $26,384,434Liabilities 2014: $1,853,0002014Assets 2015: $28,903,125Liabilities 2015: $0Net Assets 2015: $28,903,1252015Assets 2016: $33,841,377Liabilities 2016: $0Net Assets 2016: $33,841,3772016Assets 2017: $29,766,872Liabilities 2017: $0Net Assets 2017: $29,766,8722017Assets 2019: $22,558,590Liabilities 2019: $02019Assets 2020: $18,945,688Liabilities 2020: $0Net Assets 2020: $18,945,6882020Assets 2021: $16,877,471Liabilities 2021: $0Net Assets 2021: $16,877,4712021Assets 2022: $7,886,913Liabilities 2022: $0Net Assets 2022: $7,886,9132022Assets 2023: $13,952,196Liabilities 2023: $0Net Assets 2023: $13,952,1962023Assets 2024: $13,524,701Liabilities 2024: $0Net Assets 2024: $13,524,7012024

Highlighted filing

2013

Assets$27,183,105
Liabilities$0
Net Assets$27,183,105
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

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

$20M$10M$0-$10M-$20MExpenses 2011: $3,225,5042011Revenue 2012: $14,801,526Expenses 2012: $1,794,140Net Income 2012: $13,007,3862012Revenue 2013: $6,683,605Expenses 2013: $2,489,280Net Income 2013: $4,194,3252013Revenue 2014: $889,115Expenses 2014: $1,772,764Net Income 2014: -$883,6492014Revenue 2015: $5,370,757Expenses 2015: $2,962,597Net Income 2015: $2,408,1602015Revenue 2016: $7,280,221Expenses 2016: $2,621,065Net Income 2016: $4,659,1562016Revenue 2017: $430,936Expenses 2017: $4,479,791Net Income 2017: -$4,048,8552017Revenue 2019: $534,882Expenses 2019: $4,246,709Net Income 2019: -$3,711,8272019Revenue 2020: $523,884Expenses 2020: $3,782,067Net Income 2020: -$3,258,1832020Revenue 2021: $1,417,870Expenses 2021: $3,019,171Net Income 2021: -$1,601,3012021Revenue 2022: $413,859Expenses 2022: $17,771,812Net Income 2022: -$17,357,9532022Revenue 2023: $12,305,364Expenses 2023: $1,156,818Net Income 2023: $11,148,5462023Revenue 2024: $1,637,116Expenses 2024: $1,650,490Net Income 2024: -$13,3742024

Highlighted filing

2013

Revenue$6,683,605
Expenses$2,489,280
Net Income$4,194,325
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 23, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH A HERSHPresident/Treasurer-$0--
RICHARD L COVINGTONTrustee-$0--
JULIE K HERSHVice President/Secretary-$0--
Filing and Contact Details

Filer

EIN
75-2720646
Phone
9724323842

Signing Officer

Name
Kenneth Hersh
Title
President
Phone
9724323842
Signed
2014-10-23
Discuss with paid preparer
Yes

Preparer

Preparer
Ira L Nevelow
Phone
9724901970
Raw XML AppendixShowing 400 of 1,152 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05400 SHS - POWERSHARES QQQ TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc120,000 SHS - ASSOCIATED ESTATES REALTY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23000 SHS - SPDR GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310000 SHS - CELANESE CORPORATION CMN SERIES A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48000 SHS - DOW CHEMICAL CO CMN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc58000 SHS - DOW CHEMICAL CO CMN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66000 SHS - NEWMONT MINING CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710000 SHS - MARKET VECTORS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810000 SHS - FIFTH STREET FINANCE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925000 SHS - FIFTH STREET FINANCE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1010000 SHS - GREENLIGHT CAPITAL RE LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11120 SHS - GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12300 SHS - GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13500 SHS - GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141000 SHS - GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1533000 SHS - FACEBOOK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FROM K-1 - THIRD POINT OFFSHORE LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01898430
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04194325
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0309668
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027492773
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023298448
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027183105
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01118030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01118030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01118030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01163565
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045535
IRS990PF/DistributableAmountGrp/TotalTaxAmt045535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt046000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt054068
IRS990PF/FMVAssetsEOYAmt029151315
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-8768
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-8768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07457690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015490432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017502804
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02600
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0486061
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03735052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03690890
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt023298448
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027183105
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015350179
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07963789
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07963789
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023298448
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027183105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029151315
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023298448
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027183105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023298448
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027183105
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023625688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010110656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012219338
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0354385
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01295694
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01163565
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023271303
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023625688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH A HERSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD L COVINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIE K HERSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10125 E JOHN CARPENTER FREEWAY 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11125 E JOHN CARPENTER FREEWAY 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12125 E JOHN CARPENTER FREEWAY 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode075062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode175062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode275062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08578477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08601244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01733225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03206262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02273801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02278740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02381414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.368629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.171709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.721713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.412537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.320847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.216340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023271303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010093993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04442569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05511753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07102262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011007759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02356713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.843146
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02356713
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02356713
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02356713
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NET RENTAL REAL ESTATE LOSS FROM JRK PLATFORM 3, LP
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MS LAUREN MINCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105221 N OCONNOR BLVD NO 1200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0IRVING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode075039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,183,105
Liabilities
$0
Net assets
$27,183,105
Revenue
$6,683,605
Expenses
$2,489,280
Net income
$4,194,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.64$1.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$12.3$1.16$11.1
2022Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.41$17.8$17.4
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.42$3.02$1.60
2020Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.52$3.78$3.26
2019Summary only. Only limited summary data is available for this year.$22.6$0.00$0.53$4.25$3.71
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$0.43$4.48$4.05
2016Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$7.28$2.62$4.66
2015Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$5.37$2.96$2.41
2014Summary only. Only limited summary data is available for this year.$26.4$1.85$0.89$1.77$0.88
2013Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$6.68$2.49$4.19
2012Summary only. Only limited summary data is available for this year.$23.3$0.00$14.8$1.79$13.0
2011Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$3.23