Civic Intelligence

The K & L Trimmer Foundation

990PF • Fiscal year 2016 • EIN 75-2835373

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

6628 Castle Pines DrPlano, TX 75093

(972) 231-2503

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-569%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$37,839

Down $35,744 (-49%) from 2015

Net Assets

Down

$37,839

Down $35,744 (-49%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$5,389

Down $2,234 (-29%) from 2015

Expenses

Down

$36,063

Down $74,204 (-67%) from 2015

Net Income

Up

-$30,674

Up $71,970 (+70%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $236,550Liabilities 2010: $40,521Net Assets 2010: $196,0292010Assets 2011: $202,248Liabilities 2011: $42,926Net Assets 2011: $159,3222011Assets 2012: $174,544Liabilities 2012: $48,111Net Assets 2012: $126,4332012Assets 2013: $156,463Liabilities 2013: $48,111Net Assets 2013: $108,3522013Assets 2014: $136,011Liabilities 2014: $48,1112014Assets 2015: $73,583Liabilities 2015: $0Net Assets 2015: $73,5832015Assets 2016: $37,839Liabilities 2016: $0Net Assets 2016: $37,8392016Assets 2017: $31,497Liabilities 2017: $0Net Assets 2017: $31,4972017Assets 2018: $52,892Liabilities 2018: $0Net Assets 2018: $52,8922018Assets 2019: $76,626Liabilities 2019: $0Net Assets 2019: $76,6262019Assets 2020: $68,988Liabilities 2020: $0Net Assets 2020: $68,9882020Assets 2021: $77,420Liabilities 2021: $0Net Assets 2021: $77,4202021Assets 2022: $89,093Liabilities 2022: $0Net Assets 2022: $89,0932022Assets 2023: $86,916Liabilities 2023: $12023Assets 2024: $135,535Liabilities 2024: $0Net Assets 2024: $135,5352024

Highlighted filing

2016

Assets$37,839
Liabilities$0
Net Assets$37,839

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $33,3262010Expenses 2011: $45,1772011Expenses 2012: $42,8132012Revenue 2013: $11,897Expenses 2013: $45,438Net Income 2013: -$33,5412013Revenue 2014: $13,955Expenses 2014: $34,407Net Income 2014: -$20,4522014Revenue 2015: $7,623Expenses 2015: $110,267Net Income 2015: -$102,6442015Revenue 2016: $5,389Expenses 2016: $36,063Net Income 2016: -$30,6742016Revenue 2017: $55,291Expenses 2017: $61,633Net Income 2017: -$6,3422017Revenue 2018: $100,601Expenses 2018: $79,206Net Income 2018: $21,3952018Revenue 2019: $97,766Expenses 2019: $74,032Net Income 2019: $23,7342019Revenue 2020: $91,224Expenses 2020: $98,862Net Income 2020: -$7,6382020Revenue 2021: $126,148Expenses 2021: $117,716Net Income 2021: $8,4322021Revenue 2022: $109,104Expenses 2022: $97,431Net Income 2022: $11,6732022Revenue 2023: $137,537Expenses 2023: $139,714Net Income 2023: -$2,1772023Revenue 2024: $10,707Expenses 2024: $126,903Net Income 2024: -$116,1962024

Highlighted filing

2016

Revenue$5,389
Expenses$36,063
Net Income-$30,674
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN TRIMMERDirector-$0--
LINDA TRIMMERDirector-$0--
SHARON RHINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The K & L Trimmer Foundation
EIN
75-2835373
Phone
9722312503
Address
6628 CASTLE PINES DR, PLANO, TX 75093

Signing Officer

Name
Ken Trimmer
Title
Director
Phone
9722312503
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bland Garvey Pc
Address
2600 N CENTRAL EXPY 550, RICHARDSON, TX 75080-2007
Preparer
Lori a Eads
Phone
9722312503
Raw XML Appendix358 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/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt054
IRS990PF/DistributableAmountGrp/TotalTaxAmt054
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt054
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0346
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01137
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06628 CASTLE PINES DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16628 CASTLE PINES DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26628 CASTLE PINES DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIBLE STUDY FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PRINCE OF PEACE LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PASTORAL LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06808 PASTOR BAILEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14000 MIDWAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARROLLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WHEATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MENPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034795
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0190401
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035248
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034795
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033712
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0227687
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0193975
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05070
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE - TRIMMER FLP K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01159
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11441
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K & L TRIMMER FAMILY LTD. - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K & L TRIMMER FAMILY LTD. - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11441
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11441
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KEN AND LINDA TRIMMER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06628 CASTLE PINES DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PLANO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd075093
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/Amt176
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN TRIMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09722312503
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE K & L TRIMMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0K&LT
ReturnHeader/Filer/EIN0752835373
ReturnHeader/Filer/PhoneNum09722312503
ReturnHeader/Filer/USAddress/AddressLine1Txt06628 CASTLE PINES DR
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB0B5C94C0A473FE9BDDCF16C06B7142957B0412
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FB0B5C94C0A473FE9BDDCF16C06B7142957B0412
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.16.235.114
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:27:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751854024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND GARVEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 N CENTRAL EXPY 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHARDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750802007
ReturnHeader/PreparerPersonGrp/PhoneNum09722312503
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A EADS
ReturnHeader/ReturnTs02017-11-14T18:07:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$1.27$1.16
2023Summary only. Only limited summary data is available for this year.$0.87$0.00$1.38$1.40$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.09$0.97$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$1.26$1.18$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.91$0.99$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.98$0.74$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$1.01$0.79$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.55$0.62$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.05$0.36$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$1.10$1.03
2014Summary only. Only limited summary data is available for this year.$1.36$0.48$0.14$0.34$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.48$1.08$0.12$0.45$0.34
2012Detailed filing. Detailed filing data is available for this year.$1.75$0.48$1.26$0.43
2011Detailed filing. Detailed filing data is available for this year.$2.02$0.43$1.59$0.45
2010Detailed filing. Detailed filing data is available for this year.$2.37$0.41$1.96$0.33