Civic Intelligence

Fannie and Stephen Kahn Charitable Foundation

990PF • Fiscal year 2018 • EIN 75-2873734

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

10440 N Central ExpresswayDallas, TX 75231

(214) 369-6202

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$112,200

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

73rd percentile

8.4%

Faster asset growth than 73% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$8,590,104

Up $668,904 (+8.4%) from 2017

Net Assets

Up

$8,580,229

Up $659,029 (+8.3%) from 2017

Liabilities

Up

$9,875

Up $9,875 from 2017

Revenue

Up

$1,302,398

Up $26,839 (+2.1%) from 2017

Expenses

Up

$651,984

Up $102,081 (+19%) from 2017

Net Income

Down

$650,414

Down $75,242 (-10%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $7,298,614Liabilities 2011: $02011Assets 2012: $7,316,140Liabilities 2012: $1,0002012Assets 2013: $7,434,393Liabilities 2013: $8502013Assets 2014: $7,576,712Liabilities 2014: $02014Assets 2015: $7,290,072Liabilities 2015: $02015Assets 2017: $7,921,200Liabilities 2017: $0Net Assets 2017: $7,921,2002017Assets 2018: $8,590,104Liabilities 2018: $9,875Net Assets 2018: $8,580,2292018Assets 2019: $8,466,680Liabilities 2019: $0Net Assets 2019: $8,466,6802019Assets 2020: $8,080,782Liabilities 2020: $0Net Assets 2020: $8,080,7822020Assets 2021: $8,739,696Liabilities 2021: $0Net Assets 2021: $8,739,6962021Assets 2022: $9,049,083Liabilities 2022: $0Net Assets 2022: $9,049,0832022Assets 2023: $8,746,456Liabilities 2023: $0Net Assets 2023: $8,746,4562023Assets 2024: $8,541,715Liabilities 2024: $0Net Assets 2024: $8,541,7152024

Highlighted filing

2018

Assets$8,590,104
Liabilities$9,875
Net Assets$8,580,229

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $475,022Expenses 2011: $543,935Net Income 2011: -$68,9132011Revenue 2012: $611,661Expenses 2012: $606,906Net Income 2012: $4,7552012Revenue 2013: $655,945Expenses 2013: $535,567Net Income 2013: $120,3782013Revenue 2014: $791,729Expenses 2014: $648,560Net Income 2014: $143,1692014Revenue 2015: $370,260Expenses 2015: $625,192Net Income 2015: -$254,9322015Revenue 2017: $1,275,559Expenses 2017: $549,903Net Income 2017: $725,6562017Revenue 2018: $1,302,398Expenses 2018: $651,984Net Income 2018: $650,4142018Revenue 2019: $520,399Expenses 2019: $650,949Net Income 2019: -$130,5502019Revenue 2020: $316,193Expenses 2020: $691,915Net Income 2020: -$375,7222020Revenue 2021: $1,425,422Expenses 2021: $789,918Net Income 2021: $635,5042021Revenue 2022: $1,041,585Expenses 2022: $733,746Net Income 2022: $307,8392022Revenue 2023: $441,477Expenses 2023: $744,104Net Income 2023: -$302,6272023Revenue 2024: $552,091Expenses 2024: $756,832Net Income 2024: -$204,7412024

Highlighted filing

2018

Revenue$1,302,398
Expenses$651,984
Net Income$650,414
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLIE A SCANLANPresidentPT$112,200-$112,200
SUSAN S CAMERONV.P. & SecPT$36,000-$36,000
HEATHER W WOODDirector-$0--
COURTENAY S WOODDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fannie and Stephen Kahn
EIN
75-2873734
Phone
2143696202
Address
10440 N CENTRAL EXPRESSWAY, DALLAS, TX 75231

Signing Officer

Name
Susan S Cameron
Title
V.p. & Sec
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Sallie a Scanlan CPA Pc
Address
10440 N CENTRAL EXPY STE 1280, DALLAS, TX 75231-2278
Preparer
Sallie A Scanlan CPA PC
Phone
2143694732
Raw XML AppendixShowing 400 of 404 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/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015010
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09675539
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075231
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SALLIE A SCANLAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02143696202
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THIS FOUNDATION MAKES GRANTS AND GIFTS TO VARIOUS PUBLIC CHARITIES IN SUPPORT OF THEIR CHARITABLE PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0279350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0279350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0279350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0459746
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0475114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05307
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0459746
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05307
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020675
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt08787
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt19138
LandEtcSchedule2/LandEtcGrp/BookValueAmt054
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt08787
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt19192
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0100
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt091796
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-75127
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REDUCED BY ACCUMULATED COST DEPLETION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt091796
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-78684
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0225557
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COST DEPLETION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HEALTH INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES (PER 1099)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8STORAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08846
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt157
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2388
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4262
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5865
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6134
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06557
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2849
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt397
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4242
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt565
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6216
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06557
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2849
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8268
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET OIL & GAS ROYALTY INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt082702
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt081817
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1885
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08615
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK-TAX TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0US TRUST - AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1US TRUST - OIL & GAS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt069282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111794
TaxesSchedule/TaxesDetail/Amt040032
TaxesSchedule/TaxesDetail/Amt13688
TaxesSchedule/TaxesDetail/Amt220014
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03688
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15004
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN S CAMERON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P. & SEC
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FANNIE AND STEPHEN KAHN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FANN
ReturnHeader/Filer/EIN0752873734
ReturnHeader/Filer/PhoneNum02143696202
ReturnHeader/Filer/USAddress/AddressLine1Txt010440 N CENTRAL EXPRESSWAY
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300020048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALLIE A SCANLAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010440 N CENTRAL EXPY STE 1280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752312278
ReturnHeader/PreparerPersonGrp/PhoneNum02143694732
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sallie A Scanlan CPA PC
ReturnHeader/ReturnTs02019-05-03T09:07:49-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$0.55$0.76$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.00$8.75$0.44$0.74$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$0.00$9.05$1.04$0.73$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$1.43$0.79$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$0.32$0.69$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$0.52$0.65$0.13
2018Detailed filing. Detailed filing data is available for this year.$8.59$0.01$8.58$1.30$0.65$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.00$7.92$1.28$0.55$0.73
2015Summary only. Only limited summary data is available for this year.$7.29$0.00$0.37$0.63$0.25
2014Summary only. Only limited summary data is available for this year.$7.58$0.00$0.79$0.65$0.14
2013Summary only. Only limited summary data is available for this year.$7.43$0.00$0.66$0.54$0.12
2012Summary only. Only limited summary data is available for this year.$7.32$0.00$0.61$0.61$0.00
2011Summary only. Only limited summary data is available for this year.$7.30$0.00$0.48$0.54$0.07