Civic Intelligence

Bertha Foundation

990PF • Fiscal year 2018 • EIN 75-6050023

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

Organization Profile
PO Box 1110Graham, TX 76450

(940) 549-1400

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

18th percentile

0.00x

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

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

Net Margin

2nd percentile

-309%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

20th percentile

-5.2%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$5,383,938

Down $297,440 (-5.2%) from 2017

Net Assets

Down

$5,383,938

Down $297,440 (-5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin2nd percentile

Revenue

Down

$96,229

Down $141,421 (-60%) from 2017

Expenses

Up

$393,669

Up $44,121 (+13%) from 2017

Net Income

Down

-$297,440

Down $185,542 (-166%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,076,046Liabilities 2010: $0Net Assets 2010: $7,076,0462010Assets 2011: $6,720,639Liabilities 2011: $0Net Assets 2011: $6,720,6392011Assets 2012: $6,527,710Liabilities 2012: $0Net Assets 2012: $6,527,7102012Assets 2013: $6,337,597Liabilities 2013: $0Net Assets 2013: $6,337,5972013Assets 2014: $6,154,714Liabilities 2014: $0Net Assets 2014: $6,154,7142014Assets 2015: $6,013,134Liabilities 2015: $0Net Assets 2015: $6,013,1342015Assets 2016: $5,793,276Liabilities 2016: $0Net Assets 2016: $5,793,2762016Assets 2017: $5,681,378Liabilities 2017: $0Net Assets 2017: $5,681,3782017Assets 2018: $5,383,938Liabilities 2018: $0Net Assets 2018: $5,383,9382018Assets 2019: $5,138,259Liabilities 2019: $0Net Assets 2019: $5,138,2592019Assets 2020: $5,049,241Liabilities 2020: $0Net Assets 2020: $5,049,2412020Assets 2021: $4,866,021Liabilities 2021: $0Net Assets 2021: $4,866,0212021Assets 2022: $4,627,639Liabilities 2022: $0Net Assets 2022: $4,627,6392022Assets 2023: $4,351,021Liabilities 2023: $0Net Assets 2023: $4,351,0212023Assets 2024: $4,131,851Liabilities 2024: $0Net Assets 2024: $4,131,8512024

Highlighted filing

2018

Assets$5,383,938
Liabilities$0
Net Assets$5,383,938
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $421,1562010Expenses 2011: $404,6802011Expenses 2012: $386,4972012Revenue 2013: $214,504Expenses 2013: $404,617Net Income 2013: -$190,1132013Revenue 2014: $266,393Expenses 2014: $449,276Net Income 2014: -$182,8832014Revenue 2015: $218,406Expenses 2015: $359,986Net Income 2015: -$141,5802015Revenue 2016: $187,383Expenses 2016: $407,241Net Income 2016: -$219,8582016Revenue 2017: $237,650Expenses 2017: $349,548Net Income 2017: -$111,8982017Revenue 2018: $96,229Expenses 2018: $393,669Net Income 2018: -$297,4402018Revenue 2019: $172,665Expenses 2019: $418,344Net Income 2019: -$245,6792019Revenue 2020: $212,732Expenses 2020: $301,750Net Income 2020: -$89,0182020Revenue 2021: $172,103Expenses 2021: $355,323Net Income 2021: -$183,2202021Revenue 2022: $133,771Expenses 2022: $372,153Net Income 2022: -$238,3822022Revenue 2023: $99,507Expenses 2023: $376,125Net Income 2023: -$276,6182023Revenue 2024: $189,348Expenses 2024: $408,518Net Income 2024: -$219,1702024

Highlighted filing

2018

Revenue$96,229
Expenses$393,669
Net Income-$297,440
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe MontgomeryTreasurer-$0--
Alice Ann StreetPresident-$0--
Vicki MillsSecretary-$0--
E Bruce Street JrVice President-$0--
Malcolm B Street JrDirector-$0--
Donald ShierryVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bertha Foundation
EIN
75-6050023
Phone
9405491400
Address
PO Box 1110, Graham, TX 76450

Signing Officer

Name
E Bruce Street Jr
Title
Vice President
Signed
2019-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Donald W Shierry CPA PC
Address
PO Box 4866, Wichita Falls, TX 76308
Preparer
Donald W Shierry
Phone
9406919440
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-27806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-25199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt620722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-12913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-32565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt639139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01505.000 Carrols Restaurant Group Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11103.000 Tribune Media Co Cl A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21385.000 Ascent Cap Group Inc Com Ser A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3893.000 Cenveo Inc Com New Average Price Trade
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4255.000 Hain Celestial Group Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5255.000 Hain Celestial Group Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62100.000 Nomad Foods Limited Ord NPV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc783.000 Commercehub Inc Com Ser A (Cash Merger)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8166.000 Commercehub Inc Com Ser C (Cash Merger)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910010.010 FPA New Income
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025050.100 FPA New Income
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11.190 Tootsie Roll Inds - Cash in Lieu
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-80991
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-297440
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05383938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05681378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05383938
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0348271
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0348271
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0348271
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0349902
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01631
IRS990PF/DistributableAmountGrp/TotalTaxAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04548
IRS990PF/FMVAssetsEOYAmt06735672
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05681378
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05383938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01219603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01268802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02966100
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt06642
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt06642
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt06642
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt06642
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03887313
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03529726
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03148516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0461058
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0472006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0472004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05681378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05383938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06735672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05681378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05383938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05681378
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05383938
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0106762
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0106762
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0142410
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07104601
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0554736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06543223
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106569
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06642
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0349902
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06998032
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07104601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Joe Montgomery
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alice Ann Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Vicki Mills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3E Bruce Street Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Malcolm B Street Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Donald Shierry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0623 Elmo Street Suite 303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1924 Kintner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 1110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO Box 4866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Wichita Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd176450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd276450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd376450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd476450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd576308
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0348817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0350448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0339311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0377202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0339134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0426324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0375362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01631

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,383,938
Liabilities
$0
Net assets
$5,383,938
Revenue
$96,229
Expenses
$393,669
Net income
-$297,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.19$0.41$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.10$0.38$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.17$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.21$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.17$0.42$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.10$0.39$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.24$0.35$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.19$0.41$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.22$0.36$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.27$0.45$0.18
2013Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.21$0.40$0.19
2012Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.39
2011Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.40
2010Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.42