Civic Intelligence

Joseph O Neuhoff Sr Charitable Trust

990PF • Fiscal year 2015 • EIN 75-6150214

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
5950 Berkshire Lane No 900Dallas, TX 75225

(214) 739-3515

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

28th percentile

0.00x

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

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

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

46th percentile

$13,949

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

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

Asset Growth

31st percentile

-3.0%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,371,934

Down $73,554 (-3.0%) from 2014

Net Assets

Down

$2,371,934

Down $73,554 (-3.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin12th percentile

Revenue

Down

$170,869

Down $175,933 (-51%) from 2014

Expenses

Up

$244,423

Up $4,446 (+1.9%) from 2014

Net Income

Down

-$73,554

Down $180,379 (-169%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,012,710Liabilities 2011: $02011Assets 2012: $2,153,719Liabilities 2012: $0Net Assets 2012: $2,153,7192012Assets 2013: $2,338,592Liabilities 2013: $0Net Assets 2013: $2,338,5922013Assets 2014: $2,445,488Liabilities 2014: $0Net Assets 2014: $2,445,4882014Assets 2015: $2,371,934Liabilities 2015: $0Net Assets 2015: $2,371,9342015Assets 2016: $2,458,607Liabilities 2016: $0Net Assets 2016: $2,458,6072016Assets 2017: $2,858,975Liabilities 2017: $0Net Assets 2017: $2,858,9752017Assets 2018: $2,950,459Liabilities 2018: $0Net Assets 2018: $2,950,4592018Assets 2019: $2,872,303Liabilities 2019: $0Net Assets 2019: $2,872,3032019Assets 2020: $2,431,100Liabilities 2020: $0Net Assets 2020: $2,431,1002020Assets 2021: $2,442,379Liabilities 2021: $0Net Assets 2021: $2,442,3792021Assets 2022: $2,243,191Liabilities 2022: $0Net Assets 2022: $2,243,1912022Assets 2023: $2,007,261Liabilities 2023: $0Net Assets 2023: $2,007,2612023Assets 2024: $2,150,823Liabilities 2024: $0Net Assets 2024: $2,150,8232024

Highlighted filing

2015

Assets$2,371,934
Liabilities$0
Net Assets$2,371,934
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $148,014Expenses 2011: $187,009Net Income 2011: -$38,9952011Expenses 2012: $192,5552012Revenue 2013: $327,571Expenses 2013: $182,875Net Income 2013: $144,6962013Revenue 2014: $346,802Expenses 2014: $239,977Net Income 2014: $106,8252014Revenue 2015: $170,869Expenses 2015: $244,423Net Income 2015: -$73,5542015Revenue 2016: $273,842Expenses 2016: $187,169Net Income 2016: $86,6732016Revenue 2017: $601,129Expenses 2017: $200,761Net Income 2017: $400,3682017Revenue 2018: $320,950Expenses 2018: $228,212Net Income 2018: $92,7382018Revenue 2019: $206,582Expenses 2019: $284,738Net Income 2019: -$78,1562019Revenue 2020: -$166,185Expenses 2020: $275,018Net Income 2020: -$441,2032020Revenue 2021: $320,646Expenses 2021: $309,367Net Income 2021: $11,2792021Revenue 2022: $124,331Expenses 2022: $323,519Net Income 2022: -$199,1882022Revenue 2023: $72,445Expenses 2023: $308,375Net Income 2023: -$235,9302023Revenue 2024: $183,611Expenses 2024: $305,926Net Income 2024: -$122,3152024

Highlighted filing

2015

Revenue$170,869
Expenses$244,423
Net Income-$73,554
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH O NEUHOFF JRTrustee-$13,949-$13,949
REBECCA NEUHOFFTrustee-$13,949-$13,949
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF DALLASCONTINUANCE OF EDUCATION PROGRAMPCIRVING, TX, US$111,200
Paid GrantSOUTH TEXAS OUTREACH FOUNDATIONASSISTANCE OF UNDERPRIVILEGED GIRLS AND DESTITUTE WOMENPCLAREDO, TX, US$25,000
Filing and Contact Details

Filer

Filer Name
Joseph O Neuhoff Sr Charitable Trust
EIN
75-6150214
Phone
2147393515
Address
5950 BERKSHIRE LANE NO 900, DALLAS, TX 75225

Signing Officer

Name
Joseph O Neuhoff Jr
Title
Trustee
Phone
2147393515
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Eubank & Nichols Llp
Address
5950 BERKSHIRE LANE SUITE 900, DALLAS, TX 75225
Preparer
John L Wagner
Phone
2146926800
Raw XML Appendix346 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0135574
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0136200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0626
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0136200
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/IndividualWithBooksNm0WAGNER EUBANK NICHOLS LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05950 BERKSHIRE LANE SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02146926800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0111200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTINUANCE OF EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANCE OF UNDERPRIVILEGED GIRLS AND DESTITUTE WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTH TEXAS OUTREACH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01845 E NORTHGATE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAREDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136200
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/AppliedToCurrentYearAmt083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0136117
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0122030
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0136117
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125439
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PORTFOLIO DEDUCTIONS FROM PASSTHROUGH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt125439
TaxesSchedule/TaxesDetail/Amt0742
TaxesSchedule/TaxesDetail/Amt14420
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0742
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14420
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH O NEUHOFF JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02147393515
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH O NEUHOFF SR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0756150214
ReturnHeader/Filer/PhoneNum02147393515
ReturnHeader/Filer/USAddress/AddressLine1Txt05950 BERKSHIRE LANE NO 900
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752904993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAGNER EUBANK & NICHOLS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05950 BERKSHIRE LANE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02146926800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L WAGNER
ReturnHeader/ReturnTs02016-11-15T12:51:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,371,934
Liabilities
$0
Net assets
$2,371,934
Revenue
$170,869
Expenses
$244,423
Net income
-$73,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.18$0.31$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.07$0.31$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.12$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.32$0.31$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.17$0.28$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.21$0.28$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.32$0.23$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.60$0.20$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.27$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.17$0.24$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.35$0.24$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.33$0.18$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.19
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$0.15$0.19$0.04