Civic Intelligence

The Cavalla Historical Foundation

990 • Fiscal year 2015 • EIN 76-0617618

Oct 01, 2014 to Sep 30, 2015 • Filed on May 02, 2016

Organization ProfileCAVALLA.ORG
601 TremontGalveston, TX 77550

(301) 919-2897

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

25th percentile

-4.2%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

3.4%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$5,484,591

Down $2,647 (-0.0%) from 2014

Net Assets

Down

$5,480,551

Down $6,148 (-0.1%) from 2014

Liabilities

Up

$4,040

Up $3,501 (+650%) from 2014

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin25th percentile

Revenue

Up

$144,760

Up $4,816 (+3.4%) from 2014

Expenses

Down

$150,907

Down $81,163 (-35%) from 2014

Net Income

Up

-$6,147

Up $85,979 (+93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,428,523Liabilities 2011: $2,245Net Assets 2011: $5,426,2782011Assets 2012: $5,546,594Liabilities 2012: $4,277Net Assets 2012: $5,542,3172012Assets 2013: $5,583,353Liabilities 2013: $4,528Net Assets 2013: $5,578,8252013Assets 2014: $5,487,238Liabilities 2014: $539Net Assets 2014: $5,486,6992014Assets 2015: $5,484,591Liabilities 2015: $4,040Net Assets 2015: $5,480,5512015Assets 2016: $5,411,153Liabilities 2016: $0Net Assets 2016: $5,411,1532016Assets 2017: $5,385,406Liabilities 2017: $0Net Assets 2017: $5,385,4062017Assets 2018: $5,375,290Liabilities 2018: $0Net Assets 2018: $5,375,2902018Assets 2019: $5,413,766Liabilities 2019: $0Net Assets 2019: $5,413,7662019Assets 2020: $5,406,990Liabilities 2020: $165,409Net Assets 2020: $5,241,5812020Assets 2021: $5,524,930Liabilities 2021: $62,922Net Assets 2021: $5,462,0082021Assets 2022: $5,937,538Liabilities 2022: $364,840Net Assets 2022: $5,572,6982022Assets 2023: $5,688,585Liabilities 2023: $194,062Net Assets 2023: $5,494,5232023Assets 2024: $5,704,916Liabilities 2024: $133,544Net Assets 2024: $5,571,3722024

Highlighted filing

2015

Assets$5,484,591
Liabilities$4,040
Net Assets$5,480,551
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $126,874Expenses 2011: $168,948Net Income 2011: -$42,0742011Revenue 2012: $152,751Expenses 2012: $166,387Net Income 2012: -$13,6362012Revenue 2013: $278,463Expenses 2013: $242,784Net Income 2013: $35,6792013Revenue 2014: $139,944Expenses 2014: $232,070Net Income 2014: -$92,1262014Revenue 2015: $144,760Expenses 2015: $150,907Net Income 2015: -$6,1472015Revenue 2016: $150,594Expenses 2016: $184,783Net Income 2016: -$34,1892016Revenue 2017: $256,306Expenses 2017: $273,987Net Income 2017: -$17,6812017Revenue 2018: $240,301Expenses 2018: $263,558Net Income 2018: -$23,2572018Revenue 2019: $297,712Expenses 2019: $250,421Net Income 2019: $47,2912019Revenue 2020: $147,803Expenses 2020: $294,430Net Income 2020: -$146,6272020Revenue 2021: $660,302Expenses 2021: $439,875Net Income 2021: $220,4272021Revenue 2022: $827,130Expenses 2022: $724,636Net Income 2022: $102,4942022Revenue 2023: $121,749Expenses 2023: $163,974Net Income 2023: -$42,2252023Revenue 2024: $896,181Expenses 2024: $816,213Net Income 2024: $79,9682024

Highlighted filing

2015

Revenue$144,760
Expenses$150,907
Net Income-$6,147
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$145,961
Mission and Program Overview

Mission

The mission of the cavalla historical foundation is to provide a unique historical, educational and patriotic experience to underwater warfare. We are committed to preserving our nation's ships and promoting the legacy of those who served aboard submarines and anti-submarine vessels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$242,390$222,421▼ $19,969
Cash and Non-Interest-Bearing Accounts$28,249$56,258▲ $28,009
Accounts Receivable$35,083$29,544▼ $5,539
Inventories for Sale or Use$14,812$14,812→ $0
Land, Buildings, and Equipment, Net$10,068$4,920▼ $5,148
Total Assets$5,487,238$5,484,591▼ $2,647
Other Assets Total$5,156,636$5,156,636→ $0
Liabilities
Accounts Payable and Accrued Expenses$539$4,040▲ $3,501
Total Liabilities$539$4,040▲ $3,501
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,156,636$5,156,636→ $0
Unrestricted Net Assets$319,051$299,607▼ $19,444
Temporarily Rstr Net Assets$11,012$24,308▲ $13,296
Total Net Assets Fund Balance$5,486,699$5,480,551▼ $6,148
Total Liabilities and Net Assets / Fund Balance$5,487,238$5,484,591▼ $2,647

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,217$55,231$59,448
Other Land Buildings$703$16,394$17,097
Other Assets Org$3,053,636--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Mac ChristyChairman
Kerry CrooksPresident
William WellsVice President
Alvin SalleeDirector
Arthur VegaDirector
Bradford GulickDirector
Karl HoffmanDirector
Raymond LafreyDirector
William PickavanceDirector
Joyce CalverGpb Representative
Bryan LethcoeSecretary
Robert WakefieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,853
Program Service Revenue
$110,269
Investment Income
$132
Other Revenue
$7,506
All Other Contributions
$26,853
Change in Net Assets
$-6,147

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,760
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$144,760
Total Revenue per Form 990
$144,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$84,897
Other Expenses$66,010
Total Fundraising Expense$1,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,998$15,499-$77,497
Advertising$19,500--$19,500
Payroll Taxes$5,920$1,480-$7,400
Travel$5,700--$5,700
Depreciation Depletion$5,149--$5,149
All Other Expenses$845$1,433-$2,278
Office Expenses-$1,190-$1,190
Other Expenses$5,946$1,528$1,154$1,154
Interest-$344-$344
Occupancy$300--$300
Total Functional Expenses$122,333$27,420$1,154$150,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$150,907
Total Expenses per Audited Statements$150,907
Total Expenses per Form 990$150,907
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 was supplied to the board of directors prior to filing for their review.”

Form 990, Part VI, Section C, Line 19

“The form 990 for each year is available upon request.”

Filing and Contact Details

Filer

Filer Name
The Cavalla Historical Foundation
EIN
76-0617618
Phone
3019192897
Address
601 TREMONT, GALVESTON, TX 77550

Signing Officer

Name
Robert Wakefield
Title
Executive Director
Phone
3019192897
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wakefield
Formed
1999
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
20

Preparer

Firm
Ham Langston & Brezina Llp
Address
1011 TREMONT STREET, GALVESTON, TX 77550
Preparer
William C Ansell CPA
Phone
4097659311
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -1.”

Form 990 Part XII Line 2C

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

Part III Line 4

“The foundation maintains historically significant artifacts that are part of the two vessels and enhance the visiting public experience. Examples of artifacts are conning tower periscope, radio equipment, sail, hedge hog and guns.”

Raw XML AppendixShowing 400 of 438 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0539
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04040
IRS990/AccountsReceivableGrp/BOYAmt035083
IRS990/AccountsReceivableGrp/EOYAmt029544
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE CAVALLA HISTORICAL FOUNDATION IS TO PROVIDE A UNIQUE HISTORICAL, EDUCATIONAL AND PATRIOTIC EXPERIENCE TO UNDERWATER WARFARE. WE ARE COMMITTED TO PRESERVING OUR NATION'S SHIPS AND PROMOTING THE LEGACY OF THOSE WHO SERVED ABOARD SUBMARINES AND ANTI-SUBMARINE VESSELS.
IRS990/AdvertisingGrp/ProgramServicesAmt019500
IRS990/AdvertisingGrp/TotalAmt019500
IRS990/AllOtherContributionsAmt026853
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01433
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0845
IRS990/AllOtherExpensesGrp/TotalAmt02278
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT WAKEFIELD
IRS990/BooksInCareOfDetail/PhoneNum03019192897
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 TREMONT
IRS990/BooksInCareOfDetail/USAddress/CityNm0GALVESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077550
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028249
IRS990/CashNonInterestBearingGrp/EOYAmt056258
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt01201
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt026853
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0132
IRS990/CYOtherExpensesAmt066010
IRS990/CYOtherRevenueAmt07506
IRS990/CYProgramServiceRevenueAmt0110269
IRS990/CYRevenuesLessExpensesAmt0-6147
IRS990/CYSalariesCompEmpBnftPaidAmt084897
IRS990/CYTotalExpensesAmt0150907
IRS990/CYTotalFundraisingExpenseAmt01154
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144760
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05149
IRS990/DepreciationDepletionGrp/TotalAmt05149
IRS990/Desc0RESTORATION AND MAINTENANCE OF THE USS CAVALLA NAVY SUBMARINE & USS STEWART DESTROYER ESCORT LOCATED IN GALVESTON, TX
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0122333
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt88.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt98.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt108.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JOYCE CALVER
IRS990/Form990PartVIISectionAGrp/PersonNm1RAYMOND LAFREY
IRS990/Form990PartVIISectionAGrp/PersonNm2BRADFORD GULICK
IRS990/Form990PartVIISectionAGrp/PersonNm3KARL HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM PICKAVANCE
IRS990/Form990PartVIISectionAGrp/PersonNm5ALVIN SALLEE
IRS990/Form990PartVIISectionAGrp/PersonNm6ARTHUR VEGA
IRS990/Form990PartVIISectionAGrp/PersonNm7MAC CHRISTY
IRS990/Form990PartVIISectionAGrp/PersonNm8KERRY CROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT WAKEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm11BRYAN LETHCOE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0GPB REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0145961
IRS990/GrossSalesOfInventoryAmt0595
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0344
IRS990/InterestGrp/TotalAmt0344
IRS990/InventoriesForSaleOrUseGrp/BOYAmt014812
IRS990/InventoriesForSaleOrUseGrp/EOYAmt014812
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0132
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0132
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071625
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010068
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04920
IRS990/LandBldgEquipCostOrOtherBssAmt076545
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE CAVALLA HISTORICAL FOUNDATION IS TO PROVIDE A UNIQUE HISTORICAL, EDUCATIONAL AND PATRIOTIC EXPERIENCE TO UNDERWATER WARFARE. WE ARE COMMITTED TO PRESERVING OUR NATION'S SHIPS AND PROMOTING THE LEGACY OF THOSE WHO SERVED ABOARD SUBMARINES AND ANTI-SUBMARINE VESSELS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05486699
IRS990/NetAssetsOrFundBalancesEOYAmt05480551
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-606
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-606
IRS990/NetUnrelatedBusTxblIncmAmt0-606
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0300
IRS990/OccupancyGrp/TotalAmt0300
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01190
IRS990/OfficeExpensesGrp/TotalAmt01190
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05156636
IRS990/OtherAssetsTotalGrp/EOYAmt05156636
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt01154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11528
IRS990/OtherExpensesGrp/ProgramServicesAmt016975
IRS990/OtherExpensesGrp/ProgramServicesAmt15946
IRS990/OtherExpensesGrp/TotalAmt016975
IRS990/OtherExpensesGrp/TotalAmt111892
IRS990/OtherExpensesGrp/TotalAmt21528
IRS990/OtherExpensesGrp/TotalAmt31154
IRS990/OtherRevenueMiscGrp/BusinessCd0712110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08112
IRS990/OtherRevenueTotalAmt08112
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015499
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061998
IRS990/OtherSalariesAndWagesGrp/TotalAmt077497
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01480
IRS990/PayrollTaxesGrp/ProgramServicesAmt05920
IRS990/PayrollTaxesGrp/TotalAmt07400
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05156636
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05156636
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT WAKEFIELD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0712110
IRS990/ProgramServiceRevenueGrp/BusinessCd1712110
IRS990/ProgramServiceRevenueGrp/BusinessCd2712110
IRS990/ProgramServiceRevenueGrp/Desc0GATE RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc1SLEEPOVER PROJECT
IRS990/ProgramServiceRevenueGrp/Desc2ARTS & HISTORICAL FUND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082578
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114395
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213296
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OVERNIGHT PROGRAM ALLOWS YOUTH GROUPS TO LEARN ABOUT THE USS CAVALLA AND THE STEWART THROUGH AN OVERNIGHT LEARNING EXPERIENCE.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014395
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038028
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0263
IRS990/PYOtherExpensesAmt082539
IRS990/PYOtherRevenueAmt0-2977
IRS990/PYProgramServiceRevenueAmt0104630
IRS990/PYRevenuesLessExpensesAmt0-92126
IRS990/PYSalariesCompEmpBnftPaidAmt0149531
IRS990/PYTotalExpensesAmt0232070
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0139944
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-6147
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt082578
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0242390
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0222421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0295459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03115
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06048
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0144154
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97990
IRS990ScheduleA/PublicSupportPY170Pct00.96520
IRS990ScheduleA/PublicSupportTotal170Amt0295459
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041295
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0295459
IRS990ScheduleA/TotalSupportAmt0301507
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt02103000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt04217
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055231
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059448
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0150907
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02103000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13053636
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIONS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LONG-TERM ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0703
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016394
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017097
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0144760
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MAINTAINS HISTORICALLY SIGNIFICANT ARTIFACTS THAT ARE PART OF THE TWO VESSELS AND ENHANCE THE VISITING PUBLIC EXPERIENCE. EXAMPLES OF ARTIFACTS ARE CONNING TOWER PERISCOPE, RADIO EQUIPMENT, SAIL, HEDGE HOG AND GUNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04920
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05156636
IRS990ScheduleD/TotalExpensesPerForm990Amt0150907
IRS990ScheduleD/TotalRevenuePerForm990Amt0144760
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0144760
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0150907
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS SUPPLIED TO THE BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 FOR EACH YEAR IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011012
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt024308
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05487238
IRS990/TotalAssetsEOYAmt05484591
IRS990/TotalAssetsGrp/BOYAmt05487238
IRS990/TotalAssetsGrp/EOYAmt05484591
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026853
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01154
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027420
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150907
IRS990/TotalGrossUBIAmt0-606
IRS990/TotalLiabilitiesBOYAmt0539
IRS990/TotalLiabilitiesEOYAmt04040
IRS990/TotalLiabilitiesGrp/BOYAmt0539
IRS990/TotalLiabilitiesGrp/EOYAmt04040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05486699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05480551
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122333
IRS990/TotalProgramServiceRevenueAmt0110269
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118513
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144760
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-606
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05487238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05484591
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05700
IRS990/TravelGrp/TotalAmt05700
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0319051

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,484,591
Liabilities
$4,040
Net assets
$5,480,551
Revenue
$144,760
Expenses
$150,907
Net income
-$6,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.13$5.57$0.90$0.82$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.69$0.19$5.49$0.12$0.16$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.36$5.57$0.83$0.72$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.06$5.46$0.66$0.44$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.17$5.24$0.15$0.29$0.15
2019Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.30$0.25$0.05
2018Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.24$0.26$0.02
2017Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$0.26$0.27$0.02
2016Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.15$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.14$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.14$0.23$0.09
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$0.28$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$5.54$0.15$0.17$0.01
2011Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.13$0.17$0.04