Civic Intelligence

River Oaks Foundation Inc.

990EZ • Fiscal year 2016 • EIN 76-0623472

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

Organization ProfileN/A
PO Box 22632Houston, TX 77227-2632

(713) 622-0001

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-3568%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$245,003

Down $33,074 (-12%) from 2015

Net Assets

Down

$245,003

Down $33,074 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$927

Down $4,000 (-81%) from 2015

Expenses

Down

$34,001

Down $9,038 (-21%) from 2015

Net Income

Up

-$33,074

Up $5,038 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $466,266Liabilities 2011: $02011Assets 2012: $403,020Liabilities 2012: $0Net Assets 2012: $403,0202012Assets 2013: $390,740Liabilities 2013: $0Net Assets 2013: $390,7402013Assets 2014: $316,189Liabilities 2014: $0Net Assets 2014: $316,1892014Assets 2015: $278,077Liabilities 2015: $0Net Assets 2015: $278,0772015Assets 2016: $245,003Liabilities 2016: $0Net Assets 2016: $245,0032016Assets 2017: $209,236Liabilities 2017: $0Net Assets 2017: $209,2362017Assets 2018: $234,315Liabilities 2018: $0Net Assets 2018: $234,3152018Assets 2019: $457,318Liabilities 2019: $0Net Assets 2019: $457,3182019Assets 2020: $868,505Liabilities 2020: $0Net Assets 2020: $868,5052020Assets 2021: $1,077,805Liabilities 2021: $0Net Assets 2021: $1,077,8052021Assets 2022: $1,311,828Liabilities 2022: $0Net Assets 2022: $1,311,8282022Assets 2023: $1,644,031Liabilities 2023: $0Net Assets 2023: $1,644,0312023Assets 2024: $2,372,521Liabilities 2024: $0Net Assets 2024: $2,372,5212024

Highlighted filing

2016

Assets$245,003
Liabilities$0
Net Assets$245,003
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $168,058Expenses 2011: $189,309Net Income 2011: -$21,2512011Revenue 2012: $31,869Expenses 2012: $95,115Net Income 2012: -$63,2462012Revenue 2013: $36,260Expenses 2013: $48,540Net Income 2013: -$12,2802013Revenue 2014: $34,507Expenses 2014: $97,395Net Income 2014: -$62,8882014Revenue 2015: $4,927Expenses 2015: $43,039Net Income 2015: -$38,1122015Revenue 2016: $927Expenses 2016: $34,001Net Income 2016: -$33,0742016Revenue 2017: $11,529Expenses 2017: $47,296Net Income 2017: -$35,7672017Revenue 2018: $43,662Expenses 2018: $18,583Net Income 2018: $25,0792018Revenue 2019: $324,033Expenses 2019: $101,032Net Income 2019: $223,0012019Revenue 2020: $824,070Expenses 2020: $412,882Net Income 2020: $411,1882020Revenue 2021: $586,308Expenses 2021: $460,853Net Income 2021: $125,4552021Revenue 2022: $310,484Expenses 2022: $129,302Net Income 2022: $181,1822022Revenue 2023: $343,101Expenses 2023: $82,041Net Income 2023: $261,0602023Revenue 2024: $456,098Expenses 2024: $127,358Net Income 2024: $328,7402024

Highlighted filing

2016

Revenue$927
Expenses$34,001
Net Income-$33,074
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$927
Mission and Program Overview

Mission

Beautification and maintenance of the common and public areas of the river oaks neighborhood.

Program Services

DescriptionGrantsExpenses
BEAUTIFICATION AND MAINTENANCE OF THE COMMON AND PUBLIC AREAS OF THE RIVER OAKS NEIGHBORHOOD.$0$34,001
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF LYMANPresident-$0--
ALLISON STRAWNVice President-$0--
SUZANNE PRITCHARDSecretary-$0--
DAVID WRIGHTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
River Oaks Foundation
EIN
76-0623472
Phone
7136220001
Address
PO BOX 22632, HOUSTON, TX 77227-2632

Signing Officer

Name
J David Wright
Title
Officer
Phone
7136220001
Signed
2017-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Melton & Melton Llp
Address
6002 ROGERDALE RD SUITE 200, HOUSTON, TX 77072
Preparer
John Bjorngjeld CPA
Phone
2817591120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 27.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: parks expense. Amount: 20,983. Description: investment fees. Amount: 88. Description: insurance. Amount: 2,785. Description: miscellaneous expense. Amount: 1,852. Description: utilities. Amount: 3,898. Description: professional fees. Amount: 4,395. Total to form 990-ez, line 16: 34,001.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments in securities. Beg. Of year amount: 265,431. End of year amount: 240,456.”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RONDA HARDER
IRS990EZ/BooksInCareOfDetail/PhoneNum07136223195
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03923 SAN FELIPE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04547
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0900
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-33074
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0278077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0245003
IRS990EZ/GrossReceiptsAmt0927
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0278077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0245003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0278077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0245003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF LYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON STRAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE PRITCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0265431
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0240456
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034001
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0BEAUTIFICATION AND MAINTENANCE OF THE COMMON AND PUBLIC AREAS OF THE RIVER OAKS NEIGHBORHOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BEAUTIFICATION AND MAINTENANCE OF THE COMMON AND PUBLIC AREAS OF THE RIVER OAKS NEIGHBORHOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034001
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034001
IRS990EZ/TotalProgramServiceExpensesAmt034001
IRS990EZ/TotalRevenueAmt0927
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0108330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0108330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031830
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0108330
IRS990ScheduleA/TotalSupportAmt0108490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PARKS EXPENSE. AMOUNT: 20,983. DESCRIPTION: INVESTMENT FEES. AMOUNT: 88. DESCRIPTION: INSURANCE. AMOUNT: 2,785. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,852. DESCRIPTION: UTILITIES. AMOUNT: 3,898. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 4,395. TOTAL TO FORM 990-EZ, LINE 16: 34,001.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS IN SECURITIES. BEG. OF YEAR AMOUNT: 265,431. END OF YEAR AMOUNT: 240,456.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J DAVID WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07136220001
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVER OAKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0760623472
ReturnHeader/Filer/PhoneNum07136220001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 22632
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0772272632
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01697E81584D8C1252704B9209DDB7A9831DBE41E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020FB35CA7E088832B7A7F5F6281FD7834E85F7FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.230.155.2
ReturnHeader/FilingSecurityInformation/IPDt02017-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:30:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741550819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELTON & MELTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06002 ROGERDALE RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077072
ReturnHeader/PreparerPersonGrp/PhoneNum02817591120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BJORNGJELD CPA
ReturnHeader/ReturnTs02017-09-26T10:36:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,003
Liabilities
$0
Net assets
$245,003
Revenue
$927
Expenses
$34,001
Net income
-$33,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.46$0.13$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.34$0.08$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.31$0.13$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.59$0.46$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.82$0.41$0.41
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.32$0.10$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.04$0.02$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.03$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.00$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.03$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.03$0.10$0.06
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.17$0.19$0.02