Civic Intelligence

Longaker Foundation

990PF • Fiscal year 2018 • EIN 76-0664608

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
12 Cypress Ridge LaneSugar Land, TX 77479

(281) 980-7420

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-132%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

42nd percentile

-1.9%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$429,947

Down $8,306 (-1.9%) from 2017

Net Assets

Down

$423,985

Down $14,268 (-3.3%) from 2017

Liabilities

Up

$5,962

Up $5,962 from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin5th percentile

Revenue

Down

$10,808

Down $1,350 (-11%) from 2017

Expenses

Up

$25,076

Up $3,653 (+17%) from 2017

Net Income

Down

-$14,268

Down $5,003 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $417,910Liabilities 2011: $11,917Net Assets 2011: $405,9932011Assets 2012: $394,900Liabilities 2012: $2,1362012Assets 2013: $476,706Liabilities 2013: $02013Assets 2014: $496,227Liabilities 2014: $02014Assets 2015: $455,881Liabilities 2015: $0Net Assets 2015: $455,8812015Assets 2016: $447,518Liabilities 2016: $0Net Assets 2016: $447,5182016Assets 2017: $438,253Liabilities 2017: $0Net Assets 2017: $438,2532017Assets 2018: $429,947Liabilities 2018: $5,962Net Assets 2018: $423,9852018Assets 2019: $426,353Liabilities 2019: $0Net Assets 2019: $426,3532019Assets 2020: $455,534Liabilities 2020: $0Net Assets 2020: $455,5342020Assets 2021: $449,260Liabilities 2021: $0Net Assets 2021: $449,2602021Assets 2022: $277,634Liabilities 2022: $0Net Assets 2022: $277,6342022Assets 2023: $269,663Liabilities 2023: $12023Assets 2024: $420,819Liabilities 2024: $0Net Assets 2024: $420,8192024

Highlighted filing

2018

Assets$429,947
Liabilities$5,962
Net Assets$423,985
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $33,4652011Revenue 2012: $12,559Expenses 2012: $25,788Net Income 2012: -$13,2292012Revenue 2013: $113,447Expenses 2013: $29,505Net Income 2013: $83,9422013Revenue 2014: $55,592Expenses 2014: $36,071Net Income 2014: $19,5212014Revenue 2015: $13,257Expenses 2015: $53,603Net Income 2015: -$40,3462015Revenue 2016: $17,497Expenses 2016: $25,860Net Income 2016: -$8,3632016Revenue 2017: $12,158Expenses 2017: $21,423Net Income 2017: -$9,2652017Revenue 2018: $10,808Expenses 2018: $25,076Net Income 2018: -$14,2682018Revenue 2019: $63,573Expenses 2019: $61,205Net Income 2019: $2,3682019Revenue 2020: $46,257Expenses 2020: $17,076Net Income 2020: $29,1812020Revenue 2021: $12,461Expenses 2021: $18,735Net Income 2021: -$6,2742021Revenue 2022: -$110,332Expenses 2022: $61,294Net Income 2022: -$171,6262022Revenue 2023: $9,816Expenses 2023: $17,787Net Income 2023: -$7,9712023Revenue 2024: $197,860Expenses 2024: $46,704Net Income 2024: $151,1562024

Highlighted filing

2018

Revenue$10,808
Expenses$25,076
Net Income-$14,268
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE LONGAKERPres. & Dirctor-$0--
JENNIFER MAXHEIMERDirctor-$0--
SHERRI LOEFFELHOLZSec. & Director-$0--
Filing and Contact Details

Filer

Filer Name
Longaker Foundation
EIN
76-0664608
Phone
2819807420
Address
12 Cypress Ridge Lane, Sugar Land, TX 77479

Signing Officer

Name
Bruce Longaker
Title
President
Phone
2819807420
Signed
2019-05-08

Preparer

Firm
Valhalla Advisors LLP
Address
5120 Woodway Dr Suite 9007, Houston, TX 77056
Preparer
Jeff Balliet
Phone
7139828552
Raw XML Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHERRI LOEFFELHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. & DIRCTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRCTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC. & DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15002 CYPREWSS SPRING SUGAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Chinguapin School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Spirit Golf Association
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Monterey Peninsula Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4First Colony Swim Team
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Exchange Club of Sugar Land
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Dawson High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02615 E Wallisville Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12441 High Timbers Ste 430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25403 Avenue N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Lower Ragsdale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44501 Cartwright Rd Ste 406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54800 Sugar Grove Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62050 Cullen Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Highlands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1The Woodlands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rosenberg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Missouri City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Stafford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Pearland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077562
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677581
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023800
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028205
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074990
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034862
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090365
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079395
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Longaker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02819807420
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Longaker Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0760664608
ReturnHeader/Filer/PhoneNum02819807420
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Cypress Ridge Lane
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077479
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C5096D759B3C12BA253018D76E0498C634E22B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C5096D759B3C12BA253018D76E0498C634E22B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.200.181.26
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:28:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valhalla Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05120 Woodway Dr Suite 9007
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07139828552
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Balliet
ReturnHeader/ReturnTs02019-05-15T09:28:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$429,947
Liabilities
$5,962
Net assets
$423,985
Revenue
$10,808
Expenses
$25,076
Net income
-$14,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.98$0.47$1.51
2023Summary only. Only limited summary data is available for this year.$2.70$0.00$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.10$0.61$1.72
2021Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.12$0.19$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.46$0.17$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.64$0.61$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.06$4.24$0.11$0.25$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.12$0.21$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.17$0.26$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.13$0.54$0.40
2014Summary only. Only limited summary data is available for this year.$4.96$0.00$0.56$0.36$0.20
2013Summary only. Only limited summary data is available for this year.$4.77$0.00$1.13$0.30$0.84
2012Summary only. Only limited summary data is available for this year.$3.95$0.02$0.13$0.26$0.13
2011Detailed filing. Detailed filing data is available for this year.$4.18$0.12$4.06$0.33