Civic Intelligence

Longaker Foundation

990PF • Fiscal year 2020 • EIN 76-0664608

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 27, 2021

12 Cypress Ridge LaneSugar Land, TX 77479

(713) 515-3032

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-27%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$455,534

Up $29,181 (+6.8%) from 2019

Net Assets

Up

$455,534

Up $29,181 (+6.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$46,257

Down $17,316 (-27%) from 2019

Expenses

Down

$17,076

Down $44,129 (-72%) from 2019

Net Income

Up

$29,181

Up $26,813 (+1132%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$455,534
Liabilities$0
Net Assets$455,534

Operations Trend

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

2020

Revenue$46,257
Expenses$17,076
Net Income$29,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 27, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce F LongakerPresident & Director-$0--
Jennifer MaxheimerDirector-$0--
Sherri LoeffelholzSecretary & Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSpirit Golf AssociationExempt functionPCThe Woodlands, TX, US$7,500
Paid GrantChild Advocates of Fort Bend CountyExempt functionPCRosenberg, TX, US$3,500
Paid GrantTexas A&M UniversityExempt functionPCCollege Station, TX, US$2,500
Paid GrantThe Chinquapin SchoolExempt functionPCHighlands, TX, US$2,000
Paid GrantEast Fort Bend Human Needs MinistryExempt functionPCStafford, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Longaker Foundation
EIN
76-0664608
Phone
7135153032
Address
12 Cypress Ridge Lane, Sugar Land, TX 77479

Signing Officer

Name
Bruce F Longaker
Title
President
Phone
7135153032
Signed
2021-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Valhalla Advisors LLP
Address
5120 Woodway Dr Suite 9007, Houston, TX 77056
Preparer
Jeff Balliet
Phone
7139828555
Raw XML Appendix322 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/PersonNm0Bruce F Longaker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer Maxheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sherri Loeffelholz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012 Cypress Ridge Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15002 Cypress Spring Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25600-A Kingfisher Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Spirit Golf Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Texas A&M University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Chinquapin School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3435 Stafford Run
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42615 E Wallisville Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rosenberg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1The Woodlands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2College Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Stafford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Highlands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477562
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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/AppliedToCurrentYearAmt06702
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07358
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09798
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090090
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080292
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03900
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Contribution receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce F Longaker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07135153032
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Longaker Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0760664608
ReturnHeader/Filer/PhoneNum07135153032
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Cypress Ridge Lane
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077479
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010685388
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/PhoneNum07139828555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Balliet
ReturnHeader/ReturnTs02021-02-27T08:04:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Longaker
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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