Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
Liabilities / Revenue
45th percentile
Higher debt load relative to revenue than 45% of similar nonprofits.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 105.4% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
94th percentile
Faster revenue growth than 94% of similar nonprofits.
Assets
Up$1,841,100
Up $1,234,541 (+204%) from 2023
Net Assets
$1,837,137
No earlier filing loaded for comparison.
Liabilities
Down$3,963
Down $3,826 (-49%) from 2023
Revenue
Up$123,346
Up $116,291 (+1648%) from 2023
Expenses
Up$215,658
Up $198,667 (+1169%) from 2023
Net Income
Down-$92,312
Down $82,376 (-829%) from 2023
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LAURA GORDON | President | - | $130,000 | - | $130,000 |
| BRAD GORDON | Secretary | - | $0 | - | - |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AppliedToPriorYearElection/ElectionDesc | 0 | LAURA GORDON, AS PRESIDENT OF THE FOUNDATION, IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO TREAT QUALIFYING DISTRIBUTIONS OUT OF UNDISTRIUBTED INCOME FROM THE 2021 AND 2022 FISCAL YEAR. |
| GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc | 0 | 990-PF PART VII-B LINE 1A(4) |
| GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt | 0 | PART VII-B 1A(4) - THE COMPENSATION TO DISQUALIFIED PERSON IS PAID TOLAURA GORDON, THE PRESIDENT OF THE FOUNDATION AND LISA ANDERSON, ANEMPLOYEE, FOR SERVICES RENDERED TO THE FOUNDATION. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 35548 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 223452 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 1519502 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | CHARLES SCHWAB ACCOUNT #1306 - EQUITIES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | CHARLES SCHWAB ACCOUNT #1306 - MUTUAL FUNDS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | CHARLES SCHWAB ACCOUNT #1306 - EXCHANGE TRADED FUNDS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 109095 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 542428 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 2700397 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | AT COST |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 74087 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 49259 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 123346 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 123346 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 49259 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 130000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 130000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 63219 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 74087 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -92312 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 220994 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 49259 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 84286 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 40000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt | 0 | 40000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 4150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 4150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 28192 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 28192 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt | 0 | 13005 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt | 0 | 13005 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 311 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 187155 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 28192 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 215658 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 112478 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 123346 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 187155 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 28192 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 215658 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 154 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 171581 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 2 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 49257 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 2 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 49257 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 156 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 220838 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | CHARLES SCHWAB ACCOUNT #1306 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | CHARLES SCHWAB ACCOUNT #1306 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2025-09-30 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2025-09-30 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 49259 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -92312 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 792 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 7789 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 1837929 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 1922452 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1837137 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 168644 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 160855 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 168644 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 162027 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 7789 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1172 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 1172 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 15 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 1172 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 1172 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1172 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 1187 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 0 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 3414518 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt | 0 | 12576 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt | 0 | 3963 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 275251 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 275251 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 3204 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 1915541 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 1778502 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 3351920 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 1647201 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 1561886 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 16283 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 62598 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 62598 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 1935028 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 1841100 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 3414518 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 12576 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 3963 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 1935028 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 1841100 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 1922452 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1837137 |
| IRS990PF/MethodOfAccountingAccrualInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 3289879 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 29910 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 3259969 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 49348 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 162027 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 3240531 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 3289879 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 130000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | LAURA GORDON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | BRAD GORDON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 1015 CIMARRON HILLS TRL W |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 1015 CIMARRON HILLS TRL W |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | GEORGETOWN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | GEORGETOWN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 78628 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 78628 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 187155 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 187155 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm | 0 | LAURA GORDON |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 1015 CIMARRON HILLS TRL W |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | GEORGETOWN |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | TX |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 78628 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | CA |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 5128191899 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt | 0 | WWW.RYLIINSTITUTE.ORG |
| IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt | 0 | PROVIDING EDUCATION AND COACHING SERVICES TO INDIVIDUALS, GROUPS AND BUSINESSES WHO ARE IN NEED OF ASSISTANCE TO REACH THEIR FULL POTENTIAL. EXAMPLES OF SERVICES WE PROVIDE:WELLNESS COACHING IS CENTRAL TO ALL THAT WE DO. INCLUDING HELPING INDIVIDUALS IMPROVE THEIR HEALTH SO THAT THEY CAN MAINTAIN A JOB, IMPROVING THE NUTRITION PLAN FOR CHILDREN WHO ARE STRUGGLING ACADEMICALLY, AND CREATING WELLNESS PROGRAMS FOR BUSINESSES WHO ARE IMPACTED BY HIGH EMPLOYEE ABSENTEEISM. ALL OF THIS LEADS TO A HEALTHIER AND MORE PRODUCTIVE SOCIETY.HELPING STUDENTS WHO STRUGGLE TO FIT IN WITH THE STANDARD EDUCATIONAL STRUCTURE, USUALLY DUE TO DYSLEXIA, ADHD AND OTHER LEARNING CHALLENGES.COACHING YOUNG ADULTS WHO HAVE AGED OUT OF THE FOSTER CARE SYSTEM AND NEED HELP LEARNING ESSENTIAL LIFE SKILLS. THIS INCLUDES MONEY MANAGEMENT, TIME MANAGEMENT, HEALTHY CHOICES AND PREPARATION FOR A JOB. THE GOAL IS TO HELP THEM BECOME AN INDEPENDENT, FUNCTIONING ADULT IN SOCIETY. |
| IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt | 0 | 187155 |
| IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt | 0 | 0 |
| IRS990PF/SupplementaryInformationGrp/ContributingManagerNm | 0 | LAURA GORDON |
| IRS990PF/SupplementaryInformationGrp/ContributingManagerNm | 1 | BRAD GORDON |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt | 0 | 0 |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | 0 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 13478 |
| IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt | 0 | 50152 |
| IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt | 0 | 123525 |
| IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 168644 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/PriorYear1Yr | 0 | 2022 |
| IRS990PF/UndistributedIncomeGrp/PriorYear2Yr | 0 | 2021 |
| IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 187155 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/Taxable1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/Taxable2Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt | 0 | 50152 |
| IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 155166 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt | 0 | 123525 |
| OtherDecreasesSchedule/OtherDecreasesDetail/Amt | 0 | 792 |
| OtherDecreasesSchedule/OtherDecreasesDetail/Desc | 0 | 2023 VNQ NONDIVIDEND ADJUSTMENT |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 0 | BOOKS, SUBSCRIPTIONS, INTERNET |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 1 | POSTAGE |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 2 | PAYROLL PROCESSING FEES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 3 | SMALL EQUIPMENT |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 0 | 1251 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 1 | 51 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 2 | 110 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 3 | 2738 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 0 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 1 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 2 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 3 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 0 | 1251 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 1 | 51 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 2 | 110 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 3 | 2738 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Amt | 0 | 7789 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Desc | 0 | WRITE-OFF 2021 ACCOUNTS PAYABLE |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt | 0 | 28192 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt | 0 | INVESTMENT MANAGEMENT FEES |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt | 0 | 28192 |
| SubstantialContributorsSch/SubstantialContributorDetail/PersonNm | 0 | BRAD AND LAURA GORDON |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt | 0 | 1015 CIMARRON HILLS TRL W |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm | 0 | GEORGETOWN |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd | 0 | TX |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd | 0 | 78628 |
| TaxesSchedule/TaxesDetail/Amt | 0 | 311 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | FEDERAL EXCISE TAX |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURA GORDON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5128191899 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | RYLI INSTITUTE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RYLI |
| ReturnHeader/Filer/EIN | 0 | 770443853 |
| ReturnHeader/Filer/PhoneNum | 0 | 5128191899 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1015 CIMARRON HILLS TRL W |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GEORGETOWN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78628 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471019942 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CREATIVE PLANNING TAX LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5454 W 110TH STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OVERLAND PARK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 66211 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9133382727 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EMILY HANOVER CPA |
| ReturnHeader/ReturnTs | 0 | 2026-01-28T08:11:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-09-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.