Civic Intelligence

William J Rea Jr Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-2905309

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
3214 S Florence AveTulsa, OK 74105

(918) 749-2181

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-223%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$97,763

No earlier filing loaded for comparison.

Net Assets

$97,763

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

$2,719

No earlier filing loaded for comparison.

Expenses

$8,794

No earlier filing loaded for comparison.

Net Income

-$6,075

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2017: $97,763Liabilities 2017: $0Net Assets 2017: $97,7632017Assets 2018: $97,311Liabilities 2018: $0Net Assets 2018: $97,3112018Assets 2019: $100,508Liabilities 2019: $1Net Assets 2019: $100,5082019Assets 2020: $104,777Liabilities 2020: $1Net Assets 2020: $104,7772020Assets 2021: $106,257Liabilities 2021: $1Net Assets 2021: $106,2572021Assets 2022: $114,375Liabilities 2022: $1Net Assets 2022: $114,3752022Assets 2023: $122,693Liabilities 2023: $1Net Assets 2023: $122,6932023Assets 2024: $127,752Liabilities 2024: $0Net Assets 2024: $127,7522024

Highlighted filing

2017

Assets$97,763
Liabilities$0
Net Assets$97,763
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2017: $2,719Expenses 2017: $8,794Net Income 2017: -$6,0752017Revenue 2018: $4,697Expenses 2018: $5,698Net Income 2018: -$1,0012018Revenue 2019: $14,385Expenses 2019: $13,196Net Income 2019: $1,1892019Revenue 2020: $10,674Expenses 2020: $6,405Net Income 2020: $4,2692020Revenue 2021: $11,945Expenses 2021: $10,465Net Income 2021: $1,4802021Revenue 2022: $13,208Expenses 2022: $5,090Net Income 2022: $8,1182022Revenue 2023: $12,685Expenses 2023: $4,367Net Income 2023: $8,3182023Revenue 2024: $12,060Expenses 2024: $7,028Net Income 2024: $5,0322024

Highlighted filing

2017

Revenue$2,719
Expenses$8,794
Net Income-$6,075
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J REA JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
William J Rea Jr Charitable Foundation
EIN
81-2905309
Phone
9187492181
Address
3214 S FLORENCE AVE, TULSA, OK 74105

Signing Officer

Name
William J Rea
Title
Trustee
Phone
9187492181
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Atkins and Atkins Pc
Address
1406 TERRACE DRIVE, TULSA, OK 74104-4626
Preparer
R Blake Atkins
Phone
9187488800
Raw XML Appendix328 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/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/AppliedToCurrentYearAmt03248
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03004
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06252
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01498
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03004
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ENTERPRISE PRODUCT PARTNERS EIN 76-0568219
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03229
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST BASIS OF ASSETS - ENTERPRISE PRODUCTS PARTNERS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WILLIAM J REA JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03214 FLORENCE AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TULSA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd074105
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J REA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187492181
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J REA JR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0812905309
ReturnHeader/Filer/PhoneNum09187492181
ReturnHeader/Filer/USAddress/AddressLine1Txt03214 S FLORENCE AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4B0CC35EBB13D904D01320EC640AA6455A20158
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.188.104.233
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:08:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINS AND ATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01406 TERRACE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741044626
ReturnHeader/PreparerPersonGrp/PhoneNum09187488800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BLAKE ATKINS
ReturnHeader/ReturnTs02018-05-09T10:20:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,763
Liabilities
$0
Net assets
$97,763
Revenue
$2,719
Expenses
$8,794
Net income
-$6,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.04$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.13$0.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.14$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.09$0.06