William J Rea Jr Charitable Foundation

990PF • Fiscal year 2018 • EIN 81-2905309

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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.

0.00x

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

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

0.00x

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

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

-21%

Higher net margin than 17% of similar nonprofits.

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

Higher top officer pay than 77% of similar nonprofits.

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

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

-0.5%

Faster asset growth than 46% of similar nonprofits.

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

73%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$97,311

Down $452 (-0.5%) from 2017

Net Assets

Down

$97,311

Down $452 (-0.5%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin17th percentile

Revenue

$4,697

Up $1,978 (+73%) from 2017

Expenses

Down

$5,698

Down $3,096 (-35%) from 2017

Net Income

-$1,001

Up $5,074 (+84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2018

Assets$97,311

Liabilities$0

Net Assets$97,311

Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2018

Revenue$4,697

Expenses$5,698

Net Income-$1,001

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 13, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM J REA JR	Trustee	PT	$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: 2019-05-13
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

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	74112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	3500
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	2309
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1498
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	4657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3807
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	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	2348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1498
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	884
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DIVIDEND REINVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ENTERPRISE PRODUCT PARTNERS EIN 76-0568219
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1433
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ENTERPRISE PRODUCT PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1433
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUST BASIS OF ASSETS - ENTERPRISE PRODUCTS PARTNERS
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM J REA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9187492181
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLIAM J REA JR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	812905309
ReturnHeader/Filer/PhoneNum	0	9187492181
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3214 S FLORENCE AVE
ReturnHeader/Filer/USAddress/CityNm	0	TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D0020C5EBF0145A074D8F18E3FB8BB7A577C9289
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	98.188.104.233
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	09:27:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ATKINS AND ATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1406 TERRACE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	741044626
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9187488800
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	R BLAKE ATKINS
ReturnHeader/ReturnTs	0	2019-05-14T09:09:39-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

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: $97,311
Liabilities: $0
Net assets: $97,311
Revenue: $4,697
Expenses: $5,698
Net income: -$1,001

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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