Civic Intelligence

J Albert Charitable Foundation

990PF • Fiscal year 2023 • EIN 83-4227091

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

91 N Summer Cloud DriveSpring, TX 77381

(216) 352-0551

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

214500%

Faster asset growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

203400%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,146

Up $2,145 (+214500%) from 2022

Net Assets

Up

$2,146

Up $2,146 from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Up

$2,035

Up $2,034 (+203400%) from 2022

Expenses

Up

$780

Up $780 from 2022

Net Income

Up

$1,255

Up $1,254 (+125400%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0K$2.0K$1.0K$0Assets 2019: $378Liabilities 2019: $02019Assets 2020: $380Liabilities 2020: $1Net Assets 2020: $3802020Assets 2021: $880Liabilities 2021: $1Net Assets 2021: $8802021Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $2,146Liabilities 2023: $1Net Assets 2023: $2,1462023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$2,146
Liabilities$1
Net Assets$2,146

Operations Trend

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

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2019: $2,004Expenses 2019: $1,625Net Income 2019: $3792019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1,250Expenses 2021: $0Net Income 2021: $1,2502021Revenue 2022: $1Expenses 2022: $0Net Income 2022: $12022Revenue 2023: $2,035Expenses 2023: $780Net Income 2023: $1,2552023Revenue 2024: $98Expenses 2024: $750Net Income 2024: -$6522024

Highlighted filing

2023

Revenue$2,035
Expenses$780
Net Income$1,255
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE SHURELLPresident-$0--
ROBERT SHURELLTreasurer-$0--
CHARLOTTE MEISSNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
J Albert Charitable Foundation
EIN
83-4227091
Address
91 N SUMMER CLOUD DRIVE, SPRING, TX 77381

Signing Officer

Name
Marlene Shurell
Title
President
Phone
4408169544
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
On The Mark Tax Service
Address
31 E Bridge Street Suite 301, Berea, OH 44017
Preparer
Mark Dent
Phone
2163520551
Raw XML Appendix175 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT SHURELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLOTTE MEISSNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt091 N SUMMER CLOUD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt191 N SUMMER CLOUD DR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SPRING
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0780
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0780
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARLENE SHURELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HUMANITARY AID
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0780
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0780
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREPORTED INCOME 2022
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLENE SHURELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04408169544
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J ALBERT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JALB
ReturnHeader/Filer/EIN0834227091
ReturnHeader/Filer/USAddress/AddressLine1Txt091 N SUMMER CLOUD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077381
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0On The Mark Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 E Bridge Street Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berea
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044017
ReturnHeader/PreparerPersonGrp/PhoneNum02163520551
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Dent
ReturnHeader/ReturnTs02024-05-07T10:36:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARLENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHURELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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