Civic Intelligence

Ocheltree Foundation Inc

990PF • Fiscal year 2011 • EIN 85-0324142

Jan 01, 2011 to Dec 31, 2011 • Filed on May 17, 2013

Organization Profile
PO Box 15988038-0159
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.07x

Higher debt load relative to assets than 62% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

32nd percentile

-3.6%

Faster asset growth than 32% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$665,926

Down $24,771 (-3.6%) from 2010

Net Assets

$616,348

No earlier filing loaded for comparison.

Liabilities

Down

$49,578

Down $2,260 (-4.4%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$22,297

Up $1,884 (+9.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $690,697Liabilities 2010: $51,8382010Assets 2011: $665,926Liabilities 2011: $49,578Net Assets 2011: $616,3482011Assets 2012: $653,497Liabilities 2012: $17,1622012Assets 2013: $648,826Liabilities 2013: $16,666Net Assets 2013: $632,1602013Assets 2014: $645,231Liabilities 2014: $16,666Net Assets 2014: $628,5652014Assets 2015: $641,415Liabilities 2015: $16,666Net Assets 2015: $624,7492015Assets 2016: $641,766Liabilities 2016: $16,666Net Assets 2016: $625,1002016Assets 2017: $642,098Liabilities 2017: $16,666Net Assets 2017: $625,4322017Assets 2018: $639,910Liabilities 2018: $14,478Net Assets 2018: $625,4322018Assets 2019: $639,610Liabilities 2019: $17,078Net Assets 2019: $622,5322019Assets 2020: $640,029Liabilities 2020: $17,843Net Assets 2020: $622,1862020Assets 2021: $641,045Liabilities 2021: $15,3222021Assets 2022: $641,100Liabilities 2022: $17,834Net Assets 2022: $623,2662022Assets 2023: $639,443Liabilities 2023: $16,3472023Assets 2024: $651,648Liabilities 2024: $12,086Net Assets 2024: $639,5622024

Highlighted filing

2011

Assets$665,926
Liabilities$49,578
Net Assets$616,348
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2010: $1,573Expenses 2010: $20,413Net Income 2010: -$18,8402010Expenses 2011: $22,2972011Revenue 2012: $30,480Expenses 2012: $10,493Net Income 2012: $19,9872012Revenue 2013: $415Expenses 2013: $5,567Net Income 2013: -$5,1522013Revenue 2014: $423Expenses 2014: $4,372Net Income 2014: -$3,9492014Revenue 2015: $1,174Expenses 2015: $4,549Net Income 2015: -$3,3752015Revenue 2016: $646Expenses 2016: $398Net Income 2016: $2482016Revenue 2017: $14,377Expenses 2017: $14,045Net Income 2017: $3322017Revenue 2018: $12,755Expenses 2018: $12,755Net Income 2018: $02018Revenue 2019: $6,255Expenses 2019: $9,155Net Income 2019: -$2,9002019Revenue 2020: $19,368Expenses 2020: $19,714Net Income 2020: -$3462020Revenue 2021: $23,165Expenses 2021: $19,628Net Income 2021: $3,5372021Revenue 2022: $12,755Expenses 2022: $15,212Net Income 2022: -$2,4572022Revenue 2023: $17,673Expenses 2023: $17,844Net Income 2023: -$1712023Revenue 2024: $36,189Expenses 2024: $19,723Net Income 2024: $16,4662024

Highlighted filing

2011

Revenue-
Expenses$22,297
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 17, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX OCHELTREEPresPT$0--
Filing and Contact Details

Filer

EIN
85-0324142
Raw XML Appendix294 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.

Path#Value
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DepreciationSchedule/Depreciation/PriorYearsDepreciation07200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue06950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06950
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IRS990PF/BalanceSheets/RetainedEarningsBOY0638859
IRS990PF/BalanceSheets/RetainedEarningsEOY0616348
IRS990PF/BalanceSheets/TotalAssetsBOY0690697
IRS990PF/BalanceSheets/TotalAssetsEOY0665926
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0665926
IRS990PF/BalanceSheets/TotalLiabilitiesBOY051838
IRS990PF/BalanceSheets/TotalLiabilitiesEOY049578
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0690697
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0638859
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-805
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05465
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26263
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22006-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0VG HEALTH CARE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1VG HEALTH CARE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2VG HEALTH CARE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-77
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice26000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-22511
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0616348
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0656
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0656
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IRS990PF/DistributableAmount/MinimumInvestmentReturn0656
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0825
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities012500
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0200
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets013125
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 159
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GILA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode088038
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear0591
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total08123
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year101573
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year203355
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IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear0502
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total06904
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.155033
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.227262
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber10
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0The securities are owned by the Foundation to provide operating capital to service the purpose of the Foundation.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Therefore all income derived from thses securities are exempt in nature.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ALEX OCHELTREE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NM
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0NM
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Restoration for the historic preservation in perpetuity for posterity of the LC Ranch Headquarter, a New Mexico Historic Site and on the National Register of Historic places located in Gila, County of Grant, New Mexico.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1022297
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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LandEtcSchedule2/LandEtc/CategoryOrItem0EQUIPMENT
LandEtcSchedule2/LandEtc/CategoryOrItem1TRACTOR
LandEtcSchedule2/LandEtc/CategoryOrItem2RENTAL PROPERTY
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LandEtcSchedule2/LandEtc/CostOrOtherBasis136000
LandEtcSchedule2/LandEtc/CostOrOtherBasis2150000
LandEtcSchedule2/LandEtc/EOYFMV017280
LandEtcSchedule2/LandEtc/EOYFMV1150000
OtherAssetsSchedule/OtherAssets/BOYBookValue0489405
OtherAssetsSchedule/OtherAssets/Description0HISTORICAL RANCH
OtherAssetsSchedule/OtherAssets/EOYBookValue0489405
OtherAssetsSchedule/OtherAssets/EOYFMV0489405
OtherExpensesSchedule/OtherExpenses/Description0INSURANCE
OtherExpensesSchedule/OtherExpenses/Description1GROUNDS EXPENSE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01109
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11246
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01109
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11246
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0249
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BANK CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0249
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0232
TaxesSchedule/Taxes/Category0Income tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0232
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0850324142
ReturnHeader/Filer/Name/BusinessNameLine10OCHELTREE FOUNDATION INC
ReturnHeader/Filer/NameControl0OCHE
ReturnHeader/Filer/Phone05055352825
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 159
ReturnHeader/Filer/USAddress/City0GILA
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode0880380159
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-05-17
ReturnHeader/Officer/Name0ALEX OCHELTREE
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CARNEY FOY CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 2331
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SILVER CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode088062
ReturnHeader/Preparer/Name0CARNEY FOY
ReturnHeader/Preparer/Phone05753883111
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-17T15:59:15-00:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$665,926
Liabilities
$49,578
Net assets
$616,348
Revenue
-
Expenses
$22,297
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.12$6.40$0.36$0.20$0.16
2023Summary only. Only limited summary data is available for this year.$6.39$0.16$0.18$0.18$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.41$0.18$6.23$0.13$0.15$0.02
2021Summary only. Only limited summary data is available for this year.$6.41$0.15$0.23$0.20$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.18$6.22$0.19$0.20$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.17$6.23$0.06$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.14$6.25$0.13$0.13$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.17$6.25$0.14$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$6.42$0.17$6.25$0.01$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.41$0.17$6.25$0.01$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.17$6.29$0.00$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.49$0.17$6.32$0.00$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$6.53$0.17$0.30$0.10$0.20
2011Detailed filing. Detailed filing data is available for this year.$6.66$0.50$6.16$0.22
2010Summary only. Only limited summary data is available for this year.$6.91$0.52$0.02$0.20$0.19