Civic Intelligence

The Toles Family Foundation

990PF • Fiscal year 2012 • EIN 85-0476251

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 05, 2013

Organization Profile
PO Box 130088202-1300
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

54th percentile

1.5%

Faster asset growth than 54% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,028,348

Up $14,919 (+1.5%) from 2011

Net Assets

Up

$1,028,348

Up $14,919 (+1.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,111

Down $28,122 (-51%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,035,338Liabilities 2010: $0Net Assets 2010: $1,035,3382010Assets 2011: $1,013,429Liabilities 2011: $0Net Assets 2011: $1,013,4292011Assets 2012: $1,028,348Liabilities 2012: $0Net Assets 2012: $1,028,3482012Assets 2013: $1,105,155Liabilities 2013: $02013Assets 2014: $2,306,209Liabilities 2014: $02014Assets 2015: $2,055,154Liabilities 2015: $02015Assets 2019: $2,360,345Liabilities 2019: $02019Assets 2020: $2,503,937Liabilities 2020: $15,564Net Assets 2020: $2,488,3732020Assets 2021: $2,719,091Liabilities 2021: $32,792Net Assets 2021: $2,686,2992021Assets 2022: $236,840Liabilities 2022: $1Net Assets 2022: $236,8402022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$1,028,348
Liabilities$0
Net Assets$1,028,348
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $46,3432010Expenses 2011: $55,2332011Expenses 2012: $27,1112012Revenue 2013: $59,095Expenses 2013: $61,261Net Income 2013: -$2,1662013Revenue 2014: $1,306,241Expenses 2014: $71,571Net Income 2014: $1,234,6702014Revenue 2015: $64,898Expenses 2015: $105,918Net Income 2015: -$41,0202015Revenue 2019: $80,360Expenses 2019: $125,662Net Income 2019: -$45,3022019Revenue 2020: $229,690Expenses 2020: $149,261Net Income 2020: $80,4292020Revenue 2021: $437,638Expenses 2021: $160,839Net Income 2021: $276,7992021Revenue 2022: $138,264Expenses 2022: $2,290,077Net Income 2022: -$2,151,8132022Revenue 2023: $10,578Expenses 2023: $247,863Net Income 2023: -$237,2852023

Highlighted filing

2012

Revenue-
Expenses$27,111
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J PENROD TOLESTrustee-$0--
SALLY S TOLESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHISTORICAL SOCIETY FOR SOUTHEAST NMOPERATINGPUBLIC CHARIROSWELL, NM, US$5,000
Paid GrantMIDWAY YOUTH & FAMILY DEVELOPMENTOPERATINGPUBLIC CHARIDEXTER, NM, US$3,000
Paid GrantEASTERN NEW MEXICO UNIVERSITY -ROSWOPERATINGCOLLEGEROSWELL, NM, US$3,000
Filing and Contact Details

Filer

EIN
85-0476251
Raw XML Appendix359 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/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1065 YAKIMA RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1152 UNIVERSITY BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12200 N LEA AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DEXTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROSWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ROSWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode088201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode188203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode288201
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear011000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011482
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted047190
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1040100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031723
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3020307
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4027858
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5045186
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus035708
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY035708
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear509478
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0119988
IRS990PF/UndistributedIncome/ExcessFromYear1040100
IRS990PF/UndistributedIncome/ExcessFromYear2031723
IRS990PF/UndistributedIncome/ExcessFromYear3020307
IRS990PF/UndistributedIncome/ExcessFromYear4027858
IRS990PF/UndistributedIncome/QualifyingDistributions011482
IRS990PF/UndistributedIncome/TotalCorpus0129466
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0165174
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0FIRST NATIONAL TOWER, LTD.
OtherExpensesSchedule/OtherExpenses/Description1K-1 SS 179
OtherExpensesSchedule/OtherExpenses/Description2EXPENSES
OtherExpensesSchedule/OtherExpenses/Description3INSURANCE
OtherExpensesSchedule/OtherExpenses/Description4THE ENDOWMENT TEI FUND-OTHER
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01275
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11146
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01275
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks14070
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21146
OtherIncomeSchedule2/OtherIncome/Description0THE ENDOWMENT TEI FUND OTHER
OtherIncomeSchedule2/OtherIncome/Description1LIFE INSURANCE INCOME
OtherIncomeSchedule2/OtherIncome/Description2FIRST NATIONAL TOWER NONDEDUC
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome03
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks03
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12249
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2-243
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount08099
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome08099
TaxesSchedule/Taxes/Amount0192
TaxesSchedule/Taxes/Amount1215
TaxesSchedule/Taxes/Category0EXCISE TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome0215
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0850476251
ReturnHeader/Filer/Name/BusinessNameLine10TOLES FOUNDATION
ReturnHeader/Filer/NameControl0TOLE
ReturnHeader/Filer/Phone05756225863
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1300
ReturnHeader/Filer/USAddress/City0ROSWELL
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode0882021300
ReturnHeader/Officer/DateSigned02013-08-05
ReturnHeader/Officer/Name0J PENROD TOLES
ReturnHeader/Officer/Phone05756225863
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-08-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ACCOUNTING & CONSULTING GROUP LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 2504
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROSWELL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0882022504
ReturnHeader/Preparer/Name0MICHAEL J ANDREWS
ReturnHeader/Preparer/Phone05756224667
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-15T15:27:08-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,028,348
Liabilities
$0
Net assets
$1,028,348
Revenue
-
Expenses
$27,111
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.25$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.14$2.29$2.15
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.03$2.69$0.44$0.16$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.49$0.23$0.15$0.08
2019Summary only. Only limited summary data is available for this year.$2.36$0.00$0.08$0.13$0.05
2015Summary only. Only limited summary data is available for this year.$2.06$0.00$0.06$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$2.31$0.00$1.31$0.07$1.23
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05