Civic Intelligence

Rex L Allison Educational Foundation Inc.

990PF • Fiscal year 2013 • EIN 86-0533343

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 12, 2014

Organization Profile
C/O 6263 N Scottsdale Rd Ste 25085250-5426

(480) 998-2755

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$348,054

Down $10,481 (-2.9%) from 2012

Net Assets

Down

$348,054

Down $10,481 (-2.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

$22,818

No earlier filing loaded for comparison.

Expenses

Up

$33,299

Up $412 (+1.3%) from 2012

Net Income

-$10,481

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $378,499Liabilities 2010: $0Net Assets 2010: $378,4992010Assets 2011: $369,284Liabilities 2011: $0Net Assets 2011: $369,2842011Assets 2012: $358,535Liabilities 2012: $0Net Assets 2012: $358,5352012Assets 2013: $348,054Liabilities 2013: $0Net Assets 2013: $348,0542013Assets 2014: $3,053,976Liabilities 2014: $0Net Assets 2014: $3,053,9762014Assets 2015: $3,333,877Liabilities 2015: $0Net Assets 2015: $3,333,8772015Assets 2016: $3,464,207Liabilities 2016: $0Net Assets 2016: $3,464,2072016Assets 2017: $3,614,175Liabilities 2017: $0Net Assets 2017: $3,614,1752017Assets 2018: $3,554,395Liabilities 2018: $0Net Assets 2018: $3,554,3952018Assets 2019: $3,572,798Liabilities 2019: $0Net Assets 2019: $3,572,7982019Assets 2020: $3,535,525Liabilities 2020: $0Net Assets 2020: $3,535,5252020Assets 2021: $3,559,800Liabilities 2021: $0Net Assets 2021: $3,559,8002021Assets 2022: $3,477,768Liabilities 2022: $0Net Assets 2022: $3,477,7682022Assets 2023: $3,208,424Liabilities 2023: $0Net Assets 2023: $3,208,4242023Assets 2024: $3,044,410Liabilities 2024: $0Net Assets 2024: $3,044,4102024Assets 2025: $2,702,218Liabilities 2025: $0Net Assets 2025: $2,702,2182025

Highlighted filing

2013

Assets$348,054
Liabilities$0
Net Assets$348,054
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $31,5502010Expenses 2011: $31,2132011Expenses 2012: $32,8872012Revenue 2013: $22,818Expenses 2013: $33,299Net Income 2013: -$10,4812013Revenue 2014: $1,573,013Expenses 2014: $240,164Net Income 2014: $1,332,8492014Revenue 2015: $684,665Expenses 2015: $404,764Net Income 2015: $279,9012015Revenue 2016: $430,963Expenses 2016: $300,633Net Income 2016: $130,3302016Revenue 2017: $483,603Expenses 2017: $333,635Net Income 2017: $149,9682017Revenue 2018: $348,510Expenses 2018: $408,290Net Income 2018: -$59,7802018Revenue 2019: $428,859Expenses 2019: $410,456Net Income 2019: $18,4032019Revenue 2020: $440,946Expenses 2020: $478,219Net Income 2020: -$37,2732020Revenue 2021: $458,008Expenses 2021: $433,733Net Income 2021: $24,2752021Revenue 2022: $481,771Expenses 2022: $563,803Net Income 2022: -$82,0322022Revenue 2023: $315,291Expenses 2023: $584,635Net Income 2023: -$269,3442023Revenue 2024: $442,018Expenses 2024: $606,032Net Income 2024: -$164,0142024Revenue 2025: $253,179Expenses 2025: $595,371Net Income 2025: -$342,1922025

Highlighted filing

2013

Revenue$22,818
Expenses$33,299
Net Income-$10,481
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENEVIEVE ALLISONPres & Director-$0--
KENNETH S ALLISONVice-Pres & Director-$0--
ROBERT E TRAVERSSec'Y& Treas-$0--
Filing and Contact Details

Filer

EIN
86-0533343
Phone
4809982755

Signing Officer

Name
Rrtravers
Title
Secy
Phone
4809982756
Signed
2014-06-12
Discuss with paid preparer
Yes

Preparer

Preparer
Robert E Travers CPA
Phone
4809982755
Raw XML Appendix318 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GENEVIEVE ALLISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH S ALLISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT E TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRES & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC'Y& TREAS
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACHER SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10PHOENIX COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103901 E STANFORD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PARADISE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode085253
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt024573
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024618
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06427
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04421
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06427
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020814
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SANTERRE & VANDE KROL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0344
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0344
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARIZONA CORP COMM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
TaxesSchedule/TaxesDetail/Amt0405
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EST 2013 TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0405
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RRTRAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECY
ReturnHeader/BusinessOfficerGrp/PhoneNum04809982756
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10REX L ALLISON EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0REXL
ReturnHeader/Filer/EIN0860533343
ReturnHeader/Filer/PhoneNum04809982755
ReturnHeader/Filer/USAddress/AddressLine10C/O 6263 N SCOTTSDALE RD STE 250
ReturnHeader/Filer/USAddress/City0SCOTTSDALE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode0852505426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860267201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAMMOND TRAVERS & TUTTLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106263 N SCOTTSDALE RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0852505426
ReturnHeader/PreparerPersonGrp/PhoneNum04809982755
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E TRAVERS CPA
ReturnHeader/ReturnTs02014-06-13T18:27:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,054
Liabilities
$0
Net assets
$348,054
Revenue
$22,818
Expenses
$33,299
Net income
-$10,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.25$0.60$0.34
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.44$0.61$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.32$0.58$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.48$0.56$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.46$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.44$0.48$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.43$0.41$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.35$0.41$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.48$0.33$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.43$0.30$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.68$0.40$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.57$0.24$1.33
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.03