Civic Intelligence

Battered Womens Shelter Endownment Fund

990 • Fiscal year 2017 • EIN 20-0741896

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

7911 Broadway StSan Antonio, TX 78209

(210) 733-3536

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$125,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 287.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

Up

$615,520

Up $615,519 (+61551900%) from 2013

Net Assets

$615,520

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$43,535

Up $43,535 from 2013

Expenses

Up

$7,113

Up $7,113 from 2013

Net Income

Up

$36,422

Up $36,422 from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2017: $615,520Liabilities 2017: $0Net Assets 2017: $615,5202017Assets 2018: $1,657,224Liabilities 2018: $0Net Assets 2018: $1,657,2242018Assets 2019: $2,210,848Liabilities 2019: $0Net Assets 2019: $2,210,8482019Assets 2020: $2,352,401Liabilities 2020: $0Net Assets 2020: $2,352,4012020Assets 2021: $2,799,252Liabilities 2021: $0Net Assets 2021: $2,799,2522021Assets 2022: $2,544,008Liabilities 2022: $0Net Assets 2022: $2,544,0082022Assets 2023: $2,767,014Liabilities 2023: $0Net Assets 2023: $2,767,0142023Assets 2024: $3,091,902Liabilities 2024: $0Net Assets 2024: $3,091,9022024Assets 2025: $3,434,951Liabilities 2025: $0Net Assets 2025: $3,434,9512025

Highlighted filing

2017

Assets$615,520
Liabilities$0
Net Assets$615,520

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2017: $43,535Expenses 2017: $7,113Net Income 2017: $36,4222017Revenue 2018: $1,052,894Expenses 2018: $11,190Net Income 2018: $1,041,7042018Revenue 2019: $542,434Expenses 2019: $0Net Income 2019: $542,4342019Revenue 2020: $141,553Expenses 2020: $0Net Income 2020: $141,5532020Revenue 2021: $446,851Expenses 2021: $0Net Income 2021: $446,8512021Revenue 2022: $61,431Expenses 2022: $92,100Net Income 2022: -$30,6692022Revenue 2023: $223,006Expenses 2023: $0Net Income 2023: $223,0062023Revenue 2024: $324,888Expenses 2024: $0Net Income 2024: $324,8882024Revenue 2025: $343,049Expenses 2025: $0Net Income 2025: $343,0492025

Highlighted filing

2017

Revenue$43,535
Expenses$7,113
Net Income$36,422
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$43,535
Mission and Program Overview

Mission

Battered womens shelter endowment fund is a supporting organization and is the custodian and administrative fund for permanently restricted private donations made to support the missions of family violence prevention services (the supported organization).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$579,098$615,520▲ $36,422
Rtn Earn Endowment Incm Other Fnds$579,098$615,520▲ $36,422
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$579,098$615,520▲ $36,422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$579,098$615,520▲ $36,422
Total Liabilities and Net Assets / Fund Balance$579,098$615,520▲ $36,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$615,520--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$579,098$36,422▲ $7,113$7,113$615,520
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Marta PelaezPresident/CEOFT$125,000$125,000

Board Members and Trustees

NameTitle
Wayne TerryChair Elect
Nancy Gerval-wagnerChairwoman
ANA 'CHA' GUZMANBoard Member
Andrea BrooksBoard Member
Carlos E Moreno MdBoard Member
Christen WommackBoard Member
Christy PrescottBoard Member
Jennifer MitchellBoard Member
Judith R BlakewayBoard Member
Manuel MungiaBoard Member
Margaret M VeraBoard Member
Roberta Lee SanchezBoard Member
Stuart I SchlossbergBoard Member
William McmanusBoard Member
Mark JimenezParliamentarian
Matthew E PeppingSecretary
Cheryl ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,422
Program Service Revenue
$0
Investment Income
$7,113
Other Revenue
$0
All Other Contributions
$36,422
Change in Net Assets
$36,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,113--$7,113
Total Functional Expenses$7,113$0$0$7,113
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 was provided to the organization's governing body for review and comment via email prior to filing the form 990 with the irs.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy. This includes reviewing with the board of directors on an annual basis the policy and disclosing any conflicts.

Form 990, Part VI, Section B, Line 15A

The board of directors annually reviews and approves all salary adjustments.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Battered Womens Shelter Endowment Fund
EIN
20-0741896
Phone
2107333536
Address
7911 BROADWAY ST, SAN ANTONIO, TX 78209

Signing Officer

Name
Martha B Pelaez
Title
President/CEO
Phone
2109303669
Signed
2017-09-21

Organization Details

Principal Officer
Marta Pelaez
Formed
2004
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Rinaldo J Gonzalez CPA Pc
Address
7800 IH-10 WEST SUITE 505, SAN ANTONIO, TX 78230
Preparer
Rinaldo J Gonzalez CPA
Phone
2103669430
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09675
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047669
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt062561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012774
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062561
IRS990ScheduleA/TotalSupportAmt0110230
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0579098
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt036422
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0615520
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07113
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07113
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0615520
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0615520
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT VIA EMAIL PRIOR TO FILING THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THIS INCLUDES REVIEWING WITH THE BOARD OF DIRECTORS ON AN ANNUAL BASIS THE POLICY AND DISCLOSING ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES ALL SALARY ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FAMILY VIOLENCE PREVENTION SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741994151
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07911 BROADWAY ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07113
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FAMILY VIOLENCE PREVENTION SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0579098
IRS990/TotalAssetsEOYAmt0615520
IRS990/TotalAssetsGrp/BOYAmt0579098
IRS990/TotalAssetsGrp/EOYAmt0615520
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036422
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07113
IRS990/TotalFunctionalExpensesGrp/TotalAmt07113
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0579098
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615520
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07113
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07113
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043535
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579098
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0615520
IRS990/TotReportableCompRltdOrgAmt0125000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07911 BROADWAY
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0HTTP://WWW.FVPS.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA B PELAEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02109303669
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATTERED WOMENS SHELTER ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0BATT

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