Civic Intelligence

Annunciation Greek Orthodox Endowment Fund Inc.

990 • Fiscal year 2016 • EIN 20-3364691

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

Organization Profile
3511 Yoakum BlvdHouston, TX 77006

(713) 526-5377

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,221,050

Up $409,293 (+15%) from 2015

Net Assets

Up

$3,221,050

Up $412,093 (+15%) from 2015

Liabilities

Down

$0

Down $2,800 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

Up

$427,921

Up $431,662 (+11539%) from 2015

Expenses

Down

$15,828

Down $26,563 (-63%) from 2015

Net Income

Up

$412,093

Up $458,225 (+993%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,515,193Liabilities 2010: $62,000Net Assets 2010: $2,453,1932010Assets 2011: $2,502,630Liabilities 2011: $68,000Net Assets 2011: $2,434,6302011Assets 2012: $2,647,409Liabilities 2012: $69,750Net Assets 2012: $2,577,6592012Assets 2013: $2,780,339Liabilities 2013: $67,000Net Assets 2013: $2,713,3392013Assets 2014: $2,927,689Liabilities 2014: $72,600Net Assets 2014: $2,855,0892014Assets 2015: $2,811,757Liabilities 2015: $2,800Net Assets 2015: $2,808,9572015Assets 2016: $3,221,050Liabilities 2016: $0Net Assets 2016: $3,221,0502016Assets 2017: $3,526,626Liabilities 2017: $0Net Assets 2017: $3,526,6262017Assets 2018: $3,325,010Liabilities 2018: $0Net Assets 2018: $3,325,0102018Assets 2019: $3,709,905Liabilities 2019: $0Net Assets 2019: $3,709,9052019Assets 2020: $4,201,226Liabilities 2020: $0Net Assets 2020: $4,201,2262020Assets 2021: $4,201,226Liabilities 2021: $0Net Assets 2021: $4,201,2262021Assets 2022: $3,274,681Liabilities 2022: $0Net Assets 2022: $3,274,6812022Assets 2024: $6,536,088Liabilities 2024: $2,177,989Net Assets 2024: $4,358,0992024

Highlighted filing

2016

Assets$3,221,050
Liabilities$0
Net Assets$3,221,050
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $93,9342010Expenses 2011: $101,0352011Expenses 2012: $105,3472012Revenue 2013: $174,479Expenses 2013: $106,511Net Income 2013: $67,9682013Revenue 2014: $160,483Expenses 2014: $107,793Net Income 2014: $52,6902014Revenue 2015: -$3,741Expenses 2015: $42,391Net Income 2015: -$46,1322015Revenue 2016: $427,921Expenses 2016: $15,828Net Income 2016: $412,0932016Revenue 2017: $444,884Expenses 2017: $108,228Net Income 2017: $336,6562017Revenue 2018: $91,681Expenses 2018: $26,598Net Income 2018: $65,0832018Revenue 2019: $119,533Expenses 2019: $21,930Net Income 2019: $97,6032019Revenue 2020: $88,651Expenses 2020: $23,642Net Income 2020: $65,0092020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $16,232Expenses 2022: $20,000Net Income 2022: -$3,7682022Revenue 2024: $146,670Expenses 2024: $65,000Net Income 2024: $81,6702024

Highlighted filing

2016

Revenue$427,921
Expenses$15,828
Net Income$412,093
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.1
Gross Receipts
$427,921
Mission and Program Overview

Mission

To support the ministries of annunciation greek orthodox cathedral (agoc), assist in its capital improvements and to provide scholarships to annunciation orthodox school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,811,757$3,221,050▲ $409,293
Total Assets$2,811,757$3,221,050▲ $409,293
Liabilities
Accounts Payable and Accrued Expenses$2,800--
Total Liabilities$2,800$0▼ $2,800
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,524,245$1,936,338▲ $412,093
Permanently Rstr Net Assets$1,284,712$1,284,712→ $0
Total Net Assets Fund Balance$2,808,957$3,221,050▲ $412,093
Total Liabilities and Net Assets / Fund Balance$2,811,757$3,221,050▲ $409,293
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
George PostolosPresident
Cynthia KostasTrustee
Michael CokinosTrustee
Mike KoinisTrustee
Rev Michael LambakisTrustee
S Paul VoinisTrustee
Stephanie AlvarezTrustee
Ted GeocaTrustee
James PappasTreasurer/se
Richard K McgeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$245,809
Program Service Revenue
$0
Investment Income
$182,112
Other Revenue
$0
All Other Contributions
$14,255
Change in Net Assets
$412,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$427,921
Total Revenue per Audited Statements
$427,921
Total Revenue per Form 990
$427,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,828
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
Fees for Service Investment Mgmnt Fees-$13,008-$13,008
Fees for Services Accounting-$2,820-$2,820
Total Functional Expenses$0$15,828$0$15,828

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,828
Total Expenses per Audited Statements$15,828
Total Expenses per Form 990$15,828
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
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The board of directors consist of a group that current officers or hte current and immediate past president of the board of trustees for annunciation greek orthodox cathedral. The remaining directors are voted to serve by the parishioners of said church.”

Form 990, Page 6, Part VI, Line 7B

“Acceptance of restricted gifts and approval of the amounts disbursed in fulfillment of the endowment's purpose.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Annunciation Greek Orthodox
EIN
20-3364691
Phone
7135265377
Address
3511 YOAKUM BLVD, HOUSTON, TX 77006

Signing Officer

Name
George Postolos
Title
President
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Postolos
Formed
2005
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Andrew G Shebay & Co Pc
Address
PO BOX 79650, HOUSTON, TX 77279
Preparer
Michael G Shebay
Phone
7137824524
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Form 990, part iv, line 7(a) - election of members and their rights the board of directors consist of the presiding priest of agoc, the current president, the immediated past of president of agoc's parish council and the remaining trustess are elected by the parishtioners of agoc. Form 990 , part vi, line 7(b) - decisions subject to approval of members acceptance of retricted funds and the amounts distributed in fulfillment of the fund's purpose. Form 990, part vi, line 11(b) - organizations's process to review form 990 no review was conducted except by the president of the fund. Form 990, part vi, line 19 - governing doucuments disclosure explanation no documentation available to the public.”

Raw XML Appendix348 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02800
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.
IRS990/AllOtherContributionsAmt014255
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AGOC ENDOWMENT FUND INC
IRS990/BooksInCareOfDetail/PhoneNum07135265377
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03511 YOAKUM BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077006
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0245809
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0182112
IRS990/CYOtherExpensesAmt015828
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0412093
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt015828
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0427921
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIP AWARDS TO FINANCIALLY NEEDY CHILDREN TO SUBSIDIZE THEIR TUITION TO ANNUNCIATION ORTHODOX SCHOOL. THE SCHOLARSHIP GUIDELINES PROMULGATED BY THE SCHOOL & STUDENT SERVICE FOR FINANCIAL AID (SSS) ARE USED TO DETERMINE AWARDEES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02820
IRS990/FeesForServicesAccountingGrp/TotalAmt02820
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013008
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013008
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD K MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm1S PAUL VOINIS
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE POSTOLOS
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA KOSTAS
IRS990/Form990PartVIISectionAGrp/PersonNm4REV MICHAEL LAMBAKIS
IRS990/Form990PartVIISectionAGrp/PersonNm5TED GEOCA
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL COKINOS
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE KOINIS
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES PAPPAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER/SE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0427921
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0182112
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0182112
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02811757
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03221050
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02808957
IRS990/NetAssetsOrFundBalancesEOYAmt03221050
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01284712
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01284712
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GEORGE POSTOLOS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt045840
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-49581
IRS990/PYOtherExpensesAmt042391
IRS990/PYRevenuesLessExpensesAmt0-46132
IRS990/PYTotalExpensesAmt042391
IRS990/PYTotalRevenueAmt0-3741
IRS990/ReconcilationRevenueExpnssAmt0412093
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0231554
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0760276967
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANNUCIATION GREEK ORTHODOX SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ANNUCIATION GREEK ORTHODOX SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt015828
IRS990ScheduleD/RevenueSubtotalAmt0427921
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART IV, LINE 7(A) - ELECTION OF MEMBERS AND THEIR RIGHTS THE BOARD OF DIRECTORS CONSIST OF THE PRESIDING PRIEST OF AGOC, THE CURRENT PRESIDENT, THE IMMEDIATED PAST OF PRESIDENT OF AGOC'S PARISH COUNCIL AND THE REMAINING TRUSTESS ARE ELECTED BY THE PARISHTIONERS OF AGOC. FORM 990 , PART VI, LINE 7(B) - DECISIONS SUBJECT TO APPROVAL OF MEMBERS ACCEPTANCE OF RETRICTED FUNDS AND THE AMOUNTS DISTRIBUTED IN FULFILLMENT OF THE FUND'S PURPOSE. FORM 990, PART VI, LINE 11(B) - ORGANIZATIONS'S PROCESS TO REVIEW FORM 990 NO REVIEW WAS CONDUCTED EXCEPT BY THE PRESIDENT OF THE FUND. FORM 990, PART VI, LINE 19 - GOVERNING DOUCUMENTS DISCLOSURE EXPLANATION NO DOCUMENTATION AVAILABLE TO THE PUBLIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalExpensesPerForm990Amt015828
IRS990ScheduleD/TotalRevenuePerForm990Amt0427921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0427921
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015828
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS CONSIST OF A GROUP THAT CURRENT OFFICERS OR HTE CURRENT AND IMMEDIATE PAST PRESIDENT OF THE BOARD OF TRUSTEES FOR ANNUNCIATION GREEK ORTHODOX CATHEDRAL. THE REMAINING DIRECTORS ARE VOTED TO SERVE BY THE PARISHIONERS OF SAID CHURCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCEPTANCE OF RESTRICTED GIFTS AND APPROVAL OF THE AMOUNTS DISBURSED IN FULFILLMENT OF THE ENDOWMENT'S PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANNUNCIATION GREEK ORTHODOX CATHDRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0ANNUNCIATION GREEK ORTHODOX CATHEDR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03511 YOAKUM BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt03511 YOAKUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01524245
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01936338
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02811757
IRS990/TotalAssetsEOYAmt03221050
IRS990/TotalAssetsGrp/BOYAmt02811757
IRS990/TotalAssetsGrp/EOYAmt03221050
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0245809
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015828
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015828
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02800
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02800
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02808957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03221050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0182112
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427921
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02811757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03221050
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03511 YOAKUM
IRS990/USAddress/AddressLine2Txt03511 YOAKUM
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077006
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE POSTOLOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNUNCIATION GREEK ORTHODOX
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWNMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNU
ReturnHeader/Filer/EIN0203364691
ReturnHeader/Filer/PhoneNum07135265377
ReturnHeader/Filer/USAddress/AddressLine1Txt03511 YOAKUM BLVD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06B58E67C333285A948B3D97CF6CCCA238C880A01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F713FE1837C0A56357EA96D0EE941AD8F910A98A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741893009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREW G SHEBAY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 79650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077279
ReturnHeader/PreparerPersonGrp/PhoneNum07137824524
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G SHEBAY
ReturnHeader/ReturnTs02018-01-31T14:22:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,221,050
Liabilities
$0
Net assets
$3,221,050
Revenue
$427,921
Expenses
$15,828
Net income
$412,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$2.18$4.36$0.15$0.07$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.00$3.27$0.02$0.02$0.00
2021Summary only. Only limited summary data is available for this year.$4.20$0.00$4.20$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.09$0.02$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.12$0.02$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.09$0.03$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.44$0.11$0.34
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.43$0.02$0.41
2015Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.00$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.07$2.86$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.07$2.71$0.17$0.11$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.07$2.58$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.07$2.43$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.06$2.45$0.09