Civic Intelligence

Annunciation Greek Orthodox Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 20-3364691

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,526,626

Up $305,576 (+9.5%) from 2016

Net Assets

Up

$3,526,626

Up $305,576 (+9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$444,884

Up $16,963 (+4.0%) from 2016

Expenses

Up

$108,228

Up $92,400 (+584%) from 2016

Net Income

Down

$336,656

Down $75,437 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2017

Assets$3,526,626
Liabilities$0
Net Assets$3,526,626
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

2017

Revenue$444,884
Expenses$108,228
Net Income$336,656
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$444,884
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$3,216,670$3,460,882▲ $244,212
Savings and Temporary Cash Investments-$65,744-
Accounts Receivable$4,380--
Total Assets$3,221,050$3,526,626▲ $305,576
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,936,338$2,241,914▲ $305,576
Permanently Rstr Net Assets$1,284,712$1,284,712→ $0
Total Net Assets Fund Balance$3,221,050$3,526,626▲ $305,576
Total Liabilities and Net Assets / Fund Balance$3,221,050$3,526,626▲ $305,576
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$16,300
Program Service Revenue
$0
Investment Income
$428,584
Other Revenue
$0
All Other Contributions
$16,300
Change in Net Assets
$336,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$444,884
Total Revenue per Audited Statements
$444,884
Total Revenue per Form 990
$444,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,750
Other Expenses$21,478
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,750--$86,750
Fees for Service Investment Mgmnt Fees-$21,478-$21,478
Total Functional Expenses$86,750$21,478$0$108,228

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$108,228
Total Expenses per Audited Statements$108,228
Total Expenses per Form 990$108,228
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Annunciation Orthodox SchoolHouston, TX-Scholarships$86,750
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 the 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
Richard K Mcgee
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard K Mcgee
Formed
2005
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Andrew G Shebay & Co Pc
Address
PO BOX 79650, HOUSTON, TX 77279
Preparer
Michael G Shebay
Phone
2813177229
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ADJUST MARKET TO COST 0”

Raw XML Appendix337 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS CONSIST OF A GROUP THAT CURRENT OFFICERS OR THE 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/ExplanationTxt4ADJUST MARKET TO COST 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD K MCGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNUNCIATION GREEK ORTHODOX
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWNMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNU
ReturnHeader/Filer/EIN0203364691
ReturnHeader/Filer/PhoneNum07135265377
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.246.33.205
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ReturnHeader/FilingSecurityInformation/IPTm018:06:42
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
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ReturnHeader/PreparerPersonGrp/PhoneNum02813177229
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G SHEBAY
ReturnHeader/ReturnTs02018-11-15T18:06:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,526,626
Liabilities
$0
Net assets
$3,526,626
Revenue
$444,884
Expenses
$108,228
Net income
$336,656
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
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.44$0.11$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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