Civic Intelligence

Southeast Texas Emergency Relief Fd

EIN 20-3461985 • 501(c)3 • Beaumont, TX

Profile

Providing general relief for the benefit of persons and families displaced by hurricane's and other natural disasters and their aftermath and who are currently residing in southeast texas; and providing general relief for the benefit of any persons and families residing, temporarily or permanently. In addition, the organization acts as the long term recovery group for jefferson county, texas. Within this role, the organization coordinates efforts within jefferson county, texas as to the workings and interaction of other non-profit organizations to provide general relief for the benefit of any persons and families residing temporarily or permanently in jefferson county, texas following a natural diaster.

6550 Tram RoadBeaumont, TX 77713

www.seterf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

8th percentile

-139%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-87%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$68,929

Down $443,578 (-87%) from 2021

Liabilities

Down

$0

Down $24,570 (-100%) from 2021

Net Assets

Down

$68,929

Down $419,008 (-86%) from 2021

Revenue

Down

$300,822

Down $382,706 (-56%) from 2021

Expenses

Down

$719,830

Down $574,040 (-44%) from 2021

Net Income

Up

-$419,008

Up $191,334 (+31%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $31,500Liabilities 2011: $0Net Assets 2011: $31,5002011Assets 2018: $2,632,477Liabilities 2018: $0Net Assets 2018: $2,632,4772018Assets 2019: $1,591,786Liabilities 2019: $0Net Assets 2019: $1,591,7862019Assets 2020: $1,125,468Liabilities 2020: $27,189Net Assets 2020: $1,098,2792020Assets 2021: $512,507Liabilities 2021: $24,570Net Assets 2021: $487,9372021Assets 2022: $68,929Liabilities 2022: $0Net Assets 2022: $68,9292022

Highlighted filing

2022

Assets$68,929
Liabilities$0
Net Assets$68,929

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $15,191Expenses 2011: $0Net Income 2011: $15,1912011Revenue 2018: $3,629,364Expenses 2018: $1,000,476Net Income 2018: $2,628,8882018Revenue 2019: $371,094Expenses 2019: $1,411,785Net Income 2019: -$1,040,6912019Revenue 2020: $716,599Expenses 2020: $1,460,106Net Income 2020: -$743,5072020Revenue 2021: $683,528Expenses 2021: $1,293,870Net Income 2021: -$610,3422021Revenue 2022: $300,822Expenses 2022: $719,830Net Income 2022: -$419,0082022

Highlighted filing

2022

Revenue$300,822
Expenses$719,830
Net Income-$419,008

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 24, 2022
Return Version
2021v4.0
Gross Receipts
$300,822
Mission and Program Overview

Mission

Providing general relief for the benefit of persons and families displaced by hurricane's and other natural disasters and their aftermath and who are currently residing in southeast texas; and providing general relief for the benefit of any persons and families residing, temporarily or permanently. In addition, the organization acts as the long term recovery group for jefferson county, texas. Within this role, the organization coordinates efforts within jefferson county, texas as to the workings and interaction of other non-profit organizations to provide general relief for the benefit of any persons and families residing temporarily or permanently in jefferson county, texas following a natural diaster.

Providing general relief for the benefit of persons and families displaced by hurricane's and other natural disasters and their aftermath and who are currently residing in southeast texas; and providing general relief for the benefit of any persons and families residing, temporarily or permanently.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$512,507$68,929▼ $443,578
Total Assets$512,507$68,929▼ $443,578
Liabilities
Accounts Payable and Accrued Expenses$24,570--
Total Liabilities$24,570$0▼ $24,570
Net Assets / Fund Balance
Net Assets With Donor Restrictions$419,200--
Net Assets Without Donor Restrictions$68,737$68,929▲ $192
Total Net Assets Fund Balance$487,937$68,929▼ $419,008
Total Liabilities and Net Assets / Fund Balance$512,507$68,929▼ $443,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
ANNA CROW O'BANNONExecutive DiFT$5,417$5,417

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$238,500
Program Service Revenue
$0
Investment Income
$454
Other Revenue
$61,868
All Other Contributions
$238,500
Change in Net Assets
$-419,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$704,023
Other Expenses$9,976
Salaries, Compensation, and Employee Benefits$5,831
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$704,023--$704,023
Current Officers, Directors, Trustees, and Key Employees$5,417--$5,417
Fees for Services Accounting$4,320--$4,320
Insurance$2,853--$2,853
Office Expenses$863--$863
Occupancy$430--$430
Payroll Taxes$414--$414
Other Expenses$77--$77
Advertising$16--$16
Total Functional Expenses$719,830$0$0$719,830
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson County Long Term RecoveryBeaumont, TX-Continuing Operation$704,023
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
No
Business relationship with 35% controlled entity
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
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, Page 6, Part VI, Line 11B

Mailed/emailed to all trustees for review.

Form 990, Page 6, Part VI, Line 12C

Every interested party with any personal interest in the transaction must disclose all material facts concerning the transaction, including all potential personal benefit and potential conflicts of interest, to the other members of the board of trustees or other group authorizing the transaction. After disclosure of the interest all material facts, the matter shall be discussed by the board of trustees to determine if there is a conflict of interest. At any board of trustees member's request, the discussion will be held outside the presence of the interested party. The transaction must be approved by a majority vote of a quorum of disinterested board of trustees with the authority to authorize the transaction.

Form 990, Page 6, Part VI, Line 15A

The board of trustees shall review and approve the compensation of compensated individuals. The governing body reviewing and approving compensation for compensated individuals shall satisfy the following requirements: approval by persons without a conflict of interest, use of comparability data, and recording compensation deliberations.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Southeast Texas Emergency Relief Fd
EIN
20-3461985
Phone
4098920233
Address
6550 TRAM ROAD, BEAUMONT, TX 77713

Signing Officer

Name
Joe Penland
Title
Vice Chairman
Phone
4098981170
Signed
2022-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Penland
Formed
2005
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
1

Preparer

Firm
Edgar Kiker & Cross Pc
Address
3440 EASTEX FWY, BEAUMONT, TX 77703-1896
Preparer
Charlotte a Yeates
Phone
4098920233
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Providing general relief for the benefit of persons and families displaced by hurricane's and other natural disasters and their aftermath and who are currently residing in southeast texas; and providing general relief for the benefit of any persons and families residing, temporarily or permanently. In addition, the organization acts as the long term recovery group for jefferson county, texas. Within this role, the organization coordinates efforts within jefferson county, texas as to the workings and interaction of other non-profit organizations to provide general relief for the benefit of any persons and families residing temporarily or permanently in jefferson county, texas following a natural diaster.

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IRS990/OtherRevenueMiscGrp/Desc0OTHER
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt124570
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037298
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0238500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0681803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0711666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0365221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03626644
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02720
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IRS990ScheduleA/PublicSupportPY170Pct00.99840
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IRS990ScheduleA/TotalSupportAmt05632427
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0704023
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTINUING OPERATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON COUNTY LONG TERM RECOVERY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 NORTH STREET SUITE J2
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEAUMONT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE PRESENTED TO THE TRUSTEES FOR REVIEW DURING OPEN BOARD MEETINGS. THE GRANTEES MUST SUBMIT A REQUEST FOR FUNDS WHICH MATCH SOUTHEAST TEXAS EMERGENCY RELIEF FUND'S STATEMENT OF PURPOSE. THE GRANTEE MUST BE A QUALIFYING ORGANIZATION AND MUST HAVE A HISTORY OF HELPING WITH DISASTER RECOVERY. EACH REQUEST FOR FUNDS IS CAREFULLY REVIEWED BY THE BOARD, THEN GRANTS ARE GIVEN BASED ON BOARD'S APPROVAL. PROCEDURES FOR MONITORING USE OF GRANT FUNDS FOR INDIVIDUAL ASSISTANCE: CLIENTS ARE REFERRED TO OUR ORGANIZATION AFTER THEY HAVE BEEN THROUGH NATIONAL FEMA APPROVED CASE MANAGEMENT ORGANIZATIONS; CATHOLIC CHARITIES, ENDEAVORS AND ST. VINCENT DE PAUL. CLIENTS WILL NEED TO MEET OUR ORGANIZATION'S QUALIFICATIONS: MAXIMUM GRANT OF 15,000, HOUSE MUST BE COMPLETE AND READY FOR REPLACEMENT OF APPLIANCES AND FURNITURE DAMAGED BY STORM, AND INCOME REQUIREMENT. OUR ORGANIZATION WILL VERIFY THE NEED AND RECEIPT OF GOODS PURCHASED FOR CLIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING GENERAL RELIEF FOR THE BENEFIT OF PERSONS AND FAMILIES DISPLACED BY HURRICANE'S AND OTHER NATURAL DISASTERS AND THEIR AFTERMATH AND WHO ARE CURRENTLY RESIDING IN SOUTHEAST TEXAS; AND PROVIDING GENERAL RELIEF FOR THE BENEFIT OF ANY PERSONS AND FAMILIES RESIDING, TEMPORARILY OR PERMANENTLY. IN ADDITION, THE ORGANIZATION ACTS AS THE LONG TERM RECOVERY GROUP FOR JEFFERSON COUNTY, TEXAS. WITHIN THIS ROLE, THE ORGANIZATION COORDINATES EFFORTS WITHIN JEFFERSON COUNTY, TEXAS AS TO THE WORKINGS AND INTERACTION OF OTHER NON-PROFIT ORGANIZATIONS TO PROVIDE GENERAL RELIEF FOR THE BENEFIT OF ANY PERSONS AND FAMILIES RESIDING TEMPORARILY OR PERMANENTLY IN JEFFERSON COUNTY, TEXAS FOLLOWING A NATURAL DIASTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAILED/EMAILED TO ALL TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY INTERESTED PARTY WITH ANY PERSONAL INTEREST IN THE TRANSACTION MUST DISCLOSE ALL MATERIAL FACTS CONCERNING THE TRANSACTION, INCLUDING ALL POTENTIAL PERSONAL BENEFIT AND POTENTIAL CONFLICTS OF INTEREST, TO THE OTHER MEMBERS OF THE BOARD OF TRUSTEES OR OTHER GROUP AUTHORIZING THE TRANSACTION. AFTER DISCLOSURE OF THE INTEREST ALL MATERIAL FACTS, THE MATTER SHALL BE DISCUSSED BY THE BOARD OF TRUSTEES TO DETERMINE IF THERE IS A CONFLICT OF INTEREST. AT ANY BOARD OF TRUSTEES MEMBER'S REQUEST, THE DISCUSSION WILL BE HELD OUTSIDE THE PRESENCE OF THE INTERESTED PARTY. THE TRANSACTION MUST BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF DISINTERESTED BOARD OF TRUSTEES WITH THE AUTHORITY TO AUTHORIZE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES SHALL REVIEW AND APPROVE THE COMPENSATION OF COMPENSATED INDIVIDUALS. THE GOVERNING BODY REVIEWING AND APPROVING COMPENSATION FOR COMPENSATED INDIVIDUALS SHALL SATISFY THE FOLLOWING REQUIREMENTS: APPROVAL BY PERSONS WITHOUT A CONFLICT OF INTEREST, USE OF COMPARABILITY DATA, AND RECORDING COMPENSATION DELIBERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BEAUMONT
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077713
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE PENLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04098981170
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST TEXAS EMERGENCY RELIEF FD
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0203461985
ReturnHeader/Filer/PhoneNum04098920233
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ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX

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