Civic Intelligence

Sam'S Kids Student Foundation Inc

EIN 20-4915235 • 501(c)3 • Boerne, TX

Profile

To find and provide programs, people, and services that narrow the gap between a BISD childs current academic performance and their full academic potential.

8716 Turning LeafBoerne, TX 78015

www.boerneisd.net/Page/16256

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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.

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

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$513,539

Up $10,589 (+2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$513,539

Up $10,589 (+2.1%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin47th percentile

Revenue

Down

$61,864

Down $9,810 (-14%) from 2024

Expenses

Up

$59,969

Up $18,962 (+46%) from 2024

Net Income

Down

$1,895

Down $28,772 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2017: $50,358Net Assets 2017: $50,3582017Assets 2020: $434,332Liabilities 2020: $0Net Assets 2020: $434,3322020Assets 2021: $474,657Liabilities 2021: $0Net Assets 2021: $474,6572021Assets 2022: $425,991Liabilities 2022: $0Net Assets 2022: $425,9912022Assets 2023: $447,087Liabilities 2023: $0Net Assets 2023: $447,0872023Assets 2024: $502,950Liabilities 2024: $0Net Assets 2024: $502,9502024Assets 2025: $513,539Liabilities 2025: $0Net Assets 2025: $513,5392025

Highlighted filing

2025

Assets$513,539
Liabilities$0
Net Assets$513,539
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $67,138Expenses 2017: $61,543Net Income 2017: $5,5952017Revenue 2020: $451,492Expenses 2020: $49,633Net Income 2020: $401,8592020Revenue 2021: $54,650Expenses 2021: $39,843Net Income 2021: $14,8072021Revenue 2022: $62,308Expenses 2022: $42,277Net Income 2022: $20,0312022Revenue 2023: $38,521Expenses 2023: $49,521Net Income 2023: -$11,0002023Revenue 2024: $71,674Expenses 2024: $41,007Net Income 2024: $30,6672024Revenue 2025: $61,864Expenses 2025: $59,969Net Income 2025: $1,8952025

Highlighted filing

2025

Revenue$61,864
Expenses$59,969
Net Income$1,895
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$513,539
Liabilities
$0
Net assets
$513,539
Revenue
$61,864
Expenses
$59,969
Net income
$1,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.00$5.14$0.62$0.60$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.72$0.41$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.39$0.50$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.62$0.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.55$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$4.51$0.50$4.02
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.67$0.62$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$223,893
Mission and Program Overview

Mission

To find and provide programs, people, and services that narrow the gap between a BISD child's current academic performance and their full academic potential.

To find and provide programs, people, and services that narrow the gap between a BISD childs current academic performance and their full academic potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,950$513,539▲ $10,589
Investments Program Related$359,397$387,384▲ $27,987
Cash and Non-Interest-Bearing Accounts$89,563$88,757▼ $806
Savings and Temporary Cash Investments$53,990$37,398▼ $16,592
Total Assets$502,950$513,539▲ $10,589
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,950$513,539▲ $10,589
Total Liabilities and Net Assets / Fund Balance$502,950$513,539▲ $10,589

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$5,241--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$413,387-▲ $35,305-$424,782
2023$379,204-▲ $48,220-$413,387
2022$363,556-▲ $29,275-$379,204
2021$425,371-▼ $48,026-$363,556
2020$396,965-▲ $37,779-$425,371
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Tracy YelvertonPresident
Bryan D'Spain1st Vice President
Lynn Hoyt2nd Vice President
Armando MuzquizBoard Member
Bernadine ReyesBoard Member
Cecilia FuentesBoard Member
Josue MartinezBoard Member
Kristin CraftBoard Member
Steve StewartBoard Member
Norma Smith-TylerSecretary
Laurie GilmoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,115
Program Service Revenue
$0
Investment Income
$26,611
Other Revenue
$138
All Other Contributions
$7,115
Change in Net Assets
$1,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,673
Other Expenses$7,296
Salaries, Compensation, and Employee Benefits$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$51,673--$51,673
Fees for Service Investment Mgmnt Fees$0$3,910$0$3,910
Other Expenses$0$2,220$0$2,220
Fees for Services Accounting$0$1,100$0$1,100
Current Officers, Directors, Trustees, and Key Employees$0$1,000$0$1,000
Office Expenses$0$66$0$66
Total Functional Expenses$51,673$8,296$0$59,969
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
SAM'S Kids Student Foundation Inc
EIN
20-4915235
Phone
8303572006
Address
8716 Turning Leaf, Boerne, TX 78015

Signing Officer

Name
Laurie Gilmore
Title
Treasurer
Phone
8303572006
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Yelverton
Formed
2007
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
T David Phillip CPA PC
Address
409 E San Antonio Avenue, Boerne, TX 78006
Preparer
T David Phillip
Phone
8302481075
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A PDF copy of the return is emailed to all board members for review. Any questions from those board members are forwarded to the Board Chair who then requests necessary clarification from the organizations outside CPA.”

Pt VI, Line 19

“The governing documents, conflict of interest policy, and financial statemetns are made available to the public upon request. They are then provided to the requestor in a timely manner.”

Pt XI

“Correction of prior year error.”

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