Civic Intelligence

Sam'S Kids Student Foundation Inc

990 • Fiscal year 2020 • EIN 20-4915235

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

Organization Profilewww.boerneisd.net/domain/95
235 Johns RoadBoerne, TX 78006

(830) 357-2006

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

105%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

93rd percentile

89%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$434,332

Up $383,974 (+762%) from 2017

Net Assets

Up

$434,332

Up $383,974 (+762%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$451,492

Up $384,354 (+572%) from 2017

Expenses

Down

$49,633

Down $11,910 (-19%) from 2017

Net Income

Up

$401,859

Up $396,264 (+7082%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2020

Assets$434,332
Liabilities$0
Net Assets$434,332
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$451,492
Expenses$49,633
Net Income$401,859
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$458,562
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$29,728$434,332▲ $404,604
Savings and Temporary Cash Investments-$325,528-
Investments Program Related-$71,437-
Cash and Non-Interest-Bearing Accounts$29,728$37,367▲ $7,639
Total Assets$29,728$434,332▲ $404,604
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,728$434,332▲ $404,604
Total Liabilities and Net Assets / Fund Balance$29,728$434,332▲ $404,604

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,475--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$0$393,738▲ $3,446-$396,965
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Tracy YelvertonPresident
Bryan D'Spain1st Vice President
Lynn Hoyt2nd Vice President
Armando MuzquizBoard Member
Bernadine ReyesBoard Member
Montgomery SmithBoard Member
Norma Smith-TylerBoard Member
Steve StewartBoard Member
Thomas PriceBoard Member
Josue MartinezSecretary
Laurie GilmoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$450,790
Program Service Revenue
$0
Investment Income
$702
Other Revenue
$0
All Other Contributions
$425,790
Change in Net Assets
$401,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,919
Other Expenses$1,714
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,919--$47,919
Other Expenses$0$960$0$960
Office Expenses$0$535$0$535
Fees for Service Investment Mgmnt Fees$0$219$0$219
Total Functional Expenses$47,919$1,714$0$49,633
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
235 Johns Road, Boerne, TX 78006

Signing Officer

Name
Laurie Gilmore
Title
Treasurer
Phone
8303572006
Signed
2020-11-06
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 organization's 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.”

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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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IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0219
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0393738
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0396965
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03446
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt04396
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt12261
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt22223
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt315488
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt46546
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt52868
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt65070
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt71828
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt83766
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt9492
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt102118
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt111455
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt125884
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt131433
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt143639
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt152915
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt162819
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt174761
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt181475
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Blackrock Advantage Large Cap
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Blackrock Technology Opportunities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Blackrock Emerging Markets
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Blackrock Total Return
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4Hartford Core Equity
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5Ishares Core S&P Small Cap
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6Ishares Growth
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc7Ishares 7-10 Year Treasury Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc8Ishares Investment Grade Corporate Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9Ishares 20+ Year Treasury Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10Ishares US Medical Devices
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11Ishares Minimum Volatility
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc12Ishares Core S&P 500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc13Ishares Dow Jones US Financial
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc14Ishares Optimized
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc15Ishares Core
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc16Ishares USA Value Factor
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc17Pimco Income
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc18SPDR Emerging Markets
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd6F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd7F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd8F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd9F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd10F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd11F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd12F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd13F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd14F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd15F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd16F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd17F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd18F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueProgramRltdAmt071437
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt047919
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01275
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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 organization's outside CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt029728
IRS990/TotalAssetsEOYAmt0434332
IRS990/TotalAssetsGrp/BOYAmt029728
IRS990/TotalAssetsGrp/EOYAmt0434332
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0450790
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01714
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047919
IRS990/TotalFunctionalExpensesGrp/TotalAmt049633
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029728
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047919
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451492
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,332
Liabilities
$0
Net assets
$434,332
Revenue
$451,492
Expenses
$49,633
Net income
$401,859
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits