Civic Intelligence

Sam'S Kids Student Foundation Inc

990 • Fiscal year 2021 • EIN 20-4915235

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 13, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.3%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$474,657

Up $40,325 (+9.3%) from 2020

Net Assets

Up

$474,657

Up $40,325 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$54,650

Down $396,842 (-88%) from 2020

Expenses

Down

$39,843

Down $9,790 (-20%) from 2020

Net Income

Down

$14,807

Down $387,052 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$474,657
Liabilities$0
Net Assets$474,657
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$54,650
Expenses$39,843
Net Income$14,807
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 13, 2021
Return Version
2020v4.1
Gross Receipts
$138,338
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$434,332$474,657▲ $40,325
Investments Program Related$71,437$287,380▲ $215,943
Savings and Temporary Cash Investments$325,528$137,991▼ $187,537
Cash and Non-Interest-Bearing Accounts$37,367$49,286▲ $11,919
Total Assets$434,332$474,657▲ $40,325
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$434,332$474,657▲ $40,325
Total Liabilities and Net Assets / Fund Balance$434,332$474,657▲ $40,325

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$67,112--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$396,965-▲ $37,779-$425,371
2019$0$393,738▲ $3,446-$396,965
Compensation and Service Providers
Top Officer Pay77th 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
$42,365
Program Service Revenue
$0
Investment Income
$12,261
Other Revenue
$24
All Other Contributions
$19,448
Change in Net Assets
$14,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,477
Other Expenses$3,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,477--$36,477
Fees for Service Investment Mgmnt Fees$0$1,873$0$1,873
Other Expenses$0$960$0$960
Office Expenses$0$533$0$533
Total Functional Expenses$36,477$3,366$0$39,843
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
2021-10-13
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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067784
IRS990ScheduleA/Total509Grp/TotalAmt0262875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268950
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01873
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0396965
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0425371
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt07500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt037779
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0393738
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0396965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03446
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt011976
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt19856
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt225155
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt314483
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt47276
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt53031
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt629664
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt76109
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt84404
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt923830
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt105897
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1111452
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt129212
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt135932
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1411606
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1526738
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt163154
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1710493
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1867112
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Ishares Core S&P Small Cap
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Ishares S&P Global Financial
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Ishares MSCI EAFE Value
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Ishares MSCI EAFE Growth
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4Ishares 7-10 Year Treasury Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5Ishares 20+ Year Treasury Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6Ishares Core S&P 500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc7Ishares US Energy
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc8Ishares Fallen Angels US Bond
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9Ishares ES Aware MSCI USA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10Ishares MSCI USA Momentum
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11Ishares MSCI USA Value
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc12Ishares US Commodity Dynamic
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc13Wisdomtree Emerging Markets
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc14Pimco Income Fund
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc15Hartford Core Equity
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc16Blackrock Technology Opportunities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc17Blackrock Emerging Markets
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc18Blackrock Total Return
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd15F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd16F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd17F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd18F
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IRS990ScheduleD/TotalBookValueProgramRltdAmt0287380
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036477
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0700
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
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0474657
IRS990/TotalAssetsGrp/BOYAmt0434332
IRS990/TotalAssetsGrp/EOYAmt0474657
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,657
Liabilities
$0
Net assets
$474,657
Revenue
$54,650
Expenses
$39,843
Net income
$14,807
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