Civic Intelligence

Emil Ce Jurica Endowment Trust C/O St Marys Univ-Greehey Bus School

990 • Fiscal year 2017 • EIN 23-7039309

Jun 01, 2016 to May 31, 2017 • Filed on Jul 20, 2017

Organization ProfileN/A
29626 Fairview PlaceFair Oaks Ranch, TX 78015

(830) 981-9192

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

81st percentile

25%

Higher net margin than 81% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

$4,678,706

No earlier filing loaded for comparison.

Net Assets

$4,678,706

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin81st percentile

Revenue

$227,221

No earlier filing loaded for comparison.

Expenses

$170,766

No earlier filing loaded for comparison.

Net Income

$56,455

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $4,678,706Liabilities 2017: $0Net Assets 2017: $4,678,7062017Assets 2018: $5,003,373Liabilities 2018: $0Net Assets 2018: $5,003,3732018Assets 2019: $4,891,860Liabilities 2019: $0Net Assets 2019: $4,891,8602019Assets 2020: $4,821,463Liabilities 2020: $0Net Assets 2020: $4,821,4632020Assets 2021: $5,747,266Liabilities 2021: $72,975Net Assets 2021: $5,674,2912021Assets 2022: $5,233,134Liabilities 2022: $0Net Assets 2022: $5,233,1342022Assets 2023: $5,160,521Liabilities 2023: $0Net Assets 2023: $5,160,5212023Assets 2024: $5,855,822Liabilities 2024: $0Net Assets 2024: $5,855,8222024Assets 2025: $6,318,037Liabilities 2025: $0Net Assets 2025: $6,318,0372025

Highlighted filing

2017

Assets$4,678,706
Liabilities$0
Net Assets$4,678,706
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $227,221Expenses 2017: $170,766Net Income 2017: $56,4552017Revenue 2018: $265,208Expenses 2018: $151,947Net Income 2018: $113,2612018Revenue 2019: $214,384Expenses 2019: $151,950Net Income 2019: $62,4342019Revenue 2020: $118,743Expenses 2020: $151,950Net Income 2020: -$33,2072020Revenue 2021: $392,605Expenses 2021: $193,720Net Income 2021: $198,8852021Revenue 2022: $532,872Expenses 2022: $153,381Net Income 2022: $379,4912022Revenue 2023: $109,761Expenses 2023: $171,571Net Income 2023: -$61,8102023Revenue 2024: $213,852Expenses 2024: $188,995Net Income 2024: $24,8572024Revenue 2025: $216,199Expenses 2025: $107,340Net Income 2025: $108,8592025

Highlighted filing

2017

Revenue$227,221
Expenses$170,766
Net Income$56,455
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 20, 2017
Return Version
2016v3.0
Gross Receipts
$334,376
Mission and Program Overview

Mission

The emil c. E. Jurica endowment trust (the trust) is an irrevocable trust created by the late emil c. E. Jurica on october 10, 1969. The trust provides grants to supplement salaries and benefits for full-time professors at st. Mary's university, greehey school of business and administration.

To support St. Mary's University, School of Business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,122,520$4,486,086▲ $363,566
Cash and Non-Interest-Bearing Accounts$239,891$188,479▼ $51,412
Total Assets$4,366,894$4,678,706▲ $311,812
Other Assets Total$4,483$4,141▼ $342
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,500,000$3,500,000→ $0
Unrestricted Net Assets$866,894$1,178,706▲ $311,812
Total Net Assets Fund Balance$4,366,894$4,678,706▲ $311,812
Total Liabilities and Net Assets / Fund Balance$4,366,894$4,678,706▲ $311,812

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,366,894-▲ $482,578-$4,678,706
2015$4,542,011-▼ $7,356-$4,366,894
2014$4,275,693-▲ $424,252-$4,542,011
2013$3,941,798-▲ $474,692-$4,275,693
2012$3,555,897-▲ $521,639-$3,941,798
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Charles E EbromTrustee
Rev John A LeiesTrustee
Robert EngbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$227,221
Other Revenue
$0
Change in Net Assets
$56,455

Audited Revenue Reconciliation

Revenue per Audited Statements
$227,221
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$255,357
Total Revenue per Audited Statements
$482,578
Total Revenue per Form 990
$227,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$45,766
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Fees for Service Investment Mgmnt Fees-$39,766-$39,766
Fees for Services Accounting-$6,000-$6,000
Total Functional Expenses$125,000$45,766$0$170,766

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$170,766
Total Expenses per Audited Statements$170,766
Total Expenses per Form 990$170,766
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Mary's UniversitySan Antonio, TX501(c)(3)Supplement Salaries$125,000
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
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The federal tax return on form 990 is prepared by the Organization's independent public accounting firm and reviewed and approved by the Trustee's before signing and filing with the Department of Treasury.”

Form 990, Part VI, Section B, line 12C

“The policy is reviewed at the trustees meeting and any potential conflicts are discussed”

Form 990, Part VI, Section C, line 18

“The form 990 was reviewed by the trustees at a meeting prior to filing with the IRS”

Form 990, Part VI, Section C, line 19

“The Trust's governing documents and related policies and procedures are available through written request to its administrative offices.”

Filing and Contact Details

Filer

Filer Name
Emil CE Jurica Endowment Trust
EIN
23-7039309
Phone
8309819192
Address
29626 Fairview Place, Fair Oaks Ranch, TX 78015

Signing Officer

Name
Mr Robert Engberg
Title
Trustee
Phone
8309819192
Signed
2017-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Robert Engberg
Formed
1969
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Akin Doherty Klein & Feuge Pc
Address
8610 N New Braunfels Suite 101, San Antonio, TX 78217
Preparer
Thomas A Akin
Phone
2108291300
Supplemental Narrative

Additional Explanations

Form 990, Page 7, part 1A

“In late May, 2017, Mr. Charles Ebrom, Trustee of the Endowment, passed away. His position has not been filled as of the filing of this form 990.”

Financial Statement Notes

Form 990, schedule D, part V, line 4

“To provide supplemental salaries for full-time professors at St. Mary's unviersity school of business and administration and for all support services.”

Form 990, Schedule D, Part X, Line 2

“The trust is exempt from federal income tax under the internal revenue code section 501 (c) (3). The trust does not have any income unrelated to its exempt purpose that is subject to federal income tax. The trustees believe the trust has no material uncertain tax positions and, accordingly, will not recognize any related liability. The 4 prior tax years remain open to examination.”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Emil C. E. Jurica Endowment Trust was created on October 10, 1969 to provide supplemental salaries for full-time teachers holding the academic rank of full professor in the school of business administration at St. Mary's University. Upon death, incapacity, or refusal to serve of any of the trustees, the remaining trustee or trustees shall in their sole and absolute discretion select a suitable person to fill the vacancy thus created, and if the trustee to be replaced is a member of the society of Mary, Province of St. Louis, or any subsequent province of said society of Mary which would incorporate into its province the beneficiary hereunder, then such new trustee selected to fill such vacancy must be a member of the society of Mary and of said province, in good standing, and either a faculty member or administrator of St. Mary's University of San Antonio, Texas, resident in and at said university, to fill the vacancy or vacancies thus created.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trustees shall have an annual audit made of the Trust by a Certified Public Accountant and deposit a duplicate original copy thereof with the beneficiary of the Trust. The Dean of St. Mary's University recommends the distributions to the professors to Emil C. E. Jurica Endowment Trust and the trustees vote and approve the distributions. Emil C. E. Jurica Endowment Trust satisfied the Integral part test as a qualifying trust on November 20, 1970 based on the following criteria: 1. the unexpired interests in the trust are devoted to one purpose. 2. The trust was created on October 1, 1969 (prior to November 20, 1970) and did not receive any grant, contribution, bequest or other transfer on or after its date of inception. 3. The trust is required by its governing instrument to distribute its net income currently to St. mary's university, the designated beneficiary supported organization. 4. the Trustees of this trust do not have discretion to vary either the beneficiary supported organization or the amount ultimately distributed to the supported organization. 5. None of the trustees are disqualified persons within the meaning of Section 4946(A) with respect to the Trust.
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74860
IRS990ScheduleD/RevenueNotReportedAmt0255357
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0227221
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0To provide supplemental salaries for full-time professors at St. Mary's unviersity school of business and administration and for all support services.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The trust is exempt from federal income tax under the internal revenue code section 501 (c) (3). The trust does not have any income unrelated to its exempt purpose that is subject to federal income tax. The trustees believe the trust has no material uncertain tax positions and, accordingly, will not recognize any related liability. The 4 prior tax years remain open to examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, schedule D, part V, line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Schedule D, Part X, Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25150
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0170766
IRS990ScheduleD/TotalRevenuePerForm990Amt0227221
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0482578
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0170766
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Supplement Salaries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Mary's University
IRS990ScheduleI/RecipientTable/RecipientEIN0741143128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0One Camino Santa Maria
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Antonio
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078228
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The federal tax return on form 990 is prepared by the Organization's independent public accounting firm and reviewed and approved by the Trustee's before signing and filing with the Department of Treasury.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The policy is reviewed at the trustees meeting and any potential conflicts are discussed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The form 990 was reviewed by the trustees at a meeting prior to filing with the IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trust's governing documents and related policies and procedures are available through written request to its administrative offices.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4In late May, 2017, Mr. Charles Ebrom, Trustee of the Endowment, passed away. His position has not been filled as of the filing of this form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Page 7, part 1a
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04366894
IRS990/TotalAssetsEOYAmt04678706
IRS990/TotalAssetsGrp/BOYAmt04366894
IRS990/TotalAssetsGrp/EOYAmt04678706
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170766
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04366894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04678706
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0125000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0227221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227221
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04366894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04678706
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0866894
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01178706
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt029626 Fairview Place
IRS990/USAddress/CityNm0Fair Oaks Ranch
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078015
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mr Robert Engberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08309819192
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Emil CE Jurica Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0237039309
ReturnHeader/Filer/PhoneNum08309819192
ReturnHeader/Filer/USAddress/AddressLine1Txt029626 Fairview Place
ReturnHeader/Filer/USAddress/CityNm0Fair Oaks Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE080C2FD4A2D99A43B283623E4EB331A97BB7F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.110.76.18
ReturnHeader/FilingSecurityInformation/IPDt02017-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:39:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKIN DOHERTY KLEIN & FEUGE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08610 N New Braunfels Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078217
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Akin
ReturnHeader/ReturnTs02017-07-20T08:39:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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
$4,678,706
Liabilities
$0
Net assets
$4,678,706
Revenue
$227,221
Expenses
$170,766
Net income
$56,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.22$0.11$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.21$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.11$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.53$0.15$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.07$5.67$0.39$0.19$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.12$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.27$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.23$0.17$0.06