Civic Intelligence

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

990 • Fiscal year 2018 • EIN 23-7039309

Jun 01, 2017 to May 31, 2018 • Filed on Jul 23, 2018

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

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

67th percentile

6.9%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,003,373

Up $324,667 (+6.9%) from 2017

Net Assets

Up

$5,003,373

Up $324,667 (+6.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Up

$265,208

Up $37,987 (+17%) from 2017

Expenses

Down

$151,947

Down $18,819 (-11%) from 2017

Net Income

Up

$113,261

Up $56,806 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2018

Assets$5,003,373
Liabilities$0
Net Assets$5,003,373
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

2018

Revenue$265,208
Expenses$151,947
Net Income$113,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$265,208
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$4,486,086$4,805,776▲ $319,690
Cash and Non-Interest-Bearing Accounts$188,479$193,668▲ $5,189
Total Assets$4,678,706$5,003,373▲ $324,667
Other Assets Total$4,141$3,929▼ $212
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,500,000$3,500,000→ $0
Unrestricted Net Assets$1,178,706$1,503,373▲ $324,667
Total Net Assets Fund Balance$4,678,706$5,003,373▲ $324,667
Total Liabilities and Net Assets / Fund Balance$4,678,706$5,003,373▲ $324,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,678,706-▲ $500,494-$5,003,373
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Ray BerendTrustee
Rev John a LeiesTrustee
Robert EngbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$289,088
Other Revenue
$-23,880
Change in Net Assets
$113,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$265,208
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$211,406
Total Revenue per Audited Statements
$476,614
Total Revenue per Form 990
$265,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,947
Other Expenses$6,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,947--$145,947
Fees for Services Accounting-$6,000-$6,000
Total Functional Expenses$145,947$6,000$0$151,947

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$151,947
Total Expenses per Audited Statements$151,947
Total Expenses per Form 990$151,947
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$145,947
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
2018-07-23
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

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 holding the academic rank of full professor, who have distinguished themselves in their field, pursuant to the terms and conditions set forth in the emil c.e. Jurica endowment trust indenture.”

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.”

Raw XML Appendix359 raw XML fields

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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IRS990/MissionDesc0THE 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 SUPPLEMENTAL SALARIES FOR FULL-TIME PROFESSORS AT ST. MARY'S UNIVERSITY SCHOOL OF BUSINESS AND ADMINISTRATION HOLDING THE ACADEMIC RANK OF FULL PROFESSOR, WHO HAVE DISTINGUISHED THEMSELVES IN THEIR FIELD, PURSUANT TO THE TERMS AND CONDITIIONS SET FORTH IN THE TRUST INDENTURE.
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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 THE BENEFICIARY SUPPORTED BY THIS 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/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt037934
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04275693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04542011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0120000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0424252
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt030797
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03941798
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04275693
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0110000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0474692
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0151947
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0211406
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70000
IRS990ScheduleD/RevenueNotReportedAmt0211406
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0265208
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPLEMENTAL SALARIES FOR FULL-TIME PROFESSORS AT ST. MARY'S UNVIERSITY SCHOOL OF BUSINESS AND ADMINISTRATION HOLDING THE ACADEMIC RANK OF FULL PROFESSOR, WHO HAVE DISTINGUISHED THEMSELVES IN THEIR FIELD, PURSUANT TO THE TERMS AND CONDITIONS SET FORTH IN THE EMIL C.E. JURICA ENDOWMENT TRUST INDENTURE.
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/TermEndowmentBalanceEOYPct00.30000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0151947
IRS990ScheduleD/TotalRevenuePerForm990Amt0265208
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0476614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0151947
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0145947
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04678706
IRS990/TotalAssetsEOYAmt05003373
IRS990/TotalAssetsGrp/BOYAmt04678706
IRS990/TotalAssetsGrp/EOYAmt05003373
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145947
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151947
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04678706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05003373
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0145947
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0265208
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265208
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04678706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05003373
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01178706
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01503373
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MR ROBERT ENGBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08309819192
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-23
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/AtSubmissionFilingDeviceId092918FB2AAF5164F5FE792866616298ABC6D363B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.110.76.18
ReturnHeader/FilingSecurityInformation/IPDt02018-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:06:52
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/ReturnTs02018-07-25T11:01:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,003,373
Liabilities
$0
Net assets
$5,003,373
Revenue
$265,208
Expenses
$151,947
Net income
$113,261
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