Civic Intelligence

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

990 • Fiscal year 2020 • EIN 23-7039309

Jun 01, 2019 to May 31, 2020 • Filed on Aug 21, 2020

Organization ProfileN/A
43 Westelm CircleSan Antonio, TX 78230

(210) 828-6281

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.4%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,821,463

Down $70,397 (-1.4%) from 2019

Net Assets

Down

$4,821,463

Down $70,397 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin12th percentile

Revenue

Down

$118,743

Down $95,641 (-45%) from 2019

Expenses

Flat

$151,950

Flat from 2019

Net Income

Down

-$33,207

Down $95,641 (-153%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$4,821,463
Liabilities$0
Net Assets$4,821,463
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$118,743
Expenses$151,950
Net Income-$33,207
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 21, 2020
Return Version
2019v5.1
Gross Receipts
$118,743
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$4,891,860$4,821,463▼ $70,397
Total Assets$4,891,860$4,821,463▼ $70,397
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,500,000$3,500,000→ $0
Net Assets Without Donor Restrictions$1,391,860$1,321,463▼ $70,397
Total Net Assets Fund Balance$4,891,860$4,821,463▼ $70,397
Total Liabilities and Net Assets / Fund Balance$4,891,860$4,821,463▼ $70,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,891,860-▲ $120,545-$4,821,463
2018$5,003,373-▲ $79,777-$4,891,860
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
Compensation and Service Providers
Top Officer Pay37th 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
$157,735
Other Revenue
$-38,992
Change in Net Assets
$-33,207

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,743
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-37,190
Total Revenue per Audited Statements
$81,553
Total Revenue per Form 990
$118,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,950
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$145,950--$145,950
Fees for Services Accounting-$6,000-$6,000
Total Functional Expenses$145,950$6,000$0$151,950

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$151,950
Total Expenses per Audited Statements$151,950
Total Expenses per Form 990$151,950
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$145,950
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 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
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
2108286281
Address
43 WESTELM CIRCLE, SAN ANTONIO, TX 78230

Signing Officer

Name
Mr Ray E Berend
Title
Trustee
Phone
2108286281
Signed
2020-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Ray E Berend
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 Appendix357 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. ON APRIL 16, 2019, ST. MARY'S UNIVERSITY, AS PETITIONER, FILED A PETITION FOR MODIFICATION (TO THE TRUST INDENTURE) WITH THE PROBATE COURT IN BEXAR COUNTY, TEXAS (THE COURT) REQUESTING CERTAIN CHANGES TO MORE CLOSELY ALIGN THE INDENTURE WITH MODERN PRACTICES. THE PETITION FOR MODIFICATION WAS APPROVED BY THE COURT ON OCTOBER 24, 2019, AND AMONG OTHER THINGS, CHANGED THE INDIVIDUALS ELIGIBLE FOR A SALARY SUPPLEMENTATION TO EXPAND TO INCLUDE VISITING PROFESSORS WHO HAVE OBTAINED THE RANK OF FULL PROFESSOR WHERE SHE OR HE NORMALLY RESIDES PRIOR TO BECOMING A VISITING PROFESSOR OF 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 GREEHEY SCHOOL OF BUSINESS 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, LINES 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D, LINES 2 & 3
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04891860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0145950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079777
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt029880
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04678706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05003373
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0145947
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0500494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt045766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04366894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04678706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0482578
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt042761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04542011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04366894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7356
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0151950
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-37190
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72600
IRS990ScheduleD/RevenueNotReportedAmt0-37190
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0118743
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/TermEndowmentBalanceEOYPct00.27400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0151950
IRS990ScheduleD/TotalRevenuePerForm990Amt0118743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt081553
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0151950
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0145950
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04891860
IRS990/TotalAssetsEOYAmt04821463
IRS990/TotalAssetsGrp/BOYAmt04891860
IRS990/TotalAssetsGrp/EOYAmt04821463
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04891860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04821463
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0145950
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0118743
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118743
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04891860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04821463
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt043 WESTELM CIRCLE
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078230
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MR RAY E BEREND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108286281
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMIL CE JURICA ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0237039309
ReturnHeader/Filer/PhoneNum02108286281
ReturnHeader/Filer/USAddress/AddressLine1Txt043 WESTELM CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C2B74417BF8436119A15860130CCBBFEFC828188
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.11.166.249
ReturnHeader/FilingSecurityInformation/IPDt02020-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:35:44
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/ReturnTs02020-08-21T11:40:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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
$4,821,463
Liabilities
$0
Net assets
$4,821,463
Revenue
$118,743
Expenses
$151,950
Net income
-$33,207
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits