Civic Intelligence

St Joseph Hs Endowment Fund Co Wells Fargo Bank Na

EIN 23-7441343 • 501(c)3 • Victoria, TX

Profile

Endowment Fund for School

101 S Main St - Trust DepartmentVictoria, TX 77901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$17,515

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,073,771

Down $89,491 (-2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,073,771

Down $89,491 (-2.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin10th percentile

Revenue

Up

$288,527

Up $95,924 (+50%) from 2023

Expenses

Up

$378,018

Up $194,072 (+106%) from 2023

Net Income

Down

-$89,491

Down $98,148 (-1134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,140,156Liabilities 2010: $0Net Assets 2010: $3,140,1562010Assets 2011: $3,235,029Liabilities 2011: $0Net Assets 2011: $3,235,0292011Assets 2012: $3,839,329Liabilities 2012: $0Net Assets 2012: $3,839,3292012Assets 2013: $4,065,702Liabilities 2013: $0Net Assets 2013: $4,065,7022013Assets 2014: $4,110,008Liabilities 2014: $0Net Assets 2014: $4,110,0082014Assets 2015: $4,164,327Liabilities 2015: $0Net Assets 2015: $4,164,3272015Assets 2016: $4,235,187Liabilities 2016: $0Net Assets 2016: $4,235,1872016Assets 2017: $4,350,037Liabilities 2017: $0Net Assets 2017: $4,350,0372017Assets 2018: $3,498,015Liabilities 2018: $0Net Assets 2018: $3,498,0152018Assets 2019: $3,441,550Liabilities 2019: $0Net Assets 2019: $3,441,5502019Assets 2020: $3,464,297Liabilities 2020: $0Net Assets 2020: $3,464,2972020Assets 2021: $3,085,079Liabilities 2021: $0Net Assets 2021: $3,085,0792021Assets 2022: $3,154,605Liabilities 2022: $0Net Assets 2022: $3,154,6052022Assets 2023: $3,163,262Liabilities 2023: $0Net Assets 2023: $3,163,2622023Assets 2024: $3,073,771Liabilities 2024: $0Net Assets 2024: $3,073,7712024

Highlighted filing

2024

Assets$3,073,771
Liabilities$0
Net Assets$3,073,771
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $74,2602010Expenses 2011: $72,8862011Expenses 2012: $64,6982012Revenue 2013: $311,011Expenses 2013: $84,638Net Income 2013: $226,3732013Revenue 2014: $460,099Expenses 2014: $415,793Net Income 2014: $44,3062014Revenue 2015: $130,957Expenses 2015: $76,638Net Income 2015: $54,3192015Revenue 2016: $211,599Expenses 2016: $140,739Net Income 2016: $70,8602016Revenue 2017: $269,870Expenses 2017: $155,020Net Income 2017: $114,8502017Revenue 2018: $268,247Expenses 2018: $1,120,269Net Income 2018: -$852,0222018Revenue 2019: $159,818Expenses 2019: $216,283Net Income 2019: -$56,4652019Revenue 2020: $135,441Expenses 2020: $112,694Net Income 2020: $22,7472020Revenue 2021: $317,588Expenses 2021: $696,806Net Income 2021: -$379,2182021Revenue 2022: $162,706Expenses 2022: $93,180Net Income 2022: $69,5262022Revenue 2023: $192,603Expenses 2023: $183,946Net Income 2023: $8,6572023Revenue 2024: $288,527Expenses 2024: $378,018Net Income 2024: -$89,4912024

Highlighted filing

2024

Revenue$288,527
Expenses$378,018
Net Income-$89,491
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,073,771
Liabilities
$0
Net assets
$3,073,771
Revenue
$288,527
Expenses
$378,018
Net income
-$89,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.29$0.38$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.19$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.32$0.70$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.14$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.27$1.12$0.85
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.27$0.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.21$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.46$0.42$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.31$0.08$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.00$3.84$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.00$3.14$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$522,020
Mission and Program Overview

Mission

Endowment fund for school.

Endowment fund for school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,163,262$3,073,771▼ $89,491
Investments in Publicly Traded Securities$2,799,757$2,699,690▼ $100,067
Savings and Temporary Cash Investments$363,499$374,075▲ $10,576
Land, Buildings, and Equipment, Net$6$6→ $0
Total Assets$3,163,262$3,073,771▼ $89,491
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,163,262$3,073,771▼ $89,491
Total Liabilities and Net Assets / Fund Balance$3,163,262$3,073,771▼ $89,491

Asset Categories

AssetBook ValueDepreciationBasis
Land$6--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,163,262$18,265▲ $270,262$354,181$3,073,771
2023$3,154,605$85,040▲ $107,563$164,985$3,163,262
2022$3,085,079$12,250▲ $150,456$73,821$3,154,605
2021$3,464,297$29,314▲ $288,273$675,740$3,085,079
2020$3,441,550$9,000▲ $126,441$93,274$3,464,297
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$17,515$17,515
Revenue and Support

Revenue Composition

Contributions and Grants
$18,265
Program Service Revenue
$0
Investment Income
$270,262
Other Revenue
$0
All Other Contributions
$18,265
Change in Net Assets
$-89,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,503
Salaries, Compensation, and Employee Benefits$17,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$354,181--$354,181
Current Officers, Directors, Trustees, and Key Employees-$17,515-$17,515
Fees for Service Investment Mgmnt Fees-$4,847-$4,847
Fees for Services Accounting-$1,475-$1,475
Total Functional Expenses$354,181$23,837$0$378,018
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization delegates responsibilities for investment management and trustee duties to a third party fiduciary. The third party fiduciary at the filing of this return is prosperity bank, located in victoria, texas.”

Form 990, Page 6, Part VI, Line 11B

“Review is made by the finance committee of the governing body.”

Form 990, Page 6, Part VI, Line 19

“No documents have been requested. Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Joseph Hs Endowment Fund
EIN
23-7441343
Phone
3615736321
Address
101 S MAIN ST - TRUST DEPARTMENT, VICTORIA, TX 77901

Signing Officer

Name
Prosperity Bank
Title
Trustee
Phone
3615736321
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
0
Employees
0

Preparer

Firm
Harrison Waldrop & Uherek Llp
Address
101 S MAIN STE 400, VICTORIA, TX 77901
Preparer
Clayton P Van Pelt CPA
Phone
3615733255
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The exclusive purpose of the endowment fund is to provide financial assistance/support to st. Joseph high school in victoria, texas.”

Raw XML Appendix346 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.

Path#Value
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt0127758
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0127758
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02799757
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0233493
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IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TRANSFER TO EXEMPT ORG.
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt06
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EXCLUSIVE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FINANCIAL ASSISTANCE/SUPPORT TO ST. JOSEPH HIGH SCHOOL IN VICTORIA, TEXAS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES RESPONSIBILITIES FOR INVESTMENT MANAGEMENT AND TRUSTEE DUTIES TO A THIRD PARTY FIDUCIARY. THE THIRD PARTY FIDUCIARY AT THE FILING OF THIS RETURN IS PROSPERITY BANK, LOCATED IN VICTORIA, TEXAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW IS MADE BY THE FINANCE COMMITTEE OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS HAVE BEEN REQUESTED. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST JOSEPH HIGH SCHOOL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0746023700
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0110 E RED RIVER ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VICTORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART V, LINE 1R - TRANSFER OF CASH TO RELATED ORGANIZATION MONETARY SUPPORT IN THE AMOUNT OF 354,181 WAS MADE TO ST. JOSEPH HIGH SCHOOL, INC. TO FULFILL THE PURPOSE OF THIS FILING ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0354181
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MONETARY SUPPORT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST JOSEPH HIGH SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03163262
IRS990/TotalAssetsEOYAmt03073771
IRS990/TotalAssetsGrp/BOYAmt03163262
IRS990/TotalAssetsGrp/EOYAmt03073771
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018265
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023837
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0354181
IRS990/TotalFunctionalExpensesGrp/TotalAmt0378018
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03163262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03073771
IRS990/TotalProgramServiceExpensesAmt0354181
IRS990/TotalReportableCompFromOrgAmt017515
IRS990/TotalRevenueGrp/ExclusionAmt0270262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288527
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03163262
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03073771
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 S MAIN ST
IRS990/USAddress/CityNm0VICTORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077901
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPERITY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03615736321
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH HS ENDOWMENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PROSPERITY BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0237441343
ReturnHeader/Filer/PhoneNum03615736321
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 S MAIN ST - TRUST DEPARTMENT
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741177446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON WALDROP & UHEREK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S MAIN STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077901
ReturnHeader/PreparerPersonGrp/PhoneNum03615733255
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON P VAN PELT CPA
ReturnHeader/ReturnTs02025-05-06T16:51:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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