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

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

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

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

Operations Trend

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

Filings

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