Civic Intelligence

St. Joseph High School Endowment Fund

990 • Fiscal year 2017 • EIN 23-7441343

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization ProfileN/A
101 S Main St - Trust DepartmentVictoria, TX 77901

(361) 573-6321

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

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$16,077

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,350,037

Up $114,850 (+2.7%) from 2016

Net Assets

Up

$4,350,037

Up $114,850 (+2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Up

$269,870

Up $58,271 (+28%) from 2016

Expenses

Up

$155,020

Up $14,281 (+10%) from 2016

Net Income

Up

$114,850

Up $43,990 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2017

Assets$4,350,037
Liabilities$0
Net Assets$4,350,037
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$269,870
Expenses$155,020
Net Income$114,850
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Gross Receipts
$1,004,542
Mission and Program Overview

Mission

Endowment fund for school.

Endowment fund for school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,235,187$4,350,037▲ $114,850
Investments in Publicly Traded Securities$3,391,183$3,608,884▲ $217,701
Savings and Temporary Cash Investments$843,998$741,147▼ $102,851
Land, Buildings, and Equipment, Net$6$6→ $0
Total Assets$4,235,187$4,350,037▲ $114,850
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,235,187$4,350,037▲ $114,850
Total Liabilities and Net Assets / Fund Balance$4,235,187$4,350,037▲ $114,850

Asset Categories

AssetBook ValueDepreciationBasis
Land$6--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,235,187$13,699▲ $256,171$131,234$4,350,037
2016$4,164,327$46,820▲ $164,779$113,997$4,235,187
2015$4,110,008$16,442▲ $114,515$61,680$4,164,327
2014$4,065,702$5,380▲ $454,719$392,102$4,110,008
2013$3,839,329$40,985▲ $270,026$66,739$4,065,702
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
-Trustee$16,077$16,077
Revenue and Support

Revenue Composition

Contributions and Grants
$13,699
Program Service Revenue
$0
Investment Income
$256,171
Other Revenue
$0
All Other Contributions
$13,699
Change in Net Assets
$114,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,943
Salaries, Compensation, and Employee Benefits$16,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$131,234--$131,234
Current Officers, Directors, Trustees, and Key Employees-$16,077-$16,077
Fees for Service Investment Mgmnt Fees-$6,559-$6,559
Fees for Services Accounting-$1,150-$1,150
Total Functional Expenses$131,234$23,786$0$155,020
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 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
7133191663
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
0
Employees
0

Preparer

Firm
Harrison Waldrop & Uherek Llp
Address
101 S MAIN STE 400, VICTORIA, TX 77901
Preparer
Stephen W Van Manen 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 Appendix340 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW IS MADE BY THE FINANCE COMMITTEE OF THE GOVERNING BODY
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART V, LINE 1R - TRANSFER OF CASH TO RELATED ORGANIZATION MONETARY SUPPORT IN THE AMOUNT OF 131,234 WAS MADE TO ST. JOSEPH HIGH SCHOOL, INC. TO FULFILL THE PURPOSE OF THIS FILING ORGANIZATION.
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MONETARY SUPPORT
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
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IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04235187
IRS990/TotalAssetsEOYAmt04350037
IRS990/TotalAssetsGrp/BOYAmt04235187
IRS990/TotalAssetsGrp/EOYAmt04350037
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IRS990/TotalContributionsAmt013699
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023786
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0155020
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalReportableCompFromOrgAmt016077
IRS990/TotalRevenueGrp/ExclusionAmt0256171
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269870
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04235187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04350037
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 S MAIN ST
IRS990/USAddress/CityNm0VICTORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077901
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPERITY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07133191663
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9F76317892E3A14700352A92D61BBBFC9DC36C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03236AE0C0A8E207F32DF3633D4B9E3658AD1F233
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.180.235.23
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:35:25
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/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN W VAN MANEN CPA
ReturnHeader/ReturnTs02018-05-10T08:35:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$4,350,037
Liabilities
$0
Net assets
$4,350,037
Revenue
$269,870
Expenses
$155,020
Net income
$114,850
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits