Civic Intelligence

Regents Endowment Fund

990 • Fiscal year 2012 • EIN 26-1379582

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 25, 2013

3230 Travis Country Circle78735
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$897,398

No earlier filing loaded for comparison.

Net Assets

$897,398

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$24,372

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $897,398Liabilities 2012: $0Net Assets 2012: $897,3982012Assets 2013: $997,718Liabilities 2013: $0Net Assets 2013: $997,7182013Assets 2014: $1,235,465Liabilities 2014: $0Net Assets 2014: $1,235,4652014Assets 2015: $1,235,383Liabilities 2015: $0Net Assets 2015: $1,235,3832015Assets 2018: $1,963,585Liabilities 2018: $0Net Assets 2018: $1,963,5852018Assets 2019: $2,026,438Liabilities 2019: $0Net Assets 2019: $2,026,4382019Assets 2020: $2,317,424Liabilities 2020: $0Net Assets 2020: $2,317,4242020Assets 2021: $2,751,960Liabilities 2021: $0Net Assets 2021: $2,751,9602021Assets 2025: $5,300,096Liabilities 2025: $0Net Assets 2025: $5,300,0962025

Highlighted filing

2012

Assets$897,398
Liabilities$0
Net Assets$897,398

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2012: $24,3722012Expenses 2013: $4,7002013Revenue 2014: $137,453Expenses 2014: $39,909Net Income 2014: $97,5442014Revenue 2015: $25,895Expenses 2015: $52,369Net Income 2015: -$26,4742015Revenue 2018: $241,088Expenses 2018: $74,804Net Income 2018: $166,2842018Revenue 2019: $64,934Expenses 2019: $83,783Net Income 2019: -$18,8492019Revenue 2020: $366,444Expenses 2020: $91,358Net Income 2020: $275,0862020Revenue 2021: $76,416Expenses 2021: $102,997Net Income 2021: -$26,5812021Revenue 2025: $684,005Expenses 2025: $222,939Net Income 2025: $461,0662025

Highlighted filing

2012

Revenue-
Expenses$24,372
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 25, 2013
Return Version
2011v1.5
Gross Receipts
$898,944
Mission and Program Overview

Mission

To establish, maintain, and administer the endowment fund using efficient stewardship based on best practices and generosity founded on a humble dependence on our lord.

Filing and Contact Details

Filer

EIN
26-1379582
Raw XML Appendix324 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0To establish, maintain, and administer the Endowment Fund using efficient stewardship based on best practices and generosity founded on a humble dependence on our Lord.
IRS990/AddressPrincipalOfficerUS/AddressLine103230 Travis Country Circle
IRS990/AddressPrincipalOfficerUS/City0Austin
IRS990/AddressPrincipalOfficerUS/State0TX
IRS990/AddressPrincipalOfficerUS/ZIPCode078735
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/EOY046564
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
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IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0To establish, maintain, and administer the Endowment Fund
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense024372
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IRS990/FinancialStatementBoth0X
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/NamePerson0John L Needham
IRS990/Form990PartVIISectionA/NamePerson1Barry McBee
IRS990/Form990PartVIISectionA/NamePerson2Ron Wood
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs281400
IRS990/Form990PartVIISectionA/Title0President
IRS990/Form990PartVIISectionA/Title1Secretary
IRS990/Form990PartVIISectionA/Title2Treasurer
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
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IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrossReceipts0898944
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
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IRS990/InfoInScheduleOPartVI0X
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IRS990/InvestmentIncomeCurrentYear02639
IRS990/InvestmentIncome/ExclusionAmount02639
IRS990/InvestmentIncome/TotalRevenueColumn02639
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/EOY0850834
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
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IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
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IRS990/MissionDescription0To establish, maintain, and administer the Endowment Fund using efficient stewardship based on best practices and generosity founded on a humble dependence on our Lord.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0Ron Wood
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers03
IRS990/NbrVotingMembersGoverningBody03
IRS990/NetAssetsOrFundBalancesEOY0897398
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers03
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensesCurrentYear024372
IRS990/OtherExpenses/Description0Tuition Assistance
IRS990/OtherExpenses/ProgramServices024372
IRS990/OtherExpenses/Total024372
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges022826
IRS990/ReconcilationRevenueExpenses0874572
IRS990/RelatedEntity01
IRS990/RelatedOrganizations0896305
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0874572
IRS990/SalariesEtcCurrentYear00
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0742636515
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc00
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Regents School of Austin
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501 (c) 3
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.36300
IRS990ScheduleD/CurrentYear/AdministrativeExpenses024372
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0609297
IRS990ScheduleD/CurrentYear/Contributions0290319
IRS990ScheduleD/CurrentYear/EndOfYearBalance0897398
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses022154
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear0874572
IRS990ScheduleD/ExcessOrDeficitPerFS0897398
IRS990ScheduleD/ExpensesNotRptdF990012658576
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal024372
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Regents School of Austin Elimination Entry 15,094,552.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1Regents School of Austin Elimination Entry 12,658,576.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part XIII, Line 2d - Other Adjustments:
IRS990ScheduleD/NetUnrealizedGainsInvestments022826
IRS990ScheduleD/NetUnrealizedGLOnInvestments022826
IRS990ScheduleD/OtherExpensesIncluded012658576
IRS990ScheduleD/OtherRevenues015094552
IRS990ScheduleD/RevenueNotRptdF990015117378
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0898944
IRS990ScheduleD/TermEndowmentEOYBalance00.63700
IRS990ScheduleD/TotalAdjustments022826
IRS990ScheduleD/TotalExpenses024372
IRS990ScheduleD/TotalExpensesPerForm990024372
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0898944
IRS990ScheduleD/TotalRevenuePerForm9900898944
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt012682948
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt016016322
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0Regents provides a complete and accurate Form 990 to the Board before the return is filed.
IRS990ScheduleO/GeneralExplanation/Explanation1Upon Request
IRS990ScheduleO/GeneralExplanation/Explanation2Upon Request
IRS990ScheduleO/GeneralExplanation/Explanation3Ron Wood works 40 hours per week for the Regents School of Austin.
IRS990ScheduleO/GeneralExplanation/Explanation4Net unrealized gains on investments: 22,826.
IRS990ScheduleO/GeneralExplanation/Identifier0Changes in Net Assets or Fund Balances:
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VII:
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part XI, line 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103230 Travis Country Circle
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Austin
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TX
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode078735
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IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0To provide a classical and Christian education
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0Line 2
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IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0Cash
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IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0C
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IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode078735
IRS990/TheBooksAreInCareOf/NamePerson0Ron Wood
IRS990/TheBooksAreInCareOf/TelephoneNumber05128998095
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY00
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IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs081400
IRS990/TotalReportableCompFromOrg00
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IRS990/TotalRevenue/ExclusionAmount02639
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0898944
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/EOY0325199
IRS990/UponRequest0X
IRS990/WebSite0regents-austin.com
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02011
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0261379582
ReturnHeader/Filer/Name/BusinessNameLine10Regents Endowment Fund
ReturnHeader/Filer/NameControl0REGE
ReturnHeader/Filer/Phone05128998095
ReturnHeader/Filer/USAddress/AddressLine103230 Travis Country Circle
ReturnHeader/Filer/USAddress/City0Austin
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078735
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-25
ReturnHeader/Officer/Name0Ron Wood
ReturnHeader/Officer/Phone05128998095
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/EIN0743001153
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PMB Helin Donovan LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105918 W Courtyard Dr Suite 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Austin
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode078730
ReturnHeader/Preparer/Name0Jaclyn Roberts
ReturnHeader/Preparer/Phone05122589670
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-25T16:07:39-05:00

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