Civic Intelligence

Regents Endowment Fund

990 • Fiscal year 2017 • EIN 26-1379582

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 19, 2018

Organization Profileregents-austin.com
3230 Travis Country CircleAustin, TX 78735

(512) 899-8095

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,722,596

Up $487,213 (+39%) from 2015

Net Assets

Up

$1,722,596

Up $487,213 (+39%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$89,390

Up $63,495 (+245%) from 2015

Expenses

Up

$68,577

Up $16,208 (+31%) from 2015

Net Income

Up

$20,813

Up $47,287 (+179%) from 2015

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 2017: $1,722,596Liabilities 2017: $0Net Assets 2017: $1,722,5962017Assets 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

2017

Assets$1,722,596
Liabilities$0
Net Assets$1,722,596
Open 2017 Filing

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 2017: $89,390Expenses 2017: $68,577Net Income 2017: $20,8132017Revenue 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

2017

Revenue$89,390
Expenses$68,577
Net Income$20,813
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$89,390
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,441,992$1,634,472▲ $192,480
Cash and Non-Interest-Bearing Accounts$143,926$88,124▼ $55,802
Total Assets$1,585,918$1,722,596▲ $136,678
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$984,013$1,025,118▲ $41,105
Unrestricted Net Assets$601,905$697,478▲ $95,573
Total Net Assets Fund Balance$1,585,918$1,722,596▲ $136,678
Total Liabilities and Net Assets / Fund Balance$1,585,918$1,722,596▲ $136,678

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,585,918$41,105▲ $164,150-$1,722,596
2015$1,235,383$339,947▲ $64,483-$1,585,918
2014$1,235,465-▲ $52,287-$1,235,383
2013$997,718$116,476▲ $161,180-$1,235,465
2012$897,398$1,265▲ $103,755-$997,718
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Treasurer$96,565$96,565

Board Members and Trustees

NameTitle
-President
-Director
-Investment Committee
Barry McBeeInvestment Committee
John L NeedhamInvestment Committee
Lee JonesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$41,105
Program Service Revenue
$0
Investment Income
$48,285
Other Revenue
$0
Change in Net Assets
$20,813

Audited Revenue Reconciliation

Revenue per Audited Statements
$89,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$115,865
Total Revenue per Audited Statements
$205,255
Total Revenue per Form 990
$89,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,437
Other Expenses$5,140
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,437--$63,437
Fees for Services Accounting$3,701$1,439-$5,140
Total Functional Expenses$67,138$1,439$0$68,577

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,577
Total Expenses per Audited Statements$68,577
Total Expenses per Form 990$68,577
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regent School of AustinAustin, TX501c3Tuition Assistance$63,437
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Regents provides a complete and accurate Form 990 to the Board before the return is filed.”

Form 990, Part VI, Section B, line 12C

“Enforcement of Conflicts Policy Under the Bylaws of Regents School of Austin, each year the members of the Board and all committees are asked to review the school's policy on conflicts of interest found in the Bylaws and sign a statement that they have conducted such a review and are in compliance with the policy, which requires disclosure of any possible conflicts of interest and consideration by the Board of whether a conflict exists, and if so, is permissible as being the best interests of the School on terms that are fair and reasonable to the School. The school is also beginning a process through which all existing contracts and agreements will be reviewed to verify that no conflicts exist and assure that all contracts entered into, whether new or through an amendment to existing agreements, contain language requiring the party contracting with the school to disclose any possible conflicts of interests.”

Form 990, Part VI, Section C, line 18

“Upon Request”

Form 990, Part VI, Section C, line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Regents Endowment Fund
EIN
26-1379582
Phone
5128998095
Address
3230 Travis Country Circle, Austin, TX 78735
Doing Business As
Regents Endowment Fund

Signing Officer

Name
Lee Jones
Title
Treasurer of the board
Phone
5128998095
Signed
2018-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Jones
Formed
2011
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Pmb Helin Donovan Llp
Address
12301 Research Blvd Bldg 5 160, Austin, TX 78759
Preparer
Norman Trubee
Phone
5122589670
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process has not changed from prior year.”

Raw XML AppendixShowing 400 of 418 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/ExplanationTxt0Regents provides a complete and accurate Form 990 to the Board before the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enforcement of Conflicts Policy Under the Bylaws of Regents School of Austin, each year the members of the Board and all committees are asked to review the school's policy on conflicts of interest found in the Bylaws and sign a statement that they have conducted such a review and are in compliance with the policy, which requires disclosure of any possible conflicts of interest and consideration by the Board of whether a conflict exists, and if so, is permissible as being the best interests of the School on terms that are fair and reasonable to the School. The school is also beginning a process through which all existing contracts and agreements will be reviewed to verify that no conflicts exist and assure that all contracts entered into, whether new or through an amendment to existing agreements, contain language requiring the party contracting with the school to disclose any possible conflicts of interests.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The process has not changed from prior year.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Regents School of Austin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742636515
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To provide a classical and Christian education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03230 Travis Country Circle
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Austin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078735
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt063437
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Regents School of Austin
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0984013
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01025118
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01585918
IRS990/TotalAssetsEOYAmt01722596
IRS990/TotalAssetsGrp/BOYAmt01585918
IRS990/TotalAssetsGrp/EOYAmt01722596
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt041105
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067138
IRS990/TotalFunctionalExpensesGrp/TotalAmt068577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01585918
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01722596
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt067138
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048285
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089390
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01585918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01722596
IRS990/TotReportableCompRltdOrgAmt096565
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0601905
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0697478
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03230 Travis Country Circle
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078735
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0regents-austin.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer of the board
ReturnHeader/BusinessOfficerGrp/PhoneNum05128998095
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Regents Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0REGE
ReturnHeader/Filer/EIN0261379582
ReturnHeader/Filer/PhoneNum05128998095
ReturnHeader/Filer/USAddress/AddressLine1Txt03230 Travis Country Circle
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078735
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0169FABECC17ED2DF97A071A839C9F7ADBFD67312
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,722,596
Liabilities
$0
Net assets
$1,722,596
Revenue
$89,390
Expenses
$68,577
Net income
$20,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.00$5.30$0.68$0.22$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.08$0.10$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.37$0.09$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.06$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.24$0.07$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.04$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.02