Civic Intelligence

The Ewing Halsell Foundation

EIN 30-0654055 • San Antonio, TX

View Organization Page

711 Navarro 737San Antonio, TX 78205
Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$235,620

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

47th percentile

4.7%

Faster asset growth than 47% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$154,256,346

Up $6,859,298 (+4.7%) from 2023

Liabilities

Up

$4,017

Up $473 (+13%) from 2023

Net Assets

Up

$154,252,329

Up $6,858,825 (+4.7%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin85th percentile

Revenue

Up

$16,943,629

Up $2,812,082 (+20%) from 2023

Expenses

Down

$10,081,946

Down $22,982 (-0.2%) from 2023

Net Income

Up

$6,861,683

Up $2,835,064 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$200M$150M$100M$50M$0Assets 2012: $125,801,276Liabilities 2012: $24,277Net Assets 2012: $125,776,9992012Assets 2013: $123,711,884Liabilities 2013: $40,944Net Assets 2013: $123,670,9402013Assets 2014: $119,953,812Liabilities 2014: $0Net Assets 2014: $119,953,8122014Assets 2015: $121,098,365Liabilities 2015: $0Net Assets 2015: $121,098,3652015Assets 2016: $115,783,175Liabilities 2016: $1,752Net Assets 2016: $115,781,4232016Assets 2017: $114,471,259Liabilities 2017: $2,620Net Assets 2017: $114,468,6392017Assets 2018: $117,018,725Liabilities 2018: $2,543Net Assets 2018: $117,016,1822018Assets 2019: $113,627,279Liabilities 2019: $2,956Net Assets 2019: $113,624,3232019Assets 2020: $118,757,259Liabilities 2020: $3,156Net Assets 2020: $118,754,1032020Assets 2021: $128,225,154Liabilities 2021: $14,614Net Assets 2021: $128,210,5402021Assets 2022: $143,425,830Liabilities 2022: $55,932Net Assets 2022: $143,369,8982022Assets 2023: $147,397,048Liabilities 2023: $3,544Net Assets 2023: $147,393,5042023Assets 2024: $154,256,346Liabilities 2024: $4,017Net Assets 2024: $154,252,3292024

Highlighted filing

2024

Assets$154,256,346
Liabilities$4,017
Net Assets$154,252,329
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $9,034,0442012Expenses 2013: $9,365,8692013Revenue 2014: $6,503,800Expenses 2014: $10,220,928Net Income 2014: -$3,717,1282014Revenue 2015: $11,626,032Expenses 2015: $10,481,479Net Income 2015: $1,144,5532015Revenue 2016: $6,268,713Expenses 2016: $11,585,655Net Income 2016: -$5,316,9422016Revenue 2017: $8,948,658Expenses 2017: $10,261,442Net Income 2017: -$1,312,7842017Revenue 2018: $12,116,445Expenses 2018: $9,568,902Net Income 2018: $2,547,5432018Revenue 2019: $5,589,888Expenses 2019: $8,982,858Net Income 2019: -$3,392,9702019Revenue 2020: $13,982,190Expenses 2020: $8,851,904Net Income 2020: $5,130,2862020Revenue 2021: $18,962,628Expenses 2021: $9,505,931Net Income 2021: $9,456,6972021Revenue 2022: $23,701,014Expenses 2022: $8,539,516Net Income 2022: $15,161,4982022Revenue 2023: $14,131,547Expenses 2023: $10,104,928Net Income 2023: $4,026,6192023Revenue 2024: $16,943,629Expenses 2024: $10,081,946Net Income 2024: $6,861,6832024

Highlighted filing

2024

Revenue$16,943,629
Expenses$10,081,946
Net Income$6,861,683
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$154,256,346
Liabilities
$4,017
Net assets
$154,252,329
Revenue
$16,943,629
Expenses
$10,081,946
Net income
$6,861,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$154$0.00$154$16.9$10.1$6.86
2023Detailed filing. Detailed filing data is available for this year.$147$0.00$147$14.1$10.1$4.03
2022Detailed filing. Detailed filing data is available for this year.$143$0.06$143$23.7$8.54$15.2
2021Detailed filing. Detailed filing data is available for this year.$128$0.01$128$19.0$9.51$9.46
2020Detailed filing. Detailed filing data is available for this year.$119$0.00$119$14.0$8.85$5.13
2019Detailed filing. Detailed filing data is available for this year.$114$0.00$114$5.59$8.98$3.39
2018Detailed filing. Detailed filing data is available for this year.$117$0.00$117$12.1$9.57$2.55
2017Detailed filing. Detailed filing data is available for this year.$114$0.00$114$8.95$10.3$1.31
2016Detailed filing. Detailed filing data is available for this year.$116$0.00$116$6.27$11.6$5.32
2015Detailed filing. Detailed filing data is available for this year.$121$0.00$121$11.6$10.5$1.14
2014Detailed filing. Detailed filing data is available for this year.$120$0.00$120$6.50$10.2$3.72
2013Detailed filing. Detailed filing data is available for this year.$124$0.04$124$9.37
2012Detailed filing. Detailed filing data is available for this year.$126$0.02$126$9.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackie MoczygembaExecutive DirectorFT$235,620-$235,620
Edward H Austin JrDirector-$25,000-$25,000
William HarteDirector-$25,000-$25,000
William ScanlanDirector-$25,000-$25,000
Steve C LewisDirector-$25,000-$25,000
Henry B Gonzalez IIIDirector-$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Ewing Halsell Foundation
EIN
30-0654055
Phone
2102232649
Address
711 Navarro 737, San Antonio, TX 78205

Signing Officer

Name
Jackie Moczygemba
Title
Executive Director
Phone
2102232640
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Owens Consortium PLLC
Address
70 NE Interstate Loop 410 Ste 975, San Antonio, TX 78216
Preparer
David S Owens
Phone
2104995650
Raw XML AppendixShowing 400 of 1,101 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt253628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2622862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2719634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0272979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11664166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2149509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3931114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42230412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58236062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6399801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71210656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt813410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1132279000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13508043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1533080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162718355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1775398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18556782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19102616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2083112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2148085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2322862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2419634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Morgan Stanley
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Maren
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Polen Capital
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Quantum
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Richmond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Echo Street K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Echo Street K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CB Offshore Credit Oppt K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PFM Biotech K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PFM Biotech K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Echo Street II K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Schwab Funding
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Adelphi Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Antero Peak
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Bayview Opportunity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Capital Springs Investment
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Diameter Offshore Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Echo Street Good Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19Ellington Mortgage Recovery
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Empyrean Capital
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21Insolve Fund III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22JHL Capital Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Liftbridge Fund 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24Light Street Xenon
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25Rose Grove Capital
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26Seiga Offshore
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27Varde Investment
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07308299
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06861683
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02858
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154255187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0147393504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0154252329
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08854110
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08854110
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08854110
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09069209
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0215099
IRS990PF/DistributableAmountGrp/TotalTaxAmt0215099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0247399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0215099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0215099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0215099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0247399
IRS990PF/FMVAssetsEOYAmt0194359600
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04086263
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02691891
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02691891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08714621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05645188
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04864771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022107044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014416735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018174633
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0147393504
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0154252329
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0213890
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0238219
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt021369
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt024329
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt024329
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt078177
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0148588
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0148588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt069172859
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt076522018
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0113933617
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03544
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04017
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010316603
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036785021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036785021
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0147397048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154256346
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0194359600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04017
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0147397048
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154256346
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0147393504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0154252329
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt032900112
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt018022576
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt017736750
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0184146372
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04077221
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0180069151
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02762196
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09069209
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0181384176
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0184146372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt057500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Lisa Klar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Special Projects Man
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd078205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BBR Partners
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Sequoia Financial Advisors LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Quantum Capital Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Owens Consortium PLLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt183204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt271124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt356400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0140 East 45th Street 26th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt13500 Embassy Pkwy Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2223 East Chestnut Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt370 NE Loop 410 Ste 975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Akron
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Lancaster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd144333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd217602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd378216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1235620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt325000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt425000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt525000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Edward H Austin Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jackie Moczygemba
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Harte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William Scanlan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Steve C Lewis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Henry B Gonzalez III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5711 Navarro St Ste 737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX

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