Civic Intelligence

Hospice of Victoria Endowment Corp

EIN 31-1678871 • 501(c)3 • Victoria, TX

Profile

The purpose of the corporation is to further the purposes of hospice of south texas, inc., which is to provide palliative care of terminally ill patients, support to patient and family, and bereavement and educational programs.

605 E LocustVictoria, TX 77901
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-23%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$785,051

Up $150,187 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$785,051

Up $150,187 (+24%) from 2022

Revenue

Up

$31,642

Up $9,454 (+43%) from 2022

Expenses

Down

$8,405

Down $455 (-5.1%) from 2022

Net Income

Up

$23,237

Up $9,909 (+74%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $926,219Liabilities 2013: $15,290Net Assets 2013: $910,9292013Assets 2014: $897,777Liabilities 2014: $97Net Assets 2014: $897,6802014Assets 2015: $484,079Liabilities 2015: $96Net Assets 2015: $483,9832015Assets 2016: $481,090Liabilities 2016: $0Net Assets 2016: $481,0902016Assets 2017: $530,970Liabilities 2017: $0Net Assets 2017: $530,9702017Assets 2018: $490,268Liabilities 2018: $0Net Assets 2018: $490,2682018Assets 2019: $566,981Liabilities 2019: $0Net Assets 2019: $566,9812019Assets 2020: $623,038Liabilities 2020: $0Net Assets 2020: $623,0382020Assets 2022: $634,864Liabilities 2022: $0Net Assets 2022: $634,8642022Assets 2024: $785,051Liabilities 2024: $0Net Assets 2024: $785,0512024

Highlighted filing

2024

Assets$785,051
Liabilities$0
Net Assets$785,051

Operations Trend

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

$500K$0-$500KRevenue 2013: $78,842Expenses 2013: $28,973Net Income 2013: $49,8692013Revenue 2014: $29,572Expenses 2014: $28,836Net Income 2014: $7362014Revenue 2015: $56,304Expenses 2015: $443,824Net Income 2015: -$387,5202015Revenue 2016: $26,685Expenses 2016: $28,445Net Income 2016: -$1,7602016Revenue 2017: $29,437Expenses 2017: $9,835Net Income 2017: $19,6022017Revenue 2018: $22,614Expenses 2018: $13,278Net Income 2018: $9,3362018Revenue 2019: $81,421Expenses 2019: $8,966Net Income 2019: $72,4552019Revenue 2020: $12,604Expenses 2020: $20,130Net Income 2020: -$7,5262020Revenue 2022: $22,188Expenses 2022: $8,860Net Income 2022: $13,3282022Revenue 2024: $31,642Expenses 2024: $8,405Net Income 2024: $23,2372024

Highlighted filing

2024

Revenue$31,642
Expenses$8,405
Net Income$23,237

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.0
Gross Receipts
$129,322
Mission and Program Overview

Mission

The purpose of the corporation is to further the purposes of hospice of south texas, inc., which is to provide palliative care of terminally ill patients, support to patient and family, and bereavement and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$703,175$770,933▲ $67,758
Savings and Temporary Cash Investments$2,990$13,569▲ $10,579
Cash and Non-Interest-Bearing Accounts$565$335▼ $230
Prepaid Expenses and Deferred Charges$1,085$214▼ $871
Total Assets$718,023$785,051▲ $67,028
Other Assets Total$10,208--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$718,023$785,051▲ $67,028
Total Net Assets Fund Balance$718,023$785,051▲ $67,028
Total Liabilities and Net Assets / Fund Balance$718,023$785,051▲ $67,028

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$718,023$538▲ $74,895$523$785,051
2023$634,865$584▲ $91,976$1,292$718,023
2022$746,504$15,142▼ $117,922$1,660$634,865
2021$623,038$56,701▲ $79,765$4,488$746,504
2020$566,981$623▲ $75,564$14,305$623,038
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy MundyPresident
Clif FouldsDirector
Duane WoodsDirector
Herb Beyer JrDirector
Lee KeelingDirector
Lynn MioriDirector
Michael ChavezHost CEO
Lori ZamoraPast Preside
Joe CrispPast Vice Pr
Leslie EscalanteSecretary
John McquillenTreasurer
Courtney Middleton-sidesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$538
Program Service Revenue
$0
Investment Income
$31,104
Other Revenue
$0
All Other Contributions
$538
Change in Net Assets
$23,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,329-$6,329
Fees for Services Accounting-$900-$900
Insurance$523$348-$871
Other Expenses-$305-$305
Total Functional Expenses$523$7,882$0$8,405
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
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

All members of the governing body are provided a copy for review prior to filing the form 990.

Form 990, Page 6, Part VI, Line 12C

The endowment board would investigate any conflict or potential conflict of interest that it was made aware of. Based upon the findings of the investigation they would either have the board member resolve the conflict or that member would be asked to resign from the board.

Form 990, Page 6, Part VI, Line 19

Members of the public can make a written request to the endowment board and a copy will be provided.

Filing and Contact Details

Filer

Filer Name
Hospice of South TX Endowment Corp
EIN
31-1678871
Phone
3615724300
Address
605 E LOCUST, VICTORIA, TX 77901

Signing Officer

Name
Amy Mundy
Title
President
Phone
3615724300
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Mundy
Formed
1999
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Goldman Hunt & Notz Llp
Address
5606 N NAVARRO ST STE 309, VICTORIA, TX 77904
Preparer
D Dale Hunt CPA
Phone
3615732471
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of the corporation is to further the purposes of hospice of south texas, inc., which is to provide palliative care of terminally ill patients, support to patient and family, and bereavement and educational programs.

Form 990, Part XI, Line 9

UNREALIZED GAINS 43,791

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FIVE OF THE ELEVEN BOARD POSITIONS OF THE ORGANIZATION ARE FILLED DIRECTLY BY THE SUPPORTED ORGANIZATION'S (HOSPICE OF SOUTH TEXAS, INC.) BOARD MEMBERS. ACCORDINGLY, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDED SUPPORT TO PAY FOR CONTINUING EDUCATION AND RELATED EXPENSES OF ONE OF THE SUPPORTED ORGANIZATIONS, HOSPICE OF SOUTH TEXAS, INC. THIS ALLOWS THE PERSONNEL TO KEEP UP TO DATE IN THE CARE OF THEIR TERMINALLY ILL PATIENTS, WHICH IS THE PRIMARY PURPOSE OF THIS ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742368758
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOSPICE OF SOUTH TEXAS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOSPICE OF SOUTH TEXAS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07882
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0718023
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0538
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0785051
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt074895
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0523
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0634865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0718023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01292
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0746504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015142
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0634865
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-117922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0623038
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt056701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0746504
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079765
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05825
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0566981
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0623
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0623038
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075564
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt014305
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE CORPORATION IS TO FURTHER THE PURPOSES OF HOSPICE OF SOUTH TEXAS, INC., WHICH IS TO PROVIDE PALLIATIVE CARE OF TERMINALLY ILL PATIENTS, SUPPORT TO PATIENT AND FAMILY, AND BEREAVEMENT AND EDUCATIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A COPY FOR REVIEW PRIOR TO FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENDOWMENT BOARD WOULD INVESTIGATE ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST THAT IT WAS MADE AWARE OF. BASED UPON THE FINDINGS OF THE INVESTIGATION THEY WOULD EITHER HAVE THE BOARD MEMBER RESOLVE THE CONFLICT OR THAT MEMBER WOULD BE ASKED TO RESIGN FROM THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE PUBLIC CAN MAKE A WRITTEN REQUEST TO THE ENDOWMENT BOARD AND A COPY WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS 43,791
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0718023
IRS990/TotalAssetsEOYAmt0785051
IRS990/TotalAssetsGrp/BOYAmt0718023
IRS990/TotalAssetsGrp/EOYAmt0785051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0538
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523
IRS990/TotalFunctionalExpensesGrp/TotalAmt08405
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0718023
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0785051
IRS990/TotalProgramServiceExpensesAmt0523
IRS990/TotalRevenueGrp/ExclusionAmt021442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031642
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0718023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0785051
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0605 E LOCUST
IRS990/USAddress/CityNm0VICTORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077901
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MUNDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03615724300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOSPICE OF SOUTH TX ENDOWMENT CORP
ReturnHeader/Filer/BusinessNameControlTxt0HOSP
ReturnHeader/Filer/EIN0311678871
ReturnHeader/Filer/PhoneNum03615724300
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 E LOCUST
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741902997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDMAN HUNT & NOTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05606 N NAVARRO ST STE 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077904
ReturnHeader/PreparerPersonGrp/PhoneNum03615732471
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D DALE HUNT CPA
ReturnHeader/ReturnTs02025-07-08T18:13:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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