Civic Intelligence

Sweeny Isd Education Foundation

990 • Fiscal year 2021 • EIN 43-1995210

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 12, 2022

Organization ProfileN/A
1310 N Elm StreetSweeny, TX 77480

(979) 491-8000

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.44x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

30%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

54%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,876,792

Up $107,112 (+2.2%) from 2020

Net Assets

Up

$4,812,896

Up $43,216 (+0.9%) from 2020

Liabilities

Up

$63,896

Up $63,896 from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin73rd percentile

Revenue

Up

$146,008

Up $51,226 (+54%) from 2020

Expenses

Up

$102,792

Up $96,316 (+1487%) from 2020

Net Income

Down

$43,216

Down $45,090 (-51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,888,219Liabilities 2011: $0Net Assets 2011: $2,888,2192011Assets 2012: $4,191,644Liabilities 2012: $0Net Assets 2012: $4,191,6442012Assets 2013: $4,760,494Liabilities 2013: $0Net Assets 2013: $4,760,4942013Assets 2014: $5,027,655Liabilities 2014: $0Net Assets 2014: $5,027,6552014Assets 2015: $5,334,979Liabilities 2015: $0Net Assets 2015: $5,334,9792015Assets 2016: $5,409,014Liabilities 2016: $434,944Net Assets 2016: $4,974,0702016Assets 2017: $4,803,863Liabilities 2017: $98,348Net Assets 2017: $4,705,5152017Assets 2018: $4,630,625Liabilities 2018: $0Net Assets 2018: $4,630,6252018Assets 2019: $4,634,579Liabilities 2019: $0Net Assets 2019: $4,634,5792019Assets 2020: $4,769,680Liabilities 2020: $0Net Assets 2020: $4,769,6802020Assets 2021: $4,876,792Liabilities 2021: $63,896Net Assets 2021: $4,812,8962021Assets 2022: $4,669,960Liabilities 2022: $0Net Assets 2022: $4,669,9602022Assets 2023: $4,811,870Liabilities 2023: $135,576Net Assets 2023: $4,676,2942023Assets 2024: $4,802,689Liabilities 2024: $0Net Assets 2024: $4,802,6892024

Highlighted filing

2021

Assets$4,876,792
Liabilities$63,896
Net Assets$4,812,896
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $797,548Expenses 2011: $0Net Income 2011: $797,5482011Revenue 2012: $1,323,425Expenses 2012: $20,000Net Income 2012: $1,303,4252012Revenue 2013: $589,249Expenses 2013: $20,400Net Income 2013: $568,8492013Revenue 2014: $587,161Expenses 2014: $320,000Net Income 2014: $267,1612014Revenue 2015: $480,291Expenses 2015: $172,967Net Income 2015: $307,3242015Revenue 2016: $145,341Expenses 2016: $506,250Net Income 2016: -$360,9092016Revenue 2017: $72,356Expenses 2017: $257,187Net Income 2017: -$184,8312017Revenue 2018: $1,809,345Expenses 2018: $1,950,071Net Income 2018: -$140,7262018Revenue 2019: $137,698Expenses 2019: $141,119Net Income 2019: -$3,4212019Revenue 2020: $94,782Expenses 2020: $6,476Net Income 2020: $88,3062020Revenue 2021: $146,008Expenses 2021: $102,792Net Income 2021: $43,2162021Revenue 2022: $225,928Expenses 2022: $368,864Net Income 2022: -$142,9362022Revenue 2023: $213,697Expenses 2023: $367,721Net Income 2023: -$154,0242023Revenue 2024: $241,508Expenses 2024: $138,574Net Income 2024: $102,9342024

Highlighted filing

2021

Revenue$146,008
Expenses$102,792
Net Income$43,216
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 12, 2022
Return Version
2020v4.2
Gross Receipts
$146,008
Mission and Program Overview

Mission

To provide grants to the sweeny independent school district that will be used by the district to accomplish the district's educational purposes and activities.

To provide grants to the Sweeny Independent School District that will be used by the District to accomplish the Districts educational purposes and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,024,375$3,644,910▲ $2,620,535
Investments Other Securities$3,741,207$1,230,264▼ $2,510,943
Accounts Receivable$4,098$1,618▼ $2,480
Total Assets$4,769,680$4,876,792▲ $107,112
Liabilities
Other Liabilities-$57,769-
Accounts Payable and Accrued Expenses-$6,127-
Total Liabilities$0$63,896▲ $63,896
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,769,680$4,812,896▲ $43,216
Total Net Assets Fund Balance$4,769,680$4,812,896▲ $43,216
Total Liabilities and Net Assets / Fund Balance$4,769,680$4,876,792▲ $107,112

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,230,264--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Wendy IrwinPresident
Loretha EdisonVice President
Adam DavidsonBoard Member
Bryan DougetBoard Member
Donna Bohlar-SchroederBoard Member
Ryan FollettBoard Member
Minne SanchezSecretary
Kristin EffenbergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,857
Program Service Revenue
$0
Investment Income
$113,151
Other Revenue
$0
All Other Contributions
$32,857
Change in Net Assets
$43,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,199
Other Expenses$11,593
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,199--$91,199
Fees for Services Other-$5,196-$5,196
Fees for Services Accounting-$5,074-$5,074
Other Expenses-$1,260-$1,260
Fees for Service Investment Mgmnt Fees-$63-$63
Total Functional Expenses$91,199$11,593$0$102,792
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sweeny Independent School DistrictSweeny, TX--$33,430
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$57,769
Due to General Operating Fund-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the Board President and made available to the Board for review”

Form 990, Part VI, Section C, Line 19

“The Organizations governing documents and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Sweeny ISD Education Foundation
EIN
43-1995210
Phone
9794918000
Address
1310 N Elm Street, Sweeny, TX 77480

Signing Officer

Name
Kristin Effenberger
Title
Treasurer
Phone
9794918000
Signed
2022-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Irwin
Formed
2003
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
J & K CPA LLC
Address
108 E 3rd St, Sweeny, TX 77480
Preparer
Katherine Rodriguez
Phone
9795483782
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“Accomplish the Districts educational purposes and activities”

Form 990, Part XII, Line 2C

“The Organization did not change its audit oversight process or selection process”

Raw XML Appendix391 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sweeny Independent School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt032400
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to General Operating Fund
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01230264
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CDs Securitites
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt01230264
IRS990ScheduleD/TotalLiabilityAmt057769
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt033430
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sweeny Independent School District
IRS990ScheduleI/RecipientTable/RecipientEIN0746002347
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01310 N Elm St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sweeny
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077480
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accomplish the Districts educational purposes and activities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the Board President and made available to the Board for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organizations governing documents and financial statements are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization did not change its audit oversight process or selection process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2C
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04769680
IRS990/TotalAssetsEOYAmt04876792
IRS990/TotalAssetsGrp/BOYAmt04769680
IRS990/TotalAssetsGrp/EOYAmt04876792
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032857
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091199
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102792
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt063896
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt063896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04769680
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04812896
IRS990/TotalProgramServiceExpensesAmt091199
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146008
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04769680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04876792
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt021441 Loop 419
IRS990/USAddress/CityNm0Sweeny
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077480
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Effenberger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09794918000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sweeny ISD Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0431995210
ReturnHeader/Filer/PhoneNum09794918000
ReturnHeader/Filer/USAddress/AddressLine1Txt01310 N Elm Street
ReturnHeader/Filer/USAddress/CityNm0Sweeny
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J & K CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 E 3rd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sweeny
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077480
ReturnHeader/PreparerPersonGrp/PhoneNum09795483782
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Rodriguez
ReturnHeader/ReturnTs02022-07-12T09:41:16-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Effenberger
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,876,792
Liabilities
$63,896
Net assets
$4,812,896
Revenue
$146,008
Expenses
$102,792
Net income
$43,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.24$0.14$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.14$4.68$0.21$0.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.23$0.37$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.06$4.81$0.15$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.09$0.01$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.14$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.81$1.95$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.10$4.71$0.07$0.26$0.18
2016Summary only. Only limited summary data is available for this year.$5.41$0.43$4.97$0.15$0.51$0.36
2015Summary only. Only limited summary data is available for this year.$5.33$0.00$5.33$0.48$0.17$0.31
2014Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$0.59$0.32$0.27
2013Summary only. Only limited summary data is available for this year.$4.76$0.00$4.76$0.59$0.02$0.57
2012Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$1.32$0.02$1.30
2011Summary only. Only limited summary data is available for this year.$2.89$0.00$2.89$0.80$0.00$0.80