Civic Intelligence

Sweeny Isd Education Foundation

990 • Fiscal year 2023 • EIN 43-1995210

Sep 01, 2022 to Aug 31, 2023 • Filed on Nov 18, 2024

Organization ProfileN/A
1310 N Elm StSweeny, TX 77480

(979) 491-8000

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.63x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-72%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-5.4%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,811,870

Up $141,910 (+3.0%) from 2022

Net Assets

Up

$4,676,294

Up $6,334 (+0.1%) from 2022

Liabilities

Up

$135,576

Up $135,576 from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin5th percentile

Revenue

Down

$213,697

Down $12,231 (-5.4%) from 2022

Expenses

Down

$367,721

Down $1,143 (-0.3%) from 2022

Net Income

Down

-$154,024

Down $11,088 (-7.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$4,811,870
Liabilities$135,576
Net Assets$4,676,294
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$213,697
Expenses$367,721
Net Income-$154,024
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 18, 2024
Return Version
2022v5.0
Gross Receipts
$213,697
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 district's educational purposes and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,796,201$4,619,234▲ $2,823,033
Cash and Non-Interest-Bearing Accounts$480,686$164,022▼ $316,664
Accounts Receivable$10,073$28,614▲ $18,541
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0--
Total Assets$4,669,960$4,811,870▲ $141,910
Other Assets Total$2,383,000--
Liabilities
Other Liabilities-$135,576-
Total Liabilities$0$135,576▲ $135,576
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,669,960$4,676,294▲ $6,334
Total Net Assets Fund Balance$4,669,960$4,676,294▲ $6,334
Total Liabilities and Net Assets / Fund Balance$4,669,960$4,811,870▲ $141,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,619,234--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Loretha EdisonPresident
Wendy IrwinVice-President
Nicole LarsonExecutive Director
Adam Troy DavidsonMember
Daniel FullerMember
Donna Bohlar-SchroederMember
Mitchell FerrellMember
Ryan FollettMember
Minne SanchezSecretary
Kristin EffenbergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,610
Program Service Revenue
$0
Investment Income
$119,087
Other Revenue
$0
All Other Contributions
$94,610
Change in Net Assets
$-154,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$354,158
Other Expenses$13,563
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$354,158--$354,158
Fees for Services Management$0$11,658$0$11,658
Occupancy$0$1,324$0$1,324
Fees for Services Accounting$0$495$0$495
Advertising$0$86$0$86
Total Functional Expenses$354,158$13,563$0$367,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sweeny Independent School DistrictSweeny, TX-25500$83,044
Dolly Parton Imagination LibrarySevierville, TN-Literacy and educational purchases$12,000
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
Due to other funds$135,576
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
Filing and Contact Details

Filer

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

Signing Officer

Name
Kristin Effenberger
Title
Treasurer
Phone
9794918000
Signed
2024-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Effenberger
Formed
2003
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

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

Additional Explanations

Other

“Form 990, Part III, Line 4d: Program Service Expenses: $219,908, Grants and Allocations: $219,908. The Foundation received donations to provide funds for the Sweeny ISD to support educational purposes and activities.”

Pt VI, Line 11B

“The organization distributes the draft to the BoD and discusses any questions with the preparer. Once there are no outstanding questions, the BoD approves the final draft and the Form 990 is finalized, signed, and electronically filed.”

Form 990, Part III, Line 4D

“The Foundation receives funds to support multiple 219908. 134250. 89313.”

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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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135576
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IRS990ScheduleD/TotalLiabilityAmt0135576
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IRS990ScheduleI/RecipientTable/CashGrantAmt083044
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt025500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Literacy and educational purchases
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sweeny Independent School District
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Dolly Parton Imagination Library
IRS990ScheduleI/RecipientTable/RecipientEIN0746002347
IRS990ScheduleI/RecipientTable/RecipientEIN1621348105
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01310 N Elm St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1111 E Main St 2nd Floor
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sweeny
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sevierville
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part III, Line 4d: Program Service Expenses: $219,908, Grants and Allocations: $219,908. The Foundation received donations to provide funds for the Sweeny ISD to support educational purposes and activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization distributes the draft to the BoD and discusses any questions with the preparer. Once there are no outstanding questions, the BoD approves the final draft and the Form 990 is finalized, signed, and electronically filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation receives funds to support multiple 219908. 134250. 89313.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990/TotalAssetsGrp/BOYAmt04669960
IRS990/TotalAssetsGrp/EOYAmt04811870
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IRS990/TotalContributionsAmt094610
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0354158
IRS990/TotalFunctionalExpensesGrp/TotalAmt0367721
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IRS990/TotalLiabilitiesGrp/EOYAmt0135576
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0219908
IRS990/TotalOtherProgSrvcGrantAmt0134250
IRS990/TotalOtherProgSrvcRevenueAmt089313
IRS990/TotalProgramServiceExpensesAmt0354158
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0119087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213697
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04669960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04811870
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01310 N Elm St
IRS990/USAddress/CityNm0Sweeny
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077480
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Effenberger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09794918000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sweeny ISD Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0431995210
ReturnHeader/Filer/PhoneNum09794918000
ReturnHeader/Filer/USAddress/AddressLine1Txt01310 N Elm St
ReturnHeader/Filer/USAddress/CityNm0Sweeny
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824552497
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J & K CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 E 3RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWEENY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077480
ReturnHeader/PreparerPersonGrp/PhoneNum09795483782
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine Rodriguez
ReturnHeader/ReturnTs02024-12-11T11:08:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,811,870
Liabilities
$135,576
Net assets
$4,676,294
Revenue
$213,697
Expenses
$367,721
Net income
-$154,024
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