Civic Intelligence

San Jacinto Day Foundation

990 • Fiscal year 2016 • EIN 51-0172631

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 12, 2017

7603 Red Bluff RoadPasadena, TX 77507

(281) 991-9500

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

6th percentile

-29%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$404,715

Down $161,619 (-29%) from 2015

Net Assets

Down

$404,715

Down $161,374 (-29%) from 2015

Liabilities

Down

$0

Down $245 (-100%) from 2015

Revenue

Down

$624,602

Down $87,826 (-12%) from 2015

Expenses

Down

$765,314

Down $127,439 (-14%) from 2015

Net Income

Up

-$140,712

Up $39,613 (+22%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $480,646Liabilities 2011: $15,576Net Assets 2011: $465,0702011Assets 2012: $538,226Liabilities 2012: $10,864Net Assets 2012: $527,3622012Assets 2013: $602,303Liabilities 2013: $9,073Net Assets 2013: $593,2302013Assets 2014: $773,759Liabilities 2014: $52,785Net Assets 2014: $720,9742014Assets 2015: $566,334Liabilities 2015: $245Net Assets 2015: $566,0892015Assets 2016: $404,715Liabilities 2016: $0Net Assets 2016: $404,7152016Assets 2017: $25,586Liabilities 2017: $0Net Assets 2017: $25,5862017Assets 2018: $10,076Liabilities 2018: $0Net Assets 2018: $10,0762018Assets 2019: $6,523Liabilities 2019: $0Net Assets 2019: $6,5232019

Highlighted filing

2016

Assets$404,715
Liabilities$0
Net Assets$404,715

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $660,926Expenses 2011: $639,732Net Income 2011: $21,1942011Revenue 2012: $700,130Expenses 2012: $908,648Net Income 2012: -$208,5182012Revenue 2013: $643,084Expenses 2013: $809,390Net Income 2013: -$166,3062013Revenue 2014: $896,989Expenses 2014: $800,461Net Income 2014: $96,5282014Revenue 2015: $712,428Expenses 2015: $892,753Net Income 2015: -$180,3252015Revenue 2016: $624,602Expenses 2016: $765,314Net Income 2016: -$140,7122016Revenue 2017: $1,976Expenses 2017: $381,105Net Income 2017: -$379,1292017Revenue 2018: $35,461Expenses 2018: $50,971Net Income 2018: -$15,5102018Revenue 2019: $22,282Expenses 2019: $25,835Net Income 2019: -$3,5532019

Highlighted filing

2016

Revenue$624,602
Expenses$765,314
Net Income-$140,712
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$625,132
Mission and Program Overview

Mission

The purpose of the san jacinto day foundation is to encourage and promote the observance of san jacinto day, provide scholarships to full time students, and to provide donations to other non-profit organizations.

Provide scholarships to full time students and donations to other non-profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$200,193$187,664▼ $12,529
Investments in Publicly Traded Securities$271,059$97,551▼ $173,508
Cash and Non-Interest-Bearing Accounts$77,736$85,143▲ $7,407
Savings and Temporary Cash Investments$12,751$12,772▲ $21
Accounts Receivable$0$11,361▲ $11,361
Prepaid Expenses and Deferred Charges$2,029$7,657▲ $5,628
Investments Other Securities$2,566$2,567▲ $1
Total Assets$566,334$404,715▼ $161,619
Liabilities
Accounts Payable and Accrued Expenses$245$0▼ $245
Total Liabilities$245$0▼ $245
Net Assets / Fund Balance
Unrestricted Net Assets$566,089$404,715▼ $161,374
Total Net Assets Fund Balance$566,089$404,715▼ $161,374
Total Liabilities and Net Assets / Fund Balance$566,334$404,715▼ $161,619

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$167,395$61,392$228,787
Equipment$13,428$24,429$37,857
Other Land Buildings$6,841$10,796$17,637
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve AndrenoPresident
Murline Staley1st Vice President
Dean Ferriegel2nd Vice President
Joe Morris3rd Vice President
Jimmy Church4th Vice President
Arlette JarmonDirector
Barbara HornsbyDirector
Chris GreenDirector
D'LESA BROOKSDirector
Danielle CunninghamDirector
Gary WilliamsDirector
Janet AndrewsDirector
Jason AndrenoDirector
Laverne RoeseDirector
Lou GoatesDirector
Marc GloverDirector
Mark BeaverDirector
Mary ClarkDirector
Mike MenendezDirector
Mike WoodsDirector
Nancy FerriegelDirector
Oscar GarzaDirector
Roy MustonDirector
Tina RileyDirector
Sharen AndrenoSecretary
Reba SloterdijkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,676
Program Service Revenue
$496,572
Investment Income
$17,615
Other Revenue
$18,739
All Other Contributions
$85,326
Change in Net Assets
$-140,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$583,922
Grants and Similar Amounts Paid$97,109
Salaries, Compensation, and Employee Benefits$84,283
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$86,839$14,343-$101,182
Other Salaries and Wages-$84,283-$84,283
Advertising$70,367--$70,367
Grants to Domestic Individuals$58,786--$58,786
Grants to Domestic Orgs$38,323--$38,323
Other Expenses$37,992--$37,992
Depreciation Depletion-$12,529-$12,529
Occupancy-$6,299-$6,299
Fees for Services Accounting-$5,098-$5,098
Office Expenses-$3,874-$3,874
Insurance-$2,086-$2,086
Travel-$649-$649
Interest-$90-$90
Total Functional Expenses$636,063$129,251$0$765,314
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,269
Fundraising Direct Expenses$530
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cameron Benefit$19,269$19,269$530$18,739
Total Events$19,269$19,269$530$18,739
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
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11

Before the form 990 is filed with the internal revenue service, the return is reviewed by the treasurer and bookkeeper. The form 990 is also made available to all board members before the filing of the return.

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

The conflict of interest policy is reviewed and signed annually by each of the board of directors.

Form 990, Part VI, Section B, Line 15

The executive board establishes compensation for bert muston, executive director, who is in charge of establishing compensation for all employees under her supervision.

Form 990, Part VI, Section C, Line 19

Copies of the by-laws and other governing documents, as well as the financial documents are made available in the office of the san jacinto day foundation during normal business hours.

Filing and Contact Details

Filer

Filer Name
San Jacinto Day Foundation
EIN
51-0172631
Phone
2819919500
Address
7603 RED BLUFF ROAD, PASADENA, TX 77507
Doing Business As
Pasadena Strawberry Festival

Signing Officer

Name
Reba Sloterdijk
Title
Treasurer
Phone
2819919500
Signed
2017-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Reba Sloterdijk
Formed
1974
Legal Domicile
TX
Voting Board Members
33
Independent Board Members
33
Employees
2
Volunteers
1,260

Preparer

Firm
Melton & Melton Llp
Address
6002 ROGERDALE RD SUITE 200, HOUSTON, TX 77072
Preparer
John Bjorngjeld CPA
Phone
2817591120
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Food & drinks: program service expenses 32,757. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,757. Maintenance: program service expenses 29,911. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,911. Parking: program service expenses 24,171. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,171. Bank fees: program service expenses 0. Management and general expenses 5,829. Fundraising expenses 0. Total expenses 5,829. Professional development: program service expenses 0. Management and general expenses 3,620. Fundraising expenses 0. Total expenses 3,620. Dues & subscriptions: program service expenses 0. Management and general expenses 2,105. Fundraising expenses 0. Total expenses 2,105. Miscellaneous: program service expenses 0. Management and general expenses 1,510. Fundraising expenses 0. Total expenses 1,510. Postage & delivery: program service expenses 0. Management and general expenses 1,279. Fundraising expenses 0. Total expenses 1,279.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt33RD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt44TH VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/FormationYr01974
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IRS990/FSAuditedInd00
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IRS990/FundraisingGrossIncomeAmt019269
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt038323
IRS990/GrantsToDomesticOrgsGrp/TotalAmt038323
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0625132
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt097551
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0IT IS THE MISSION OF THE SAN JACINTO DAY FOUNDATION TO ENCOURAGE AND PROMOTE THE OBSERVANCE OF SAN JACINTO DAY, PROVIDE SCHOLARSHIPS TO FULL TIME STUDENTS, AND TO PROVIDE DONATIONS TO OTHER NON-PROFIT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03874
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2SECURITY
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IRS990/OtherExpensesGrp/ProgramServicesAmt1122477
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07657
IRS990/PrincipalOfficerNm0REBA SLOTERDIJK
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IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD & DRINKS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt156582
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0498597

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