Civic Intelligence

Allbritton Alford Endowment Fund Zb Na Trustee

990 • Fiscal year 2017 • EIN 52-6934320

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization ProfileN/A
4400 Post Oak ParkwayHouston, TX 77027

(713) 232-1095

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

100th percentile

$2,412,555

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 5433.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

182%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$856,921

Up $103,353 (+14%) from 2016

Net Assets

Up

$856,921

Up $103,353 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$44,399

Up $28,668 (+182%) from 2016

Expenses

Down

$8,953

Down $1,077 (-11%) from 2016

Net Income

Up

$35,446

Up $29,745 (+522%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2011: $668,808Liabilities 2011: $0Net Assets 2011: $668,8082011Assets 2012: $704,550Liabilities 2012: $0Net Assets 2012: $704,5502012Assets 2013: $782,868Liabilities 2013: $0Net Assets 2013: $782,8682013Assets 2014: $767,519Liabilities 2014: $0Net Assets 2014: $767,5192014Assets 2015: $697,308Liabilities 2015: $0Net Assets 2015: $697,3082015Assets 2016: $753,568Liabilities 2016: $0Net Assets 2016: $753,5682016Assets 2017: $856,921Liabilities 2017: $0Net Assets 2017: $856,9212017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$856,921
Liabilities$0
Net Assets$856,921
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $54,812Expenses 2011: $42,497Net Income 2011: $12,3152011Revenue 2012: $14,992Expenses 2012: $41,108Net Income 2012: -$26,1162012Revenue 2013: $37,160Expenses 2013: $39,588Net Income 2013: -$2,4282013Revenue 2014: $36,448Expenses 2014: $60,842Net Income 2014: -$24,3942014Revenue 2015: $22,212Expenses 2015: $60,637Net Income 2015: -$38,4252015Revenue 2016: $15,731Expenses 2016: $10,030Net Income 2016: $5,7012016Revenue 2017: $44,399Expenses 2017: $8,953Net Income 2017: $35,4462017Revenue 2018: $213,055Expenses 2018: $864,636Net Income 2018: -$651,5812018

Highlighted filing

2017

Revenue$44,399
Expenses$8,953
Net Income$35,446
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$89,670
Mission and Program Overview

Mission

The mission of the endowment fund is to support the educational, medical and scientific research projects of baylor college of medicine supervised or directed by dr. Bobby alford.

The endowment fund was established to support the educational, medical and scientific research projects of baylor college of medicine in houston, texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$753,568$856,921▲ $103,353
Investments in Publicly Traded Securities$731,329$753,038▲ $21,709
Savings and Temporary Cash Investments$22,239$103,883▲ $81,644
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$753,568$856,921▲ $103,353
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$753,568$856,921▲ $103,353
Total Liabilities and Net Assets / Fund Balance$753,568$856,921▲ $103,353
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleBaseTotal
-Trustee$6,901$6,901

Board Members and Trustees

NameTitle
Bobby Alford Md DecTrustee
Paul Klotman MdTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$44,399
Other Revenue
$0
Change in Net Assets
$35,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,901
Other Expenses$2,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$6,901-$6,901
Fees for Services Accounting-$2,052-$2,052
Total Functional Expenses$0$8,953$0$8,953
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
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 A, Line 2

“Dr. Paul klotman and dr. Bobby alford were both trustees of the organization in the current year. Dr. Klotman was the president of baylor college of medicine and dr. Alford is an employee of baylor college of medicine.”

Form 990, Part VI, Section A, Line 8A

“The organization rarely has formal meetings since there are only three trustees, and therefore, there are no written minutes. The trustees communicate by e-mail and letters which document decisions regarding investment changes and distributions from the endowment.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

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

“The trustee at amegy bank n.a. Reviews the form 990 before signing. The form 990 is prepared by a cpa engaged by the co-trustees of the trust.”

Form 990, Part VI, Section C, Line 19

“The documents listed are made available to the public upon request. No requests for the documents were made in the current year.”

Filing and Contact Details

Filer

Filer Name
Allbritton-alford Endowment Fund
EIN
52-6934320
Phone
7132321095
Address
4400 POST OAK PARKWAY, HOUSTON, TX 77027

Signing Officer

Name
Debbie Gibson
Title
Sr. Vice President
Phone
7132321095
Signed
2018-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zb Na
Formed
1988
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Py b/t difference in income recognition 805. Cy b/t difference in income recognition 120. Py unrealized appreciation -138,285. Cy unrealized appreciation 205,267.”

Raw XML AppendixShowing 400 of 438 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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST DOCUMENT PROVIDES THAT THE TRUSTEES MAY HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES. THE PRESIDENT OF THE SUPPORTED ORGANIZATION, BAYLOR COLLEGE OF MEDICINE, IS A TRUSTEE. THIS TRUST WAS CREATED TO PROVIDE FUNDS TO SUPPORT THE EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH PROJECTS DIRECTED OR SUPERVISED BY DR. BOBBY ALFORD, WHO IS AN EMPLOYEE OF THE SUPPORTED ORGANIZATION AND ALSO A TRUSTEE OF THE ALLBRITTON-ALFORD ENDOWMENT FUND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE RESPONSIVENESS TEST IS MET. BAYLOR COLLEGE OF MEDICINE, THE ONLY BENEFICIARY ORGANIZATION, HAS THE ABILITY TO INFLUENCE THE ALLBRITTON-ALFORD FUND BECAUSE IT MEETS BOTH THE RELATIONSHIP TEST AND SIGNIFICANT VOICE REQUIREMENTS OF REG. 1.509(A)-4(I)(2)&(3). THE RELATIONSHIP TEST IS MET BECAUSE DR. KLOTMAN, THE PRESIDENT OF BAYLOR COLLEGE OF MEDICINE, IS ONE OF THREE MEMBERS OF THE BOARD OF TRUSTEES OF THE ALLBRITTON-ALFORD FUND. DR. ALFORD, FORMERLY AN OFFICER OF BAYLOR COLLEGE OF MEDICINE AND NOW A DISTINGUISHED SERVICE PROFESSOR OF THE COLLEGE IS ALSO A CO-TRUSTEE OF THE ALLBRITTON-ALFORD FUND. IT IS DR. ALFORD'S NAME THAT IS THE ALFORD OF THE ALLBRITTON-ALFORD FUND. THE EXEMPT PURPOSE OF THIS FUND IS TO SUPPORT THE EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH AND OTHER PROJECTS OF BAYLOR COLLEGE OF MEDICINE SUPERVISED BY DR. ALFORD. THE TRUST AGREEMENT PROVIDES THAT THERE WILL BE ONLY 3 TRUSTEES, THE PRESIDENT OF BAYLOR COLLEGE OF MEDICINE, DR. ALFORD, DURING HIS LIFE, AND A BANK TRUSTEE. WHEN DR. ALFORD WAS A VICE PRESIDENT OF BAYLOR COLLEGE OF MEDICINE, THE BENEFICIARIES OF THIS TRUST WERE IN CONTROL OF THE TRUST. ALTHOUGH DR. ALFORD IS NO LONGER AN OFFICER OF THE COLLEGE, HE IS STILL A DISTINGUISHED PROFESSOR OF THE COLLEGE AND SUPERVISES EDUCATIONAL, MEDICAL AND SCIENTIFIC PROJECTS. SINCE THE PURPOSE OF THIS FUND IS TO SUPPORT THE EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH PROJECTS OF BAYLOR COLLEGE OF MEDICINE SUPERVISED BY DR. ALFORD, AND SINCE DR. ALFORD IS A CO-TRUSTEE OF THE FUND, DR. ALFORD HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE INCOME OF THE FUND. THE ATTENTIVENESS TEST IS MET. THE ALLBRITTON-ALFORD FUND PROVIDES THE AMOUNT OF SUPPORT FOR THE EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH PROJECTS OF BAYLOR COLLEGE OF MEDICINE SUPERVISED BY DR. ALFORD TO ENSURE THE ATTENTIVENESS OF DR. ALFORD AND BAYLOR COLLEGE OF MEDICINE TO THE ALLBRITTON-ALFORD FUND. DR. ALFORD, THEREFORE, IS VERY ATTENTIVE TO THE PERFORMANCE OF THE FUND AND PERIODICALLY TALKS WITH THE BANK TRUSTEE TO DISCUSS THE PORTFOLIO AND OTHER ISSUES IN REGARDS TO THE ACCOUNT. THEY BOTH HAVE RECEIVED AND APPROVED AN INVESTMENT POLICY STATEMENT AND RECEIVE MONTHLY ACCOUNTING STATEMENTS AND QUARTERLY PERFORMANCE REPORTS. THE ALLBRITTON-ALFORD FUND PROVIDES SUPPORT FOR BAYLOR COLLEGE OF MEDICINE'S MEDICAL, EDUCATIONAL AND RESEARCH PROJECTS SUPERVISED BY DR. ALFORD. DR. ALFORD HAS HAD AN IMPORTANT ROLE AS A MEMBER OF THE ORGANIZATION COMMITTEE OF THE INTERNATIONAL SPACE MEDICINE SUMMIT, AND THE ALLBRITTON-ALFORD FUND HAS PROVIDED MOST OF THE FUNDING FOR THE PARTICIPATION OF DR. ALFORD AS A REPRESENTATIVE OF BAYLOR COLLEGE OF MEDICINE IN THIS SUMMIT. DR. ALFORD HAS FOCUSED ON ORGANIZING THE INTERNATIONAL SPACE MEDICINE SUMMIT AS ONE OF HIS PRIMARY PROJECTS AT BAYLOR COLLEGE OF MEDICINE. THE ALLBRITTON-ALFORD FUND SUPPORTS EXCLUSIVELY BAYLOR COLLEGE OF MEDICINE'S EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH PROJECTS SUPERVISED BY DR. ALFORD. THERE HAVE BEEN NO OTHER SUPPORTED ORGANIZATIONS SINCE THE INCEPTION OF THE ALLBRITTON-ALFORD FUND IN 1999.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. PAUL KLOTMAN AND DR. BOBBY ALFORD WERE BOTH TRUSTEES OF THE ORGANIZATION IN THE CURRENT YEAR. DR. KLOTMAN WAS THE PRESIDENT OF BAYLOR COLLEGE OF MEDICINE AND DR. ALFORD IS AN EMPLOYEE OF BAYLOR COLLEGE OF MEDICINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RARELY HAS FORMAL MEETINGS SINCE THERE ARE ONLY THREE TRUSTEES, AND THEREFORE, THERE ARE NO WRITTEN MINUTES. THE TRUSTEES COMMUNICATE BY E-MAIL AND LETTERS WHICH DOCUMENT DECISIONS REGARDING INVESTMENT CHANGES AND DISTRIBUTIONS FROM THE ENDOWMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE AT AMEGY BANK N.A. REVIEWS THE FORM 990 BEFORE SIGNING. THE FORM 990 IS PREPARED BY A CPA ENGAGED BY THE CO-TRUSTEES OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS LISTED ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. NO REQUESTS FOR THE DOCUMENTS WERE MADE IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PY B/T DIFFERENCE IN INCOME RECOGNITION 805. CY B/T DIFFERENCE IN INCOME RECOGNITION 120. PY UNREALIZED APPRECIATION -138,285. CY UNREALIZED APPRECIATION 205,267.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$856,921
Liabilities
$0
Net assets
$856,921
Revenue
$44,399
Expenses
$8,953
Net income
$35,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.13$8.65$6.52
2017Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.44$0.09$0.35
2016Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$0.16$0.10$0.06
2015Summary only. Only limited summary data is available for this year.$6.97$0.00$6.97$0.22$0.61$0.38
2014Summary only. Only limited summary data is available for this year.$7.68$0.00$7.68$0.36$0.61$0.24
2013Summary only. Only limited summary data is available for this year.$7.83$0.00$7.83$0.37$0.40$0.02
2012Summary only. Only limited summary data is available for this year.$7.05$0.00$7.05$0.15$0.41$0.26
2011Summary only. Only limited summary data is available for this year.$6.69$0.00$6.69$0.55$0.42$0.12