Civic Intelligence

Thomas Lucius Downs Jr & Grace Pate Downs Scholarship Fund

990 • Fiscal year 2018 • EIN 74-2123714

Jun 01, 2017 to May 31, 2018 • Filed on Oct 30, 2018

Organization ProfileN/A
Frost Bank Trustee PO Box 2950San Antonio, TX 78299-2950

(210) 220-4089

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$60,870

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

55th percentile

2.9%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

84%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,031,996

Up $197,018 (+2.9%) from 2017

Net Assets

Up

$7,031,996

Up $197,018 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

Up

$490,058

Up $223,259 (+84%) from 2017

Expenses

Up

$293,040

Up $96,176 (+49%) from 2017

Net Income

Up

$197,018

Up $127,083 (+182%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2012: $6,065,228Liabilities 2012: $0Net Assets 2012: $6,065,2282012Assets 2013: $6,298,969Liabilities 2013: $0Net Assets 2013: $6,298,9692013Assets 2014: $6,594,234Liabilities 2014: $0Net Assets 2014: $6,594,2342014Assets 2015: $6,941,058Liabilities 2015: $0Net Assets 2015: $6,941,0582015Assets 2016: $6,765,043Liabilities 2016: $0Net Assets 2016: $6,765,0432016Assets 2017: $6,834,978Liabilities 2017: $0Net Assets 2017: $6,834,9782017Assets 2018: $7,031,996Liabilities 2018: $0Net Assets 2018: $7,031,9962018Assets 2019: $7,183,010Liabilities 2019: $0Net Assets 2019: $7,183,0102019Assets 2020: $7,467,657Liabilities 2020: $0Net Assets 2020: $7,467,6572020Assets 2021: $7,474,286Liabilities 2021: $0Net Assets 2021: $7,474,2862021Assets 2022: $8,609,490Liabilities 2022: $0Net Assets 2022: $8,609,4902022Assets 2023: $8,663,790Liabilities 2023: $0Net Assets 2023: $8,663,7902023Assets 2024: $8,651,519Liabilities 2024: $0Net Assets 2024: $8,651,5192024Assets 2025: $8,574,438Liabilities 2025: $0Net Assets 2025: $8,574,4382025

Highlighted filing

2018

Assets$7,031,996
Liabilities$0
Net Assets$7,031,996
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $303,905Expenses 2012: $240,618Net Income 2012: $63,2872012Revenue 2013: $436,533Expenses 2013: $202,792Net Income 2013: $233,7412013Revenue 2014: $497,220Expenses 2014: $201,955Net Income 2014: $295,2652014Revenue 2015: $474,822Expenses 2015: $127,998Net Income 2015: $346,8242015Revenue 2016: $201,113Expenses 2016: $377,128Net Income 2016: -$176,0152016Revenue 2017: $266,799Expenses 2017: $196,864Net Income 2017: $69,9352017Revenue 2018: $490,058Expenses 2018: $293,040Net Income 2018: $197,0182018Revenue 2019: $462,829Expenses 2019: $311,819Net Income 2019: $151,0102019Revenue 2020: $598,660Expenses 2020: $314,013Net Income 2020: $284,6472020Revenue 2021: $342,548Expenses 2021: $335,875Net Income 2021: $6,6732021Revenue 2022: $1,490,350Expenses 2022: $355,147Net Income 2022: $1,135,2032022Revenue 2023: $395,869Expenses 2023: $341,570Net Income 2023: $54,2992023Revenue 2024: $331,524Expenses 2024: $343,795Net Income 2024: -$12,2712024Revenue 2025: $230,411Expenses 2025: $307,492Net Income 2025: -$77,0812025

Highlighted filing

2018

Revenue$490,058
Expenses$293,040
Net Income$197,018
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$490,058
Mission and Program Overview

Mission

As set forth in the trust instrument and followed by the trustee, this organization supports southwestern university, texas wesleyan university and southern methodist university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,834,978$7,031,996▲ $197,018
Investments in Publicly Traded Securities$6,534,363$6,795,126▲ $260,763
Savings and Temporary Cash Investments$300,615$236,870▼ $63,745
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,834,978$7,031,996▲ $197,018
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,834,978$7,031,996▲ $197,018
Total Liabilities and Net Assets / Fund Balance$6,834,978$7,031,996▲ $197,018

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,834,978-▲ $490,058-$7,031,996
2016$6,765,043-▲ $266,799-$6,834,978
2015$6,941,058-▲ $201,113-$6,765,043
2014$6,594,234-▲ $474,822-$6,941,058
2013$6,298,969-▲ $497,220-$6,594,234
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeKathleen Finck, AdminstratorFT$60,870$60,870

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$490,058
Other Revenue
$0
Change in Net Assets
$197,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,748
Salaries, Compensation, and Employee Benefits$60,870
Other Expenses$7,422
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$224,748--$224,748
Current Officers, Directors, Trustees, and Key Employees$30,435$30,435-$60,870
Fees for Services Accounting$3,030$3,030-$6,060
Other Expenses-$1,344-$1,344
Fees for Services Other-$18-$18
Total Functional Expenses$258,213$34,827$0$293,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX501(c)(3)Charitable$74,916
Southwestern UniversityGeorgetown, TX501(c)(3)Charitable$74,916
Texas Wesleyan UniversityFort Worth, TX501(c)(3)Charitable$74,916
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
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, Part VI, Section A, Line 11B

“Yes, the administrator for the trust reviews and signs form 990 as required by internal bank policies.”

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

“Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors. Frost bank has a written whistleblower policy and a written document retention and destruction policy. Compensation for the trustee is either set by the governing document or reflect charges that are normal and customary as established by the bank for similar accounts.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Thomas L Jr & Grace P Downs
EIN
74-2123714
In Care Of
% FROST BANK TRUST DEPARTMENT
Phone
2102204089
Address
FROST BANK TRUSTEE PO BOX 2950, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Kathleen Finck
Title
Officer
Phone
2102204089
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Finck
Formed
1980
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
100 W Houston St Ste 1700, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“As set forth in the trust instrument and followed by the trustee, this organization supports southwestern university, texas wesleyan university, and southern methodist university.”

Raw XML AppendixShowing 400 of 529 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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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300615
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236870
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0166457
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0157897
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt020289
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt011892
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0146168
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0146005
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt034826
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt032824
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0131631
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0125073
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0125073
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0255651
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0255651
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0106312
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0255651
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0224747
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0255651
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt030904
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0258213
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt033466
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt030904
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt033466
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt033466
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt030904
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt033465
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0258213
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0255651
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0101.0021
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0224748
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0258213
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt08016808
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt07415539
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0379719
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0310205
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt07637088
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt07105333
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0120252
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0111233
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt07896556
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt07304306
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0276379
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0255651
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt08016808
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt07415539
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0276379
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0255651
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741233796
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1750800691
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741233796
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt074916
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt174916
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt274916
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TEXAS WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0224748
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt068292
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06834978
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07031996
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0224748
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0490058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt063727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06765043
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06834978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0133137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0266799
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt060016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06941058
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06765043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0317112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt058479
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06594234
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06941058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt069519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0474822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt047371
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06298969
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06594234
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0154584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0497220

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,031,996
Liabilities
$0
Net assets
$7,031,996
Revenue
$490,058
Expenses
$293,040
Net income
$197,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.57$0.00$8.57$0.23$0.31$0.08
2024Summary only. Only limited summary data is available for this year.$8.65$0.00$8.65$0.33$0.34$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.00$8.66$0.40$0.34$0.05
2022Summary only. Only limited summary data is available for this year.$8.61$0.00$8.61$1.49$0.36$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.34$0.34$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.60$0.31$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.00$7.18$0.46$0.31$0.15
2018Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.49$0.29$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.83$0.00$6.83$0.27$0.20$0.07
2016Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.20$0.38$0.18
2015Summary only. Only limited summary data is available for this year.$6.94$0.00$6.94$0.47$0.13$0.35
2014Summary only. Only limited summary data is available for this year.$6.59$0.00$6.59$0.50$0.20$0.30
2013Summary only. Only limited summary data is available for this year.$6.30$0.00$6.30$0.44$0.20$0.23
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$6.07$0.30$0.24$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits