Civic Intelligence

Kmfa Permanent Endowment Fund

990 • Fiscal year 2013 • EIN 74-2395464

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 16, 2014

3001 North Lamar No 10078705

(512) 476-5632

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,224,462

Up $156,492 (+15%) from 2012

Net Assets

Up

$1,224,462

Up $187,962 (+18%) from 2012

Liabilities

Down

$0

Down $31,470 (-100%) from 2012

Revenue

$93,704

No earlier filing loaded for comparison.

Expenses

Down

$8,334

Down $14,952 (-64%) from 2012

Net Income

$85,370

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $973,620Liabilities 2010: $15,732Net Assets 2010: $957,8882010Assets 2011: $995,605Liabilities 2011: $15,769Net Assets 2011: $979,8362011Assets 2012: $1,067,970Liabilities 2012: $31,470Net Assets 2012: $1,036,5002012Assets 2013: $1,224,462Liabilities 2013: $0Net Assets 2013: $1,224,4622013Assets 2014: $1,250,882Liabilities 2014: $0Net Assets 2014: $1,250,8822014Assets 2015: $1,158,565Liabilities 2015: $0Net Assets 2015: $1,158,5652015Assets 2016: $1,238,568Liabilities 2016: $0Net Assets 2016: $1,238,5682016Assets 2017: $1,334,699Liabilities 2017: $0Net Assets 2017: $1,334,6992017Assets 2018: $1,253,870Liabilities 2018: $0Net Assets 2018: $1,253,8702018Assets 2019: $1,408,279Liabilities 2019: $0Net Assets 2019: $1,408,2792019Assets 2020: $1,399,254Liabilities 2020: $0Net Assets 2020: $1,399,2542020Assets 2021: $1,599,634Liabilities 2021: $0Net Assets 2021: $1,599,6342021Assets 2022: $1,369,924Liabilities 2022: $0Net Assets 2022: $1,369,9242022Assets 2023: $1,523,126Liabilities 2023: $0Net Assets 2023: $1,523,1262023Assets 2024: $1,691,059Liabilities 2024: $0Net Assets 2024: $1,691,0592024

Highlighted filing

2013

Assets$1,224,462
Liabilities$0
Net Assets$1,224,462

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $34,0602010Expenses 2011: $32,5742011Expenses 2012: $23,2862012Revenue 2013: $93,704Expenses 2013: $8,334Net Income 2013: $85,3702013Revenue 2014: $39,233Expenses 2014: $59,256Net Income 2014: -$20,0232014Revenue 2015: $82,990Expenses 2015: $49,964Net Income 2015: $33,0262015Revenue 2016: $42,013Expenses 2016: $46,689Net Income 2016: -$4,6762016Revenue 2017: $34,209Expenses 2017: $69,626Net Income 2017: -$35,4172017Revenue 2018: $38,667Expenses 2018: $62,974Net Income 2018: -$24,3072018Revenue 2019: $204,768Expenses 2019: $78,816Net Income 2019: $125,9522019Revenue 2020: -$12,386Expenses 2020: $74,057Net Income 2020: -$86,4432020Revenue 2021: $136,300Expenses 2021: $71,859Net Income 2021: $64,4412021Revenue 2022: $66,743Expenses 2022: $71,406Net Income 2022: -$4,6632022Revenue 2023: $80,383Expenses 2023: $97,642Net Income 2023: -$17,2592023Revenue 2024: $359,180Expenses 2024: $58,550Net Income 2024: $300,6302024

Highlighted filing

2013

Revenue$93,704
Expenses$8,334
Net Income$85,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 16, 2014
Return Version
2013v3.0
Gross Receipts
$225,993
Mission and Program Overview

Mission

To maintain the permanent endowment fund established for its affiliate, capitol broadcasting association, inc (#74-6076827)

To maintain the permanent endowment fund established for its affiliate, capitol broadcasting association, inc. (#74-6076827).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$592,529$673,938▲ $81,409
Investments Other Securities$441,920$386,635▼ $55,285
Savings and Temporary Cash Investments$33,521$163,889▲ $130,368
Total Assets$1,067,970$1,224,462▲ $156,492
Liabilities
Other Liabilities$31,470$0▼ $31,470
Total Liabilities$31,470$0▼ $31,470
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,036,500$1,224,462▲ $187,962
Total Net Assets Fund Balance$1,036,500$1,224,462▲ $187,962
Total Liabilities and Net Assets / Fund Balance$1,067,970$1,224,462▲ $156,492

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$386,635--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,036,500$19,130▲ $177,166-$1,224,462
2012$979,836$4,613▲ $75,337$15,575$1,036,500
2011$957,888$9,090▲ $45,432$15,769$979,836
2010$858,593$8,080▲ $125,275$15,732$957,888
2009$765,463$17,090▲ $92,392$10,619$858,593
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven MooreChairman
Claude DuclouxTrustee
Pat RobertsonTrustee
Toby ToblemanTrustee
Vada DillawnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$19,130
Program Service Revenue
$0
Investment Income
$74,574
Other Revenue
$0
All Other Contributions
$19,130
Change in Net Assets
$85,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$93,704
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$94,258
Total Revenue per Audited Statements
$187,962
Total Revenue per Form 990
$93,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,334-$8,334
Total Functional Expenses$0$8,334$0$8,334

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$8,334
Other Expense Adjustments$8,334
Total Expenses per Form 990$8,334
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The 990 is prepared by an independent cpa, reviewed by the general manager, and then disseminated to the finanace committee for review before filing.

Form 990, Part VI, Section C, Line 19

Financial statements available for review upon request. Governing documents are available as part of our fcc public file, available to anyone who requests to look at them during regular business

Form 990, Part VII

Steven moore - 100 congress ave., ste 1100, austin, tx 78701. Pat robertson - 111 congress ave, ste 300, austin, tx 78701. Toby tobleman - 1200 barton creek blvd., #44, austin, tx 78735. Vada dillawn - 7614 rockpoint dr, austin, tx 78731. Claude ducloux - 400 w 15th st, ste 808, austin, tx 78701.

Filing and Contact Details

Filer

EIN
74-2395464
Phone
5124765632

Signing Officer

Name
Ann Wilson
Title
General Manager
Phone
5124765632
Signed
2014-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Wilson
Formed
1965
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Joseph G Jistel
Phone
5123469623
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain on securities 102,592.

FORM 990, PART XII, LINE 2C:

Form 990, part xii, line 2c: the organization did not change either its oversight or selection process during the tax year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Investment expenses -8,334.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses 8,334.

Raw XML Appendix389 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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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA, REVIEWED BY THE GENERAL MANAGER, AND THEN DISSEMINATED TO THE FINANACE COMMITTEE FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS AVAILABLE FOR REVIEW UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE AS PART OF OUR FCC PUBLIC FILE, AVAILABLE TO ANYONE WHO REQUESTS TO LOOK AT THEM DURING REGULAR BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEVEN MOORE - 100 CONGRESS AVE., STE 1100, AUSTIN, TX 78701. PAT ROBERTSON - 111 CONGRESS AVE, STE 300, AUSTIN, TX 78701. TOBY TOBLEMAN - 1200 BARTON CREEK BLVD., #44, AUSTIN, TX 78735. VADA DILLAWN - 7614 ROCKPOINT DR, AUSTIN, TX 78731. CLAUDE DUCLOUX - 400 W 15TH ST, STE 808, AUSTIN, TX 78701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON SECURITIES 102,592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CAPITAL BROADCASTING ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0746076827
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENTERTAIN & EDUCATE WITH CLASSICAL MUSIC AND CULTURAL PROGRAMMING.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103001 NORTH LAMAR STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode078705
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01067970
IRS990/TotalAssetsEOYAmt01224462
IRS990/TotalAssetsGrp/BOYAmt01067970
IRS990/TotalAssetsGrp/EOYAmt01224462
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019130
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08334
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031470
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt031470
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01036500
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01224462
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056275
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01067970
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01224462
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103001 N LAMAR STE 100
IRS990/USAddress/City0AUSTIN
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078705
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.KMFA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05124765632
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10KMFA PERMANENT ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0KMFA
ReturnHeader/Filer/EIN0742395464
ReturnHeader/Filer/PhoneNum05124765632
ReturnHeader/Filer/USAddress/AddressLine103001 NORTH LAMAR NO 100
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742335626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FASKE LAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103508 FAR WEST BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0787313041
ReturnHeader/PreparerPersonGrp/PhoneNum05123469623
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH G JISTEL
ReturnHeader/ReturnTs02014-06-16T14:57:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.36$0.06$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.08$0.10$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.14$0.07$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.07$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.20$0.08$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.04$0.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.03$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.04$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.01$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.03$1.04$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.02$0.98$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.02$0.96$0.03