Civic Intelligence

Dietert Claim Endowment Trust

990 • Fiscal year 2014 • EIN 74-2472564

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileN/A
PO Box 17001-trust78217-0001

(210) 283-6696

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

66th percentile

7.8%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,355,353

Up $316,134 (+7.8%) from 2013

Net Assets

Up

$4,355,353

Up $316,134 (+7.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

$469,057

No earlier filing loaded for comparison.

Expenses

Up

$152,923

Up $61,596 (+67%) from 2013

Net Income

$316,134

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,175,441Liabilities 2010: $0Net Assets 2010: $3,175,4412010Assets 2011: $3,661,329Liabilities 2011: $0Net Assets 2011: $3,661,3292011Assets 2012: $3,735,818Liabilities 2012: $0Net Assets 2012: $3,735,8182012Assets 2013: $4,039,219Liabilities 2013: $0Net Assets 2013: $4,039,2192013Assets 2014: $4,355,353Liabilities 2014: $0Net Assets 2014: $4,355,3532014Assets 2015: $4,565,130Liabilities 2015: $0Net Assets 2015: $4,565,1302015Assets 2016: $4,467,427Liabilities 2016: $0Net Assets 2016: $4,467,4272016Assets 2017: $4,656,338Liabilities 2017: $0Net Assets 2017: $4,656,3382017Assets 2018: $4,656,987Liabilities 2018: $0Net Assets 2018: $4,656,9872018Assets 2019: $4,900,978Liabilities 2019: $0Net Assets 2019: $4,900,9782019Assets 2020: $4,969,104Liabilities 2020: $0Net Assets 2020: $4,969,1042020Assets 2021: $5,272,968Liabilities 2021: $0Net Assets 2021: $5,272,9682021Assets 2022: $5,841,550Liabilities 2022: $0Net Assets 2022: $5,841,5502022Assets 2023: $6,431,720Liabilities 2023: $0Net Assets 2023: $6,431,7202023Assets 2024: $6,867,586Liabilities 2024: $0Net Assets 2024: $6,867,5862024

Highlighted filing

2014

Assets$4,355,353
Liabilities$0
Net Assets$4,355,353
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $23,7262010Expenses 2011: $39,7322011Expenses 2012: $37,1272012Expenses 2013: $91,3272013Revenue 2014: $469,057Expenses 2014: $152,923Net Income 2014: $316,1342014Revenue 2015: $360,113Expenses 2015: $150,336Net Income 2015: $209,7772015Revenue 2016: $228,171Expenses 2016: $325,874Net Income 2016: -$97,7032016Revenue 2017: $378,372Expenses 2017: $189,461Net Income 2017: $188,9112017Revenue 2018: $354,706Expenses 2018: $354,057Net Income 2018: $6492018Revenue 2019: $545,681Expenses 2019: $301,690Net Income 2019: $243,9912019Revenue 2020: $236,173Expenses 2020: $168,047Net Income 2020: $68,1262020Revenue 2021: $371,081Expenses 2021: $67,217Net Income 2021: $303,8642021Revenue 2022: $781,623Expenses 2022: $213,041Net Income 2022: $568,5822022Revenue 2023: $690,102Expenses 2023: $99,932Net Income 2023: $590,1702023Revenue 2024: $483,130Expenses 2024: $47,264Net Income 2024: $435,8662024

Highlighted filing

2014

Revenue$469,057
Expenses$152,923
Net Income$316,134
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$1,349,997
Mission and Program Overview

Mission

To support the dietert center and its various programs.

To support the dietert claim senior center

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,871,167$4,112,648▲ $241,481
Savings and Temporary Cash Investments$168,052$242,705▲ $74,653
Total Assets$4,039,219$4,355,353▲ $316,134
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,039,219$4,355,353▲ $316,134
Total Net Assets Fund Balance$4,039,219$4,355,353▲ $316,134
Total Liabilities and Net Assets / Fund Balance$4,039,219$4,355,353▲ $316,134
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Bob ByrnePresident
Barbara AshlockDirector
Ellen ParsonsDirector
Jim ChaneyDirector
Judy EychnerDirector
Kitty OckerDirector
Linda DaughertyDirector
Lyle WoodDirector
Mark WoodhullDirector
Matt SlettenDirector
Michael CarralesDirector
Scott ShortDirector
Bk GambleSecretary
Kent MckinneyTreasurer
Kristen JohleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$473,906
Other Revenue
$-4,849
Change in Net Assets
$316,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,505
Other Expenses$38,418
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,505--$114,505
Other Expenses-$37,443-$37,443
Fees for Services Accounting-$975-$975
Total Functional Expenses$114,505$38,418$0$152,923
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-2697204---$114,505
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
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The investment committee reviews the 990 prepared on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request”

Filing and Contact Details

Filer

EIN
74-2472564
Phone
2102836696

Signing Officer

Name
Wes Dorman
Title
Senior Vice President
Phone
2102836696
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Byrne
Formed
1994
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Preparer
Douglas H Sundberg
Phone
8302577241
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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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IRS990/TotalAssetsGrp/BOYAmt04039219
IRS990/TotalAssetsGrp/EOYAmt04355353
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038418
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114505
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152923
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04039219
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04355353
IRS990/TotalProgramServiceExpensesAmt0114505
IRS990/TotalRevenueGrp/ExclusionAmt0468575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0482
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0469057
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04039219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04355353
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04039219
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04355353
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103600 LACUMBRE DRIVE
IRS990/USAddress/City0KERRVILLE
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078028
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WES DORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02102836696
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10DIETERT CLAIM ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIET
ReturnHeader/Filer/EIN0742472564
ReturnHeader/Filer/PhoneNum02102836696
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 17001-TRUST
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0782170001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741845723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PRESSLER THOMPSON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10819 WATER STREET SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KERRVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0780285343
ReturnHeader/PreparerPersonGrp/PhoneNum08302577241
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS H SUNDBERG
ReturnHeader/ReturnTs02014-11-14T09:25:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,355,353
Liabilities
$0
Net assets
$4,355,353
Revenue
$469,057
Expenses
$152,923
Net income
$316,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.48$0.05$0.44
2023Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.69$0.10$0.59
2022Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.78$0.21$0.57
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.37$0.07$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.24$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.55$0.30$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.35$0.35$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.38$0.19$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.23$0.33$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.36$0.15$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.47$0.15$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.00$3.74$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits