Civic Intelligence

Dietert Claim Endowment Trust

990 • Fiscal year 2016 • EIN 74-2472564

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

Organization ProfileN/A
PO Box 17001-trustSan Antonio, TX 78217-0001

(210) 283-6696

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,467,427

Down $97,703 (-2.1%) from 2015

Net Assets

Down

$4,467,427

Down $97,703 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

Down

$228,171

Down $131,942 (-37%) from 2015

Expenses

Up

$325,874

Up $175,538 (+117%) from 2015

Net Income

Down

-$97,703

Down $307,480 (-147%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$4,467,427
Liabilities$0
Net Assets$4,467,427
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

2016

Revenue$228,171
Expenses$325,874
Net Income-$97,703
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$692,613
Mission and Program Overview

Mission

To support the dietert center and its various programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,211,012$4,298,299▲ $87,287
Savings and Temporary Cash Investments$354,118$169,128▼ $184,990
Total Assets$4,565,130$4,467,427▼ $97,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,565,130$4,467,427▼ $97,703
Total Net Assets Fund Balance$4,565,130$4,467,427▼ $97,703
Total Liabilities and Net Assets / Fund Balance$4,565,130$4,467,427▼ $97,703
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kent MckinneyPresident
Judy EychnerDirector
Kristen JohleDirector
Linda DaughertyDirector
Lisa JohnsonDirector
Matt SlettenDirector
Robin AmerineDirector
Zach RiffettDirector
Lyle WoodSecretary
Ellen ParsonsTreasurer
Bk GambleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,933
Program Service Revenue
$0
Investment Income
$181,238
Other Revenue
$0
All Other Contributions
$46,933
Change in Net Assets
$-97,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$287,500
Other Expenses$38,374
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$287,500--$287,500
Other Expenses-$37,374-$37,374
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$287,500$38,374$0$325,874
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dietert CenterKerrville, TX-Operating Expenses$175,000
Dietert CenterKerrville, TX-Building Expansion$112,500
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

Filer Name
Dietert Claim Endowment Trust
EIN
74-2472564
Phone
2102836696
Address
PO BOX 17001-TRUST, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
Stuart Lohmeyer
Title
VP & Trust Officer
Signed
2016-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Mckinney
Formed
1994
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Pressler Thompson & Company
Address
819 WATER STREET SUITE 320, KERRVILLE, TX 78028-5343
Preparer
Brenda G Beaty CPA
Phone
8302577241
Raw XML Appendix346 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE DIETERT CENTER AND ITS VARIOUS PROGRAMS.
IRS990/AllOtherContributionsAmt046933
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BROADWAY NATIONAL BANK
IRS990/BooksInCareOfDetail/PhoneNum02102836696
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 17001-TRUST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0782170001
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt046933
IRS990/CYGrantsAndSimilarPaidAmt0287500
IRS990/CYInvestmentIncomeAmt0181238
IRS990/CYOtherExpensesAmt038374
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-97703
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0325874
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0228171
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DIETERT CENTER
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0287500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0KENT MCKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1BK GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm2ELLEN PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm3LYLE WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTEN JOHLE
IRS990/Form990PartVIISectionAGrp/PersonNm6JUDY EYCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT SLETTEN
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBIN AMERINE
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ZACH RIFFETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt044837
IRS990/GainOrLossGrp/SecuritiesAmt028202
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0287500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0287500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0287500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt044837
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0492644
IRS990/GrossReceiptsAmt0692613
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0108199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108199
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04211012
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04298299
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0464442
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE DIETERT CENTER AND ITS VARIOUS PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04565130
IRS990/NetAssetsOrFundBalancesEOYAmt04467427
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt073039
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt073039
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FIDUCIARY FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037374
IRS990/OtherExpensesGrp/TotalAmt037374
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KENT MCKINNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0110000
IRS990/PYInvestmentIncomeAmt0360072
IRS990/PYOtherExpensesAmt040336
IRS990/PYOtherRevenueAmt041
IRS990/PYRevenuesLessExpensesAmt0209777
IRS990/PYTotalExpensesAmt0150336
IRS990/PYTotalRevenueAmt0360113
IRS990/ReconcilationRevenueExpnssAmt0-97703
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0354118
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0169128
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/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742697204
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0287500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DIETERT CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DIETERT CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0287500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0175000
IRS990ScheduleI/RecipientTable/CashGrantAmt1112500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1BUILDING EXPANSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DIETERT CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DIETERT CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0742697204
IRS990ScheduleI/RecipientTable/RecipientEIN1742697204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0451 GUADALUPE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1451 GUADALUPE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KERRVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KERRVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078028
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd178028
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1BOOK
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INVESTMENT COMMITTEE REVIEWS THE 990 PREPARED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04565130
IRS990/TotalAssetsEOYAmt04467427
IRS990/TotalAssetsGrp/BOYAmt04565130
IRS990/TotalAssetsGrp/EOYAmt04467427
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046933
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038374
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0287500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0325874
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04565130
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04467427
IRS990/TotalProgramServiceExpensesAmt0287500
IRS990/TotalRevenueGrp/ExclusionAmt0181238
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228171
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04565130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04467427
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04565130
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04467427
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03420 TRACE CIRCLE
IRS990/USAddress/CityNm0KERRVILLE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078028
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART LOHMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIETERT CLAIM ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIET
ReturnHeader/Filer/EIN0742472564
ReturnHeader/Filer/PhoneNum02102836696
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17001-TRUST
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782170001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472364727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRESSLER THOMPSON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0819 WATER STREET SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KERRVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0780285343
ReturnHeader/PreparerPersonGrp/PhoneNum08302577241
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA G BEATY CPA
ReturnHeader/ReturnTs02016-11-03T17:15:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,467,427
Liabilities
$0
Net assets
$4,467,427
Revenue
$228,171
Expenses
$325,874
Net income
-$97,703
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. 2016 filings • 501(c)3 • $1M-$5M nonprofits