Civic Intelligence

Dietert Claim Endowment Trust

990 • Fiscal year 2019 • EIN 74-2472564

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 17, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,900,978

Up $243,991 (+5.2%) from 2018

Net Assets

Up

$4,900,978

Up $243,991 (+5.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$545,681

Up $190,975 (+54%) from 2018

Expenses

Down

$301,690

Down $52,367 (-15%) from 2018

Net Income

Up

$243,991

Up $243,342 (+37495%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$4,900,978
Liabilities$0
Net Assets$4,900,978
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$545,681
Expenses$301,690
Net Income$243,991
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 17, 2020
Return Version
2018v3.2
Gross Receipts
$2,069,130
Mission and Program Overview

Mission

To support the dietert center and its various programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,522,192$4,723,417▲ $201,225
Savings and Temporary Cash Investments$134,795$177,561▲ $42,766
Total Assets$4,656,987$4,900,978▲ $243,991
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,868,030$3,173,559▲ $305,529
Permanently Rstr Net Assets$1,196,835$1,196,835→ $0
Temporarily Rstr Net Assets$592,122$530,584▼ $61,538
Total Net Assets Fund Balance$4,656,987$4,900,978▲ $243,991
Total Liabilities and Net Assets / Fund Balance$4,656,987$4,900,978▲ $243,991
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Mike RagsdalePresident
Colby JohleDirector
Gretchen RyeDirector
John ForisterDirector
Larry ArnoldDirector
Lyle WoodDirector
Mary Elaine JonesDirector
Matt SlettenDirector
Raymond HollowayDirector
Sherri JonesDirector
Sue TiemannDirector
Toni MorrisDirector
Jo Ann HagemeierSecretary
Traci Tenery-davisTreasurer
Zach RiffettVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$168,225
Program Service Revenue
$0
Investment Income
$377,456
Other Revenue
$0
All Other Contributions
$168,225
Change in Net Assets
$243,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,305
Other Expenses$41,385
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$260,305--$260,305
Other Expenses-$40,585-$40,585
Fees for Services Accounting-$800-$800
Total Functional Expenses$260,305$41,385$0$301,690
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dietert CenterKerrville, TX-Building Maintenance$168,225
Dietert CenterKerrville, TX-Operating Expenses$75,000
Dietert CenterKerrville, TX-Building Maintenance$17,080
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
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
Tammy Ashby
Title
VP & Trust Officer
Signed
2020-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Ragsdale
Formed
1994
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Pressler Thompson & Company
Address
819 WATER STREET SUITE 320, KERRVILLE, TX 78028-5343
Preparer
Brenda G Beaty CPA
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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DIETERT CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DIETERT CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2DIETERT CENTER
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IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0260305
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/CashGrantAmt1168225
IRS990ScheduleI/RecipientTable/CashGrantAmt217080
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1BUILDING MAINTENANCE
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IRS990ScheduleI/RecipientTable/RecipientEIN1742697204
IRS990ScheduleI/RecipientTable/RecipientEIN2742697204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0451 GUADALUPE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1451 GUADALUPE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2451 GUADALUPE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KERRVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KERRVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2KERRVILLE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd178028
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278028
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1BOOK
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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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0530584
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04656987
IRS990/TotalAssetsEOYAmt04900978
IRS990/TotalAssetsGrp/BOYAmt04656987
IRS990/TotalAssetsGrp/EOYAmt04900978
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0168225
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041385
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260305
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301690
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0260305
IRS990/TotalRevenueGrp/ExclusionAmt0184231
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193225
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0545681
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04656987
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04900978
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02868030
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03173559
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY ASHBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-17
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.12.127.39
ReturnHeader/FilingSecurityInformation/IPDt02020-03-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:37:35
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/PreparationDt02020-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA G BEATY CPA
ReturnHeader/ReturnTs02020-03-17T17:37:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,900,978
Liabilities
$0
Net assets
$4,900,978
Revenue
$545,681
Expenses
$301,690
Net income
$243,991
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