Civic Intelligence

Dietert Claim Endowment Trust

990 • Fiscal year 2020 • EIN 74-2472564

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 02, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-57%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,969,104

Up $68,126 (+1.4%) from 2019

Net Assets

Up

$4,969,104

Up $68,126 (+1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Down

$236,173

Down $309,508 (-57%) from 2019

Expenses

Down

$168,047

Down $133,643 (-44%) from 2019

Net Income

Down

$68,126

Down $175,865 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$4,969,104
Liabilities$0
Net Assets$4,969,104
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$236,173
Expenses$168,047
Net Income$68,126
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 2, 2021
Return Version
2019v5.0
Gross Receipts
$1,460,758
Mission and Program Overview

Mission

To support the dietert center and its various programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,723,417$4,835,021▲ $111,604
Savings and Temporary Cash Investments$177,561$134,083▼ $43,478
Total Assets$4,900,978$4,969,104▲ $68,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,173,559$3,225,698▲ $52,139
Net Assets With Donor Restrictions$1,727,419$1,743,406▲ $15,987
Total Net Assets Fund Balance$4,900,978$4,969,104▲ $68,126
Total Liabilities and Net Assets / Fund Balance$4,900,978$4,969,104▲ $68,126
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Zach RiffettPresident
Colby JohleDirector
Gretchen RyeDirector
John ForisterDirector
Larry ArnoldDirector
Lyle WoodDirector
Mary Elaine JonesDirector
Mike WilsonDirector
Raymond HollowayDirector
Sherri JonesDirector
Steve PautlerDirector
Toby AppletonDirector
Toni MorrisDirector
Jo Ann HagemeierSecretary
Sue TiemannTreasurer
Traci Tenery-davisVice Preside
Tammy Ashby WheeldonVP & Trust O
Revenue and Support

Revenue Composition

Contributions and Grants
$25,176
Program Service Revenue
$0
Investment Income
$210,997
Other Revenue
$0
All Other Contributions
$25,176
Change in Net Assets
$68,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,633
Other Expenses$42,414
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,633--$125,633
Other Expenses-$41,664-$41,664
Fees for Services Accounting-$750-$750
Total Functional Expenses$125,633$42,414$0$168,047
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dietert CenterKerrville, TX-Building Maintenance$50,457
Dietert CenterKerrville, TX-Operating Expenses$50,000
Dietert CenterKerrville, TX-Building Maintenance$25,176
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 35% controlled entity
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 Wheeldon
Title
VP & Trust Officer
Signed
2021-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zach Riffett
Formed
1994
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
16
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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IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125176
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt250457
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IRS990ScheduleI/RecipientTable/CashGrantAmt250457
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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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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/SubjectToProxyTaxInd0false
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KERRVILLE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078028
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY ASHBY WHEELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-02
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
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ReturnHeader/PreparerPersonGrp/PhoneNum08302577241

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,969,104
Liabilities
$0
Net assets
$4,969,104
Revenue
$236,173
Expenses
$168,047
Net income
$68,126
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