Civic Intelligence

Dietert Claim Endowment Trust

990 • Fiscal year 2024 • EIN 74-2472564

Jul 01, 2024 to Sep 30, 2024 • Filed on Jan 15, 2025

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

(210) 283-6696

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$6,830,707

Up $398,987 (+6.2%) from 2023

Net Assets

Up

$6,830,707

Up $398,987 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$100,635

Down $589,467 (-85%) from 2023

Expenses

Up

$137,514

Up $37,582 (+38%) from 2023

Net Income

Down

-$36,879

Down $627,049 (-106%) from 2023

Historical Trend

Balance Sheet Trend

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: $6,867,5862024Assets 2024: $6,830,707Liabilities 2024: $0Net Assets 2024: $6,830,7072024

Highlighted filing

2024

Assets$6,830,707
Liabilities$0
Net Assets$6,830,707
Open 2024 Filing

Operations Trend

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: $435,8662024Revenue 2024: $100,635Expenses 2024: $137,514Net Income 2024: -$36,8792024

Highlighted filing

2024

Revenue$100,635
Expenses$137,514
Net Income-$36,879
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Sep 30, 2024
Signed
Jan 15, 2025
Return Version
2024v5.0
Gross Receipts
$713,441
Mission and Program Overview

Mission

To support the dietert center and its various programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,434,769$6,699,979▲ $265,210
Savings and Temporary Cash Investments$432,817$130,728▼ $302,089
Total Assets$6,867,586$6,830,707▼ $36,879
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,744,250$4,688,018▼ $56,232
Net Assets With Donor Restrictions$2,123,336$2,142,689▲ $19,353
Total Net Assets Fund Balance$6,867,586$6,830,707▼ $36,879
Total Liabilities and Net Assets / Fund Balance$6,867,586$6,830,707▼ $36,879
Compensation and Service Providers

Board Members and Trustees

NameTitle
Toby AppletonPresident
Gretchen RyeDirector
Jeff WendlingDirector
Jimmy HuttoDirector
Larry HowardDirector
Leslee McclureDirector
Lisa WintersDirector
Mike WilsonDirector
Rick PerryDirector
-Trustee
Mark HauflerSecretary
Amy IvesTreasurer
Guy OverbyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$100,635
Other Revenue
$0
Change in Net Assets
$-36,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$12,514
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Other Expenses-$12,514-$12,514
Total Functional Expenses$125,000$12,514$0$137,514
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dietert CenterKerrville, TX-Operating Expenses$125,000
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
Broadway National Bank
Title
Trustee
Signed
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Toby Appleton
Formed
1994
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Pressler Thompson and Company LLC
Address
819 WATER STREET SUITE 320, KERRVILLE, TX 78028-5343
Preparer
Brenda G Beaty CPA
Phone
8302577241
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROADWAY NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIETERT CLAIM ENDOWMENT TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BROADWAY WEALTH MANAGMENT
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472364727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRESSLER THOMPSON AND COMPANY LLC
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/PreparationDt02025-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA G BEATY CPA
ReturnHeader/ReturnTs02025-02-13T11:36:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,830,707
Liabilities
$0
Net assets
$6,830,707
Revenue
$100,635
Expenses
$137,514
Net income
-$36,879
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
2024Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.10$0.14$0.04
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