Civic Intelligence

Episcopal Day School Endowment Foundation

990 • Fiscal year 2021 • EIN 74-6046723

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 18, 2022

Organization ProfileN/A
1251 N Stuart Place RdHarlingen, TX 78552-4290

(956) 371-3852

Siviq Scores

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

Liabilities / Assets

85th percentile

0.53x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

4.94x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

63%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,735,327

Up $199,751 (+13%) from 2020

Net Assets

Up

$824,049

Up $177,680 (+27%) from 2020

Liabilities

Up

$911,278

Up $22,071 (+2.5%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin99th percentile

Revenue

Up

$184,386

Up $70,949 (+63%) from 2020

Expenses

Down

$6,706

Down $90,803 (-93%) from 2020

Net Income

Up

$177,680

Up $161,752 (+1016%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $585,214Liabilities 2011: $215,936Net Assets 2011: $369,2782011Assets 2012: $666,470Liabilities 2012: $283,875Net Assets 2012: $382,5952012Assets 2013: $734,767Liabilities 2013: $389,587Net Assets 2013: $345,1802013Assets 2014: $1,088,580Liabilities 2014: $690,576Net Assets 2014: $398,0042014Assets 2015: $1,029,902Liabilities 2015: $629,075Net Assets 2015: $400,8272015Assets 2016: $1,104,734Liabilities 2016: $642,866Net Assets 2016: $461,8682016Assets 2017: $1,231,999Liabilities 2017: $755,236Net Assets 2017: $476,7632017Assets 2018: $1,155,539Liabilities 2018: $589,811Net Assets 2018: $565,7282018Assets 2019: $1,421,105Liabilities 2019: $790,664Net Assets 2019: $630,4412019Assets 2020: $1,535,576Liabilities 2020: $889,207Net Assets 2020: $646,3692020Assets 2021: $1,735,327Liabilities 2021: $911,278Net Assets 2021: $824,0492021Assets 2022: $1,358,354Liabilities 2022: $519,270Net Assets 2022: $839,0842022Assets 2023: $1,141,429Liabilities 2023: $0Net Assets 2023: $1,141,4292023Assets 2024: $1,308,633Liabilities 2024: $0Net Assets 2024: $1,308,6332024

Highlighted filing

2021

Assets$1,735,327
Liabilities$911,278
Net Assets$824,049
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$100K$0-$100KRevenue 2011: $10,773Expenses 2011: $400Net Income 2011: $10,3732011Revenue 2012: $13,717Expenses 2012: $400Net Income 2012: $13,3172012Revenue 2013: $48,742Expenses 2013: $86,157Net Income 2013: -$37,4152013Revenue 2014: $53,484Expenses 2014: $660Net Income 2014: $52,8242014Revenue 2015: $92,126Expenses 2015: $89,303Net Income 2015: $2,8232015Revenue 2016: $66,003Expenses 2016: $4,962Net Income 2016: $61,0412016Revenue 2017: $101,203Expenses 2017: $86,703Net Income 2017: $14,5002017Revenue 2018: $94,135Expenses 2018: $5,495Net Income 2018: $88,6402018Revenue 2019: $69,963Expenses 2019: $5,250Net Income 2019: $64,7132019Revenue 2020: $113,437Expenses 2020: $97,509Net Income 2020: $15,9282020Revenue 2021: $184,386Expenses 2021: $6,706Net Income 2021: $177,6802021Revenue 2022: $20,393Expenses 2022: $5,358Net Income 2022: $15,0352022Revenue 2023: $46,278Expenses 2023: $700Net Income 2023: $45,5782023Revenue 2024: $86,510Expenses 2024: $1,683Net Income 2024: $84,8272024

Highlighted filing

2021

Revenue$184,386
Expenses$6,706
Net Income$177,680
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.2
Gross Receipts
$184,386
Mission and Program Overview

Mission

Oversees the investments of the endowment to insure the perpetuity of the episcopal day school

The endowment foundation oversees the investments of the episcopal day schools endowment to insure the perpetuity of the episcopal day school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,530,840$1,725,732▲ $194,892
Rtn Earn Endowment Incm Other Fnds$646,369$824,049▲ $177,680
Cash and Non-Interest-Bearing Accounts$4,736$9,595▲ $4,859
Total Assets$1,535,576$1,735,327▲ $199,751
Liabilities
Deferred Revenue$889,207$911,278▲ $22,071
Total Liabilities$889,207$911,278▲ $22,071
Net Assets / Fund Balance
Total Net Assets Fund Balance$646,369$824,049▲ $177,680
Total Liabilities and Net Assets / Fund Balance$1,535,576$1,735,327▲ $199,751
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Wesley ReedDirector/president
Frank WoodDirector/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,325
Program Service Revenue
$0
Investment Income
$183,061
Other Revenue
$0
All Other Contributions
$1,325
Change in Net Assets
$177,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$5,223-$5,223
Insurance-$983-$983
Fees for Services Accounting-$500-$500
Total Functional Expenses$0$6,706$0$6,706
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Episcopal Day School Endowment Foundation
EIN
74-6046723
Address
1251 N STUART PLACE RD, HARLINGEN, TX 78552-4290

Signing Officer

Name
Wesley Reed
Title
Director
Signed
2022-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wesley Reed
Formed
1965
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
White-nelson Services Inc
Address
1404 MULBERRY LANE, BROWNSVILLE, TX 78520
Preparer
Marilyn I White
Phone
9563711077
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section B, Line 11A

“Directors have been given a copy of the tax return prior to filing.”

Raw XML Appendix297 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.

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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183061
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01530840
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
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IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0746046723
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ReturnHeader/Filer/USAddress/ZIPCd0785524290
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078520
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARILYN I WHITE
ReturnHeader/ReturnTs02022-04-18T01:49:04-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WESLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REED
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,735,327
Liabilities
$911,278
Net assets
$824,049
Revenue
$184,386
Expenses
$6,706
Net income
$177,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.00$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.05$0.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.52$0.84$0.02$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.91$0.82$0.18$0.01$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.89$0.65$0.11$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.79$0.63$0.07$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.59$0.57$0.09$0.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.76$0.48$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.64$0.46$0.07$0.00$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.63$0.40$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.69$0.40$0.05$0.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.39$0.35$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$0.67$0.28$0.38$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.59$0.22$0.37$0.01$0.00$0.01