Civic Intelligence

Alvina E Mckenna Charitable Trust #2409

990 • Fiscal year 2013 • EIN 74-6191561

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization ProfileN/A
c/o Frost Bank Trustee PO Box 2Suite78299-2950

(210) 220-4438

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-172%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$3,225

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

35%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$1,056,738

Down $157,354 (-13%) from 2012

Net Assets

Down

$1,056,738

Down $157,354 (-13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Up

$91,518

Up $23,572 (+35%) from 2012

Expenses

Up

$248,872

Up $236,560 (+1921%) from 2012

Net Income

Down

-$157,354

Down $212,988 (-383%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,158,458Liabilities 2011: $0Net Assets 2011: $1,158,4582011Assets 2012: $1,214,092Liabilities 2012: $0Net Assets 2012: $1,214,0922012Assets 2013: $1,056,738Liabilities 2013: $0Net Assets 2013: $1,056,7382013Assets 2014: $1,054,793Liabilities 2014: $0Net Assets 2014: $1,054,7932014Assets 2015: $1,070,281Liabilities 2015: $0Net Assets 2015: $1,070,2812015Assets 2016: $1,005,045Liabilities 2016: $0Net Assets 2016: $1,005,0452016Assets 2017: $975,532Liabilities 2017: $0Net Assets 2017: $975,5322017Assets 2018: $962,932Liabilities 2018: $0Net Assets 2018: $962,9322018Assets 2020: $958,029Liabilities 2020: $0Net Assets 2020: $958,0292020Assets 2021: $952,048Liabilities 2021: $0Net Assets 2021: $952,0482021Assets 2022: $929,159Liabilities 2022: $0Net Assets 2022: $929,1592022Assets 2023: $893,223Liabilities 2023: $0Net Assets 2023: $893,2232023Assets 2024: $869,108Liabilities 2024: $0Net Assets 2024: $869,1082024

Highlighted filing

2013

Assets$1,056,738
Liabilities$0
Net Assets$1,056,738
Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200KRevenue 2011: $63,629Expenses 2011: $9,121Net Income 2011: $54,5082011Revenue 2012: $67,946Expenses 2012: $12,312Net Income 2012: $55,6342012Revenue 2013: $91,518Expenses 2013: $248,872Net Income 2013: -$157,3542013Revenue 2014: $63,826Expenses 2014: $65,771Net Income 2014: -$1,9452014Revenue 2015: $82,590Expenses 2015: $67,102Net Income 2015: $15,4882015Revenue 2016: -$1,709Expenses 2016: $63,527Net Income 2016: -$65,2362016Revenue 2017: $35,494Expenses 2017: $65,007Net Income 2017: -$29,5132017Revenue 2018: $59,481Expenses 2018: $70,990Net Income 2018: -$11,5092018Revenue 2020: $40,678Expenses 2020: $73,350Net Income 2020: -$32,6722020Revenue 2021: $74,571Expenses 2021: $80,552Net Income 2021: -$5,9812021Revenue 2022: $62,175Expenses 2022: $85,065Net Income 2022: -$22,8902022Revenue 2023: $36,016Expenses 2023: $71,952Net Income 2023: -$35,9362023Revenue 2024: $52,676Expenses 2024: $76,791Net Income 2024: -$24,1152024

Highlighted filing

2013

Revenue$91,518
Expenses$248,872
Net Income-$157,354
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Gross Receipts
$652,314
Mission and Program Overview

Mission

As set foth in the trust instrument and followed by the trustee, the trust shall distribute 5% of the net fair market value of the trust in each calendar year as determined on the last business day in the preceding calendar year to the mckenna foundation, as long as the foundation remains an organization described under code section 501(c)(3).

The alvina e. Mckenna charitable trust will distribute 5% of the fair market value of the trust to the mckenna foundation, as long as the foundation remains a 501(c)(3) org.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,214,092$1,056,738▼ $157,354
Investments in Publicly Traded Securities$983,862$1,000,785▲ $16,923
Savings and Temporary Cash Investments$229,630$55,527▼ $174,103
Cash and Non-Interest-Bearing Accounts$600$426▼ $174
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,214,092$1,056,738▼ $157,354
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,214,092$1,056,738▼ $157,354
Total Liabilities and Net Assets / Fund Balance$1,214,092$1,056,738▼ $157,354

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,214,092-▲ $91,518-$1,056,738
2012$1,158,458-▲ $67,946-$1,214,092
2011$1,103,950-▲ $63,629-$1,158,458
2010$1,049,519-▲ $57,588-$1,103,950
2009$1,016,049-▲ $36,186-$1,049,519
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeJohn Ferguson, AdministratorFT$3,225$3,225

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$91,518
Other Revenue
$0
Change in Net Assets
$-157,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$241,955
Other Expenses$3,692
Salaries, Compensation, and Employee Benefits$3,225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$241,955--$241,955
Current Officers, Directors, Trustees, and Key Employees-$3,225-$3,225
Fees for Services Accounting-$2,650-$2,650
Fees for Services Legal-$733$0$733
Other Expenses-$309-$309
Total Functional Expenses$241,955$6,917$0$248,872
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
26-2011830-501(c)(3)Charitable$241,955
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The administrator for the trust reviews and signs form 990 as required by internal bank policies.”

Form 990, Part VI, Section B, Line 12C

“Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Filing and Contact Details

Filer

EIN
74-6191561
In Care Of
% FROST BANK
Phone
2102204438

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204438
Signed
2014-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frost Bank
Formed
1973
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“As set foth in the trust instrument and followed by the trustee, the trust shall distribute 5% of the net fair market value of the trust in each calendar year as determined on the last business day in the preceding calendar year to the mckenna foundation, as long as the foundation remains an organization described under code section 501(c)(3).”

Raw XML Appendix378 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01158458
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01214092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09121
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01103950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01158458
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063629
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03157
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01049519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01103950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057588
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02716
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01016049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01049519
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036186
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS SET FOTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0241955
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10MCKENNA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0262011830
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10801 W SAN ANTONIO STREET
IRS990ScheduleI/RecipientTable/USAddress/City0NEW BRAUNFELS
IRS990ScheduleI/RecipientTable/USAddress/State0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode078130
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATOR FOR THE TRUST REVIEWS AND SIGNS FORM 990 AS REQUIRED BY INTERNAL BANK POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01214092
IRS990/TotalAssetsEOYAmt01056738
IRS990/TotalAssetsGrp/BOYAmt01214092
IRS990/TotalAssetsGrp/EOYAmt01056738
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06917
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0241955
IRS990/TotalFunctionalExpensesGrp/TotalAmt0248872
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01214092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01056738
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0241955
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt03225
IRS990/TotalRevenueGrp/ExclusionAmt091518
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091518
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01214092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01056738
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 2950
IRS990/USAddress/City0SAN ANTONIO
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode0742292950
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02102204438
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALVINA E MCKENNA CHARITABLE TRUST #2409
ReturnHeader/Filer/BusinessNameControlTxt0ALVI
ReturnHeader/Filer/EIN0746191561
ReturnHeader/Filer/InCareOfNm0% FROST BANK
ReturnHeader/Filer/PhoneNum02102204438
ReturnHeader/Filer/USAddress/AddressLine10c/o Frost Bank Trustee PO Box 2
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0782992950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 2938
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0782992938
ReturnHeader/PreparerPersonGrp/PhoneNum02102289696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stewart Goodson
ReturnHeader/ReturnTs02014-05-09T07:30:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,056,738
Liabilities
$0
Net assets
$1,056,738
Revenue
$91,518
Expenses
$248,872
Net income
-$157,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2018Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.06$0.07$0.01
2017Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.00$0.06$0.07
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.08$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.06$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.25$0.16
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.07$0.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.06$0.01$0.05