Civic Intelligence

James Dick Foundation Endowment Trust

990 • Fiscal year 2010 • EIN 74-6341634

Sep 01, 2009 to Aug 31, 2010 • Filed on Jul 14, 2011

PO Drawer 8978954
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,313,317

No earlier filing loaded for comparison.

Net Assets

$2,304,643

No earlier filing loaded for comparison.

Liabilities

$8,674

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,313,317Liabilities 2010: $8,674Net Assets 2010: $2,304,6432010Assets 2011: $2,505,951Liabilities 2011: $0Net Assets 2011: $2,505,9512011Assets 2012: $2,630,500Liabilities 2012: $0Net Assets 2012: $2,630,5002012Assets 2013: $2,827,452Liabilities 2013: $0Net Assets 2013: $2,827,4522013Assets 2014: $2,782,843Liabilities 2014: $0Net Assets 2014: $2,782,8432014Assets 2015: $2,647,814Liabilities 2015: $0Net Assets 2015: $2,647,8142015Assets 2016: $2,903,234Liabilities 2016: $0Net Assets 2016: $2,903,2342016Assets 2017: $2,985,822Liabilities 2017: $0Net Assets 2017: $2,985,8222017Assets 2018: $3,471,240Liabilities 2018: $446,138Net Assets 2018: $3,025,1022018Assets 2019: $3,153,650Liabilities 2019: $199,005Net Assets 2019: $2,954,6452019Assets 2020: $3,209,959Liabilities 2020: $149,555Net Assets 2020: $3,060,4042020Assets 2021: $3,367,448Liabilities 2021: $199,546Net Assets 2021: $3,167,9022021Assets 2022: $3,142,869Liabilities 2022: $199,498Net Assets 2022: $2,943,3712022Assets 2023: $3,162,043Liabilities 2023: $199,536Net Assets 2023: $2,962,5072023Assets 2024: $3,337,029Liabilities 2024: $199,537Net Assets 2024: $3,137,4922024

Highlighted filing

2010

Assets$2,313,317
Liabilities$8,674
Net Assets$2,304,643

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $02010Expenses 2011: $7,3482011Expenses 2012: $52,7482012Expenses 2013: $72,4812013Revenue 2014: $187,469Expenses 2014: $401,702Net Income 2014: -$214,2332014Revenue 2015: $170,505Expenses 2015: $113,656Net Income 2015: $56,8492015Revenue 2016: $287,350Expenses 2016: $9,387Net Income 2016: $277,9632016Revenue 2017: $137,700Expenses 2017: $108,969Net Income 2017: $28,7312017Revenue 2018: $103,004Expenses 2018: $107,840Net Income 2018: -$4,8362018Revenue 2019: $87,748Expenses 2019: $84,079Net Income 2019: $3,6692019Revenue 2020: $121,002Expenses 2020: $72,025Net Income 2020: $48,9772020Revenue 2021: $75,866Expenses 2021: $64,332Net Income 2021: $11,5342021Revenue 2022: $102,326Expenses 2022: $61,485Net Income 2022: $40,8412022Revenue 2023: $45,687Expenses 2023: $61,077Net Income 2023: -$15,3902023Revenue 2024: $47,333Expenses 2024: $5,237Net Income 2024: $42,0962024

Highlighted filing

2010

Revenue-
Expenses$0
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2009 to Aug 31, 2010
Signed
Jul 14, 2011
Return Version
2009v1.7
Gross Receipts
$193,418
Mission and Program Overview

Mission

James Dick Foundation Endowment Trust (the Endowment Trust) was founded in 1986 for the purpose of creating and maintaining an endowment to provide financial support for James Dick Foundation.

Filing and Contact Details

Filer

EIN
74-6341634
Raw XML Appendix399 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/Form990ScheduleDPartXIV/Explanation2Net income of affiliate $1465929
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3Support the James Dick Foundation for the Performing Arts.
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IRS990ScheduleO/GeneralExplanation/Explanation0Upon request.
IRS990ScheduleO/GeneralExplanation/Explanation1Full board review.
IRS990ScheduleO/GeneralExplanation/Explanation2The Form is reviewed by the Associate Managing Director of the James Dick Foundation. A copy of the Form is provided to all board members prior to filing with the IRS.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746341634
ReturnHeader/Filer/Name/BusinessNameLine10James Dick Foundation Endowment Trust
ReturnHeader/Filer/NameControl0JAME
ReturnHeader/Filer/Phone09792493129
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ReturnHeader/Filer/USAddress/City0Round Top
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078954
ReturnHeader/Officer/DateSigned02011-07-14
ReturnHeader/Officer/Name0James Dick
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Blazek & Vetterling
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102900 Weslayan Suite 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Houston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0770275132
ReturnHeader/Preparer/Name0Jody Blazek
ReturnHeader/Preparer/Phone07134395739
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-09-01
ReturnHeader/TaxPeriodEndDate02010-08-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-07-14T14:03:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.20$3.14$0.05$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.20$2.96$0.05$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.20$2.94$0.10$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.20$3.17$0.08$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.15$3.06$0.12$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.20$2.95$0.09$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.45$3.03$0.10$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.14$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.29$0.01$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.19$0.40$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.01$2.30$0.00