Civic Intelligence

Trinity Episcopal School Endowment Trust

990 • Fiscal year 2021 • EIN 74-6374061

Jul 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profilewww.tecvictoria.org
PO Box 6885San Antonio, TX 78209

(210) 733-3797

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

40th percentile

$5,471

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

98th percentile

675%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,207,580

Up $281,439 (+30%) from 2020

Net Assets

Up

$1,207,580

Up $281,439 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$363,562

Up $316,640 (+675%) from 2020

Expenses

Down

$5,471

Down $14,413 (-72%) from 2020

Net Income

Up

$358,091

Up $331,053 (+1224%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $712,870Liabilities 2010: $0Net Assets 2010: $712,8702010Assets 2011: $787,931Liabilities 2011: $59,875Net Assets 2011: $728,0562011Assets 2012: $735,110Liabilities 2012: $0Net Assets 2012: $735,1102012Assets 2013: $864,416Liabilities 2013: $113,807Net Assets 2013: $750,6092013Assets 2014: $892,321Liabilities 2014: $121,809Net Assets 2014: $770,5122014Assets 2015: $788,269Liabilities 2015: $0Net Assets 2015: $788,2692015Assets 2016: $774,680Liabilities 2016: $0Net Assets 2016: $774,6802016Assets 2017: $865,515Liabilities 2017: $0Net Assets 2017: $865,5152017Assets 2018: $904,659Liabilities 2018: $0Net Assets 2018: $904,6592018Assets 2019: $914,280Liabilities 2019: $0Net Assets 2019: $914,2802019Assets 2020: $926,141Liabilities 2020: $0Net Assets 2020: $926,1412020Assets 2021: $1,207,580Liabilities 2021: $0Net Assets 2021: $1,207,5802021Assets 2022: $967,371Liabilities 2022: $0Net Assets 2022: $967,3712022Assets 2023: $1,088,967Liabilities 2023: $0Net Assets 2023: $1,088,9672023Assets 2024: $1,191,277Liabilities 2024: $0Net Assets 2024: $1,191,2772024Assets 2025: $1,327,580Liabilities 2025: $0Net Assets 2025: $1,327,5802025

Highlighted filing

2021

Assets$1,207,580
Liabilities$0
Net Assets$1,207,580
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200KExpenses 2010: $28,6012010Expenses 2011: $26,9402011Expenses 2012: $17,9552012Expenses 2013: $9,3232013Revenue 2014: $28,456Expenses 2014: $8,553Net Income 2014: $19,9032014Revenue 2015: $34,133Expenses 2015: $8,188Net Income 2015: $25,9452015Revenue 2016: -$6,556Expenses 2016: $8,718Net Income 2016: -$15,2742016Revenue 2017: $24,170Expenses 2017: $34,106Net Income 2017: -$9,9362017Revenue 2018: $55,544Expenses 2018: $23,783Net Income 2018: $31,7612018Revenue 2019: $37,151Expenses 2019: $25,701Net Income 2019: $11,4502019Revenue 2020: $46,922Expenses 2020: $19,884Net Income 2020: $27,0382020Revenue 2021: $363,562Expenses 2021: $5,471Net Income 2021: $358,0912021Revenue 2022: -$35,694Expenses 2022: $40,000Net Income 2022: -$75,6942022Revenue 2023: $29,406Expenses 2023: $40,000Net Income 2023: -$10,5942023Revenue 2024: $47,701Expenses 2024: $43,500Net Income 2024: $4,2012024Revenue 2025: $89,993Expenses 2025: $47,500Net Income 2025: $42,4932025

Highlighted filing

2021

Revenue$363,562
Expenses$5,471
Net Income$358,091
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$1,199,429
Mission and Program Overview

Mission

Financial support for the educational programs of Trinity Episcopal School

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,149,886$1,146,277▼ $3,609
Savings and Temporary Cash Investments$28,974$61,303▲ $32,329
Total Assets$1,178,860$1,207,580▲ $28,720
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,178,860$1,207,580▲ $28,720
Total Net Assets Fund Balance$1,178,860$1,207,580▲ $28,720
Total Liabilities and Net Assets / Fund Balance$1,178,860$1,207,580▲ $28,720

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,178,860-▲ $28,720-$1,207,580
2020$926,141-▲ $267,743$15,024$1,178,860
2019$914,280-▲ $21,470$9,609$926,141
2018$904,659-▲ $26,526$16,905$914,280
2017$865,515-▲ $52,746$13,602$904,659
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
Spencer KotzmanFormer Co-Trustee$5,471$5,471

Board Members and Trustees

NameTitle
Arooj QureshiPresident
-Board Member
-Co-Trustee
Colin FryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$363,562
Other Revenue
$0
Change in Net Assets
$358,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,471
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$5,471$5,471-$5,471
Total Functional Expenses$5,471$5,471$0$5,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Episcopal SchoolVictoria, TX501c3--
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request”

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

“Copies of Form 990 are provided to the Board”

Filing and Contact Details

Filer

Filer Name
Trinity Episcopal School Endowment Trust
EIN
74-6374061
In Care Of
% Dan E Butt
Phone
2107333797
Address
PO Box 6885, San Antonio, TX 78209

Signing Officer

Name
Dan E Butt
Title
CoTrustee
Phone
2107333797
Signed
2022-05-05
Discuss with paid preparer
No

Organization Details

Principal Officer
Dan E Butt
Formed
1989
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3
Supplemental Narrative

Financial Statement Notes

V 4

“The Trust was created to provide for the needs of Trinity Episcopal School through scholarships and financial aid to students, faculty support, and professional develpment, new technology and staff development, general maintenance and renovation of facilities, and other general needs of the School as approved by the Board of Trustees.”

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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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01504 N Moody
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Victoria
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077901
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing documents are made available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of Form 990 are provided to the Board
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Trinity Episcopal School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741621896
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01504 N Moody
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Victoria
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01178860
IRS990/TotalAssetsEOYAmt01207580
IRS990/TotalAssetsGrp/BOYAmt01178860
IRS990/TotalAssetsGrp/EOYAmt01207580
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05471
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05471
IRS990/TotalFunctionalExpensesGrp/TotalAmt05471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01178860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01207580
IRS990/TotalProgramServiceExpensesAmt05471
IRS990/TotalReportableCompFromOrgAmt05471
IRS990/TotalRevenueGrp/ExclusionAmt0362335
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0363562
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01178860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01207580
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 6885
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.tecvictoria.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan E Butt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoTrustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02107333797
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trinity Episcopal School Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0746374061
ReturnHeader/Filer/InCareOfNm0% Dan E Butt
ReturnHeader/Filer/PhoneNum02107333797
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6885
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/ReturnTs02022-05-05T12:04:47-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Butt
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,207,580
Liabilities
$0
Net assets
$1,207,580
Revenue
$363,562
Expenses
$5,471
Net income
$358,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.36$0.01$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.02$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.01$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.12$0.77$0.03$0.01$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.11$0.75$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.03