Civic Intelligence

The Tobin Endowment

990PF • Fiscal year 2023 • EIN 74-6478848

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
PO Box 90869San Antonio, TX 78209

(210) 930-5160

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

4th percentile

-137%

Higher net margin than 4% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$821,075

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 41.7% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

97th percentile

128%

Faster asset growth than 97% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$154,284,939

Up $86,564,487 (+128%) from 2022

Net Assets

Up

$154,284,939

Up $86,564,487 (+128%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin4th percentile

Revenue

Down

$1,968,225

Down $1,940,815 (-50%) from 2022

Expenses

Up

$4,656,525

Up $1,595,595 (+52%) from 2022

Net Income

Down

-$2,688,300

Down $3,536,410 (-417%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$200M$150M$100M$50M$0Assets 2011: $69,079,341Liabilities 2011: $02011Assets 2012: $69,025,754Liabilities 2012: $02012Assets 2013: $65,679,158Liabilities 2013: $02013Assets 2014: $66,336,622Liabilities 2014: $02014Assets 2015: $65,475,629Liabilities 2015: $02015Assets 2019: $67,660,090Liabilities 2019: $16,4102019Assets 2020: $66,159,827Liabilities 2020: $0Net Assets 2020: $66,159,8272020Assets 2021: $66,872,342Liabilities 2021: $0Net Assets 2021: $66,872,3422021Assets 2022: $67,720,452Liabilities 2022: $0Net Assets 2022: $67,720,4522022Assets 2023: $154,284,939Liabilities 2023: $0Net Assets 2023: $154,284,9392023Assets 2024: $148,928,450Liabilities 2024: $0Net Assets 2024: $148,928,4502024

Highlighted filing

2023

Assets$154,284,939
Liabilities$0
Net Assets$154,284,939
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,513,886Expenses 2011: $3,343,716Net Income 2011: -$829,8302011Revenue 2012: $2,130,101Expenses 2012: $2,183,688Net Income 2012: -$53,5872012Revenue 2013: $1,835,400Expenses 2013: $5,181,996Net Income 2013: -$3,346,5962013Revenue 2014: $3,120,884Expenses 2014: $2,463,420Net Income 2014: $657,4642014Revenue 2015: $2,386,269Expenses 2015: $3,247,262Net Income 2015: -$860,9932015Revenue 2019: $5,015,024Expenses 2019: $3,612,852Net Income 2019: $1,402,1722019Revenue 2020: $1,618,868Expenses 2020: $3,102,721Net Income 2020: -$1,483,8532020Revenue 2021: $3,974,678Expenses 2021: $3,262,163Net Income 2021: $712,5152021Revenue 2022: $3,909,040Expenses 2022: $3,060,930Net Income 2022: $848,1102022Revenue 2023: $1,968,225Expenses 2023: $4,656,525Net Income 2023: -$2,688,3002023Revenue 2024: -$400,360Expenses 2024: $4,956,129Net Income 2024: -$5,356,4892024

Highlighted filing

2023

Revenue$1,968,225
Expenses$4,656,525
Net Income-$2,688,300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J BRUCE BUGG JR SEE STATMENT 18ChairmanFT$821,075-$821,075
Filing and Contact Details

Filer

Filer Name
The Tobin Endowment
EIN
74-6478848
Phone
2109305160
Address
PO BOX 90869, SAN ANTONIO, TX 78209

Signing Officer

Name
J Bruce Bugg Jr
Title
Trustee
Phone
2109305160
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Asel & Associates Pllc
Address
4725 COLLEGE PARK STE 200, SAN ANTONIO, TX 78249
Preparer
John C Asel
Phone
2105445665
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ASEL & ASSOCIATES, PLLC
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0LIST OF ALL OFFICERS, DIRECOTRS, TRUSTEES, AND FOUNDATION MANAGERS AND THEIR
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0(1) ALL TRUSTEE COMPENSATION DETERMINED AND PAID IN ACCORDANCE WITH THE TOBIN ENDOWMENT TRUST AGREEMENT DATED MAY 18, 1999, AND THE INTERNAL REVENUE SERVICE PRIVATE LETTER RULING #XXX-XX-XXXX, ISSUED TO THE TOBIN ENDOWMENT ON JUNE 7, 2001. COPY OF WHICH IS ATTACHED HERETO AS EXHIBIT "A".
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENT - OAKWELL HOLDINGS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OIL & GAS ROYALTY INTERESTS
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01241452
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01241452
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2688300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0667537
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0457286
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0457286
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt014505
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015343
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt029848
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162733
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01226305
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt090720
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt090721
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0181441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0124019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0108586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0232605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0106754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0106754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011051
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt023163
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt023163
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt046326
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017970
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03914273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0741920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04656525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01968225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01968225
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0745927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0741920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01488179
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt012573
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt012573
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt025146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0504804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0115522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0115522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0115522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1552015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0162733
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0115522
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2688300
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt038486
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154284939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0156934753
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0154284939
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03762844
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03762844
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03762844
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03779890
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017046
IRS990PF/DistributableAmountGrp/TotalTaxAmt017046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023935
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023935
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040981
IRS990PF/FMVAssetsEOYAmt0177920177
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0203208
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01827133
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt075819
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt075819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt040758394
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041634822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt057552782
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01949232
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01949232
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01949232
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03800000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0156934753
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0154284939
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt096164337
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt095652822
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0100721471
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0398291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0440629
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01024322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0608577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0828050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0828050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0156934753
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154284939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0177920177
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0156934753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154284939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0156934753
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0154284939
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt015228789
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt013703565
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt013714525
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt076749031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0427406
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt069942294
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01151235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06379331
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03779890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt075597796
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt076749031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0122096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt159345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt03600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt11800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DIANA VELA SEE STATEMENT 19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MIKE ALVARADO SEE STATEMENT 19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXEC. ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1MAINTENANCE MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt09819 CAROWINDS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1302 IRA LEE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd078251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd178218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ASEL & ASSOCIATES PLLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04725 COLLEGE PARK SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd078249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0821075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J BRUCE BUGG JR SEE STATMENT 18
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 90869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,284,939
Liabilities
$0
Net assets
$154,284,939
Revenue
$1,968,225
Expenses
$4,656,525
Net income
-$2,688,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$0.00$149$0.40$4.96$5.36
2023Detailed filing. Detailed filing data is available for this year.$154$0.00$154$1.97$4.66$2.69
2022Detailed filing. Detailed filing data is available for this year.$67.7$0.00$67.7$3.91$3.06$0.85
2021Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$3.97$3.26$0.71
2020Detailed filing. Detailed filing data is available for this year.$66.2$0.00$66.2$1.62$3.10$1.48
2019Summary only. Only limited summary data is available for this year.$67.7$0.02$5.02$3.61$1.40
2015Summary only. Only limited summary data is available for this year.$65.5$0.00$2.39$3.25$0.86
2014Summary only. Only limited summary data is available for this year.$66.3$0.00$3.12$2.46$0.66
2013Summary only. Only limited summary data is available for this year.$65.7$0.00$1.84$5.18$3.35
2012Summary only. Only limited summary data is available for this year.$69.0$0.00$2.13$2.18$0.05
2011Summary only. Only limited summary data is available for this year.$69.1$0.00$2.51$3.34$0.83