Civic Intelligence

First Command Educational Foundation

990 • Fiscal year 2018 • EIN 75-1973894

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.FCEF.COM

View Organization Page

1 Firstcomm PlazaFort Worth, TX 76109-4999

(817) 569-2260

Siviq Scores

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

Liabilities / Assets

49th percentile

0.08x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$141,936

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

18th percentile

-7.6%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,554,248

Down $127,658 (-7.6%) from 2017

Net Assets

Down

$1,431,028

Down $133,901 (-8.6%) from 2017

Liabilities

Up

$123,220

Up $6,243 (+5.3%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin33rd percentile

Revenue

Up

$1,200,305

Up $255,013 (+27%) from 2017

Expenses

Up

$1,226,841

Up $332,090 (+37%) from 2017

Net Income

Down

-$26,536

Down $77,077 (-153%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,203,374Liabilities 2010: $90,850Net Assets 2010: $1,112,5242010Assets 2011: $1,113,197Liabilities 2011: $57,860Net Assets 2011: $1,055,3372011Assets 2012: $1,186,910Liabilities 2012: $58,730Net Assets 2012: $1,128,1802012Assets 2013: $1,330,937Liabilities 2013: $44,175Net Assets 2013: $1,286,7622013Assets 2014: $1,405,993Liabilities 2014: $52,004Net Assets 2014: $1,353,9892014Assets 2015: $1,437,047Liabilities 2015: $59,963Net Assets 2015: $1,377,0842015Assets 2016: $1,610,082Liabilities 2016: $135,987Net Assets 2016: $1,474,0952016Assets 2017: $1,681,906Liabilities 2017: $116,977Net Assets 2017: $1,564,9292017Assets 2018: $1,554,248Liabilities 2018: $123,220Net Assets 2018: $1,431,0282018Assets 2019: $1,685,948Liabilities 2019: $81,434Net Assets 2019: $1,604,5142019Assets 2020: $1,924,605Liabilities 2020: $92,881Net Assets 2020: $1,831,7242020Assets 2021: $2,107,483Liabilities 2021: $66,597Net Assets 2021: $2,040,8862021Assets 2022: $1,916,187Liabilities 2022: $170,595Net Assets 2022: $1,745,5922022Assets 2023: $1,930,162Liabilities 2023: $111,548Net Assets 2023: $1,818,6142023Assets 2024: $1,991,379Liabilities 2024: $96,106Net Assets 2024: $1,895,2732024

Highlighted filing

2018

Assets$1,554,248
Liabilities$123,220
Net Assets$1,431,028
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $763,9402010Expenses 2011: $720,7772011Expenses 2012: $666,7852012Revenue 2013: $742,493Expenses 2013: $624,427Net Income 2013: $118,0662013Revenue 2014: $815,954Expenses 2014: $728,824Net Income 2014: $87,1302014Revenue 2015: $897,275Expenses 2015: $781,509Net Income 2015: $115,7662015Revenue 2016: $951,942Expenses 2016: $862,592Net Income 2016: $89,3502016Revenue 2017: $945,292Expenses 2017: $894,751Net Income 2017: $50,5412017Revenue 2018: $1,200,305Expenses 2018: $1,226,841Net Income 2018: -$26,5362018Revenue 2019: $1,220,909Expenses 2019: $1,117,595Net Income 2019: $103,3142019Revenue 2020: $1,168,723Expenses 2020: $972,201Net Income 2020: $196,5222020Revenue 2021: $1,064,951Expenses 2021: $900,670Net Income 2021: $164,2812021Revenue 2022: $1,077,644Expenses 2022: $1,116,274Net Income 2022: -$38,6302022Revenue 2023: $1,096,536Expenses 2023: $1,134,581Net Income 2023: -$38,0452023Revenue 2024: $982,238Expenses 2024: $949,055Net Income 2024: $33,1832024

Highlighted filing

2018

Revenue$1,200,305
Expenses$1,226,841
Net Income-$26,536
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,212,127
Mission and Program Overview

Mission

First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows:scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification.education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.

To educate those who serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,194,455$1,132,312▼ $62,143
Investments Other Securities$347,545$242,516▼ $105,029
Cash and Non-Interest-Bearing Accounts$114,351$148,558▲ $34,207
Other Notes and Loans Receivable, Net$19,110$25,164▲ $6,054
Land, Buildings, and Equipment, Net$4,188$4,298▲ $110
Inventories for Sale or Use$2,257$1,400▼ $857
Total Assets$1,681,906$1,554,248▼ $127,658
Liabilities
Accounts Payable and Accrued Expenses$68,977$85,690▲ $16,713
Other Liabilities$48,000$37,530▼ $10,470
Total Liabilities$116,977$123,220▲ $6,243
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,004,000$1,117,401▲ $113,401
Unrestricted Net Assets$436,017$313,627▼ $122,390
Temporarily Rstr Net Assets$124,912$0▼ $124,912
Total Net Assets Fund Balance$1,564,929$1,431,028▼ $133,901
Total Liabilities and Net Assets / Fund Balance$1,681,906$1,554,248▼ $127,658

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,298$16,409$20,707
Other Securities$242,516--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,194,455$17,220▼ $22,010-$1,132,312
2017$1,138,365$12,967▲ $88,585-$1,194,455
2016$1,100,126$12,760▲ $83,789-$1,138,365
2015$1,127,012$36,920▼ $28,986-$1,100,126
2014$1,078,480$61,351▲ $47,805-$1,127,012
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vickie ColemanChief Executive Officer, PFT$141,936$141,936

Board Members and Trustees

NameTitle
Robert SlaughterChairman
Paul SmithVice President
Brent SmithDirector
Chris KirkpatrickDirector
Doris TerrellDirector
Fred OffuttDirector
Mark LeachDirector
Mark Nielsen JrDirector
Tish NormanDirector
Michael MorrisonDirector of Finance
Lori SidronySecretary
Doug WorrellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$943,515
Program Service Revenue
$145,109
Investment Income
$70,273
Other Revenue
$41,408
All Other Contributions
$943,515
Change in Net Assets
$-26,536

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,200,305
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,668
Total Revenue per Audited Statements
$1,202,973
Total Revenue per Form 990
$1,200,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$739,364
Other Expenses$405,602
Total Fundraising Expense$83,811
Grants and Similar Amounts Paid$81,875
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$492,403$44,880$45,978$583,261
Fees for Services Other$184,645$238$6,765$191,648
Current Officers, Directors, Trustees, and Key Employees$119,826$10,921$11,189$141,936
Grants to Domestic Individuals$81,875--$81,875
Other Expenses$64,786$9,880-$74,666
Travel$59,639$3,900$220$63,759
Office Expenses$17,205$3,295$19,104$39,604
Fees for Services Accounting$26,746$754-$27,500
Pension Plan Contributions-$14,167-$14,167
Advertising$4,307$1,371$362$6,040
Depreciation Depletion$1,972$101$193$2,266
Insurance-$119-$119
Total Functional Expenses$1,053,404$89,626$83,811$1,226,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,336,874
Expenses per Audited Statements$1,226,841
Total Expenses per Form 990$1,226,841
Expenses Not Reported on Form 990$110,033
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,230
Fundraising Direct Expenses$11,822
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$53,230$53,230$1,210$52,020
Total Events$53,230$53,230$11,822$41,408
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable - Current$15,030
Scholarships Payable - Long-term$15,000
Trade Accounts Payable$5,500
Pledges Payable$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 ceo works with the director of finance or other board members as necessary to provide inputs to the preparing firm. Once the entire form is completed by the firm; the ceo, director of finance, and board tresurer review the form before it is signed and submitted to the department of treasury.”

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

“Reviewed by the board on an annual basis”

Form 990, Part VI, Section B, Line 15

“The finance and audit committee reviews salary compensation guides for applicable jobs in both the fort worth communities and national positions. After review by hr personnel and compliance with any recommended changes, the finance and audit committee makes the salary recommendation to the fcef board for approval.”

Form 990, Part VI, Section C, Line 18

“All applicable forms are posted on the organization's public website and provided to other monitoring organizations such as guidestar”

Form 990, Part VI, Section C, Line 19

“Financial documents and annual reports are posted on the organization's public website and provided to other monitoring organizations such as guidestar. Any governing documents are provided to anyone who requests the document.”

Filing and Contact Details

Filer

Filer Name
First Command Educational Foundation
EIN
75-1973894
Phone
8175692260
Address
1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109-4999

Signing Officer

Name
William M Johnson
Title
Chief Executive Officer
Phone
8175692500
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William M Johnson
Formed
1983
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
9
Volunteers
212

Preparer

Firm
Calvetti Ferguson
Address
6300 RIDGLEA PLACE SUITE 810, FORT WORTH, TX 76116
Preparer
Keith Hollar CPA
Phone
8174358600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows: scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification. Education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.”

Form 990, Part IX, Line 11G

“Service agreements: program service expenses 184,645. Management and general expenses 238. Fundraising expenses 6,765. Total expenses 191,648.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of all endowment funds is to award scholarship grants. One endowment, jay smith, also pays out dollars to provide unit recognition and individual achievement.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament expenses on part viii and schedule g”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament expenses on part viii and schedule g”

Raw XML AppendixShowing 400 of 534 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068977
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt085690
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE THOSE WHO SERVE.
IRS990/AdvertisingGrp/FundraisingAmt0362
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01371
IRS990/AdvertisingGrp/ProgramServicesAmt04307
IRS990/AdvertisingGrp/TotalAmt06040
IRS990/AllOtherContributionsAmt0943515
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAM ELLIOTT
IRS990/BooksInCareOfDetail/PhoneNum08175692687
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 FIRSTCOMM PLAZA
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0761094999
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0114351
IRS990/CashNonInterestBearingGrp/EOYAmt0148558
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt011189
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010921
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0119826
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0141936
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0943515
IRS990/CYGrantsAndSimilarPaidAmt081875
IRS990/CYInvestmentIncomeAmt070273
IRS990/CYOtherExpensesAmt0405602
IRS990/CYOtherRevenueAmt041408
IRS990/CYProgramServiceRevenueAmt0145109
IRS990/CYRevenuesLessExpensesAmt0-26536
IRS990/CYSalariesCompEmpBnftPaidAmt0739364
IRS990/CYTotalExpensesAmt01226841
IRS990/CYTotalFundraisingExpenseAmt083811
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01200305
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0193
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0101
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01972
IRS990/DepreciationDepletionGrp/TotalAmt02266
IRS990/Desc0SCHOLARSHIP PROGRAM - PROVIDES SCHOLARSHIPS FOR THOSE MILITARY AND CIVILIAN INDIVIDUALS PURSUING UNDERGRADUATE AND GRADUATE DEGREES AS WELL AS TRADE PROGRAMS AND PROFESSIONAL CERTIFICATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt090066
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0754
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt026746
IRS990/FeesForServicesAccountingGrp/TotalAmt027500
IRS990/FeesForServicesOtherGrp/FundraisingAmt06765
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0238
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0184645
IRS990/FeesForServicesOtherGrp/TotalAmt0191648
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt460.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK NIELSEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm4VICKIE COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG WORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI SIDRONY
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS KIRKPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm8BRENT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK LEACH
IRS990/Form990PartVIISectionAGrp/PersonNm10FRED OFFUTT
IRS990/Form990PartVIISectionAGrp/PersonNm11TISH NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12DORIS TERRELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4141936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF EXECUTIVE OFFICER, P
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt011822
IRS990/FundraisingGrossIncomeAmt053230
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt081875
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt081875
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt081875
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01212127
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0119
IRS990/InsuranceGrp/TotalAmt0119
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02257
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01400
IRS990/InvestmentIncomeGrp/ExclusionAmt070273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070273
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0347545
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0242516
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01194455
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01132312
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04188
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04298
IRS990/LandBldgEquipCostOrOtherBssAmt020707
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01564929
IRS990/NetAssetsOrFundBalancesEOYAmt01431028
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt041408
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041408
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-107365
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt019104
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03295
IRS990/OfficeExpensesGrp/ProgramServicesAmt017205
IRS990/OfficeExpensesGrp/TotalAmt039604
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09880
IRS990/OtherExpensesGrp/ProgramServicesAmt064786
IRS990/OtherExpensesGrp/TotalAmt074666
IRS990/OtherLiabilitiesGrp/BOYAmt048000
IRS990/OtherLiabilitiesGrp/EOYAmt037530
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045978
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044880
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0492403
IRS990/OtherSalariesAndWagesGrp/TotalAmt0583261
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt019110
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt025164
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014167
IRS990/PensionPlanContributionsGrp/TotalAmt014167
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01004000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01117401
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM M JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0145109
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0145109
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - PROVIDES FINANCIAL EDUCATION COURSES AND CLASSROOM INSTRUCTION TO INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0963338
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0145109
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0829690
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0114484
IRS990/PYInvestmentIncomeAmt063091
IRS990/PYOtherExpensesAmt0192426
IRS990/PYOtherRevenueAmt038467
IRS990/PYProgramServiceRevenueAmt014044
IRS990/PYRevenuesLessExpensesAmt050541
IRS990/PYSalariesCompEmpBnftPaidAmt0587841
IRS990/PYTotalExpensesAmt0894751
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0945292
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-26536
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0943515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0829691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0796419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0793199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0702291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04065115
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt094211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt070451
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0359159
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0466870
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44840
IRS990ScheduleA/PublicSupportPY170Pct00.43910
IRS990ScheduleA/PublicSupportTotal170Amt01983823
IRS990ScheduleA/SubstantialContributorsTotAmt02081292
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0943515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0829691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0796419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0793199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0702291
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04065115
IRS990ScheduleA/TotalSupportAmt04424274
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01194455
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt017220
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01132312
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt057353
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01138365
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012967
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01194455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt045462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088585
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01100126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01138365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt058310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01127012
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt036920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01100126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt034820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01078480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt061351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01127012
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060624
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047805
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt098211
IRS990ScheduleD/DonatedServicesUseFcltsAmt098211
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04298
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016409
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020707
IRS990ScheduleD/ExpensesNotReportedAmt0110033
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01226841
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-107365
IRS990ScheduleD/OtherExpensesIncludedAmt011822
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt215000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PLEDGES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SCHOLARSHIPS PAYABLE - CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SCHOLARSHIPS PAYABLE - LONG-TERM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3TRADE ACCOUNTS PAYABLE
IRS990ScheduleD/OtherRevenueAmt011822
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0242516
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BOARD RESERVED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72000
IRS990ScheduleD/RevenueNotReportedAmt02668
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01200305
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF ALL ENDOWMENT FUNDS IS TO AWARD SCHOLARSHIP GRANTS. ONE ENDOWMENT, JAY SMITH, ALSO PAYS OUT DOLLARS TO PROVIDE UNIT RECOGNITION AND INDIVIDUAL ACHIEVEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT FOR GOLF TOURNAMENT EXPENSES ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR GOLF TOURNAMENT EXPENSES ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04298

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,554,248
Liabilities
$123,220
Net assets
$1,431,028
Revenue
$1,200,305
Expenses
$1,226,841
Net income
-$26,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.10$1.90$0.98$0.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.11$1.82$1.10$1.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.17$1.75$1.08$1.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.07$2.04$1.06$0.90$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.09$1.83$1.17$0.97$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.60$1.22$1.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.12$1.43$1.20$1.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.12$1.56$0.95$0.89$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.14$1.47$0.95$0.86$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.06$1.38$0.90$0.78$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.35$0.82$0.73$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.29$0.74$0.62$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.06$1.13$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.06$1.06$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.09$1.11$0.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits