Civic Intelligence

All Saints Episcopal School of Lubbock Inc. Endowment Foundation T

990 • Fiscal year 2016 • EIN 75-2166880

Jun 01, 2015 to May 31, 2016 • Filed on Sep 27, 2016

Organization ProfileWWW.ALLSAINTSSCHOOL.ORG
3222 103rd StreetLubbock, TX 79423

(806) 745-7701

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.58x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.3%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$910,598

Down $2,541 (-0.3%) from 2015

Net Assets

Down

$883,598

Down $29,541 (-3.2%) from 2015

Liabilities

Up

$27,000

Up $27,000 from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin83rd percentile

Revenue

Down

$46,865

Down $12,198 (-21%) from 2015

Expenses

Down

$34,382

Down $26,466 (-43%) from 2015

Net Income

Up

$12,483

Up $14,268 (+799%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,735,910Liabilities 2011: $0Net Assets 2011: $2,735,9102011Assets 2012: $2,826,995Liabilities 2012: $0Net Assets 2012: $2,826,9952012Assets 2013: $3,079,354Liabilities 2013: $0Net Assets 2013: $3,079,3542013Assets 2014: $3,274,653Liabilities 2014: $0Net Assets 2014: $3,274,6532014Assets 2015: $913,139Liabilities 2015: $0Net Assets 2015: $913,1392015Assets 2016: $910,598Liabilities 2016: $27,000Net Assets 2016: $883,5982016Assets 2017: $910,176Liabilities 2017: $0Net Assets 2017: $910,1762017Assets 2018: $920,683Liabilities 2018: $0Net Assets 2018: $920,6832018Assets 2019: $943,804Liabilities 2019: $0Net Assets 2019: $943,8042019Assets 2020: $995,473Liabilities 2020: $0Net Assets 2020: $995,4732020Assets 2021: $1,073,132Liabilities 2021: $0Net Assets 2021: $1,073,1322021Assets 2022: $973,256Liabilities 2022: $0Net Assets 2022: $973,2562022Assets 2023: $956,337Liabilities 2023: $0Net Assets 2023: $956,3372023Assets 2024: $1,012,369Liabilities 2024: $0Net Assets 2024: $1,012,3692024Assets 2025: $1,023,285Liabilities 2025: $0Net Assets 2025: $1,023,2852025

Highlighted filing

2016

Assets$910,598
Liabilities$27,000
Net Assets$883,598
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $257,1592011Expenses 2012: $158,4692012Expenses 2013: $180,0192013Revenue 2014: $493,324Expenses 2014: $201,815Net Income 2014: $291,5092014Revenue 2015: $59,063Expenses 2015: $60,848Net Income 2015: -$1,7852015Revenue 2016: $46,865Expenses 2016: $34,382Net Income 2016: $12,4832016Revenue 2017: $49,248Expenses 2017: $33,671Net Income 2017: $15,5772017Revenue 2018: $47,750Expenses 2018: $34,276Net Income 2018: $13,4742018Revenue 2019: $51,389Expenses 2019: $34,648Net Income 2019: $16,7412019Revenue 2020: $38,891Expenses 2020: $35,880Net Income 2020: $3,0112020Revenue 2021: $79,253Expenses 2021: $36,767Net Income 2021: $42,4862021Revenue 2022: $44,522Expenses 2022: $39,026Net Income 2022: $5,4962022Revenue 2023: $32,914Expenses 2023: $6,675Net Income 2023: $26,2392023Revenue 2024: $48,554Expenses 2024: $37,690Net Income 2024: $10,8642024Revenue 2025: $71,043Expenses 2025: $67,166Net Income 2025: $3,8772025

Highlighted filing

2016

Revenue$46,865
Expenses$34,382
Net Income$12,483
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 27, 2016
Return Version
2015v2.1
Gross Receipts
$257,635
Mission and Program Overview

Mission

The trust was created to receive and maintain a permanent fund or funds of money and property real, personal or mixed, to be administered as an endowment fund for the production of income for the benefit of all saints episcopal school of lubbock, inc.

The trust was organized to provide financial support to all saints episcopal school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$901,013$876,942▼ $24,071
Cash and Non-Interest-Bearing Accounts$12,126$33,656▲ $21,530
Total Assets$913,139$910,598▼ $2,541
Liabilities
Grants Payable-$27,000-
Total Liabilities$0$27,000▲ $27,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$813,139$783,598▼ $29,541
Unrestricted Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$913,139$883,598▼ $29,541
Total Liabilities and Net Assets / Fund Balance$913,139$910,598▼ $2,541

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$913,139-▲ $4,840-$883,598
2014$921,238-▲ $52,750-$913,139
2013$876,898-▲ $50,985-$921,238
2012$852,948-▲ $55,488-$876,898
2011$848,555-▲ $35,521-$852,948
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lou DiekemperTrustee
Nadene TiptonTrustee
Susan PollardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,865
Other Revenue
$0
Change in Net Assets
$12,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,000
Other Expenses$7,382
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,000--$27,000
Fees for Service Investment Mgmnt Fees-$7,375-$7,375
Other Expenses-$7-$7
Total Functional Expenses$27,000$7,382$0$34,382
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All Saints Episcopal SchoolLubbock, TX501(c)(3)To Provide Annual Support to All Saints Episcopal School of Lubbock$27,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The trustees were presented a copy of the form 990 for discussion, review and approval prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and audited financial statements are available for viewing by the public at the trust's office located in lubbock, tx.”

Filing and Contact Details

Filer

Filer Name
All Saints Episcopal School of
EIN
75-2166880
Phone
8067457701
Address
3222 103RD STREET, LUBBOCK, TX 79423

Signing Officer

Name
Susan Pollard
Title
Trustee
Phone
8067457701
Signed
2016-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Pollard
Formed
1986
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Bolinger Segars Gilbert and Moss Llp
Address
8215 NASHVILLE AVENUE, LUBBOCK, TX 79423
Preparer
Matt R Willis
Phone
8067473806
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The board of trustees as a whole is responsible for overseeing the financial statement audit and selecting the independent accountant to perform the audit.”

Financial Statement Notes

PART V, LINE 4:

“To support the programs and activities of all saints episcopal school, inc.”

PART X, LINE 2:

“The most significant tax position of the endowment is its assertion that it is exempt from income taxes. Other significant tax positions include its determination of whether any amounts are subject to unrelated business income tax (ubit). The trustees have determined the trust had no activities subject to ubit in the year ended may 31, 2016. All significant tax positions have been considered by the trustees and they have determined that it is more likely than not that all tax positions would be sustained upon examination by taxing authorities.”

Raw XML Appendix372 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO ALL SAINTS EPISCOPAL SCHOOL.
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN POLLARD
IRS990/BooksInCareOfDetail/PhoneNum08067457701
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03222 103RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LUBBOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd079423
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt012126
IRS990/CashNonInterestBearingGrp/EOYAmt033656
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt027000
IRS990/CYInvestmentIncomeAmt046865
IRS990/CYOtherExpensesAmt07382
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012483
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt034382
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046865
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST WAS ORGANIZED TO SUPPORT ALL SAINTS EPISCOPAL SCHOOL. DURING THE YEAR ENDED MAY 31, 2016, THE TRUST TRANSFERRED $27,000 TO THE SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt027000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07375
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07375
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LOU DIEKEMPER
IRS990/Form990PartVIISectionAGrp/PersonNm1NADENE TIPTON
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN POLLARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08903
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt027000
IRS990/GrantsPayableGrp/EOYAmt027000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt027000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt027000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0219673
IRS990/GrossReceiptsAmt0257635
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt037962
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037962
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0901013
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0876942
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0210770
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST WAS CREATED TO RECEIVE AND MAINTAIN A PERMANENT FUND OR FUNDS OF MONEY AND PROPERTY REAL, PERSONAL OR MIXED, TO BE ADMINISTERED AS AN ENDOWMENT FUND FOR THE PRODUCTION OF INCOME FOR THE BENEFIT OF ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0913139
IRS990/NetAssetsOrFundBalancesEOYAmt0883598
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08903
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42024
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07
IRS990/OtherExpensesGrp/TotalAmt07
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0813139
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN POLLARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt053900
IRS990/PYInvestmentIncomeAmt059063
IRS990/PYOtherExpensesAmt06948
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1785
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt060848
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059063
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012483
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0756004580
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt027000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07381
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0913139
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0883598
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt027000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06949
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0921238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0913139
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06645
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0921238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06438
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0876898
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt025100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06128
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0848555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0852948
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035521
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS AND ACTIVITIES OF ALL SAINTS EPISCOPAL SCHOOL, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE MOST SIGNIFICANT TAX POSITION OF THE ENDOWMENT IS ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE TRUSTEES HAVE DETERMINED THE TRUST HAD NO ACTIVITIES SUBJECT TO UBIT IN THE YEAR ENDED MAY 31, 2016. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY THE TRUSTEES AND THEY HAVE DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt027000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE ANNUAL SUPPORT TO ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALL SAINTS EPISCOPAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0756004580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03222 103RD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LUBBOCK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd079423
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES WERE PRESENTED A COPY OF THE FORM 990 FOR DISCUSSION, REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE TRUST'S OFFICE LOCATED IN LUBBOCK, TX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES AS A WHOLE IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0756004580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION FOR STUDENTS FROM PRE-SCHOOL THROUGH HIGH SCHOOL.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03222 103RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LUBBOCK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd079423
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0913139
IRS990/TotalAssetsEOYAmt0910598
IRS990/TotalAssetsGrp/BOYAmt0913139
IRS990/TotalAssetsGrp/EOYAmt0910598
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07382
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027000
IRS990/TotalFunctionalExpensesGrp/TotalAmt034382
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt027000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt027000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0913139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0883598
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0913139
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0910598
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0100000
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0100000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03222 103RD STREET
IRS990/USAddress/CityNm0LUBBOCK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079423
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.ALLSAINTSSCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN POLLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08067457701
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALL SAINTS EPISCOPAL SCHOOL OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LUBBOCK INC - ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLS
ReturnHeader/Filer/EIN0752166880
ReturnHeader/Filer/PhoneNum08067457701
ReturnHeader/Filer/USAddress/AddressLine1Txt03222 103RD STREET
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079423
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750882037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLINGER SEGARS GILBERT AND MOSS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 NASHVILLE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079423
ReturnHeader/PreparerPersonGrp/PhoneNum08067473806
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT R WILLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-12T14:15:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$910,598
Liabilities
$27,000
Net assets
$883,598
Revenue
$46,865
Expenses
$34,382
Net income
$12,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.07$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.04$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.03$0.88$0.05$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.49$0.20$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.26