Civic Intelligence

Aaron Zachary Gruen Endowment Fund of Yavneh Academy

990 • Fiscal year 2017 • EIN 75-2920381

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

Organization ProfileN/A
12324 Merit DriveDallas, TX 75251

(214) 295-3400

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

577%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$975,678

Up $195,680 (+25%) from 2016

Net Assets

Up

$975,678

Up $195,680 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$236,258

Up $201,343 (+577%) from 2016

Expenses

Up

$40,578

Up $1,361 (+3.5%) from 2016

Net Income

Up

$195,680

Up $199,982 (+4649%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $685,529Liabilities 2011: $0Net Assets 2011: $685,5292011Assets 2012: $673,549Liabilities 2012: $0Net Assets 2012: $673,5492012Assets 2013: $711,595Liabilities 2013: $0Net Assets 2013: $711,5952013Assets 2014: $751,922Liabilities 2014: $0Net Assets 2014: $751,9222014Assets 2015: $784,300Liabilities 2015: $0Net Assets 2015: $784,3002015Assets 2016: $779,998Liabilities 2016: $0Net Assets 2016: $779,9982016Assets 2017: $975,678Liabilities 2017: $0Net Assets 2017: $975,6782017Assets 2018: $961,992Liabilities 2018: $0Net Assets 2018: $961,9922018Assets 2019: $949,301Liabilities 2019: $0Net Assets 2019: $949,3012019Assets 2020: $944,930Liabilities 2020: $0Net Assets 2020: $944,9302020Assets 2021: $1,251,293Liabilities 2021: $0Net Assets 2021: $1,251,2932021Assets 2022: $1,273,716Liabilities 2022: $0Net Assets 2022: $1,273,7162022Assets 2023: $1,283,706Liabilities 2023: $0Net Assets 2023: $1,283,7062023Assets 2024: $1,104,502Liabilities 2024: $0Net Assets 2024: $1,104,5022024

Highlighted filing

2017

Assets$975,678
Liabilities$0
Net Assets$975,678
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $66,689Expenses 2011: $2,073Net Income 2011: $64,6162011Expenses 2012: $36,7292012Expenses 2013: $2,5032013Revenue 2014: $78,422Expenses 2014: $38,095Net Income 2014: $40,3272014Revenue 2015: $75,155Expenses 2015: $42,777Net Income 2015: $32,3782015Revenue 2016: $34,915Expenses 2016: $39,217Net Income 2016: -$4,3022016Revenue 2017: $236,258Expenses 2017: $40,578Net Income 2017: $195,6802017Revenue 2018: $28,010Expenses 2018: $41,696Net Income 2018: -$13,6862018Revenue 2019: $29,878Expenses 2019: $42,569Net Income 2019: -$12,6912019Revenue 2020: $40,575Expenses 2020: $44,946Net Income 2020: -$4,3712020Revenue 2021: $348,659Expenses 2021: $42,296Net Income 2021: $306,3632021Revenue 2022: $84,488Expenses 2022: $62,065Net Income 2022: $22,4232022Revenue 2023: $54,720Expenses 2023: $44,730Net Income 2023: $9,9902023Revenue 2024: $36,048Expenses 2024: $50,420Net Income 2024: -$14,3722024

Highlighted filing

2017

Revenue$236,258
Expenses$40,578
Net Income$195,680
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$236,258
Mission and Program Overview

Mission

To support the general operations of yavneh academy of dallas.

Exclusively for the benefit of, to perform functions of and/or to carry out the purposes of yavneh academy of dallas

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$779,998$975,678▲ $195,680
Rtn Earn Endowment Incm Other Fnds$779,998$975,678▲ $195,680
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$779,998$975,678▲ $195,680
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$779,998$975,678▲ $195,680
Total Liabilities and Net Assets / Fund Balance$779,998$975,678▲ $195,680
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ethel GruenPresident
Deborah GruenDirector
Mark KreditorDirector
Pam FineDirector
Richard RohanDirector
Steve RosenbergDirector
Ted GruenVice Pesident
Revenue and Support

Revenue Composition

Contributions and Grants
$5,500
Program Service Revenue
$0
Investment Income
$230,758
Other Revenue
$0
All Other Contributions
$5,500
Change in Net Assets
$195,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,578
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
Payments to Affiliates$37,000--$37,000
Fees for Service Investment Mgmnt Fees-$3,578-$3,578
Total Functional Expenses$37,000$3,578$0$40,578
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
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, Line 2

“Family members on board of directors”

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

“A draft of the form 990 is reviewed by the director of finance, any corrections are made by the auditors.”

Form 990, Part VI, Section C, Line 19

“The organization considered requests for the documents on a case-by-case basis, and in cases in which the organization agreed to make documents available, offered to make them available for inspection, either in the organization's administrative offices, or at the offices of a designated agent, as determined by the organization.”

Filing and Contact Details

Filer

Filer Name
Aaron Zachary Gruen Endowment Fund
EIN
75-2920381
Phone
2142953400
Address
12324 MERIT DRIVE, DALLAS, TX 75251

Signing Officer

Name
Ethel Gruen
Title
President
Phone
2142953400
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ethel Gruen
Formed
2001
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bland Garvey Pc
Address
2600 N CENTRAL EXPY 550, RICHARDSON, TX 75080-2007
Preparer
Robert W Justice
Phone
9722312503
Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH YAVNEH ACADEMY BY SUPPORTING THE ACADEMY'S STUDENTS WITH SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ENDOWMENT PROVIDES AN ANNUAL DISTRIBUTION SUPPORTING THE STUDENTS THROUGH TUITION ASSISTANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSIDERED REQUESTS FOR THE DOCUMENTS ON A CASE-BY-CASE BASIS, AND IN CASES IN WHICH THE ORGANIZATION AGREED TO MAKE DOCUMENTS AVAILABLE, OFFERED TO MAKE THEM AVAILABLE FOR INSPECTION, EITHER IN THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT, AS DETERMINED BY THE ORGANIZATION.
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt037000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0YAVNEH ACADEMY OF DALLAS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0779998
IRS990/TotalAssetsEOYAmt0975678
IRS990/TotalAssetsGrp/BOYAmt0779998
IRS990/TotalAssetsGrp/EOYAmt0975678
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03578
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037000
IRS990/TotalFunctionalExpensesGrp/TotalAmt040578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0779998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0975678
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0230758
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0779998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0975678
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075251
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL GRUEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142953400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARON ZACHARY GRUEN ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0752920381
ReturnHeader/Filer/PhoneNum02142953400
ReturnHeader/Filer/USAddress/AddressLine1Txt012324 MERIT DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00BA149FF556E7FAFFF4E8162731CADA6477FFC3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2CC0B6919C5713B78CCFF7DE76CE7C018F878B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.16.235.115
ReturnHeader/FilingSecurityInformation/IPDt02018-01-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:54:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751854024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND GARVEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 N CENTRAL EXPY 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHARDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750802007
ReturnHeader/PreparerPersonGrp/PhoneNum09722312503
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W JUSTICE
ReturnHeader/ReturnTs02018-04-30T10:23:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$975,678
Liabilities
$0
Net assets
$975,678
Revenue
$236,258
Expenses
$40,578
Net income
$195,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.06$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.35$0.04$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.24$0.04$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.04
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.07$0.00$0.06