Civic Intelligence

Mrs S I Munger Endowment Trust

EIN 75-6006635 • 4947(a)1 • Dallas, TX

Profile

Endowment fund for the dallas museum of art.

1717 N Harwood StDallas, TX 75201

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

61%

Higher net margin than 88% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

83rd percentile

7.3%

Faster asset growth than 83% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

131%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,323,844

Up $320,060 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$2,323,844

Up $320,060 (+16%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$49,807

Up $2,730 (+5.8%) from 2022

Expenses

Up

$19,342

Up $4,245 (+28%) from 2022

Net Income

Down

$30,465

Down $1,515 (-4.7%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2019: $1,914,204Liabilities 2019: $0Net Assets 2019: $1,914,2042019Assets 2020: $2,088,733Liabilities 2020: $0Net Assets 2020: $2,088,7332020Assets 2021: $2,251,625Liabilities 2021: $0Net Assets 2021: $2,251,6252021Assets 2022: $2,003,784Liabilities 2022: $0Net Assets 2022: $2,003,7842022Assets 2024: $2,323,844Liabilities 2024: $0Net Assets 2024: $2,323,8442024

Highlighted filing

2024

Assets$2,323,844
Liabilities$0
Net Assets$2,323,844
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2019: $837,923Expenses 2019: $84,623Net Income 2019: $753,3002019Revenue 2020: $41,488Expenses 2020: $22,144Net Income 2020: $19,3442020Revenue 2021: $72,863Expenses 2021: $20,466Net Income 2021: $52,3972021Revenue 2022: $47,077Expenses 2022: $15,097Net Income 2022: $31,9802022Revenue 2024: $49,807Expenses 2024: $19,342Net Income 2024: $30,4652024

Highlighted filing

2024

Revenue$49,807
Expenses$19,342
Net Income$30,465
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,323,844
Liabilities
$0
Net assets
$2,323,844
Revenue
$49,807
Expenses
$19,342
Net income
$30,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.05$0.02$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.05$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.07$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.04$0.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.84$0.08$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$93,945
Mission and Program Overview

Mission

Endowment fund for the dallas museum of art.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,165,587$2,323,844▲ $158,257
Investments in Publicly Traded Securities$1,331,761$1,516,539▲ $184,778
Savings and Temporary Cash Investments$79,816$53,295▼ $26,521
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,165,587$2,323,844▲ $158,257
Other Assets Total$754,010$754,010→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,165,587$2,323,844▲ $158,257
Total Liabilities and Net Assets / Fund Balance$2,165,587$2,323,844▲ $158,257

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$754,010--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,411,577-▲ $177,599$19,342$1,569,834
2023$1,249,774-▲ $182,080$20,277$1,411,577
2022$1,497,615-▼ $232,744$15,097$1,249,774
2021$1,334,723-▲ $183,358$20,466$1,497,615
2020$1,804,006-▲ $306,871$22,144$1,334,723
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dallas Museum of ArtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,807
Other Revenue
$0
Change in Net Assets
$30,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$17,686-$17,686
Fees for Services Accounting-$1,656-$1,656
Total Functional Expenses$0$19,342$0$19,342
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mrs S I Munger Endowment Trust
EIN
75-6006635
In Care Of
% KRIS OLIVER
Phone
2143035620
Address
1717 N Harwood St, DALLAS, TX 75201

Signing Officer

Name
Kris Oliver
Title
Principal Officer
Phone
2149221213
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Oliver
Formed
1925
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Phone
2147060840
Supplemental Narrative

Additional Explanations

return review process

“Form 990 part vi section b line 11b trustee reviews form 990 before filing the tax return.”

public disclosure

“Form 990, page 6, part vi, line 19 the governing documents, financial statements and form 990 are available to the public upon request.”

Financial Statement Notes

Explaination for Schedule D, Part III, Line 4

“1926.1.m - emil carlsen, american 1853-1932 - study in gray - 1906 - oil on canvas; 1938.4.m - claude monet, french 1840-1926 - the seine at lavacourt - 1880 - oil on canvas; 1946.36.m - gilbert stuart, american 1755-1828 - mrs. John ashley - c.1798 - oil on canvas; 1946.37.m - gilbert stuart, american 1755-1828 - john ashley, esq. - c.1798 - oil on canvas; 1950.50.m - thomas moran, american 1837-1926 - an indian paradise (green river, wyoming) - 1011 - oil on canvas; 1950.65.m - douglas chandor, american 1897-1953 - portrait of mrs. S.i. Mungers, sr. - 1950 - oil; 1952.38.m - mary cassatt, american, 1844-1926 - sleepy baby - c.1910 - pastel on paper; 1955.17.m - camille pissarro, franch, 1830-1903 - apple picking at eragny-sur-epte - 1888 - oil on canvas; 1960.158.m - jean-baptiste-camille carot, french, 1796-1875 palluel, boater in the marshes - 1871 oil on canvas”

THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS

“Schedule D, Page 2, Part V, Line 4 THE BOARD OF DIRECTORS HAVE DESIGNATED THE BOECKMAN-MAYER FUND AS A BOARD-DESIGNATED ENDOWMENT BECAUSE THE BOARD OF DIRECTORS INTENDS TO SPEND A PORTION OF THE INVESTMENT EARNINGS OF THESE FUNDS FOR COLLECTION ACQUISITIONS”

Raw XML Appendix391 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/ExplanationTxt0FORM 990, PART IV, SECTION D, LINE 2 THE TRUST HAS BEEN IN EXISTENCE FOR 90 YEARS AND HAS SUPPORTED THE DALLAS MUSEUM OF ART DURING THAT ENTIRE PERIOD. THE TRUST HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE DALLAS MUSEUM OF ART WITHIN THE MEANING OF THE SPECIAL TRANSITIONAL RULE FOR TRUSTS IN EXISTENCE BEFORE NOVEMBER 20, 1970. ACCORDINGLY, THE TRUST MEETS THE RESPONSIVENESS TEST OF THE TYPE III SUPPORTING ORGANIZATION RELATIONSHEP REQUIREMENT.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0THE ORGANIZATION MAINTAINED RELATIONSHIP WITH THE SUPPORTED ORGANIZATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt01926.1.M - EMIL CARLSEN, AMERICAN 1853-1932 - STUDY IN GRAY - 1906 - OIL ON CANVAS; 1938.4.M - CLAUDE MONET, FRENCH 1840-1926 - THE SEINE AT LAVACOURT - 1880 - OIL ON CANVAS; 1946.36.M - GILBERT STUART, AMERICAN 1755-1828 - MRS. JOHN ASHLEY - C.1798 - OIL ON CANVAS; 1946.37.M - GILBERT STUART, AMERICAN 1755-1828 - JOHN ASHLEY, ESQ. - C.1798 - OIL ON CANVAS; 1950.50.M - THOMAS MORAN, AMERICAN 1837-1926 - AN INDIAN PARADISE (GREEN RIVER, WYOMING) - 1011 - OIL ON CANVAS; 1950.65.M - DOUGLAS CHANDOR, AMERICAN 1897-1953 - PORTRAIT OF MRS. S.I. MUNGERS, SR. - 1950 - OIL; 1952.38.M - MARY CASSATT, AMERICAN, 1844-1926 - SLEEPY BABY - C.1910 - PASTEL ON PAPER; 1955.17.M - CAMILLE PISSARRO, FRANCH, 1830-1903 - APPLE PICKING AT ERAGNY-SUR-EPTE - 1888 - OIL ON CANVAS; 1960.158.M - JEAN-BAPTISTE-CAMILLE CAROT, FRENCH, 1796-1875 PALLUEL, BOATER IN THE MARSHES - 1871 OIL ON CANVAS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Schedule D, Page 2, Part V, Line 4 THE BOARD OF DIRECTORS HAVE DESIGNATED THE BOECKMAN-MAYER FUND AS A BOARD-DESIGNATED ENDOWMENT BECAUSE THE BOARD OF DIRECTORS INTENDS TO SPEND A PORTION OF THE INVESTMENT EARNINGS OF THESE FUNDS FOR COLLECTION ACQUISITIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLAINATION FOR SCHEDULE D, PART III, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART VI SECTION B LINE 11B TRUSTEE REVIEWS FORM 990 BEFORE FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010440 N CENTRAL EXPRESSWAY STE 1040
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ReturnHeader/ReturnTs02025-11-17T16:24:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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