Civic Intelligence

Mrs S I Munger Endowment Trust

990 • Fiscal year 2020 • EIN 75-6006635

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileNONE
1717 N Harwood StDallas, TX 75201

(214) 303-5620

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,088,733

Up $174,529 (+9.1%) from 2019

Net Assets

Up

$2,088,733

Up $174,529 (+9.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Down

$41,488

Down $796,435 (-95%) from 2019

Expenses

Down

$22,144

Down $62,479 (-74%) from 2019

Net Income

Down

$19,344

Down $733,956 (-97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2020

Assets$2,088,733
Liabilities$0
Net Assets$2,088,733
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$41,488
Expenses$22,144
Net Income$19,344
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$341,203
Mission and Program Overview

Mission

Endowment fund for the dallas museum of art.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,914,204$2,088,733▲ $174,529
Investments in Publicly Traded Securities$1,139,748$1,306,085▲ $166,337
Savings and Temporary Cash Investments$20,446$28,638▲ $8,192
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$1,914,204$2,088,733▲ $174,529
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$1,914,204$2,088,733▲ $174,529
Total Liabilities and Net Assets / Fund Balance$1,914,204$2,088,733▲ $174,529

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$754,010--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,804,006-▲ $306,871$22,144$1,334,723
2019$1,050,747-▲ $837,882$84,623$1,804,006
2018$1,022,011-▲ $50,588$21,852$1,050,747
2017$960,151-▲ $70,640$9,780$1,021,011
2016$894,410-▲ $74,945$9,204$960,151
Compensation and Service Providers
Top Officer Pay44th 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
$41,488
Other Revenue
$0
Change in Net Assets
$19,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,144
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-$13,672-$13,672
Fees for Services Legal$3,486$3,486-$6,972
Fees for Services Accounting$750$750-$1,500
Total Functional Expenses$4,236$17,908$0$22,144
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
% DANIEL CASTRO
Phone
2143035620
Address
1717 N Harwood St, DALLAS, TX 75201

Signing Officer

Name
Tamara Wootton-forsyth
Title
Principal Officer
Phone
2143035620
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tamara Wootton-forsyth
Formed
1925
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
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”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART VI SECTION B LINE 11B TRUSTEE REVIEWS FORM 990 BEFORE FILING THE TAX RETURN.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-11-09T11:15:24-06:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOTTON-FORSYTH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,088,733
Liabilities
$0
Net assets
$2,088,733
Revenue
$41,488
Expenses
$22,144
Net income
$19,344
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
2020Detailed filing. Detailed filing data is available for this year.$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