Civic Intelligence

Saint Michael and All Angels Foundation of Dallas

990 • Fiscal year 2013 • EIN 75-6027160

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2014

8011 Douglas Avenue75225-6580

(214) 363-5471

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-130%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$4,884,630

Up $6,294 (+0.1%) from 2012

Net Assets

Up

$4,884,630

Up $6,294 (+0.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$426,773

No earlier filing loaded for comparison.

Expenses

Up

$981,457

Up $803,424 (+451%) from 2012

Net Income

-$554,684

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $3,682,462Liabilities 2010: $0Net Assets 2010: $3,682,4622010Assets 2011: $4,036,722Liabilities 2011: $0Net Assets 2011: $4,036,7222011Assets 2012: $4,878,336Liabilities 2012: $0Net Assets 2012: $4,878,3362012Assets 2013: $4,884,630Liabilities 2013: $0Net Assets 2013: $4,884,6302013Assets 2014: $5,626,823Liabilities 2014: $0Net Assets 2014: $5,626,8232014Assets 2015: $6,071,744Liabilities 2015: $0Net Assets 2015: $6,071,7442015Assets 2016: $6,463,835Liabilities 2016: $0Net Assets 2016: $6,463,8352016Assets 2017: $7,098,664Liabilities 2017: $0Net Assets 2017: $7,098,6642017Assets 2018: $9,613,005Liabilities 2018: $0Net Assets 2018: $9,613,0052018Assets 2019: $10,881,356Liabilities 2019: $0Net Assets 2019: $10,881,3562019Assets 2020: $13,079,509Liabilities 2020: $9,864,964Net Assets 2020: $3,214,5452020Assets 2021: $23,639,101Liabilities 2021: $19,892,595Net Assets 2021: $3,746,5062021Assets 2022: $26,413,011Liabilities 2022: $23,429,399Net Assets 2022: $2,983,6122022Assets 2023: $47,369,799Liabilities 2023: $44,265,804Net Assets 2023: $3,103,9952023Assets 2024: $41,381,583Liabilities 2024: $38,219,697Net Assets 2024: $3,161,8862024

Highlighted filing

2013

Assets$4,884,630
Liabilities$0
Net Assets$4,884,630

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $95,7572010Expenses 2011: $143,5482011Expenses 2012: $178,0332012Revenue 2013: $426,773Expenses 2013: $981,457Net Income 2013: -$554,6842013Revenue 2014: $1,132,766Expenses 2014: $358,215Net Income 2014: $774,5512014Revenue 2015: $1,296,409Expenses 2015: $445,328Net Income 2015: $851,0812015Revenue 2016: $557,014Expenses 2016: $341,438Net Income 2016: $215,5762016Revenue 2017: $660,928Expenses 2017: $664,113Net Income 2017: -$3,1852017Revenue 2018: $3,831,908Expenses 2018: $311,056Net Income 2018: $3,520,8522018Revenue 2019: $1,454,275Expenses 2019: $151,345Net Income 2019: $1,302,9302019Revenue 2020: $354,321Expenses 2020: $247,248Net Income 2020: $107,0732020Revenue 2021: $728,347Expenses 2021: $151,110Net Income 2021: $577,2372021Revenue 2022: $143,414Expenses 2022: $288,750Net Income 2022: -$145,3362022Revenue 2023: $152,119Expenses 2023: $257,181Net Income 2023: -$105,0622023Revenue 2024: $284,859Expenses 2024: $210,161Net Income 2024: $74,6982024

Highlighted filing

2013

Revenue$426,773
Expenses$981,457
Net Income-$554,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 4, 2014
Return Version
2013v3.0
Gross Receipts
$1,207,439
Mission and Program Overview

Mission

Support the mission and program of st. Michael and all angels episcopal church.

Support the mission and programs of st. Michael & all angels episcopal church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,485,733$4,508,964▲ $23,231
Savings and Temporary Cash Investments$392,603$375,666▼ $16,937
Total Assets$4,878,336$4,884,630▲ $6,294
Other Assets Total$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,077,475$2,814,970▼ $262,505
Unrestricted Net Assets$1,800,861$2,069,660▲ $268,799
Total Net Assets Fund Balance$4,878,336$4,884,630▲ $6,294
Total Liabilities and Net Assets / Fund Balance$4,878,336$4,884,630▲ $6,294
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob WilburPresident, Trustee
Missy BooneSecretary, Trustee
Bill PeelerTreasurer, Trustee
Beth PuckettTrustee
Bill FelderTrustee
Charlie SartainTrustee
David MartinTrustee
Dee DockeryTrustee
Jann Patterson MackeyTrustee
Jay GroganTrustee
Karen PardoeTrustee
Margot HabibyTrustee
Robin RobinsonTrustee
Tricia Barnett MonfreyVP Development, Trustee
Louise GriffithVP Grants, Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$262,880
Program Service Revenue
$0
Investment Income
$153,572
Other Revenue
$10,321
All Other Contributions
$258,880
Change in Net Assets
$-554,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$951,379
Other Expenses$30,078
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$951,379--$951,379
Fees for Service Investment Mgmnt Fees-$22,058-$22,058
Fees for Services Accounting-$4,650-$4,650
Other Expenses-$89-$89
Total Functional Expenses$951,379$30,078$0$981,457
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-0800676-501(c)(3)New Columbarium Construction$740,000
75-0800676-501(c)(3)New Playground Construction$116,000
75-0800676-501(c)(3)Compensation and Benefits for Director on Engagement$39,375
75-0800676-501(c)(3)Church Farmers Market Operations$30,000
75-0800676-501(c)(3)Music Department Operations$13,586
75-0800676-501(c)(3)Parish Nurse Program$5,718
75-0800676-501(c)(3)Maintenance and Operations Department$4,876
75-0800676-501(c)(3)Baptismal Shells$1,824
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
Yes
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 B, Line 11

Form 990 supplied to governing body via e-mail for review, questions and comments.

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

Members of the board sign conflict of interest statements. The board monitors it members for any conflict of interest. The conflict of interest statement requires board members to report to the board any conflicts of interest that arise.

Form 990, Part VI, Section B, Line 15

The organization does not have any paid officers, directors, or employees.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request at the foundation's office.

Filing and Contact Details

Filer

EIN
75-6027160
Phone
2143635471

Signing Officer

Name
Robert E Wilbur
Title
President
Phone
2143635471
Signed
2014-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert E Wilbur
Formed
1953
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
Steve M Gohn
Phone
9724041010
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IRS990/RoyaltiesRevenueGrp/ExclusionAmt010321
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt010321
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0392603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0375666
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750800676
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0951379
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SMAA EPISCOPAL CHURCH DALLAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0951379
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt039375
IRS990ScheduleI/RecipientTable/CashGrantAmt15718
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt31824
IRS990ScheduleI/RecipientTable/CashGrantAmt413586
IRS990ScheduleI/RecipientTable/CashGrantAmt54876
IRS990ScheduleI/RecipientTable/CashGrantAmt6740000
IRS990ScheduleI/RecipientTable/CashGrantAmt7116000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMPENSATION AND BENEFITS FOR DIRECTOR ON ENGAGEMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PARISH NURSE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHURCH FARMERS MARKET OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3BAPTISMAL SHELLS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4MUSIC DEPARTMENT OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5MAINTENANCE AND OPERATIONS DEPARTMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6NEW COLUMBARIUM CONSTRUCTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7NEW PLAYGROUND CONSTRUCTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0750800676
IRS990ScheduleI/RecipientTable/RecipientEIN1750800676
IRS990ScheduleI/RecipientTable/RecipientEIN2750800676
IRS990ScheduleI/RecipientTable/RecipientEIN3750800676
IRS990ScheduleI/RecipientTable/RecipientEIN4750800676
IRS990ScheduleI/RecipientTable/RecipientEIN5750800676
IRS990ScheduleI/RecipientTable/RecipientEIN6750800676
IRS990ScheduleI/RecipientTable/RecipientEIN7750800676
IRS990ScheduleI/RecipientTable/USAddress/AddressLine108011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine118011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine128011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine138011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine148011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine158011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine168011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine178011 DOUGLAS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City1DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City2DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City3DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City4DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City5DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City6DALLAS
IRS990ScheduleI/RecipientTable/USAddress/City7DALLAS
IRS990ScheduleI/RecipientTable/USAddress/State0TX
IRS990ScheduleI/RecipientTable/USAddress/State1TX
IRS990ScheduleI/RecipientTable/USAddress/State2TX
IRS990ScheduleI/RecipientTable/USAddress/State3TX
IRS990ScheduleI/RecipientTable/USAddress/State4TX
IRS990ScheduleI/RecipientTable/USAddress/State5TX
IRS990ScheduleI/RecipientTable/USAddress/State6TX
IRS990ScheduleI/RecipientTable/USAddress/State7TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode075225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode175225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode275225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode375225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode475225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode575225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode675225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode775225
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE DIRECTLY TO SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH. FOUNDATION TRUSTEES PERIODICALLY RECEIVE REPORTS FROM THE CHURCH ON THE USE OF THE GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 4A
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 SUPPLIED TO GOVERNING BODY VIA E-MAIL FOR REVIEW, QUESTIONS AND COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD SIGN CONFLICT OF INTEREST STATEMENTS. THE BOARD MONITORS IT MEMBERS FOR ANY CONFLICT OF INTEREST. THE CONFLICT OF INTEREST STATEMENT REQUIRES BOARD MEMBERS TO REPORT TO THE BOARD ANY CONFLICTS OF INTEREST THAT ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY PAID OFFICERS, DIRECTORS, OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FOUNDATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0750800676
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.4$38.2$3.16$0.28$0.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$47.4$44.3$3.10$0.15$0.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$26.4$23.4$2.98$0.14$0.29$0.15
2021Detailed filing. Detailed filing data is available for this year.$23.6$19.9$3.75$0.73$0.15$0.58
2020Detailed filing. Detailed filing data is available for this year.$13.1$9.86$3.21$0.35$0.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.45$0.15$1.30
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$3.83$0.31$3.52
2017Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.66$0.66$0.00
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.56$0.34$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$1.30$0.45$0.85
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$1.13$0.36$0.77
2013Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.43$0.98$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.88$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.10