Civic Intelligence

Episcopal Foundation of Dallas

990 • Fiscal year 2013 • EIN 75-6038552

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

Organization ProfileWWW.EPISCOPALFOUNDATIONDALLAS.ORG
5001 Spring Valley Road Ste 400EastDallas, TX 75244

(214) 366-9996

Siviq Scores

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

Liabilities / Assets

88th percentile

0.87x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

59.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

90th percentile

28%

Faster asset growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$38,468,448

Up $8,297,145 (+28%) from 2012

Net Assets

Up

$5,167,346

Up $673,574 (+15%) from 2012

Liabilities

Up

$33,301,102

Up $7,623,571 (+30%) from 2012

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin88th percentile

Revenue

Up

$564,386

Up $290,910 (+106%) from 2012

Expenses

Up

$320,082

Up $1,891 (+0.6%) from 2012

Net Income

Up

$244,304

Up $289,019 (+646%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$60M$40M$20M$0Assets 2011: $27,616,924Liabilities 2011: $23,380,327Net Assets 2011: $4,236,5972011Assets 2012: $30,171,303Liabilities 2012: $25,677,531Net Assets 2012: $4,493,7722012Assets 2013: $38,468,448Liabilities 2013: $33,301,102Net Assets 2013: $5,167,3462013Assets 2014: $39,887,287Liabilities 2014: $34,735,128Net Assets 2014: $5,152,1592014Assets 2015: $38,520,941Liabilities 2015: $33,465,382Net Assets 2015: $5,055,5592015Assets 2016: $40,493,990Liabilities 2016: $35,224,353Net Assets 2016: $5,269,6372016Assets 2017: $39,927,472Liabilities 2017: $33,928,661Net Assets 2017: $5,998,8112017Assets 2018: $34,787,459Liabilities 2018: $29,307,197Net Assets 2018: $5,480,2622018Assets 2019: $39,674,450Liabilities 2019: $33,258,817Net Assets 2019: $6,415,6332019Assets 2020: $44,263,219Liabilities 2020: $37,036,607Net Assets 2020: $7,226,6122020

Highlighted filing

2013

Assets$38,468,448
Liabilities$33,301,102
Net Assets$5,167,346
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $699,776Expenses 2011: $319,686Net Income 2011: $380,0902011Revenue 2012: $273,476Expenses 2012: $318,191Net Income 2012: -$44,7152012Revenue 2013: $564,386Expenses 2013: $320,082Net Income 2013: $244,3042013Revenue 2014: $424,657Expenses 2014: $451,159Net Income 2014: -$26,5022014Revenue 2015: $1,481,521Expenses 2015: $367,202Net Income 2015: $1,114,3192015Revenue 2016: $394,521Expenses 2016: $369,031Net Income 2016: $25,4902016Revenue 2017: $397,250Expenses 2017: $427,830Net Income 2017: -$30,5802017Revenue 2018: $611,857Expenses 2018: $437,702Net Income 2018: $174,1552018Revenue 2019: $511,835Expenses 2019: $447,200Net Income 2019: $64,6352019Revenue 2020: $681,981Expenses 2020: $423,976Net Income 2020: $258,0052020

Highlighted filing

2013

Revenue$564,386
Expenses$320,082
Net Income$244,304
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.0
Gross Receipts
$1,934,488
Mission and Program Overview

Mission

The foundation's mission is to strengthen and support faith communities by partnering wise investments with purposeful giving.

To serve as a financial resource for episcopal parishes, missions, schools and organizations in support of the christian mission and of the ministry of the episcopal diocese of dallas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,648,743$34,379,830▲ $7,731,087
Investments Other Securities$3,422,152$3,925,587▲ $503,435
Cash and Non-Interest-Bearing Accounts$57,217$112,968▲ $55,751
Accounts Receivable$28,881$37,461▲ $8,580
Land, Buildings, and Equipment, Net$1,993$1,196▼ $797
Total Assets$30,171,303$38,468,448▲ $8,297,145
Other Assets Total$12,317$11,406▼ $911
Liabilities
Other Liabilities$25,672,007$33,298,585▲ $7,626,578
Grants Payable$3,000$0▼ $3,000
Accounts Payable and Accrued Expenses$2,524$2,517▼ $7
Total Liabilities$25,677,531$33,301,102▲ $7,623,571
Net Assets / Fund Balance
Unrestricted Net Assets$4,492,022$5,165,596▲ $673,574
Temporarily Rstr Net Assets$1,750$1,750→ $0
Total Net Assets Fund Balance$4,493,772$5,167,346▲ $673,574
Total Liabilities and Net Assets / Fund Balance$30,171,303$38,468,448▲ $8,297,145

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,196$5,747$6,943
Other Securities$1,220,399--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Dan E WilsonChairman
William B MaddenImmediate Past Chairman
Robin CaldwellPresident
Steven P SmileyVice President & Treasurer
Eugenia H KingTrustee
G Thomas Graves IiiTrustee
Harriet Hahn CousinsTrustee
Harry M Roberts JrTrustee
Howell D HarralsonTrustee
Langford Keith IiiTrustee
Philip M DebruynTrustee
Rev Stephen B SwannTrustee
Robert a HulseyTrustee
Rt Rev James M StantonEx-officio
John M HindSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,950
Program Service Revenue
$141,630
Investment Income
$414,806
Other Revenue
$0
All Other Contributions
$7,950
Change in Net Assets
$244,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$564,386
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$429,270
Total Revenue per Audited Statements
$993,656
Total Revenue per Form 990
$564,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$207,650
Other Expenses$56,454
Salaries, Compensation, and Employee Benefits$55,978
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$207,650--$207,650
Other Salaries and Wages$39,000$13,000-$52,000
Fees for Services Accounting$11,085$3,695-$14,780
Fees for Service Investment Mgmnt Fees$14,341--$14,341
Occupancy$10,350$3,450-$13,800
Insurance-$4,741-$4,741
Office Expenses$3,257$839-$4,096
Payroll Taxes$2,984$994-$3,978
Fees for Services Other$1,158$386-$1,544
Information Technology$867$289-$1,156
Depreciation Depletion-$797-$797
Conferences and Meetings-$349-$349
Other Expenses-$81-$81
Total Functional Expenses$290,692$29,390$0$320,082

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$320,082
Total Expenses per Audited Statements$320,082
Total Expenses per Form 990$320,082
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-4504665-501(c)(3)College of Prechers & Rising Leadership Forum$25,000
75-0808771-501(c)(3)Capital Improvements$20,000
75-2147748-501(c)(3)Chaplaincy Initiative$16,700
75-0800675-501(c)(3)Young Adult Ministry Operating Support$15,000
02-0706898-501(c)(3)Operating Support$10,000
56-2472534-501(c)(3)Energy Efficiency Improvements$10,000
75-1408162-501(c)(3)Security System$10,000
26-0632239-501(c)(3)Master Plan$10,000
46-3240286-501(c)(3)Operating Expenses$10,000
75-1390485-501(c)(3)Godwin Chapel Sound System & Equipment Updates$9,800
90-0869742-501(c)(3)Community Outreach Events$8,000
75-0800675-501(c)(3)Operating Support$7,500
23-7088135-501(c)(3)Operating Support$6,500
75-2340806-501(c)(3)Community Vacation Bible School$6,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY OWNED BY > 35% BY FAMILY MEMBERS OF LOUIS BEECHERL JR.Property RentalNo$13,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$33,298,585
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
Yes
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 review process the form 990 is reviewed by the audit and administration committee and the results are reported to the executive committee prior to filing the return with the irs.”

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

“Written conflict of interest policy trustees, committee members, and employees of the foundation have a duty to disclose any transactions or relationships involving possible conflict of interest. In addition, an annual review for any conflicts of interest is conducted by the executive director and reported to the chairman of the board of trustees and the audit committee.”

Form 990, Part VI, Section C, Line 19

“Documents made available to the public the foundation makes its governing documents, conflict of interest policy and financial statements available to the public on its website, www.episcopalfoundationdallas.org.”

Filing and Contact Details

Filer

EIN
75-6038552
Phone
2143669996

Signing Officer

Name
Dan E Wilson
Title
Chairman
Phone
2143669996
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan E Wilson
Formed
1948
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
1
Volunteers
0

Preparer

Preparer
Kelly M Gillette
Phone
9726611843
Supplemental Narrative

Additional Explanations

Part XII, Line 5

“Other changes in net assets $429,270 is the unrealized gain in investments for 2013.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code and, therefore, no provision for income taxes has been included in the financial statements. The foundation has also been classified as an entity that is not a private foundation within the meaning of section 509(a) of the internal revenue code. The foundation is also exempt from state income taxes.”

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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AS A FINANCIAL RESOURCE FOR EPISCOPAL PARISHES, MISSIONS, SCHOOLS AND ORGANIZATIONS IN SUPPORT OF THE CHRISTIAN MISSION AND OF THE MINISTRY OF THE EPISCOPAL DIOCESE OF DALLAS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0429270
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt010350
IRS990/OccupancyGrp/TotalAmt013800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0839
IRS990/OfficeExpensesGrp/ProgramServicesAmt03257
IRS990/OfficeExpensesGrp/TotalAmt04096
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt011406
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IRS990/OtherExpensesGrp/Desc0EDUCATION
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IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MEMORIALS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1116
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IRS990/OtherExpensesGrp/TotalAmt1116
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IRS990/OtherLiabilitiesGrp/BOYAmt025672007
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039000
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0994
IRS990/PayrollTaxesGrp/ProgramServicesAmt02984
IRS990/PayrollTaxesGrp/TotalAmt03978
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAN E WILSON
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT ADVISORY FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141630
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0157579
IRS990/PYOtherExpensesAmt060299
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IRS990/PYTotalRevenueAmt0273476
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0244304
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0141630
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501 (C) (3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0207650
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10EPISCOPAL DIOCESE OF DALLAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0207650
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt038700
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
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IRS990ScheduleD/EquipmentGrp/BookValueAmt01196
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05747
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0320082
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0429270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033298585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1811000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21014320
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31220399
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0429270
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0564386
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt03925587
IRS990ScheduleD/TotalExpensesPerForm990Amt0320082
IRS990ScheduleD/TotalLiabilityAmt033298585
IRS990ScheduleD/TotalRevenuePerForm990Amt0564386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0993656
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0320082
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt49800
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt616700
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt87500
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt106500
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/CashGrantAmt1225000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
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)

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,468,448
Liabilities
$33,301,102
Net assets
$5,167,346
Revenue
$564,386
Expenses
$320,082
Net income
$244,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$44.3$37.0$7.23$0.68$0.42$0.26
2019Detailed filing. Detailed filing data is available for this year.$39.7$33.3$6.42$0.51$0.45$0.06
2018Detailed filing. Detailed filing data is available for this year.$34.8$29.3$5.48$0.61$0.44$0.17
2017Detailed filing. Detailed filing data is available for this year.$39.9$33.9$6.00$0.40$0.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$40.5$35.2$5.27$0.39$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$38.5$33.5$5.06$1.48$0.37$1.11
2014Detailed filing. Detailed filing data is available for this year.$39.9$34.7$5.15$0.42$0.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$38.5$33.3$5.17$0.56$0.32$0.24
2012Summary only. Only limited summary data is available for this year.$30.2$25.7$4.49$0.27$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$27.6$23.4$4.24$0.70$0.32$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $25M-$50M nonprofits