Civic Intelligence

Episcopal Day School Endowment Trust

990 • Fiscal year 2014 • EIN 75-6185459

Jun 01, 2013 to May 31, 2014 • Filed on Sep 29, 2014

Organization ProfileN/A
2732 Midwestern Parkway76308

(940) 397-2371

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$8,078

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

59th percentile

5.7%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$693,568

Up $37,399 (+5.7%) from 2013

Net Assets

Up

$693,568

Up $37,399 (+5.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin94th percentile

Revenue

$58,850

No earlier filing loaded for comparison.

Expenses

Down

$21,451

Down $19 (-0.1%) from 2013

Net Income

$37,399

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0Assets 2011: $625,655Liabilities 2011: $0Net Assets 2011: $625,6552011Assets 2012: $631,460Liabilities 2012: $0Net Assets 2012: $631,4602012Assets 2013: $656,169Liabilities 2013: $0Net Assets 2013: $656,1692013Assets 2014: $693,568Liabilities 2014: $0Net Assets 2014: $693,5682014Assets 2015: $718,543Liabilities 2015: $0Net Assets 2015: $718,5432015Assets 2016: $739,017Liabilities 2016: $0Net Assets 2016: $739,0172016Assets 2017: $758,980Liabilities 2017: $0Net Assets 2017: $758,9802017Assets 2018: $775,367Liabilities 2018: $0Net Assets 2018: $775,3672018Assets 2019: $796,581Liabilities 2019: $0Net Assets 2019: $796,5812019Assets 2020: $780,813Liabilities 2020: $0Net Assets 2020: $780,8132020Assets 2021: $804,588Liabilities 2021: $0Net Assets 2021: $804,5882021Assets 2022: $801,199Liabilities 2022: $0Net Assets 2022: $801,1992022Assets 2023: $767,697Liabilities 2023: $0Net Assets 2023: $767,6972023Assets 2024: $766,955Liabilities 2024: $0Net Assets 2024: $766,9552024Assets 2025: $769,935Liabilities 2025: $0Net Assets 2025: $769,9352025

Highlighted filing

2014

Assets$693,568
Liabilities$0
Net Assets$693,568
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $22,0042011Expenses 2012: $22,5282012Expenses 2013: $21,4702013Revenue 2014: $58,850Expenses 2014: $21,451Net Income 2014: $37,3992014Revenue 2015: $47,574Expenses 2015: $22,599Net Income 2015: $24,9752015Revenue 2016: $44,457Expenses 2016: $23,983Net Income 2016: $20,4742016Revenue 2017: $44,912Expenses 2017: $24,949Net Income 2017: $19,9632017Revenue 2018: $41,767Expenses 2018: $25,223Net Income 2018: $16,5442018Revenue 2019: $50,824Expenses 2019: $29,610Net Income 2019: $21,2142019Revenue 2020: $13,350Expenses 2020: $29,118Net Income 2020: -$15,7682020Revenue 2021: $57,960Expenses 2021: $34,185Net Income 2021: $23,7752021Revenue 2022: $50,693Expenses 2022: $54,082Net Income 2022: -$3,3892022Revenue 2023: $16,138Expenses 2023: $49,640Net Income 2023: -$33,5022023Revenue 2024: $49,477Expenses 2024: $50,219Net Income 2024: -$7422024Revenue 2025: $53,880Expenses 2025: $50,900Net Income 2025: $2,9802025

Highlighted filing

2014

Revenue$58,850
Expenses$21,451
Net Income$37,399
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 29, 2014
Return Version
2013v3.1
Gross Receipts
$147,705
Mission and Program Overview

Mission

To provide funding for Christ Academy, a private Christian school for grades pre-K through twelve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$656,169$693,568▲ $37,399
Investments in Publicly Traded Securities$656,169$693,498▲ $37,329
Savings and Temporary Cash Investments-$70-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$656,169$693,568▲ $37,399
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$656,169$693,568▲ $37,399
Total Liabilities and Net Assets / Fund Balance$656,169$693,568▲ $37,399

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$656,169-▲ $58,850-$693,568
2012$631,460-▲ $46,179-$656,169
2011$625,655-▲ $28,333-$631,460
2010$615,903-▲ $31,756-$625,655
2009$617,602-▲ $21,896-$615,903
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
American National BankTrustee$8,078$8,078
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$58,850
Other Revenue
$0
Change in Net Assets
$37,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,359
Salaries, Compensation, and Employee Benefits$8,078
Other Expenses$14
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,359--$13,359
Current Officers, Directors, Trustees, and Key Employees-$8,078-$8,078
Other Expenses-$3-$3
Total Functional Expenses$13,359$8,092$0$21,451
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-0868389-501(c)3To provide funds for operations.$13,359
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

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is provided to the trustee who reviews, signs, and authorizes the electronic filing of the return.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All public information of the trust is available upon request from the trustee. Persons can make the requests in person, by phone, or by mail.”

Filing and Contact Details

Filer

EIN
75-6185459
Phone
9403972371

Signing Officer

Name
Linda Wilson
Title
Trustee
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
Donald W Shierry
Phone
9406919440
Raw XML Appendix347 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to the trustee who reviews, signs, and authorizes the electronic filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All public information of the trust is available upon request from the trustee. Persons can make the requests in person, by phone, or by mail.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0656169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0693568
IRS990/TotalProgramServiceExpensesAmt013359
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt08078
IRS990/TotalRevenueGrp/ExclusionAmt058850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt058850
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0656169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0693568
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102732 Midwestern Parkway
IRS990/USAddress/City0Wichita Falls
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode076308
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Episcopal Day School Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0EPIS
ReturnHeader/Filer/EIN0756185459
ReturnHeader/Filer/PhoneNum09403972371
ReturnHeader/Filer/USAddress/AddressLine102732 Midwestern Parkway
ReturnHeader/Filer/USAddress/City0Wichita Falls
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode076308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Donald W Shierry CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 4866
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Wichita Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode076308
ReturnHeader/PreparerPersonGrp/PhoneNum09406919440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald W Shierry
ReturnHeader/ReturnTs02014-09-29T09:49:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$693,568
Liabilities
$0
Net assets
$693,568
Revenue
$58,850
Expenses
$21,451
Net income
$37,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.54$0.51$0.03
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.49$0.50$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.16$0.50$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.51$0.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.58$0.34$0.24
2020Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.13$0.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.51$0.30$0.21
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.42$0.25$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.45$0.25$0.20
2016Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.44$0.24$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.48$0.23$0.25
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.59$0.21$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.56$0.00$6.56$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.00$6.31$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.22