Civic Intelligence

St Paul School Endowment Fund

990PF • Fiscal year 2017 • EIN 75-6313828

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

Organization Profile
1717 Mckinney Ave 12th FLDallas, TX 75202

(214) 220-6158

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$16,866

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,324,186

Up $13,367 (+0.6%) from 2016

Net Assets

Up

$2,321,862

Up $11,043 (+0.5%) from 2016

Liabilities

Up

$2,324

Up $2,324 from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin57th percentile

Revenue

Up

$173,402

Up $41,957 (+32%) from 2016

Expenses

Up

$162,359

Up $29,729 (+22%) from 2016

Net Income

Up

$11,043

Up $12,228 (+1032%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,074,742Liabilities 2010: $02010Assets 2011: $2,071,795Liabilities 2011: $2,2872011Assets 2012: $2,092,409Liabilities 2012: $7062012Assets 2013: $2,185,269Liabilities 2013: $7,0212013Assets 2014: $2,310,589Liabilities 2014: $16,9572014Assets 2015: $2,312,004Liabilities 2015: $0Net Assets 2015: $2,312,0042015Assets 2016: $2,310,819Liabilities 2016: $0Net Assets 2016: $2,310,8192016Assets 2017: $2,324,186Liabilities 2017: $2,324Net Assets 2017: $2,321,8622017Assets 2018: $2,332,632Liabilities 2018: $2,545Net Assets 2018: $2,330,0872018Assets 2019: $2,306,067Liabilities 2019: $1,115Net Assets 2019: $2,304,9522019Assets 2020: $2,319,915Liabilities 2020: $1,087Net Assets 2020: $2,318,8282020Assets 2021: $2,343,075Liabilities 2021: $845Net Assets 2021: $2,342,2302021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$2,324,186
Liabilities$2,324
Net Assets$2,321,862
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $186,424Expenses 2010: $132,524Net Income 2010: $53,9002010Revenue 2011: $182,337Expenses 2011: $185,135Net Income 2011: -$2,7982011Revenue 2012: $174,544Expenses 2012: $152,349Net Income 2012: $22,1952012Revenue 2013: $272,919Expenses 2013: $186,374Net Income 2013: $86,5452013Revenue 2014: $297,755Expenses 2014: $182,554Net Income 2014: $115,2012014Revenue 2015: $227,693Expenses 2015: $209,321Net Income 2015: $18,3722015Revenue 2016: $131,445Expenses 2016: $132,630Net Income 2016: -$1,1852016Revenue 2017: $173,402Expenses 2017: $162,359Net Income 2017: $11,0432017Revenue 2018: $197,824Expenses 2018: $189,599Net Income 2018: $8,2252018Revenue 2019: $144,911Expenses 2019: $170,046Net Income 2019: -$25,1352019Revenue 2020: $169,631Expenses 2020: $155,755Net Income 2020: $13,8762020Revenue 2021: $194,666Expenses 2021: $171,264Net Income 2021: $23,4022021Revenue 2022: $68,868Expenses 2022: $126,669Net Income 2022: -$57,8012022

Highlighted filing

2017

Revenue$173,402
Expenses$162,359
Net Income$11,043
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$16,866-$16,866
Filing and Contact Details

Filer

Filer Name
St Paul School Endowment Fund
EIN
75-6313828
Phone
2142206158
Address
1717 MCKINNEY AVE 12TH FL, DALLAS, TX 75202

Signing Officer

Name
Regions Bank
Title
Trustee
Signed
2018-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Welborn LLPCPAs
Address
2335 Oak Alley, Tyler, TX 75703
Preparer
Barbara Copeland CPA
Phone
9035614041
Raw XML Appendix312 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075812
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040464
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132967
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116276
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057155
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040464
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01331
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01331
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0121
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0121
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0241010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0528
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15697
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NM STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0177
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt145805
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0177
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt145805
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Federal Income Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0818
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08255
TaxesSchedule/TaxesDetail/Amt02033
TaxesSchedule/TaxesDetail/Amt12629
TaxesSchedule/TaxesDetail/Amt21506
TaxesSchedule/TaxesDetail/Amt3536
TaxesSchedule/TaxesDetail/Amt4134
TaxesSchedule/TaxesDetail/Amt51668
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAX-FORM 1041
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt4NM STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt5PRODUCTION TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1536
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2134
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31668
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST PAUL SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STPA
ReturnHeader/Filer/EIN0756313828
ReturnHeader/Filer/PhoneNum02142206158
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 MCKINNEY AVE 12TH FL
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751448534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bryant & Welborn LLPCPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02335 Oak Alley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075703
ReturnHeader/PreparerPersonGrp/PhoneNum09035614041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA COPELAND CPA
ReturnHeader/ReturnTs02018-08-14T14:48:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,324,186
Liabilities
$2,324
Net assets
$2,321,862
Revenue
$173,402
Expenses
$162,359
Net income
$11,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.19$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.30$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.20$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.13$0.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.23$0.21$0.02
2014Summary only. Only limited summary data is available for this year.$2.31$0.02$0.30$0.18$0.12
2013Summary only. Only limited summary data is available for this year.$2.19$0.01$0.27$0.19$0.09
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$0.17$0.15$0.02
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.18$0.19$0.00
2010Summary only. Only limited summary data is available for this year.$2.07$0.00$0.19$0.13$0.05