Civic Intelligence

Calvary Episcopal School Endowment Fund Inc.

990 • Fiscal year 2014 • EIN 76-0042322

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileN/A
1201 Austin77469

(281) 342-3161

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

3rd percentile

-91%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

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

Asset Growth

35th percentile

-1.8%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Revenue Growth

92nd percentile

85%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$727,184

Down $27,514 (-3.6%) from 2012

Net Assets

Down

$727,184

Down $27,514 (-3.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin3rd percentile

Revenue

Up

$40,946

Up $29,038 (+244%) from 2012

Expenses

Down

$78,238

Down $10,212 (-12%) from 2012

Net Income

Up

-$37,292

Up $39,250 (+51%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2010: $867,055Liabilities 2010: $0Net Assets 2010: $867,0552010Assets 2011: $831,240Liabilities 2011: $0Net Assets 2011: $831,2402011Assets 2012: $754,698Liabilities 2012: $0Net Assets 2012: $754,6982012Assets 2014: $727,184Liabilities 2014: $0Net Assets 2014: $727,1842014Assets 2015: $667,024Liabilities 2015: $0Net Assets 2015: $667,0242015Assets 2016: $615,952Liabilities 2016: $0Net Assets 2016: $615,9522016Assets 2017: $682,368Liabilities 2017: $0Net Assets 2017: $682,3682017Assets 2018: $684,858Liabilities 2018: $0Net Assets 2018: $684,8582018Assets 2019: $733,038Liabilities 2019: $0Net Assets 2019: $733,0382019Assets 2020: $706,298Liabilities 2020: $0Net Assets 2020: $706,2982020Assets 2021: $871,529Liabilities 2021: $0Net Assets 2021: $871,5292021Assets 2022: $711,078Liabilities 2022: $0Net Assets 2022: $711,0782022Assets 2023: $719,510Liabilities 2023: $0Net Assets 2023: $719,5102023

Highlighted filing

2014

Assets$727,184
Liabilities$0
Net Assets$727,184
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $45,082Expenses 2010: $13,153Net Income 2010: $31,9292010Revenue 2011: $66,198Expenses 2011: $102,013Net Income 2011: -$35,8152011Revenue 2012: $11,908Expenses 2012: $88,450Net Income 2012: -$76,5422012Revenue 2014: $40,946Expenses 2014: $78,238Net Income 2014: -$37,2922014Revenue 2015: $40,788Expenses 2015: $73,340Net Income 2015: -$32,5522015Revenue 2016: $30,904Expenses 2016: $34,464Net Income 2016: -$3,5602016Revenue 2017: $24,161Expenses 2017: $9,719Net Income 2017: $14,4422017Revenue 2018: $12,828Expenses 2018: $10,339Net Income 2018: $2,4892018Revenue 2019: $22,350Expenses 2019: $19,290Net Income 2019: $3,0602019Revenue 2020: $57,347Expenses 2020: $40,123Net Income 2020: $17,2242020Revenue 2021: $60,914Expenses 2021: $11,002Net Income 2021: $49,9122021Revenue 2022: $26,481Expenses 2022: $59,520Net Income 2022: -$33,0392022Revenue 2023: $20,906Expenses 2023: $39,885Net Income 2023: -$18,9792023

Highlighted filing

2014

Revenue$40,946
Expenses$78,238
Net Income-$37,292
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$99,612
Mission and Program Overview

Mission

August E and Mary D Myers Endowment

August E and Mary D Myers Endowment for Calvary Episcopal School Inc. is organized for the purpose of receiving and managing endowment funds for the benefit of Calvary Episcopal School, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$709,557$726,837▲ $17,280
Cash and Non-Interest-Bearing Accounts$360$347▼ $13
Total Assets$709,917$727,184▲ $17,267
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$440,000$440,000→ $0
Unrestricted Net Assets$269,917$287,184▲ $17,267
Total Net Assets Fund Balance$709,917$727,184▲ $17,267
Total Liabilities and Net Assets / Fund Balance$709,917$727,184▲ $17,267
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Zahra CookPresident
Leland IrwinVice President
Betsy ZanghiBoard Member
Chris GaasBoard Member
Jeff McclellanBoard Member
Kathy HaleyBoard Member
Lynette ButlerSecretary
Mike ZanghiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,205
Program Service Revenue
$0
Investment Income
$38,741
Other Revenue
$0
All Other Contributions
$2,205
Change in Net Assets
$-37,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,141
Other Expenses$10,097
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,141--$68,141
Fees for Service Investment Mgmnt Fees$0$9,097$0$9,097
Fees for Services Accounting$0$1,000$0$1,000
Total Functional Expenses$68,141$10,097$0$78,238
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-1762989--Operating$68,141
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
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

EIN
76-0042322
Phone
2813423161

Signing Officer

Name
Michael Zanghi
Title
Treasurer
Phone
2813423161
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zahra Cook
Formed
1982
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Preparer
Jeffrey C Mcclellan CPA
Phone
2817256085
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Board minutes are kept”

Pt VI, Line 8B

“Committee meetings (if any) have written minutes”

Pt VI, Line 19

“Governing documents are made available upon request”

Pt XII, Line 1

“Financial statements and for 990 compiled using accrual method”

Pt III, Line 2

“No changes or additions”

Pt III, Line 3

“No changes or additions”

Pt V, Line 3B

“No unrelated income”

Pt VI, Line 1A

“There are no material voting right differences between board members”

Pt VI, Line 11B

“All members have been given an update and the officers have been given copies of the 990.”

Pt VI, Line 2

“Mike and Betsy Zanghi are husband and wife. Their roles of responsibility do not”

Pt VI, Line 2

“overlap and only interact during full board meetings.”

Raw XML Appendix319 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/ExplanationTxt3Financial statements and for 990 compiled using accrual method
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No changes or additions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No changes or additions
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7There are no material voting right differences between board members
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ReturnHeader/Filer/BusinessName/BusinessNameLine10Calvary Episcopal School Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0760042322
ReturnHeader/Filer/PhoneNum02813423161
ReturnHeader/Filer/USAddress/AddressLine101201 Austin
ReturnHeader/Filer/USAddress/City0Richmond
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JEFFREY C MCCLELLAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 466
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROSENBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077471
ReturnHeader/PreparerPersonGrp/PhoneNum02817256085
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C MCCLELLAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T20:17:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
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
$727,184
Liabilities
$0
Net assets
$727,184
Revenue
$40,946
Expenses
$78,238
Net income
-$37,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.21$0.40$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.26$0.60$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.61$0.11$0.50
2020Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.57$0.40$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.22$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.13$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.31$0.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.41$0.73$0.33
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.41$0.78$0.37
2012Summary only. Only limited summary data is available for this year.$7.55$0.00$7.55$0.12$0.88$0.77
2011Summary only. Only limited summary data is available for this year.$8.31$0.00$8.31$0.66$1.02$0.36
2010Summary only. Only limited summary data is available for this year.$8.67$0.00$8.67$0.45$0.13$0.32