Civic Intelligence

Calvary Episcopal School Endowment Fund Inc

EIN 76-0042322 • 501(c)3 • Richmond, TX

Profile

August E and Mary D Myers Endowment

1201 AustinRichmond, TX 77469

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$719,510

Up $8,432 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$719,510

Up $8,432 (+1.2%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin4th percentile

Revenue

Down

$20,906

Down $5,575 (-21%) from 2022

Expenses

Down

$39,885

Down $19,635 (-33%) from 2022

Net Income

Up

-$18,979

Up $14,060 (+43%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2023

Assets$719,510
Liabilities$0
Net Assets$719,510
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$20,906
Expenses$39,885
Net Income-$18,979
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$719,510
Liabilities
$0
Net assets
$719,510
Revenue
$20,906
Expenses
$39,885
Net income
-$18,979
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$147,692
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$710,966$719,115▲ $8,149
Cash and Non-Interest-Bearing Accounts$112$395▲ $283
Total Assets$711,078$719,510▲ $8,432
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$440,000$440,000→ $0
Net Assets Without Donor Restrictions$271,078$279,510▲ $8,432
Total Net Assets Fund Balance$711,078$719,510▲ $8,432
Total Liabilities and Net Assets / Fund Balance$711,078$719,510▲ $8,432
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Jewlon MorrisPresident
Meagan MilfordVice President
David QjanBoard Member
John AndersonBoard Member
Susan GrotteBoard Member
Tommy CulverBoard Member
Steven CherryBoard Memner
Erin FordSecretary
Oscar LazanoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150
Program Service Revenue
$0
Investment Income
$20,756
Other Revenue
$0
All Other Contributions
$150
Change in Net Assets
$-18,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,885
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$31,668$0$0$31,668
Fees for Service Investment Mgmnt Fees$0$8,217$0$8,217
Total Functional Expenses$31,668$8,217$0$39,885
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Calvary Episcopal SchoolRichmond, TX-Operating-
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 35% controlled entity
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

Filer Name
Calvary Episcopal School Endowment Fund Inc
EIN
76-0042322
Phone
2813423161
Address
1201 Austin, Richmond, TX 77469

Signing Officer

Name
Oscar Lazano
Title
Treasurer
Phone
2813423161
Signed
2023-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Oscar Lazano
Formed
1982
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Jeffrey C Mcclellan CPA Pllc
Address
830 3rd St Ste 205, ROSENBERG, TX 77471
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.”

Raw XML Appendix364 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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ReturnHeader/ReturnTs02023-10-04T08:53:15-07:00
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