Civic Intelligence

Calvary Episcopal School Endowment Fund Inc.

990 • Fiscal year 2018 • EIN 76-0042322

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 09, 2018

Organization ProfileN/A
1201 AustinRichmond, TX 77469

(281) 342-3161

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$684,858

Up $2,490 (+0.4%) from 2017

Net Assets

Up

$684,858

Up $2,490 (+0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin76th percentile

Revenue

Down

$12,828

Down $11,333 (-47%) from 2017

Expenses

Up

$10,339

Up $620 (+6.4%) from 2017

Net Income

Down

$2,489

Down $11,953 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2018

Assets$684,858
Liabilities$0
Net Assets$684,858
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$12,828
Expenses$10,339
Net Income$2,489
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 9, 2018
Return Version
2017v2.2
Gross Receipts
$24,551
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$681,734$684,808▲ $3,074
Cash and Non-Interest-Bearing Accounts$634$50▼ $584
Total Assets$682,368$684,858▲ $2,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$440,000$440,000→ $0
Unrestricted Net Assets$242,368$244,858▲ $2,490
Total Net Assets Fund Balance$682,368$684,858▲ $2,490
Total Liabilities and Net Assets / Fund Balance$682,368$684,858▲ $2,490
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Christian IversonPresident
Barry BroussardVice President
Chris GaasBoard Member
Jewlon MorrisBoard Member
Kathy HaleyBoard Member
Tommy CulverBoard Member
Lynette ButlerSecretary
Soni OyekanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,828
Other Revenue
$0
Change in Net Assets
$2,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,339
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
Fees for Services Management$0$8,429$0$8,429
Fees for Services Accounting$0$1,000$0$1,000
Other Expenses$910$0$0$910
Total Functional Expenses$910$9,429$0$10,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Calvary Episcopal SchoolRichmond, TX-Operating$25,000
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
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

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

Signing Officer

Name
Christian Iverson
Title
President
Phone
2813423161
Signed
2018-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soni Oyekan
Formed
1982
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
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 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/TotalProgramServiceExpensesAmt0910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012828
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012828
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0682368
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0684858
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0242368
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0244858
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05023 Crystal Bluff Court
IRS990/USAddress/CityNm0Richmond
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077407
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIAN IVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02813423161
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Calvary Episcopal School Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0760042322
ReturnHeader/Filer/PhoneNum02813423161
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 Austin
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077469
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E71A8A49E4CBA63AE403E520A272EA77B93E35D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E71A8A49E4CBA63AE403E520A272EA77B93E35D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.206.88.131
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:34:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY C MCCLELLAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 3rd St Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSENBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077471
ReturnHeader/PreparerPersonGrp/PhoneNum02817256085
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C MCCLELLAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-08T12:34:55-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$684,858
Liabilities
$0
Net assets
$684,858
Revenue
$12,828
Expenses
$10,339
Net income
$2,489
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