Civic Intelligence

Holy Comforter Endowment Fund

990 • Fiscal year 2017 • EIN 76-0064349

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

PO Box 786Angleton, TX 77515

(979) 864-7441

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.21x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

1.99x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

Up

$728,640

Up $315,248 (+76%) from 2012

Net Assets

Up

$572,008

Up $158,616 (+38%) from 2012

Liabilities

$156,632

No earlier filing loaded for comparison.

Revenue

Up

$78,620

Up $58,015 (+282%) from 2012

Expenses

Up

$38,841

Up $27,948 (+257%) from 2012

Net Income

Up

$39,779

Up $30,067 (+310%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $403,680Net Assets 2011: $403,6802011Assets 2012: $413,392Net Assets 2012: $413,3922012Assets 2017: $728,640Liabilities 2017: $156,632Net Assets 2017: $572,0082017Assets 2018: $559,727Liabilities 2018: $88,098Net Assets 2018: $471,6292018Assets 2019: $617,556Liabilities 2019: $149,792Net Assets 2019: $467,7642019Assets 2020: $619,083Liabilities 2020: $15,000Net Assets 2020: $604,0832020Assets 2021: $700,722Liabilities 2021: $15,000Net Assets 2021: $685,7222021Assets 2022: $612,060Liabilities 2022: $0Net Assets 2022: $612,0602022Assets 2023: $622,290Liabilities 2023: $0Net Assets 2023: $622,2902023Assets 2024: $666,126Liabilities 2024: $0Net Assets 2024: $666,1262024

Highlighted filing

2017

Assets$728,640
Liabilities$156,632
Net Assets$572,008

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $21,671Expenses 2011: $222,351Net Income 2011: -$200,6802011Revenue 2012: $20,605Expenses 2012: $10,893Net Income 2012: $9,7122012Revenue 2017: $78,620Expenses 2017: $38,841Net Income 2017: $39,7792017Revenue 2018: $43,910Expenses 2018: $144,289Net Income 2018: -$100,3792018Revenue 2019: $29,869Expenses 2019: $33,734Net Income 2019: -$3,8652019Revenue 2020: $18,887Expenses 2020: $39,836Net Income 2020: -$20,9492020Revenue 2021: $42,049Expenses 2021: $16,579Net Income 2021: $25,4702021Revenue 2022: $40,021Expenses 2022: $32,593Net Income 2022: $7,4282022Revenue 2023: $37,798Expenses 2023: $48,586Net Income 2023: -$10,7882023Revenue 2024: $40,678Expenses 2024: $22,340Net Income 2024: $18,3382024

Highlighted filing

2017

Revenue$78,620
Expenses$38,841
Net Income$39,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$78,620
Mission and Program Overview

Mission

Financial support of holy comforter episcopal church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$530,763$584,735▲ $53,972
Cash and Non-Interest-Bearing Accounts$116,397$143,905▲ $27,508
Total Assets$647,160$728,640▲ $81,480
Liabilities
Other Liabilities$114,931$156,632▲ $41,701
Total Liabilities$114,931$156,632▲ $41,701
Net Assets / Fund Balance
Unrestricted Net Assets$532,229$572,008▲ $39,779
Total Net Assets Fund Balance$532,229$572,008▲ $39,779
Total Liabilities and Net Assets / Fund Balance$647,160$728,640▲ $81,480
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lori HawkinsOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$78,460
Other Revenue
$160
Change in Net Assets
$39,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,841
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 Other$38,178$663-$38,841
Total Functional Expenses$38,178$663$0$38,841
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gains on Investments$156,632
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

Return is available in the church office for review.

Form 990, Page 6, Part VI, Line 15A

NO COMPENSATION

Form 990, Page 6, Part VI, Line 15B

NO COMPENSATION

Form 990, Page 6, Part VI, Line 19

Available for review and church offices.

Filing and Contact Details

Filer

Filer Name
Holy Comforter Endowment Fund
EIN
76-0064349
Phone
9798647441
Address
PO BOX 786, ANGLETON, TX 77515

Signing Officer

Name
Lori Hawkins
Title
Officer
Phone
9798498297
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Hawkins
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Kennemer Masters & Lunsford LLC
Address
2801 N VELASCO ST STE C, ANGLETON, TX 77515-3184
Preparer
VARENIA O'QUINN
Phone
9798498297
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Payments made in support of holy comforter episcopal church.

Form 990, Part IX, Line 11G

Property taxes 0 663 0 grants 38,178 0 0 total 38,178 663 0

Raw XML Appendix236 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/GrossAmountSalesAssetsGrp/OtherAmt012271
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IRS990/GrossReceiptsAmt078620
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0530763
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0160
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS AVAILABLE IN THE CHURCH OFFICE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE FOR REVIEW AND CHURCH OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAXES 0 663 0 GRANTS 38,178 0 0 TOTAL 38,178 663 0
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Filings