Civic Intelligence

Holy Comforter Endowment Fund

990 • Fiscal year 2019 • EIN 76-0064349

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2019

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

76th percentile

0.24x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

5.01x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

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

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.

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

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$617,556

Up $57,829 (+10%) from 2018

Net Assets

Down

$467,764

Down $3,865 (-0.8%) from 2018

Liabilities

Up

$149,792

Up $61,694 (+70%) from 2018

Revenue

Down

$29,869

Down $14,041 (-32%) from 2018

Expenses

Down

$33,734

Down $110,555 (-77%) from 2018

Net Income

Up

-$3,865

Up $96,514 (+96%) from 2018

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

2019

Assets$617,556
Liabilities$149,792
Net Assets$467,764

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

2019

Revenue$29,869
Expenses$33,734
Net Income-$3,865
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2019
Return Version
2019v5.0
Gross Receipts
$29,869
Mission and Program Overview

Mission

Financial support of holy comforter episcopal church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$486,910$560,491▲ $73,581
Cash and Non-Interest-Bearing Accounts$72,817$57,065▼ $15,752
Total Assets$559,727$617,556▲ $57,829
Liabilities
Other Liabilities$88,098$149,792▲ $61,694
Total Liabilities$88,098$149,792▲ $61,694
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$471,629$467,764▼ $3,865
Total Net Assets Fund Balance$471,629$467,764▼ $3,865
Total Liabilities and Net Assets / Fund Balance$559,727$617,556▲ $57,829
Compensation and Service Providers

Board Members and Trustees

NameTitle
James NorthrupOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,869
Other Revenue
$0
Change in Net Assets
$-3,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,734
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$33,396$338-$33,734
Total Functional Expenses$33,396$338$0$33,734
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$149,792
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
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
James Northrup
Title
Officer
Phone
9792999203
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Northrup
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Km&l 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 0 338 0 grants 33,396 0 0 total 33,396 338 0

Raw XML Appendix234 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.

Path#Value
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IRS990/IndependentVotingMemberCnt05
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0486910
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/TotalLiabilityAmt0149792
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYMENTS MADE IN SUPPORT OF HOLY COMFORTER EPISCOPAL CHURCH.
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 0 338 0 GRANTS 33,396 0 0 TOTAL 33,396 338 0
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ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings