Civic Intelligence

St Agnes Academy Foundation Inc

EIN 76-0221236 • 501(c)3 • Houston, TX

Profile

To provide stewardship of assets through solicitation, preservation, investment & management of charitable contributions in order to provide financial security & support for st. Agnes academy in the context of the four pillars of dominican schools.

9000 Bellaire BlvdHouston, TX 77036

www.st-agnes.org

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-31%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$30,729,988

Up $2,577,449 (+9.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$30,729,988

Up $2,577,449 (+9.2%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Down

$1,154,843

Down $2,205,560 (-66%) from 2023

Expenses

Up

$1,091,197

Up $213,589 (+24%) from 2023

Net Income

Down

$63,646

Down $2,419,149 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $7,860,801Liabilities 2010: $0Net Assets 2010: $7,860,8012010Assets 2011: $9,353,355Liabilities 2011: $0Net Assets 2011: $9,353,3552011Assets 2012: $9,014,447Liabilities 2012: $0Net Assets 2012: $9,014,4472012Assets 2013: $9,593,664Liabilities 2013: $0Net Assets 2013: $9,593,6642013Assets 2014: $11,711,921Liabilities 2014: $0Net Assets 2014: $11,711,9212014Assets 2015: $11,702,682Liabilities 2015: $0Net Assets 2015: $11,702,6822015Assets 2016: $12,233,329Liabilities 2016: $305Net Assets 2016: $12,233,0242016Assets 2017: $13,200,473Liabilities 2017: $0Net Assets 2017: $13,200,4732017Assets 2018: $14,014,319Liabilities 2018: $5,063Net Assets 2018: $14,009,2562018Assets 2019: $15,324,083Liabilities 2019: $0Net Assets 2019: $15,324,0832019Assets 2020: $16,661,058Liabilities 2020: $0Net Assets 2020: $16,661,0582020Assets 2021: $22,285,257Liabilities 2021: $0Net Assets 2021: $22,285,2572021Assets 2022: $23,472,430Liabilities 2022: $0Net Assets 2022: $23,472,4302022Assets 2023: $28,152,539Liabilities 2023: $0Net Assets 2023: $28,152,5392023Assets 2024: $30,729,988Liabilities 2024: $0Net Assets 2024: $30,729,9882024

Highlighted filing

2024

Assets$30,729,988
Liabilities$0
Net Assets$30,729,988
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $299,0882010Expenses 2011: $458,6612011Expenses 2012: $483,6452012Expenses 2013: $516,8792013Revenue 2014: $1,763,238Expenses 2014: $507,503Net Income 2014: $1,255,7352014Revenue 2015: $1,209,972Expenses 2015: $501,355Net Income 2015: $708,6172015Revenue 2016: $582,494Expenses 2016: $482,232Net Income 2016: $100,2622016Revenue 2017: $1,369,637Expenses 2017: $458,766Net Income 2017: $910,8712017Revenue 2018: $1,023,319Expenses 2018: $480,847Net Income 2018: $542,4722018Revenue 2019: $1,861,375Expenses 2019: $498,275Net Income 2019: $1,363,1002019Revenue 2020: $2,553,044Expenses 2020: $494,782Net Income 2020: $2,058,2622020Revenue 2021: $3,692,380Expenses 2021: $556,719Net Income 2021: $3,135,6612021Revenue 2022: $4,859,603Expenses 2022: $627,713Net Income 2022: $4,231,8902022Revenue 2023: $3,360,403Expenses 2023: $877,608Net Income 2023: $2,482,7952023Revenue 2024: $1,154,843Expenses 2024: $1,091,197Net Income 2024: $63,6462024

Highlighted filing

2024

Revenue$1,154,843
Expenses$1,091,197
Net Income$63,646
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,729,988
Liabilities
$0
Net assets
$30,729,988
Revenue
$1,154,843
Expenses
$1,091,197
Net income
$63,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.15$1.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$3.36$0.88$2.48
2022Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$4.86$0.63$4.23
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.69$0.56$3.14
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.55$0.49$2.06
2019Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.86$0.50$1.36
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.01$14.0$1.02$0.48$0.54
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.37$0.46$0.91
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.58$0.48$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.21$0.50$0.71
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.76$0.51$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.59$0.00$9.59$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.01$0.00$9.01$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$0.00$9.35$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.86$0.00$7.86$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$4,193,399
Mission and Program Overview

Mission

To provide stewardship of assets through solicitation, preservation, investment & management of charitable contributions in order to provide financial security & support for st. Agnes academy in the context of the four pillars of dominican schools.

Provide support for current and future financial needs of st. Agnes academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,076,557$29,923,707▲ $3,847,150
Accounts Receivable$1,677,640$739,207▼ $938,433
Savings and Temporary Cash Investments$398,342$67,074▼ $331,268
Total Assets$28,152,539$30,729,988▲ $2,577,449
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$20,502,106$23,565,794▲ $3,063,688
Net Assets Without Donor Restrictions$7,650,433$7,164,194▼ $486,239
Total Net Assets Fund Balance$28,152,539$30,729,988▲ $2,577,449
Total Liabilities and Net Assets / Fund Balance$28,152,539$30,729,988▲ $2,577,449

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$28,152,539$285,581▲ $3,383,064-$30,729,988
2022$23,472,430$3,132,905▲ $2,424,812-$28,152,539
2021$22,285,257$4,063,505▼ $2,248,619-$23,472,430
2020$16,661,058$2,731,417▲ $3,449,501-$22,285,257
2019$15,324,083$1,013,978▲ $817,779-$16,661,058
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
JENNIFER L BARRON '91President
Arthur Travis WilliamsTrustee
David FisherTrustee
JENNIFER CAMPBELL NIX '09Trustee
Jose EnriquezTrustee
Sr Donna Pollard OpTrustee
Timothy H DayTrustee
Karen JakubackHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$285,581
Program Service Revenue
$0
Investment Income
$869,262
Other Revenue
$0
All Other Contributions
$35,581
Change in Net Assets
$63,646

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,154,843
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,513,802
Total Revenue per Audited Statements
$3,668,645
Total Revenue per Form 990
$1,154,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$969,000
Other Expenses$122,197
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$969,000--$969,000
Other Expenses-$6,281-$6,281
Total Functional Expenses$969,000$122,197$0$1,091,197

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,091,197
Total Expenses per Audited Statements$1,091,197
Total Expenses per Form 990$1,091,197
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Agnes Academy IncHouston, TX501(c)(3)Student Financial Aid and Other School Expenses$969,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed in detail by the chief accountant for the foundation and for st. Agnes academy and then reviewed by the president of the foundation before it is filed. A copy of form 990 is also provided to the board of trustees for their information and review before filing.”

Form 990, Part VI, Section B, Line 12C

“At the periodic meetings of the trustees, the members are reminded of their fiduciary responsiblity to abstain from discussion and decisions in circumstances of an actual or perceived conflict of interest and to advise the president of such actual or perceived conflict, as provided in the written conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available via website access for the trustees of the foundation and are available to the public upon specific written request.”

Filing and Contact Details

Filer

Filer Name
St Agnes Academy Foundation Inc
EIN
76-0221236
Phone
7132195400
Address
9000 BELLAIRE BLVD, HOUSTON, TX 77036

Signing Officer

Name
Jennifer Barron
Title
President
Phone
7132195461
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Barron
Formed
1986
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
7

Preparer

Firm
Fitts Roberts Kolkhorst & Co Pc
Address
5718 WESTHEIMER STE 1900, HOUSTON, TX 77057
Preparer
Kathryn T Gibson CPA
Phone
7132605230
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization through its board and its finance committee has not changed either its audit oversight process or independent accountant selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“To generate investment earnings to be used for support of st. Agnes academy for the general or the specific educational purposes for which the respective endowment funds were reserved.”

PART X, LINE 2:

“The academy and the foundation are exempt from federal income tax under section 501(c)(3) of the internal revenue code. The financial accounting standards board provides guidance on accounting for uncertainty in income taxes. Management evaluated the academy's tax positions and concluded that the academy had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Raw XML AppendixShowing 400 of 451 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt01677640
IRS990/AccountsReceivableGrp/EOYAmt0739207
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT FOR CURRENT AND FUTURE FINANCIAL NEEDS OF ST. AGNES ACADEMY.
IRS990/AllOtherContributionsAmt035581
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0YEN FITE
IRS990/BooksInCareOfDetail/PhoneNum07132195461
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09000 BELLAIRE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0285581
IRS990/CYGrantsAndSimilarPaidAmt0969000
IRS990/CYInvestmentIncomeAmt0869262
IRS990/CYOtherExpensesAmt0122197
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt063646
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01091197
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01154843
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED FINANCIAL SUPPORT TO ST. AGNES ACADEMY FOR ITS EDUCATIONAL FUNCTIONS AND ACTIVITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt020502106
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt023565794
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0969000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSE ENRIQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1SR DONNA POLLARD OP
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN JAKUBACK
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER CAMPBELL NIX '09
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY H DAY
IRS990/Form990PartVIISectionAGrp/PersonNm5ARTHUR TRAVIS WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER L BARRON '91
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID FISHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0149963
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0969000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0969000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0969000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03188519
IRS990/GrossReceiptsAmt04193399
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0719299
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0719299
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026076557
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029923707
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03038556
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE STEWARDSHIP OF ASSETS THROUGH SOLICITATION, PRESERVATION, INVESTMENT & MANAGEMENT OF CHARITABLE CONTRIBUTIONS IN ORDER TO PROVIDE FINANCIAL SECURITY & SUPPORT FOR ST. AGNES ACADEMY IN THE CONTEXT OF THE FOUR PILLARS OF DOMINICAN SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt028152539
IRS990/NetAssetsOrFundBalancesEOYAmt030729988
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0149963
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0149963
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02513803
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07650433
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07164194
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0115916
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16281
IRS990/OtherExpensesGrp/TotalAmt0115916
IRS990/OtherExpensesGrp/TotalAmt16281
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER BARRON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03132906
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0771000
IRS990/PYInvestmentIncomeAmt0227497
IRS990/PYOtherExpensesAmt0106608
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02482795
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0877608
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03360403
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt063646
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0250000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0398342
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067074
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741180196
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0969000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST AGNES ACADEMY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0969000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.23000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0122196
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt028152539
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0285581
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030729988
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0969000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03383064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0106608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023472430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03132905
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt028152539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0771000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02424812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0102713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022285257
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04063505
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023472430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0525000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2248619
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt096719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt016661058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02731417
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022285257
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0460000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03449501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt068782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt015324083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01013978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt016661058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0426000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0817779
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01091197
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02513802
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/RevenueNotReportedAmt02513802
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01154843
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO GENERATE INVESTMENT EARNINGS TO BE USED FOR SUPPORT OF ST. AGNES ACADEMY FOR THE GENERAL OR THE SPECIFIC EDUCATIONAL PURPOSES FOR WHICH THE RESPECTIVE ENDOWMENT FUNDS WERE RESERVED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FINANCIAL ACCOUNTING STANDARDS BOARD PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.48000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01091197
IRS990ScheduleD/TotalRevenuePerForm990Amt01154843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03668645
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01091197
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0969000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT FINANCIAL AID AND OTHER SCHOOL EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST AGNES ACADEMY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0741180196
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09000 BELLAIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION TRUSTEES RECEIVE PERIODIC REPORTS FROM THE SUPPORTED ORGANIZATION (ST. AGNES ACADEMY) CONCERNING ACTUAL USE OF GRANTS/CONTRIBUTIONS FOR THE INTENDED PURPOSES AND JOINTLY MEET WITH THE TRUSTEES AND OFFICERS OF THE SUPPORTED ORGANIZATION ANNUALLY TO REVIEW USE OF THE CONTRIBUTIONS FOR THE PRECEDING YEAR AND TO DISCUSS THE NEEDS AND USES FOR FUTURE CONTRIBUTIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF ACCOUNTANT FOR THE FOUNDATION AND FOR ST. AGNES ACADEMY AND THEN REVIEWED BY THE PRESIDENT OF THE FOUNDATION BEFORE IT IS FILED. A COPY OF FORM 990 IS ALSO PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR INFORMATION AND REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE PERIODIC MEETINGS OF THE TRUSTEES, THE MEMBERS ARE REMINDED OF THEIR FIDUCIARY RESPONSIBLITY TO ABSTAIN FROM DISCUSSION AND DECISIONS IN CIRCUMSTANCES OF AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST AND TO ADVISE THE PRESIDENT OF SUCH ACTUAL OR PERCEIVED CONFLICT, AS PROVIDED IN THE WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE VIA WEBSITE ACCESS FOR THE TRUSTEES OF THE FOUNDATION AND ARE AVAILABLE TO THE PUBLIC UPON SPECIFIC WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION THROUGH ITS BOARD AND ITS FINANCE COMMITTEE HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST AGNES ACADEMY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741180196
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES CATHOLIC COLLEGE PREPATORY EDUCATION TO YOUNG WOMEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09000 BELLAIRE BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077036
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0969000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1250000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH AMOUNT PAID/RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH AMOUNT PAID/RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST AGNES ACADEMY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ST AGNES ACADEMY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt028152539
IRS990/TotalAssetsEOYAmt030729988
IRS990/TotalAssetsGrp/BOYAmt028152539
IRS990/TotalAssetsGrp/EOYAmt030729988
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0285581
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122197
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0969000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01091197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028152539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030729988
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.