Civic Intelligence

Nam Endowment Fund

990 • Fiscal year 2016 • EIN 76-0654244

Oct 01, 2015 to Sep 30, 2016 • Filed on May 18, 2017

15555 KuykendahlHouston, TX 77090

(281) 885-4572

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

135%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,909,629

Up $333,337 (+21%) from 2015

Net Assets

Up

$1,909,487

Up $354,384 (+23%) from 2015

Liabilities

Down

$142

Down $21,047 (-99%) from 2015

Revenue

Up

$423,627

Up $243,411 (+135%) from 2015

Expenses

Up

$118,127

Up $10,799 (+10%) from 2015

Net Income

Up

$305,500

Up $232,612 (+319%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,155,486Liabilities 2010: $156Net Assets 2010: $1,155,3302010Assets 2011: $1,138,843Liabilities 2011: $5,096Net Assets 2011: $1,133,7472011Assets 2012: $1,319,640Liabilities 2012: $268Net Assets 2012: $1,319,3722012Assets 2013: $1,448,574Liabilities 2013: $1,230Net Assets 2013: $1,447,3442013Assets 2014: $1,562,080Liabilities 2014: $16,311Net Assets 2014: $1,545,7692014Assets 2015: $1,576,292Liabilities 2015: $21,189Net Assets 2015: $1,555,1032015Assets 2016: $1,909,629Liabilities 2016: $142Net Assets 2016: $1,909,4872016Assets 2017: $2,056,156Liabilities 2017: $436Net Assets 2017: $2,055,7202017Assets 2018: $2,191,887Liabilities 2018: $1,100Net Assets 2018: $2,190,7872018Assets 2019: $2,387,019Liabilities 2019: $3,153Net Assets 2019: $2,383,8662019Assets 2020: $2,705,687Liabilities 2020: $0Net Assets 2020: $2,705,6872020Assets 2021: $3,332,615Liabilities 2021: $0Net Assets 2021: $3,332,6152021Assets 2022: $2,843,659Liabilities 2022: $65Net Assets 2022: $2,843,5942022Assets 2023: $3,254,635Liabilities 2023: $0Net Assets 2023: $3,254,6352023Assets 2024: $4,720,470Liabilities 2024: $0Net Assets 2024: $4,720,4702024

Highlighted filing

2016

Assets$1,909,629
Liabilities$142
Net Assets$1,909,487

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2010: $49,0522010Expenses 2011: $56,6872011Expenses 2012: $57,3562012Expenses 2013: $70,9222013Revenue 2014: $176,788Expenses 2014: $104,197Net Income 2014: $72,5912014Revenue 2015: $180,216Expenses 2015: $107,328Net Income 2015: $72,8882015Revenue 2016: $423,627Expenses 2016: $118,127Net Income 2016: $305,5002016Revenue 2017: $247,528Expenses 2017: $175,349Net Income 2017: $72,1792017Revenue 2018: $181,609Expenses 2018: $105,702Net Income 2018: $75,9072018Revenue 2019: $245,387Expenses 2019: $115,454Net Income 2019: $129,9332019Revenue 2020: $299,214Expenses 2020: $116,198Net Income 2020: $183,0162020Revenue 2021: $547,332Expenses 2021: $144,995Net Income 2021: $402,3372021Revenue 2022: $317,277Expenses 2022: $221,879Net Income 2022: $95,3982022Revenue 2023: $360,978Expenses 2023: $223,574Net Income 2023: $137,4042023Revenue 2024: $1,121,388Expenses 2024: $225,124Net Income 2024: $896,2642024

Highlighted filing

2016

Revenue$423,627
Expenses$118,127
Net Income$305,500
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 18, 2017
Return Version
2015v3.0
Gross Receipts
$469,059
Mission and Program Overview

Mission

To ensure the future services of Northwest Assistance Ministries by providing a permanent source of income from endowed funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,565,454$1,846,670▲ $281,216
Savings and Temporary Cash Investments-$62,959-
Accounts Receivable$10,838--
Total Assets$1,576,292$1,909,629▲ $333,337
Liabilities
Accounts Payable and Accrued Expenses$21,189$142▼ $21,047
Total Liabilities$21,189$142▼ $21,047
Net Assets / Fund Balance
Temporarily Rstr Net Assets$847,495$878,660▲ $31,165
Unrestricted Net Assets$463,123$518,291▲ $55,168
Permanently Rstr Net Assets$244,485$512,536▲ $268,051
Total Net Assets Fund Balance$1,555,103$1,909,487▲ $354,384
Total Liabilities and Net Assets / Fund Balance$1,576,292$1,909,629▲ $333,337

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,555,103$403,789▲ $100,366-$1,909,487
2014$1,545,769$189,822▼ $25,763-$1,555,103
2013$1,447,344$87,112▲ $115,511-$1,545,769
2012$1,319,372$91,850▲ $107,044-$1,447,344
2011$1,133,747$113,716▲ $129,265-$1,319,372
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott ChenowethChairperson
Rick CrumpVice Chair
Dave AndersonMember-at-la
Joe UntermeyerMember-at-la
Mark S RigoMember-at-la
Rick CouchMember-at-la
Steve MillerMember-at-la
Tom FullerMember-at-la
Denese HammonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$403,788
Program Service Revenue
$0
Investment Income
$51,481
Other Revenue
$-31,642
All Other Contributions
$268,051
Change in Net Assets
$305,500

Audited Revenue Reconciliation

Revenue per Audited Statements
$423,627
Revenue Not Reported on Form 990
$94,316
Total Revenue per Audited Statements
$517,943
Total Revenue per Form 990
$423,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,127
Total Fundraising Expense$27,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$69,200--$69,200
Fees for Services Other-$3,109$26,378$29,487
Information Technology-$9,615-$9,615
Fees for Service Investment Mgmnt Fees-$6,449-$6,449
Insurance-$1,400-$1,400
Advertising--$1,338$1,338
Conferences and Meetings-$638-$638
Total Functional Expenses$69,200$21,211$27,716$118,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$163,558
Expenses per Audited Statements$118,127
Total Expenses per Form 990$118,127
Expenses Not Reported on Form 990$45,431
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,432
Fundraising Gross Income$13,790
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/speaker$149,527$13,790$3,297$10,493
Total Events$149,527$13,790$45,432$-31,642
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
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, Page 6, Part VI, Line 11B

All voting members of the board are provided an electronic copy of the return prior to filing. Management reviews in detail the return for accuracy and disclosure prior to filing.

Form 990, Page 6, Part VI, Line 12C

Directors sign conflict of interest statements at the beginning of each year.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are available upon request of management.

Filing and Contact Details

Filer

Filer Name
Nam Endowment Fund
EIN
76-0654244
Phone
2818854572
Address
15555 KUYKENDAHL, HOUSTON, TX 77090

Signing Officer

Name
Denese Hammon
Title
Treasurer
Phone
2818854579
Signed
2017-05-18

Organization Details

Principal Officer
Scott Chenoweth
Formed
2000
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
5

Preparer

Firm
Ralph & Ralph Pc
Address
1 E GREENWAY PL STE 320, HOUSTON, TX 77046-0100
Preparer
Gregory P Ralph
Phone
7136234514
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor 0 3,109 0 contract administration 0 0 26,378

Form 990, Part XI, Line 9

Special events 45,431 special events -45,431

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

SPECIAL EVENTS 45,431

Schedule D, Page 4, Part XII, Line 2D

SPECIAL EVENTS 45,431

Raw XML AppendixShowing 400 of 474 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS 45,431
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL VOTING MEMBERS OF THE BOARD ARE PROVIDED AN ELECTRONIC COPY OF THE RETURN PRIOR TO FILING. MANAGEMENT REVIEWS IN DETAIL THE RETURN FOR ACCURACY AND DISCLOSURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS SIGN CONFLICT OF INTEREST STATEMENTS AT THE BEGINNING OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT LABOR 0 3,109 0 CONTRACT ADMINISTRATION 0 0 26,378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL EVENTS 45,431 SPECIAL EVENTS -45,431
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0760088702
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.12$0.23$0.90
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.36$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.32$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.55$0.14$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.30$0.12$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.38$0.25$0.12$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.18$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.42$0.12$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$0.18$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.55$0.18$0.10$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.01$1.13$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.05