Civic Intelligence

Permanent Endowment Fund of the Moody Memorial First United Method

990 • Fiscal year 2016 • EIN 76-0680471

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileN/A
2200 Market St Suite 750Galveston, TX 77550

(409) 744-4526

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

83rd percentile

22%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

72nd percentile

7.7%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$80,218,330

Up $5,751,204 (+7.7%) from 2015

Net Assets

Up

$80,218,330

Up $5,751,204 (+7.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin83rd percentile

Revenue

Down

$10,923,624

Down $6,820,478 (-38%) from 2015

Expenses

Down

$8,539,788

Down $270,409 (-3.1%) from 2015

Net Income

Down

$2,383,836

Down $6,550,069 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$600M$400M$200M$0Assets 2010: $51,358,245Liabilities 2010: $0Net Assets 2010: $51,358,2452010Assets 2011: $53,019,520Liabilities 2011: $0Net Assets 2011: $53,019,5202011Assets 2012: $60,822,190Liabilities 2012: $0Net Assets 2012: $60,822,1902012Assets 2013: $70,378,518Liabilities 2013: $0Net Assets 2013: $70,378,5182013Assets 2014: $73,718,997Liabilities 2014: $0Net Assets 2014: $73,718,9972014Assets 2015: $74,467,126Liabilities 2015: $0Net Assets 2015: $74,467,1262015Assets 2016: $80,218,330Liabilities 2016: $0Net Assets 2016: $80,218,3302016Assets 2017: $90,590,946Liabilities 2017: $0Net Assets 2017: $90,590,9462017Assets 2018: $86,509,295Liabilities 2018: $0Net Assets 2018: $86,509,2952018Assets 2019: $101,038,593Liabilities 2019: $753,849Net Assets 2019: $100,284,7442019Assets 2020: $111,006,761Liabilities 2020: $3,557,586Net Assets 2020: $107,449,1752020Assets 2021: $123,313,594Liabilities 2021: $472,405Net Assets 2021: $122,841,1892021Assets 2022: $104,208,828Liabilities 2022: $560,472Net Assets 2022: $103,648,3562022Assets 2023: $123,555,922Liabilities 2023: $1,694,747Net Assets 2023: $121,861,1752023Assets 2024: $412,025,898Liabilities 2024: $8,521,091Net Assets 2024: $403,504,8072024

Highlighted filing

2016

Assets$80,218,330
Liabilities$0
Net Assets$80,218,330
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$400M$300M$200M$100M$0Expenses 2010: $4,366,0482010Expenses 2011: $4,402,7452011Expenses 2012: $4,422,3322012Revenue 2013: $11,188,267Expenses 2013: $5,287,131Net Income 2013: $5,901,1362013Revenue 2014: $14,501,555Expenses 2014: $8,870,989Net Income 2014: $5,630,5662014Revenue 2015: $17,744,102Expenses 2015: $8,810,197Net Income 2015: $8,933,9052015Revenue 2016: $10,923,624Expenses 2016: $8,539,788Net Income 2016: $2,383,8362016Revenue 2017: $11,693,946Expenses 2017: $10,431,649Net Income 2017: $1,262,2972017Revenue 2018: $14,837,299Expenses 2018: $11,069,405Net Income 2018: $3,767,8942018Revenue 2019: $13,803,071Expenses 2019: $10,245,661Net Income 2019: $3,557,4102019Revenue 2020: $14,451,049Expenses 2020: $10,570,720Net Income 2020: $3,880,3292020Revenue 2021: $19,045,257Expenses 2021: $5,182,237Net Income 2021: $13,863,0202021Revenue 2022: $12,563,184Expenses 2022: $9,842,261Net Income 2022: $2,720,9232022Revenue 2023: $19,121,503Expenses 2023: $11,625,776Net Income 2023: $7,495,7272023Revenue 2024: $312,657,414Expenses 2024: $25,828,349Net Income 2024: $286,829,0652024

Highlighted filing

2016

Revenue$10,923,624
Expenses$8,539,788
Net Income$2,383,836
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$10,923,624
Mission and Program Overview

Mission

To hold, administer and distribute funds exclusively to and in aid of the religious, charitable and educational purposes at moody methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$74,467,126$80,218,330▲ $5,751,204
Investments in Publicly Traded Securities$56,699,106$65,137,197▲ $8,438,091
Cash and Non-Interest-Bearing Accounts$7,158,947$5,072,739▼ $2,086,208
Investments Other Securities$5,067,748$5,067,748→ $0
Accounts Receivable$5,516,679$4,940,646▼ $576,033
Other Notes and Loans Receivable, Net$24,646--
Total Assets$74,467,126$80,218,330▲ $5,751,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,467,126$80,218,330▲ $5,751,204
Total Liabilities and Net Assets / Fund Balance$74,467,126$80,218,330▲ $5,751,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,067,748--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$74,467,128-▲ $14,290,992$131,971$80,218,332
2015$73,718,997-▼ $6,813,224$118,789$74,467,128
2014$70,378,518-▲ $12,211,468$139,823$73,718,997
2013$60,822,190-▲ $14,843,459$148,514$70,378,518
2012$53,019,520-▲ $12,225,002$132,940$60,822,190
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Carole GardDirector
Carolyn CoxDirector
Harold MccrackenDirector
Jere PedersonDirector
Kevin HarringtonDirector
Mary Jo Urbani SealeDirector
Stan LedbetterDirector
Steven ConnerDirector
Gayle Gregg CulbertsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,923,624
Other Revenue
$0
Change in Net Assets
$2,383,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,923,624
Total Revenue per Audited Statements
$10,923,624
Total Revenue per Form 990
$10,923,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,200,377
Salaries, Compensation, and Employee Benefits$207,440
Other Expenses$131,971
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,760,835--$7,760,835
Foreign Grants$439,542--$439,542
Other Salaries and Wages$94,035$94,035-$188,070
Fees for Service Investment Mgmnt Fees-$75,284-$75,284
Conferences and Meetings$25,674--$25,674
Fees for Services Accounting-$14,757-$14,757
Office Expenses-$12,404-$12,404
Payroll Taxes$5,751$5,751-$11,502
Pension Plan Contributions$3,000$3,000-$6,000
Insurance$3,852--$3,852
Other Employee Benefits$934$934-$1,868
Total Functional Expenses$8,333,623$206,165$0$8,539,788

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,539,788
Total Expenses per Audited Statements$8,539,788
Total Expenses per Form 990$8,539,788
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached---$7,760,835

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“Reviewed by administrator and officers of the board. Approved by the board of directors.”

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

“During regular meetings with the board of directors.”

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

“MANAGEMENT”

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

“OFFICERS”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Permanent Endowment Fund of Moody
EIN
76-0680471
Phone
4097444526
Address
2200 MARKET ST SUITE 750, GALVESTON, TX 77550

Signing Officer

Name
Steven Conner
Title
Director
Phone
4097444526
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bert Bagley
Formed
1980
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
4

Preparer

Firm
Lynch & Company Llp
Address
PO BOX 3075, TEXAS CITY, TX 77592-3075
Preparer
Rachel a Osteen
Phone
4097634484
Supplemental Narrative

Additional Explanations

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

“SEE ATTACHED SCHEDULE”

Form 990, Part XI, Line 9

“Unrealized gain 3,367,368”

Raw XML AppendixShowing 400 of 427 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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IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EACH GRANTEE ORGANIZATION SIGNS A GRANT CONTRACT AND PROVIDES A WRITTEN REPORT. THE PEF HAS NO PHYSICAL PRESENCE IN THESE COUNTRIES.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 5, PART V
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY ADMINISTRATOR AND OFFICERS OF THE BOARD. APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING REGULAR MEETINGS WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN 3,367,368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN CONNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,218,330
Liabilities
$0
Net assets
$80,218,330
Revenue
$10,923,624
Expenses
$8,539,788
Net income
$2,383,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$412$8.52$404$313$25.8$287
2023Detailed filing. Detailed filing data is available for this year.$124$1.69$122$19.1$11.6$7.50
2022Detailed filing. Detailed filing data is available for this year.$104$0.56$104$12.6$9.84$2.72
2021Detailed filing. Detailed filing data is available for this year.$123$0.47$123$19.0$5.18$13.9
2020Detailed filing. Detailed filing data is available for this year.$111$3.56$107$14.5$10.6$3.88
2019Detailed filing. Detailed filing data is available for this year.$101$0.75$100$13.8$10.2$3.56
2018Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$14.8$11.1$3.77
2017Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$11.7$10.4$1.26
2016Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$10.9$8.54$2.38
2015Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$17.7$8.81$8.93
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$14.5$8.87$5.63
2013Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$11.2$5.29$5.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$0.00$60.8$4.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.0$0.00$53.0$4.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.4$0.00$51.4$4.37