Civic Intelligence

Congaree Foundation

990 • Fiscal year 2019 • EIN 81-1718705

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profilecongareefoundation.org
1375 Enclave ParkwayHouston, TX 77077

(713) 580-3200

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.04x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$150,001

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

89th percentile

32%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,287,903

Up $1,783,792 (+32%) from 2018

Net Assets

Up

$7,193,592

Up $1,689,481 (+31%) from 2018

Liabilities

Up

$94,311

Up $94,311 from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Up

$2,417,641

Up $421,388 (+21%) from 2018

Expenses

Up

$728,160

Up $362,154 (+99%) from 2018

Net Income

Up

$1,689,481

Up $59,234 (+3.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $862,341Liabilities 2016: $0Net Assets 2016: $862,3412016Assets 2017: $3,873,864Liabilities 2017: $0Net Assets 2017: $3,873,8642017Assets 2018: $5,504,111Liabilities 2018: $0Net Assets 2018: $5,504,1112018Assets 2019: $7,287,903Liabilities 2019: $94,311Net Assets 2019: $7,193,5922019Assets 2020: $8,246,851Liabilities 2020: $53,692Net Assets 2020: $8,193,1592020Assets 2021: $11,096,906Liabilities 2021: $252,356Net Assets 2021: $10,844,5502021Assets 2022: $13,383,355Liabilities 2022: $413,813Net Assets 2022: $12,969,5422022Assets 2023: $15,278,712Liabilities 2023: $318,045Net Assets 2023: $14,960,6672023Assets 2024: $18,680,152Liabilities 2024: $471,755Net Assets 2024: $18,208,3972024

Highlighted filing

2019

Assets$7,287,903
Liabilities$94,311
Net Assets$7,193,592
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2016: $888,000Expenses 2016: $25,659Net Income 2016: $862,3412016Revenue 2017: $3,228,309Expenses 2017: $216,786Net Income 2017: $3,011,5232017Revenue 2018: $1,996,253Expenses 2018: $366,006Net Income 2018: $1,630,2472018Revenue 2019: $2,417,641Expenses 2019: $728,160Net Income 2019: $1,689,4812019Revenue 2020: $1,492,107Expenses 2020: $492,540Net Income 2020: $999,5672020Revenue 2021: $3,752,115Expenses 2021: $1,139,791Net Income 2021: $2,612,3242021Revenue 2022: $3,385,771Expenses 2022: $1,260,779Net Income 2022: $2,124,9922022Revenue 2023: $3,013,205Expenses 2023: $1,201,108Net Income 2023: $1,812,0972023Revenue 2024: $3,523,136Expenses 2024: $1,515,137Net Income 2024: $2,007,9992024

Highlighted filing

2019

Revenue$2,417,641
Expenses$728,160
Net Income$1,689,481
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$2,787,823
Mission and Program Overview

Mission

To undertake activities to promote education, relieve poverty, and provide assistance to disadvantaged young people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,788,802$3,164,344▲ $375,542
Land, Buildings, and Equipment, Net$0$2,302,615▲ $2,302,615
Cash and Non-Interest-Bearing Accounts$466,328$1,729,472▲ $1,263,144
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,504,111$7,287,903▲ $1,783,792
Other Assets Total$2,248,981$91,472▼ $2,157,509
Liabilities
Accounts Payable and Accrued Expenses$0$94,311▲ $94,311
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$94,311▲ $94,311
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,504,111$7,193,592▲ $1,689,481
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,504,111$7,193,592▲ $1,689,481
Total Liabilities and Net Assets / Fund Balance$5,504,111$7,287,903▲ $1,783,792

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,302,615$2,463$0
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Marcus a WattsDirector & President
Scott SchwingerDirector & Vice President
Kimberley a JacobsonDirector & Secretary
Danadine K ShieldsTreasurer
Sandra SenaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$2,387,824
Program Service Revenue
$0
Investment Income
$60,267
Other Revenue
$-30,450
All Other Contributions
$2,387,824
Change in Net Assets
$1,689,481

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$314,066Fair Market Value (FMV)@DATE OF CONTRIB
Total Noncash Contributions16$314,066-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$679,459
Grants and Similar Amounts Paid$48,701
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$168,152$99,525-$267,677
Occupancy$237,696--$237,696
Advertising-$49,312-$49,312
Grants to Domestic Orgs$48,701--$48,701
Travel$47,071$1,365-$48,436
Other Expenses$29,966$19-$29,966
Fees for Services Legal-$15,040-$15,040
Office Expenses-$6,711-$6,711
Insurance$3,538$47-$3,585
All Other Expenses$1,628$1,768-$3,396
Information Technology-$1,314-$1,314
Total Functional Expenses$551,244$176,916$0$728,160
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ridgeland - Hardeeville High SchoolRidgeland, SCJasper Cty. SDTo help initiate a golf program at the High School. Provided assistance and resources to build and maintain the driving range and practice field at the High School.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“The following officers and directors of the organization (marcus a. Watts and kimberley a. Jacobson) had a business relationship with one another. Both were officers of the same business entity in 2019.”

Part VI, Section A, Line 9

“Scott schwinger 109 n. Post oak lane, suite 600 houston, texas 77024”

Part VI, Section B, Line 11B

“This form 990 was reviewed by the tax manager, tax senior manager, senior counsel, director of tfg, and administrative director. Emails were sent to accounting, legal, and payroll departments to ask for assistance with some of the questions. A copy of the return was provided to all current members of the governing board.”

Part VI, Section B, Line 12C

“A conflict of interest policy (the "policy") with an effective date of january 27, 2016 was adopted by unanimous written consent of the board of directors. The entity monitors and enforces compliance with the policy by requiring directors and officers to sign annual statements affirming their receipt of a copy of the policy, that the policy has been read and understood, and that the policy and purpose of the organization's activities will be complied with. In addition, periodic reviews are conducted to ensure operations are conducted in a manner consistent with the organization's charitable purposes and to ensure that the organization does not engage in activities that could jeopardize its tax-exempt status.”

Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Congaree Foundation
EIN
81-1718705
In Care Of
% SANDRA SENA
Phone
7135803200
Address
1375 Enclave Parkway, Houston, TX 77077

Signing Officer

Name
Sandra Sena
Title
Treasurer
Phone
7135803200
Signed
2020-11-13

Organization Details

Principal Officer
Marcus a Watts
Formed
2016
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:contract labor total fees:50196”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:217481”

Raw XML AppendixShowing 400 of 892 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/OtherExpensesGrp/Desc3CLOTHING AND APPAREL
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119
IRS990/OtherExpensesGrp/ProgramServicesAmt0144
IRS990/OtherExpensesGrp/ProgramServicesAmt14331
IRS990/OtherExpensesGrp/ProgramServicesAmt210017
IRS990/OtherExpensesGrp/ProgramServicesAmt329966
IRS990/OtherExpensesGrp/TotalAmt01959
IRS990/OtherExpensesGrp/TotalAmt14350
IRS990/OtherExpensesGrp/TotalAmt210017
IRS990/OtherExpensesGrp/TotalAmt329966
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARCUS A WATTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECT PROGRAMMING - HOST A CAMP THAT PROVIDES INTENSIVE GOLF INSTRUCTION AND COLLEGE PREPARATORY ADVICE TO DISADVANTAGED HIGH SCHOOL STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0501187
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01969312
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03380
IRS990/PYInvestmentIncomeAmt026941
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0362626
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01630247
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0366006
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01996253
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01689481
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0-30450
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02788802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03164344
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART II, SECTION B, LINE 10 DOES NOT INCLUDE GAIN FROM SALE OF STOCK REPORTED ON FORM 990, PART VIII, LINE 7C.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0GAIN/LOSS FROM SALE OF STOCK
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02387824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01969312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03228625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0888000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08473761
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt085933
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029765
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0115698
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt06793236
IRS990ScheduleA/SubstantialContributorsTotAmt01680525
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02387824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01969312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03228625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0888000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08473761
IRS990ScheduleA/TotalSupportAmt08589459
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02302615
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02463
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02305078
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02302615
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/IRCSectionDesc0Jasper Cty. SD
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt043874
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Golf Instru. Improv.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To help initiate a golf program at the High School. Provided assistance and resources to build and maintain the driving range and practice field at the High School.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ridgeland - Hardeeville High School
IRS990ScheduleI/RecipientTable/RecipientEIN0576000367
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0250 Jaguar Trail
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ridgeland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029936
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Congaree Foundation requires board approval for charitable contributions over $5,000. Congaree Foundation requires grantees over $5,000 to provide annual reports and explanation on how Congaree Foundation funds have been used. Prior to granting any funds, Congaree Foundation exercises a due diligence process and reviews potential grantee organization's Form 990s, W-9s, board composition and other documents that provide indications of the health and operations of the organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARCUS A WATTS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KIMBERLEY A JACOBSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DANADINE K SHIELDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3SANDRA SENA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR & SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2150001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3150001
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt016
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV@DATE OF CONTRIB
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0314066
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THERE WERE 16 CONTRIBUTIONS (GIFTS) OF PUBLICLY TRADED STOCK IN 2019.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH M, PART I, LINE 9, COLUMN (b)
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING OFFICERS AND DIRECTORS OF THE ORGANIZATION (MARCUS A. WATTS AND KIMBERLEY A. JACOBSON) HAD A BUSINESS RELATIONSHIP WITH ONE ANOTHER. BOTH WERE OFFICERS OF THE SAME BUSINESS ENTITY IN 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCOTT SCHWINGER 109 N. POST OAK LANE, SUITE 600 HOUSTON, TEXAS 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS FORM 990 WAS REVIEWED BY THE TAX MANAGER, TAX SENIOR MANAGER, SENIOR COUNSEL, DIRECTOR OF TFG, AND ADMINISTRATIVE DIRECTOR. EMAILS WERE SENT TO ACCOUNTING, LEGAL, AND PAYROLL DEPARTMENTS TO ASK FOR ASSISTANCE WITH SOME OF THE QUESTIONS. A COPY OF THE RETURN WAS PROVIDED TO ALL CURRENT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CONFLICT OF INTEREST POLICY (THE "POLICY") WITH AN EFFECTIVE DATE OF JANUARY 27, 2016 WAS ADOPTED BY UNANIMOUS WRITTEN CONSENT OF THE BOARD OF DIRECTORS. THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING DIRECTORS AND OFFICERS TO SIGN ANNUAL STATEMENTS AFFIRMING THEIR RECEIPT OF A COPY OF THE POLICY, THAT THE POLICY HAS BEEN READ AND UNDERSTOOD, AND THAT THE POLICY AND PURPOSE OF THE ORGANIZATION'S ACTIVITIES WILL BE COMPLIED WITH. IN ADDITION, PERIODIC REVIEWS ARE CONDUCTED TO ENSURE OPERATIONS ARE CONDUCTED IN A MANNER CONSISTENT WITH THE ORGANIZATION'S CHARITABLE PURPOSES AND TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS.

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,287,903
Liabilities
$94,311
Net assets
$7,193,592
Revenue
$2,417,641
Expenses
$728,160
Net income
$1,689,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.7$0.47$18.2$3.52$1.52$2.01
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.32$15.0$3.01$1.20$1.81
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.41$13.0$3.39$1.26$2.12
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.25$10.8$3.75$1.14$2.61
2020Detailed filing. Detailed filing data is available for this year.$8.25$0.05$8.19$1.49$0.49$1.00
2019Detailed filing. Detailed filing data is available for this year.$7.29$0.09$7.19$2.42$0.73$1.69
2018Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$2.00$0.37$1.63
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$3.23$0.22$3.01
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.89$0.03$0.86