Civic Intelligence

Eef Endowment

990 • Fiscal year 2023 • EIN 81-2072553

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

Organization ProfileN/A
601 Camp Craft RoadAustin, TX 78746

(512) 732-9065

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

138%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,365,203

Up $185,042 (+16%) from 2022

Net Assets

Up

$1,365,203

Up $185,042 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$164,761

Up $95,500 (+138%) from 2022

Expenses

Down

$52,979

Down $479 (-0.9%) from 2022

Net Income

Up

$111,782

Up $95,979 (+607%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $436,719Liabilities 2017: $0Net Assets 2017: $436,7192017Assets 2018: $487,993Liabilities 2018: $0Net Assets 2018: $487,9932018Assets 2019: $551,509Liabilities 2019: $0Net Assets 2019: $551,5092019Assets 2020: $1,033,540Liabilities 2020: $0Net Assets 2020: $1,033,5402020Assets 2021: $1,370,150Liabilities 2021: $0Net Assets 2021: $1,370,1502021Assets 2022: $1,180,161Liabilities 2022: $0Net Assets 2022: $1,180,1612022Assets 2023: $1,365,203Liabilities 2023: $0Net Assets 2023: $1,365,2032023Assets 2024: $1,757,121Liabilities 2024: $0Net Assets 2024: $1,757,1212024

Highlighted filing

2023

Assets$1,365,203
Liabilities$0
Net Assets$1,365,203
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0Revenue 2017: $3,142Expenses 2017: $267Net Income 2017: $2,8752017Revenue 2018: $8,980Expenses 2018: $1,136Net Income 2018: $7,8442018Revenue 2019: $13,523Expenses 2019: $1,159Net Income 2019: $12,3642019Revenue 2020: $14,781Expenses 2020: $1,349Net Income 2020: $13,4322020Revenue 2021: $39,020Expenses 2021: $2,755Net Income 2021: $36,2652021Revenue 2022: $69,261Expenses 2022: $53,458Net Income 2022: $15,8032022Revenue 2023: $164,761Expenses 2023: $52,979Net Income 2023: $111,7822023Revenue 2024: $229,457Expenses 2024: $58,473Net Income 2024: $170,9842024

Highlighted filing

2023

Revenue$164,761
Expenses$52,979
Net Income$111,782
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$166,231
Mission and Program Overview

Mission

EEF Endowment was organized and is operated exclusively for the benefit of and to further the activities and purposes of Eanes Education Foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,178,865$1,308,886▲ $130,021
Pledges and Grants Receivable-$55,000-
Savings and Temporary Cash Investments$1,296$1,317▲ $21
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,180,161$1,365,203▲ $185,042
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,006,392$1,104,742▲ $98,350
Net Assets With Donor Restrictions$173,769$260,461▲ $86,692
Total Net Assets Fund Balance$1,180,161$1,365,203▲ $185,042
Total Liabilities and Net Assets / Fund Balance$1,180,161$1,365,203▲ $185,042

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,180,161$14,025▲ $116,017-$1,310,203
2021$1,370,150$6,000▼ $145,989-$1,180,161
2020$883,540$213,000▲ $273,610-$1,370,150
2019$485,134$382,370▲ $16,036-$883,540
2018$466,993-▲ $18,141-$485,134
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dawn BreyfoglePresident
Cathie HargettDirector
Frank CallahamDirector
Holly NoelDirector
Simms BrowningDirector
Tom RogersDirector
Jeff WeeksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,025
Program Service Revenue
$0
Investment Income
$53,736
Other Revenue
$0
All Other Contributions
$111,025
Change in Net Assets
$111,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$2,979
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees-$2,979-$2,979
Total Functional Expenses$50,000$2,979$0$52,979
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eanes ISDAustin, TXState of TexasTeacher position$50,000
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
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
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 was prepared by EEF Endowment's CPA and reviewed by the President before it was filed.”

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

“Initial Statement.Each newly elected or appointed director, principal officer, and member of a committee with powers delegated by the Board of Directors shall sign a statement which affirms such person:(a) has received a copy of the conflicts of interest policy;(b) has read and understands the policy;(c) has agreed to comply with the policy; and(d) understands EEF Endowment is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.Periodic Reviews.To ensure EEF Endowment operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects:(a) Whether compensation arrangements and benefits are reasonable, based on competent survey information, and are the result of arm's-length bargaining; and(b) Whether partnerships, joint ventures, and arrangements with management organizations conform to the Endowment's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.”

Form 990, Part VI, Section C, Line 19

“Certain other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
EEF Endowment
EIN
81-2072553
Phone
5127329065
Address
601 Camp Craft Road, Austin, TX 78746

Signing Officer

Name
Dana DeLorenzo
Title
EEF Exec Director
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Noel
Formed
2015
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Dunagan Jack LLP
Address
4833 Spicewood Springs Rd Ste 102, Austin, TX 78759
Preparer
Gary Joseph Jack
Phone
5124208997
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfers from (to) Eanes Education Foundation, net = $8000”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“General Assistance Endowment: $205,461Board Designated Endowment: $1,104,742”

Raw XML AppendixShowing 400 of 460 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052979
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Eanes Education Foundation
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.84320
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01180161
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt014025
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0116017
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01180161
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0883540
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.15680
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0General Assistance Endowment: $205,461Board Designated Endowment: $1,104,742
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0State of Texas
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Teacher position
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Eanes ISD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0601 Camp Craft Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Austin
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078746
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EEF Endowment is a supporting organization of Eanes Education Foundation and have common management. Eanes Education Foundation works closely with Eanes ISD to provide and sustain district-wide opportunities for educational excellence.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was prepared by EEF Endowment's CPA and reviewed by the President before it was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Initial Statement.Each newly elected or appointed director, principal officer, and member of a committee with powers delegated by the Board of Directors shall sign a statement which affirms such person:(a) has received a copy of the conflicts of interest policy;(b) has read and understands the policy;(c) has agreed to comply with the policy; and(d) understands EEF Endowment is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.Periodic Reviews.To ensure EEF Endowment operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects:(a) Whether compensation arrangements and benefits are reasonable, based on competent survey information, and are the result of arm's-length bargaining; and(b) Whether partnerships, joint ventures, and arrangements with management organizations conform to the Endowment's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Certain other documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfers from (to) Eanes Education Foundation, net = $8000
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 XI, Line 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support Eanes I.S.D.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Austin
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash tranx
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,365,203
Liabilities
$0
Net assets
$1,365,203
Revenue
$164,761
Expenses
$52,979
Net income
$111,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.16$0.05$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.00$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.00$0.00