Civic Intelligence

Miss Tristan Foundation

990EZ • Fiscal year 2020 • EIN 82-0819337

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileWWW.MISSTRISTAN.ORG
122 Post Oak WaySan Antonio, TX 78230

(210) 287-2525

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.80x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.65x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-54%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$58,667

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 54.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-20%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$86,869

Up $11,489 (+15%) from 2019

Net Assets

Down

$17,073

Down $58,307 (-77%) from 2019

Liabilities

$69,796

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin12th percentile

Revenue

Down

$107,255

Down $27,376 (-20%) from 2019

Expenses

Up

$165,562

Up $79,201 (+92%) from 2019

Net Income

Down

-$58,307

Down $106,577 (-221%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$150K$100K$50K$0-$50KAssets 2017: $19,523Net Assets 2017: $19,5232017Assets 2019: $75,380Net Assets 2019: $75,3802019Assets 2020: $86,869Liabilities 2020: $69,796Net Assets 2020: $17,0732020Assets 2021: $37,443Liabilities 2021: $57,115Net Assets 2021: -$19,6722021Assets 2023: $30,697Liabilities 2023: $57,217Net Assets 2023: -$26,5202023Assets 2024: $101,424Liabilities 2024: $56,127Net Assets 2024: $45,2972024

Highlighted filing

2020

Assets$86,869
Liabilities$69,796
Net Assets$17,073
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $24,768Expenses 2017: $5,245Net Income 2017: $19,5232017Revenue 2019: $134,631Expenses 2019: $86,361Net Income 2019: $48,2702019Revenue 2020: $107,255Expenses 2020: $165,562Net Income 2020: -$58,3072020Revenue 2021: $112,545Expenses 2021: $176,890Net Income 2021: -$64,3452021Revenue 2023: $364,137Expenses 2023: $368,632Net Income 2023: -$4,4952023Revenue 2024: $420,696Expenses 2024: $348,879Net Income 2024: $71,8172024

Highlighted filing

2020

Revenue$107,255
Expenses$165,562
Net Income-$58,307
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$117,891
Mission and Program Overview

Mission

To promote drowing awareness, water safety education and teach children how to swim.

To promote drowning awareness, water safety education and teach children how to swim.

Program Services

DescriptionGrantsExpenses
TO PROMOTE DROWNING AWARENESS, WATER SAFETY EDUCATION AND TEACH CHILDREN HOW TO SWIM.-$162,695
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA WOOLARDExecutive DiFT$58,667-$58,667
JOE W BYRD JRPresidentPT$0--
ISABEL OWENSDirectorPT$0--
SUZANNE STRAWDirectorPT$0--
LIZA MCGINNDirectorPT$0--
ANNAKYI GILBERTDirectorPT$0--
DANIELLE BEADLEDirectorPT$0--
MIKE BOESPFLUGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,691$24,691$980$23,711
Total Events$24,691$24,691$10,636$14,055
Filing and Contact Details

Filer

Filer Name
Miss Tristan Foundation
EIN
82-0819337
Phone
2102872525
Address
122 POST OAK WAY, SAN ANTONIO, TX 78230

Signing Officer

Name
Joe W Byrd Jr
Title
President
Phone
2102872525
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Chase & Chase CPA
Address
3512 PAESANOS PARKWAY STE 300, SHAVANO PARK, TX 78231
Preparer
Karen E Chase
Phone
2104039339
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 49,540 office expense 1,613 repairs 30 travel meals 416 travel 287 board meeting expenses 1,794 insurance 2,373 volunteer appreciation 899 supplies 919 transportation to swim 5,848 storage 1,490 non-investment depreciation 31,217 total 96,426”

Form 990-ez, Part II, Line 24

“Vehicle 0 31,217 less accumulated depreciation 0 31,217 total 0 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 596 ppp loan 0 13,300 sba loan 0 55,900”

Form 990-ez, Part III

“To promote drowning awareness, water safety education and teach children how to swim.”

Raw XML Appendix177 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1ISABEL OWENS
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CompensationExplanation/CompensationExplanationGrp/PersonNm3LIZA MCGINN
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANNAKYI GILBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm5DANIELLE BEADLE
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CompensationExplanation/CompensationExplanationGrp/PersonNm7MELISSA WOOLARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt758667
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE W BYRD JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISABEL OWENS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE BEADLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA WOOLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt096426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt014
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IRS990EZ/TotalExpensesAmt0165562
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0177599
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt024691
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt0202290
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0980
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07654
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 49,540 OFFICE EXPENSE 1,613 REPAIRS 30 TRAVEL MEALS 416 TRAVEL 287 BOARD MEETING EXPENSES 1,794 INSURANCE 2,373 VOLUNTEER APPRECIATION 899 SUPPLIES 919 TRANSPORTATION TO SWIM 5,848 STORAGE 1,490 NON-INVESTMENT DEPRECIATION 31,217 TOTAL 96,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VEHICLE 0 31,217 LESS ACCUMULATED DEPRECIATION 0 31,217 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 596 PPP LOAN 0 13,300 SBA LOAN 0 55,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE DROWNING AWARENESS, WATER SAFETY EDUCATION AND TEACH CHILDREN HOW TO SWIM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE W BYRD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02102872525
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISS TRISTAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0820819337
ReturnHeader/Filer/PhoneNum02102872525
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 POST OAK WAY
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710911015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHASE & CHASE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03512 PAESANOS PARKWAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAVANO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078231
ReturnHeader/PreparerPersonGrp/PhoneNum02104039339
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E CHASE
ReturnHeader/ReturnTs02021-11-09T15:27:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,869
Liabilities
$69,796
Net assets
$17,073
Revenue
$107,255
Expenses
$165,562
Net income
-$58,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.56$0.45$4.21$3.49$0.72
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.57$0.27$3.64$3.69$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.57$0.20$1.13$1.77$0.64
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.70$0.17$1.07$1.66$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.35$0.86$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.25$0.05$0.20