Civic Intelligence

Refugio Isd Education Foundation

990EZ • Fiscal year 2020 • EIN 84-2657741

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 15, 2020

Organization ProfileWWW.REFUGIOEDUCATIONFOUNDATION.ORG
212 W VanceRefugio, TX 78377

(361) 550-6447

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$72,141

No earlier filing loaded for comparison.

Net Assets

$72,141

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

$110,184

No earlier filing loaded for comparison.

Expenses

$38,043

No earlier filing loaded for comparison.

Net Income

$72,141

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2020: $72,141Net Assets 2020: $72,1412020Assets 2021: $97,533Net Assets 2021: $97,5332021Assets 2022: $76,627Net Assets 2022: $76,6272022Assets 2023: $152,032Net Assets 2023: $152,0322023Assets 2024: $147,527Net Assets 2024: $147,5272024

Highlighted filing

2020

Assets$72,141
Liabilities-
Net Assets$72,141
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $110,184Expenses 2020: $38,043Net Income 2020: $72,1412020Revenue 2021: $77,492Expenses 2021: $52,100Net Income 2021: $25,3922021Revenue 2022: $37,489Expenses 2022: $58,396Net Income 2022: -$20,9072022Revenue 2023: $150,572Expenses 2023: $75,168Net Income 2023: $75,4042023Revenue 2024: $84,050Expenses 2024: $88,555Net Income 2024: -$4,5052024

Highlighted filing

2020

Revenue$110,184
Expenses$38,043
Net Income$72,141
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$110,184
Mission and Program Overview

Mission

The corporation was organized exclusively for charitable and educational purposes to benefit the refugio independent school district.

To promote educational programs for the benefit of the refugio independent school district.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE REFUGIO ISD BY INCREASING PRIVATE SUPPORT FOR EDUCATIONAL PROGRAMS AND ACTIVITIES-$38,043
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARREN DRAKEVP Finance &-$0--
ROZ KECKPresident-$0--
RONNIE WALKERVP Of Develo-$0--
KELLEY WALKERVP Of Market-$0--
SHANNON HENDLEYVP Of Progra-$0--
SUSAN COXSecretary-$0--
WILLIE GIPSONBoard Member-$0--
JOYCE MCGUILL-DIERSCHKEBoard Member-$0--
CHRIS RAINEYBoard Member-$0--
DOREY WILLIAMSBoard Member-$0--
MARK RICHARDSONBoard Member-$0--
ANTIONWYNETTE SMITHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Refugio Isd Education Foundation
EIN
84-2657741
Phone
3615506447
Address
212 W VANCE, REFUGIO, TX 78377

Signing Officer

Name
Darren Drake
Title
VP Finance & Govern.
Phone
3615506447
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Catherine L Ozment CPA Pllc
Address
3402 JOHN STOCKBAUER DR, VICTORIA, TX 77901
Preparer
Catherine L Ozment
Phone
3615787333
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

“While attempting to process an extension, a 990-n was inadvertently processed. The organization received more than 50,000 in gross receipts; therefore, the return was amended and a 990 ez was processed.”

Form 990-ez, Part I, Line 16

“Bobcat tribute plaza cost of goods sold 12,835 teacher appreciate week office 675 expenses 183 982 total 14,675”

Form 990-ez, Part III

“To promote educational programs for the benefit of the refugio independent school district.”

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 W VANCE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REFUGIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072141
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARREN DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROZ KECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONNIE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLEY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON HENDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIE GIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOYCE MCGUILL-DIERSCHKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS RAINEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DOREY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARK RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANTIONWYNETTE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP FINANCE &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF DEVELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE REFUGIO INDEPENDENT SCHOOL DISTRICT.
IRS990EZ/ProgramServiceRevenueAmt056000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE REFUGIO ISD BY INCREASING PRIVATE SUPPORT FOR EDUCATIONAL PROGRAMS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038043
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038043
IRS990EZ/TotalProgramServiceExpensesAmt038043
IRS990EZ/TotalRevenueAmt0110184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REFUGIOEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt054105
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt056079
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054105
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt054105
IRS990ScheduleA/TotalSupportAmt054105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE ATTEMPTING TO PROCESS AN EXTENSION, A 990-N WAS INADVERTENTLY PROCESSED. THE ORGANIZATION RECEIVED MORE THAN 50,000 IN GROSS RECEIPTS; THEREFORE, THE RETURN WAS AMENDED AND A 990 EZ WAS PROCESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOBCAT TRIBUTE PLAZA COST OF GOODS SOLD 12,835 TEACHER APPRECIATE WEEK OFFICE 675 EXPENSES 183 982 TOTAL 14,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE REFUGIO INDEPENDENT SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN DRAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE & GOVERN.
ReturnHeader/BusinessOfficerGrp/PhoneNum03615506447
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REFUGIO ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REFU
ReturnHeader/Filer/EIN0842657741
ReturnHeader/Filer/PhoneNum03615506447
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 W VANCE
ReturnHeader/Filer/USAddress/CityNm0REFUGIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460946856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATHERINE L OZMENT CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03402 JOHN STOCKBAUER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077901
ReturnHeader/PreparerPersonGrp/PhoneNum03615787333
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L OZMENT
ReturnHeader/ReturnTs02021-09-14T15:18:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$72,141
Liabilities
-
Net assets
$72,141
Revenue
$110,184
Expenses
$38,043
Net income
$72,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.84$0.89$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.51$0.75$0.75
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.37$0.58$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.77$0.52$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.10$0.38$0.72