Civic Intelligence

Refugio Isd Education Foundation

990EZ • Fiscal year 2022 • EIN 84-2657741

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 23, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-21%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-52%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$76,627

Down $20,906 (-21%) from 2021

Net Assets

Down

$76,627

Down $20,906 (-21%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$37,489

Down $40,003 (-52%) from 2021

Expenses

Up

$58,396

Up $6,296 (+12%) from 2021

Net Income

Down

-$20,907

Down $46,299 (-182%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$76,627
Liabilities-
Net Assets$76,627

Operations Trend

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

2022

Revenue$37,489
Expenses$58,396
Net Income-$20,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 23, 2023
Return Version
2021v4.0
Gross Receipts
$79,970
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
INCREASED PRIVATE SUPPORT AND PROVIDED TEACHERS IN THE DISTRICT WITH GRANTS IN ORDER TO ENHANCE STUDENT ACHIEVEMENT, RECOGNIZE EXEMPLARY STAFF INVOLVEMENT, AND FOSTER COMMUNITY SUPPORT AND INVOLVEMENT.$38,941$58,396
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARREN DRAKEVP Finance &-$0--
ROZ KECKPresident-$0--
MALAISE WILLIAMSVP Of Develo-$0--
KELLEY WALKERVP Of Market-$0--
SHANNON HENDLEYVP Of Progra-$0--
TAMARA MOEHRSecretary-$0--
WILLIE GIPSONBoard Member-$0--
JOYCE MCGUILL-DIERSCHKEBoard Member-$0--
CHRIS RAINEYBoard Member-$0--
DOREY WILLIAMSHistorian-$0--
MARK RICHARDSONDirector At--$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
2023-01-23
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, Part I, Line 10

Name: refugio isd address: 212 west vance street refugio, tx 78377 cash contribution: 38,941

Form 990-ez, Part I, Line 16

Expenses 325 745 teacher appreciation 10,433 po box rent 160 amounts to refugio isd 5,592 total 17,255

Form 990-ez, Part III

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

Raw XML Appendix193 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DARREN DRAKE
IRS990EZ/BooksInCareOfDetail/PhoneNum03615506447
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 W VANCE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REFUGIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078377
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076627
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021283
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20907
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076627
IRS990EZ/FundraisingGrossIncomeAmt02465
IRS990EZ/GamingGrossIncomeAmt056148
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038941
IRS990EZ/GrossReceiptsAmt079970
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt074
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076627
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076627
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARREN DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROZ KECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALAISE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLEY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON HENDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAMARA MOEHR
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/TitleTxt9HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INCREASED PRIVATE SUPPORT AND PROVIDED TEACHERS IN THE DISTRICT WITH GRANTS IN ORDER TO ENHANCE STUDENT ACHIEVEMENT, RECOGNIZE EXEMPLARY STAFF INVOLVEMENT, AND FOSTER COMMUNITY SUPPORT AND INVOLVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038941
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042481
IRS990EZ/SpecialEventsNetIncomeLossAmt016132
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058396
IRS990EZ/TotalProgramServiceExpensesAmt058396
IRS990EZ/TotalRevenueAmt037489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REFUGIOEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0125485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0229
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt077559
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76910
IRS990ScheduleA/PublicSupportPY170Pct00.85180
IRS990ScheduleA/PublicSupportTotal170Amt0125485
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054105
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0125485
IRS990ScheduleA/TotalSupportAmt0163168
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt019325
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt018129
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt037454
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt015990
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt015990
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt035823
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt056148
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt056148
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt020325
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt019208
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt019208
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt0625
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt0625
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0DARREN DRAKE
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0212 W VANCE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0REFUGIO
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0TX
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd078377
IRS990ScheduleG/StatesWhereGamingConductedCd0TX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: REFUGIO ISD ADDRESS: 212 WEST VANCE STREET REFUGIO, TX 78377 CASH CONTRIBUTION: 38,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 325 745 TEACHER APPRECIATION 10,433 PO BOX RENT 160 AMOUNTS TO REFUGIO ISD 5,592 TOTAL 17,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN DRAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE & GOVERN.
ReturnHeader/BusinessOfficerGrp/PhoneNum03615506447
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-23
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
ReturnHeader/Filer/USAddress/ZIPCd078377
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/PreparationDt02023-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L OZMENT
ReturnHeader/ReturnTs02023-01-23T09:06:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DRAKE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings