Civic Intelligence

Rfsw Endowment Inc.

990 • Fiscal year 2021 • EIN 85-1208107

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
PO Box 824189Dallas, TX 75382-4189

(214) 363-3911

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$327,190

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

$11,077,911

No earlier filing loaded for comparison.

Net Assets

$11,077,911

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

$11,488,973

No earlier filing loaded for comparison.

Expenses

$429,842

No earlier filing loaded for comparison.

Net Income

$11,059,131

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.

$15M$10M$5.0M$0Assets 2021: $11,077,911Liabilities 2021: $0Net Assets 2021: $11,077,9112021Assets 2022: $9,048,434Liabilities 2022: $0Net Assets 2022: $9,048,4342022Assets 2023: $11,732,098Liabilities 2023: $0Net Assets 2023: $11,732,0982023Assets 2024: $13,223,178Liabilities 2024: $0Net Assets 2024: $13,223,1782024

Highlighted filing

2021

Assets$11,077,911
Liabilities$0
Net Assets$11,077,911
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2021: $11,488,973Expenses 2021: $429,842Net Income 2021: $11,059,1312021Revenue 2022: $512,417Expenses 2022: $431,181Net Income 2022: $81,2362022Revenue 2023: $2,143,331Expenses 2023: $435,795Net Income 2023: $1,707,5362023Revenue 2024: $1,866,021Expenses 2024: $751,473Net Income 2024: $1,114,5482024

Highlighted filing

2021

Revenue$11,488,973
Expenses$429,842
Net Income$11,059,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$16,294,947
Mission and Program Overview

Mission

To support and benefit retina foundation of the southwest

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$11,068,417-
Savings and Temporary Cash Investments-$9,494-
Total Assets$0$11,077,911▲ $11,077,911
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$7,915,433-
Net Assets Without Donor Restrictions-$3,162,478-
Total Net Assets Fund Balance$0$11,077,911▲ $11,077,911
Total Liabilities and Net Assets / Fund Balance$0$11,077,911▲ $11,077,911

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$142,377--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021-$10,509,073▲ $998,680$43,211$11,077,911
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleOtherTotal
Natalie GilbertSecretary and Treasurer$139,118$139,118

Board Members and Trustees

NameTitle
William HuttonChair
Karl CsakyPresident
Steve RogersVice Chair
Alex CenaDirector
Jeff YarckinDirector
Tia TomlinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$10,509,073
Program Service Revenue
$0
Investment Income
$979,900
Other Revenue
$0
Change in Net Assets
$11,059,131

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 Traded1$10,509,073Fair Market Value (FMV)
Total Noncash Contributions1$10,509,073-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,488,973
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,780
Total Revenue per Audited Statements
$11,507,753
Total Revenue per Form 990
$11,488,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$386,631
Other Expenses$43,211
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$386,631--$386,631
Fees for Service Investment Mgmnt Fees-$43,211-$43,211
Total Functional Expenses$386,631$43,211$0$429,842

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$429,842
Total Expenses per Audited Statements$429,842
Total Expenses per Form 990$429,842
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Retina Foundation of the SouthwestDallas, TX501(c)(3)To Support and Benefit Retina Foundation of the Southwest$386,631
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by board members before filing.”

Form 990, Part VI, Section C, Line 19

“This information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Rfsw Endowment Inc
EIN
85-1208107
Phone
2143633911
Address
PO BOX 824189, DALLAS, TX 75382-4189

Signing Officer

Name
Karl Csaky
Title
President
Phone
2143633911
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl Csaky
Formed
2020
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Sara Burkhart
Phone
9724901970
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“This is the first year of the organization's existence.”

Financial Statement Notes

PART X, LINE 2:

“The endowment has been recognized by the internal revenue service as a nonprofit corporation exempt from federal income tax on its income, under section 501(c)(3) of the internal revenue code. The endowment follows the provisions of asc 740-10, income taxes, related to unrecognized tax positions. The endowment recognizes the tax benefits from uncertain positions only if it is more likely than not that the tax positions will be sustained on examination by the taxing authorities, based on the technical merits of the positions. The tax benefits recognized in the financial statements from such positions are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The endowment does not believe there are any material uncertain tax positions and accordingly, it will not recognize any liability for unrecognized tax benefits. For the year ended december 31, 2021, there were no interest or penalties recorded or included in the financial statements. The endowment is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The endowment's information returns are generally subject to examination for three years after the later of the due date or date of filing. The first year the endowment filed an informational return will be the year of its inception, 2021.”

Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE ENDOWMENT RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ENDOWMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ENDOWMENT IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ENDOWMENT'S INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. THE FIRST YEAR THE ENDOWMENT FILED AN INFORMATIONAL RETURN WILL BE THE YEAR OF ITS INCEPTION, 2021.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS THE FIRST YEAR OF THE ORGANIZATION'S EXISTENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,077,911
Liabilities
$0
Net assets
$11,077,911
Revenue
$11,488,973
Expenses
$429,842
Net income
$11,059,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.87$0.75$1.11
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.14$0.44$1.71
2022Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.51$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$11.5$0.43$11.1