Civic Intelligence

Father Dan Morales Endowment

EIN 87-6322301 • 501(c)3 • Port O Connor, TX

Profile

The primary activity is to receive gifts and bequests from multiple donors and maintain them on a long-term basis in order to provide support for charitable purposes. The trustees may apply for the benefit of the obras sociales del santo hermano pedre (osshp) such amounts from the principal, or the income from the principal, as determined by the trustees. The osshp is a franciscan organization that runs a hospital in antigua, guatemala that serves the underprivledge people.

PO Box 393Port O Connor, TX 77982

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$309,891

Up $80,617 (+35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$309,891

Up $80,617 (+35%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$142,782

Up $30,424 (+27%) from 2023

Expenses

Up

$62,165

Up $34,697 (+126%) from 2023

Net Income

Down

$80,617

Down $4,273 (-5.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $55,521Net Assets 2021: $55,5212021Assets 2022: $144,384Net Assets 2022: $144,3842022Assets 2023: $229,274Net Assets 2023: $229,2742023Assets 2024: $309,891Net Assets 2024: $309,8912024

Highlighted filing

2024

Assets$309,891
Liabilities-
Net Assets$309,891
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2021: $55,832Expenses 2021: $311Net Income 2021: $55,5212021Revenue 2022: $90,599Expenses 2022: $1,736Net Income 2022: $88,8632022Revenue 2023: $112,358Expenses 2023: $27,468Net Income 2023: $84,8902023Revenue 2024: $142,782Expenses 2024: $62,165Net Income 2024: $80,6172024

Highlighted filing

2024

Revenue$142,782
Expenses$62,165
Net Income$80,617
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,891
Liabilities
-
Net assets
$309,891
Revenue
$142,782
Expenses
$62,165
Net income
$80,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.10$3.10$1.43$0.62$0.81
2023Detailed filing. Detailed filing data is available for this year.$2.29$2.29$1.12$0.27$0.85
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.91$0.02$0.89
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.56$0.00$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$171,342
Mission and Program Overview

Mission

The primary activity is to receive gifts and bequests from multiple donors and maintain them on a long-term basis in order to provide support for charitable purposes. The trustees may apply for the benefit of the obras sociales del santo hermano pedre (osshp) such amounts from the principal, or the income from the principal, as determined by the trustees. The osshp is a franciscan organization that runs a hospital in antigua, guatemala that serves the underprivledge people.

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE LONG-TERM BASIS IN ORDER TO PROVIDE SUPPORT FOR CHARITABLE PURPOSES.-$62,165
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE HAWESPresident-$0--
MIKE NICHOLSVice President-$0--
VERONICA APARCIOSec-Treas-$0--
FR PHILIP BRUNETrustee-$0--
NICK APARCIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Father Dan Morales Endowment
EIN
87-6322301
Phone
3619201157
Address
PO BOX 393, PORT O CONNOR, TX 77982

Signing Officer

Name
Teddy Hawes
Title
Trustee
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bumgardner Morrison & Company LLP
Address
1501 E Mockingbird Ln STE 300, Victoria, TX 77903
Preparer
Christopher E Krejci CPA
Phone
3615750271
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: OBRAS SOCIALES DEL SANTO HERMANO PEDRO | Cash Amount Given: $10000”

Other Expenses.1

“Fundraising expense $41738”

Other Expenses.2

“BANK FEES $4927”

Other Expenses.3

“FEES & CHARGES $376”

Other Expenses.4

“FOREIGN TAXES $124”

Other Assets.1

“INVESTMENTS IN EDWARD JONESs i - Beginning $216738 INVESTMENTS IN EDWARD JONESs i - Ending $293047”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03619201157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT OCONNOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077982
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012536
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt012874
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt0171342
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt07277
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229274
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229274
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0309891
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THEODORE HAWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA APARCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FR PHILIP BRUNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK APARCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC-TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0216738
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0293047
IRS990EZ/OtherExpensesTotalAmt047165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY ACTIVITY IS TO RECEIVE GIFTS AND BEQUESTS FROM MULTIPLE DONORS AND MAINTAIN THEM ON A LONG-TERM BASIS IN ORDER TO PROVIDE SUPPORT FOR CHARITABLE PURPOSES. THE TRUSTEES MAY APPLY FOR THE BENEFIT OF THE OBRAS SOCIALES DEL SANTO HERMANO PEDRE (OSSHP) SUCH AMOUNTS FROM THE PRINCIPAL, OR THE INCOME FROM THE PRINCIPAL, AS DETERMINED BY THE TRUSTEES. THE OSSHP IS A FRANCISCAN ORGANIZATION THAT RUNS A HOSPITAL IN ANTIGUA, GUATEMALA THAT SERVES THE UNDERPRIVLEDGE PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE LONG-TERM BASIS IN ORDER TO PROVIDE SUPPORT FOR CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt041434
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt062165
IRS990EZ/TotalRevenueAmt0142782
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0122631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt087024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0372068
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0372068
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0122631
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0372068
IRS990ScheduleA/TotalSupportAmt0372068
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: OBRAS SOCIALES DEL SANTO HERMANO PEDRO | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE $41738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $4927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES & CHARGES $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOREIGN TAXES $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENTS IN EDWARD JONESs i - Beginning $216738 INVESTMENTS IN EDWARD JONESs i - Ending $293047
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TEDDY HAWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FATHER DAN MORALES ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0FATH
ReturnHeader/Filer/EIN0876322301
ReturnHeader/Filer/PhoneNum03619201157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0PORT O CONNOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077982
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741194944
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Victoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077903
ReturnHeader/PreparerPersonGrp/PhoneNum03615750271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER E KREJCI CPA
ReturnHeader/ReturnTs02025-05-02T09:32:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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