Civic Intelligence

Father Dan Morales Endowment

990EZ • Fiscal year 2022 • EIN 87-6322301

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 20, 2023

Organization ProfileN/A
PO Box 393Port O Connor, TX 77982

(361) 920-1157

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

98th percentile

98%

Higher net margin than 98% 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

94th percentile

160%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

77th percentile

62%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$144,384

Up $88,863 (+160%) from 2021

Net Assets

Up

$144,384

Up $88,863 (+160%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$90,599

Up $34,767 (+62%) from 2021

Expenses

Up

$1,736

Up $1,425 (+458%) from 2021

Net Income

Up

$88,863

Up $33,342 (+60%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2022

Assets$144,384
Liabilities-
Net Assets$144,384
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$90,599
Expenses$1,736
Net Income$88,863
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 20, 2023
Return Version
2022v5.0
Gross Receipts
$96,287
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.--
Compensation and Service Providers
Top Officer Pay78th 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
2023-06-20
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

Other Expenses.1002

“Office Expenses $199”

Other Expenses.1

“BANK FEES $1474”

Other Expenses.2

“FOREIGN TAXES $63”

Other Assets.1

“INVESTMENTS IN EDWARD JONESs i - Beginning $0 INVESTMENTS IN EDWARD JONESs i - Ending $142772”

Raw XML Appendix150 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/PersonNm0TEDDY HAWES
IRS990EZ/BooksInCareOfDetail/PhoneNum03619201157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT OCONNOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077982
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01612
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt088863
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144384
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01778
IRS990EZ/GrossReceiptsAmt096287
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01797
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055521
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/EOYAmt0142772
IRS990EZ/OtherExpensesTotalAmt01736
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07466
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01736
IRS990EZ/TotalRevenueAmt090599
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0142856
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0142856
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0142856
IRS990ScheduleA/TotalSupportAmt0142856
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES $1474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAXES $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENTS IN EDWARD JONESs i - Beginning $0 INVESTMENTS IN EDWARD JONESs i - Ending $142772
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TEDDY HAWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
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/AddressLine1Txt01501 E Mockingbird Ln STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Victoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077903
ReturnHeader/PreparerPersonGrp/PhoneNum03615750271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER E KREJCI CPA
ReturnHeader/ReturnTs02023-06-20T15:56:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TEDDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAWES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,384
Liabilities
-
Net assets
$144,384
Revenue
$90,599
Expenses
$1,736
Net income
$88,863
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