Civic Intelligence

Father Dan Morales Endowment

990EZ • Fiscal year 2023 • EIN 87-6322301

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

87th percentile

59%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$229,274

Up $84,890 (+59%) from 2022

Net Assets

Up

$229,274

Up $84,890 (+59%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$112,358

Up $21,759 (+24%) from 2022

Expenses

Up

$27,468

Up $25,732 (+1482%) from 2022

Net Income

Down

$84,890

Down $3,973 (-4.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2023

Assets$229,274
Liabilities-
Net Assets$229,274
Open 2023 Filing

Operations Trend

Revenue Growth68th 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

2023

Revenue$112,358
Expenses$27,468
Net Income$84,890
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$123,218
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.-$21,468
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
2024-05-06
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

“| Cash Amount Given: $6000 | Date of Gift: 20230713”

Other Expenses.1

“Fundraising expense $17478”

Other Expenses.2

“BANK FEES $3871”

Other Expenses.3

“FOREIGN TAXES $119”

Other Assets.1

“INVESTMENTS IN EDWARD JONESs i - Beginning $142772 INVESTMENTS IN EDWARD JONESs i - Ending $216738”

Raw XML Appendix151 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/PersonNm0TEDDY HAWES
IRS990EZ/BooksInCareOfDetail/PhoneNum03619201157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BX 393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT OCONNOR
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077982
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IRS990EZ/ExcessOrDeficitForYearAmt084890
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt0123218
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04554
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0229274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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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/BOYAmt0142772
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0216738
IRS990EZ/OtherExpensesTotalAmt021468
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/ProgramServiceExpensesAmt021468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt012083
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027468
IRS990EZ/TotalProgramServiceExpensesAmt021468
IRS990EZ/TotalRevenueAmt0112358
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0249437
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0249437
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106581
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0249437
IRS990ScheduleA/TotalSupportAmt0249437
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $6000 | Date of Gift: 20230713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE $17478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $3871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOREIGN TAXES $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENTS IN EDWARD JONESs i - Beginning $142772 INVESTMENTS IN EDWARD JONESs i - Ending $216738
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 Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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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/SignatureDt02024-05-06
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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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741194944
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077903
ReturnHeader/PreparerPersonGrp/PhoneNum03615750271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER E KREJCI CPA
ReturnHeader/ReturnTs02024-05-06T08:56:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TEDDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAWES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,274
Liabilities
-
Net assets
$229,274
Revenue
$112,358
Expenses
$27,468
Net income
$84,890
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