Civic Intelligence

Calvary Endowment Foundation Inc

EIN 90-0085904 • 501(c)3 • Memphis, TN

Profile

The foundation is organized to operate exclusively for the benefit of, to perform the function of, and carry out the purposes of receiving, investing, and allocating funds to support the programs, missions, and ministries of calvary episcopal church in memphis, shelby county, tennessee, and other ministries, missions, and programs approved by the board of directors of the foundation in concurrence with the vestry of calvary episcopal church.

102 N Second StreetMemphis, TN 38103

n/A

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.07x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-125%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$8,327,504

Up $589,378 (+7.6%) from 2022

Liabilities

Down

$14,715

Down $10,644 (-42%) from 2022

Net Assets

Up

$8,312,789

Up $600,022 (+7.8%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Down

$204,220

Down $35,295 (-15%) from 2022

Expenses

Down

$460,505

Down $113,898 (-20%) from 2022

Net Income

Up

-$256,285

Up $78,603 (+23%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,942,531Liabilities 2010: $50,148Net Assets 2010: $7,892,3832010Assets 2011: $7,214,803Liabilities 2011: $59,612Net Assets 2011: $7,155,1912011Assets 2012: $7,837,672Liabilities 2012: $10,008Net Assets 2012: $7,827,6642012Assets 2013: $9,081,607Liabilities 2013: $9,908Net Assets 2013: $9,071,6992013Assets 2014: $8,914,823Liabilities 2014: $7,208Net Assets 2014: $8,907,6152014Assets 2015: $8,173,889Liabilities 2015: $6,900Net Assets 2015: $8,166,9892015Assets 2016: $8,717,135Liabilities 2016: $6,900Net Assets 2016: $8,710,2352016Assets 2017: $9,777,390Liabilities 2017: $8,600Net Assets 2017: $9,768,7902017Assets 2018: $8,894,031Liabilities 2018: $13,400Net Assets 2018: $8,880,6312018Assets 2019: $9,702,994Liabilities 2019: $12,850Net Assets 2019: $9,690,1442019Assets 2020: $9,683,806Liabilities 2020: $11,400Net Assets 2020: $9,672,4062020Assets 2021: $10,088,262Liabilities 2021: $12,700Net Assets 2021: $10,075,5622021Assets 2022: $7,738,126Liabilities 2022: $25,359Net Assets 2022: $7,712,7672022Assets 2023: $8,327,504Liabilities 2023: $14,715Net Assets 2023: $8,312,7892023

Latest loaded filing

2023

Assets$8,327,504
Liabilities$14,715
Net Assets$8,312,789
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $425,2642010Expenses 2011: $438,7752011Revenue 2012: $532,340Expenses 2012: $438,358Net Income 2012: $93,9822012Revenue 2013: $450,909Expenses 2013: $461,370Net Income 2013: -$10,4612013Revenue 2014: $864,840Expenses 2014: $421,100Net Income 2014: $443,7402014Revenue 2015: $898,843Expenses 2015: $435,040Net Income 2015: $463,8032015Revenue 2016: $445,772Expenses 2016: $486,190Net Income 2016: -$40,4182016Revenue 2017: $976,266Expenses 2017: $397,155Net Income 2017: $579,1112017Revenue 2018: $775,394Expenses 2018: $458,779Net Income 2018: $316,6152018Revenue 2019: $596,880Expenses 2019: $444,956Net Income 2019: $151,9242019Revenue 2020: $65,325Expenses 2020: $434,893Net Income 2020: -$369,5682020Revenue 2021: $545,811Expenses 2021: $452,694Net Income 2021: $93,1172021Revenue 2022: $239,515Expenses 2022: $574,403Net Income 2022: -$334,8882022Revenue 2023: $204,220Expenses 2023: $460,505Net Income 2023: -$256,2852023

Latest loaded filing

2023

Revenue$204,220
Expenses$460,505
Net Income-$256,285
Open 2023 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$8.33$0.01$8.31$0.20$0.46$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.74$0.03$7.71$0.24$0.57$0.33
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.01$10.1$0.55$0.45$0.09
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.01$9.67$0.07$0.43$0.37
2019Detailed filing. Detailed filing data is available for this year.$9.70$0.01$9.69$0.60$0.44$0.15
2018Detailed filing. Detailed filing data is available for this year.$8.89$0.01$8.88$0.78$0.46$0.32
2017Detailed filing. Detailed filing data is available for this year.$9.78$0.01$9.77$0.98$0.40$0.58
2016Detailed filing. Detailed filing data is available for this year.$8.72$0.01$8.71$0.45$0.49$0.04
2015Detailed filing. Detailed filing data is available for this year.$8.17$0.01$8.17$0.90$0.44$0.46
2014Detailed filing. Detailed filing data is available for this year.$8.91$0.01$8.91$0.86$0.42$0.44
2013Detailed filing. Detailed filing data is available for this year.$9.08$0.01$9.07$0.45$0.46$0.01
2012Summary only. Only limited summary data is available for this year.$7.84$0.01$7.83$0.53$0.44$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.06$7.16$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$0.05$7.89$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

The foundation is organized to operate exclusively for the benefit of, to perform the function of, and carry out the purposes of receiving, investing, and allocating funds to support the programs, missions and ministries of calvary episcopal church in memphis, shelby county, tennessee, and other ministries, missions and programs approved by the board of directors of the foundation.

Filing and Contact Details

Filer

Filer Name
Calvary Endowment Foundation Inc
EIN
90-0085904
Phone
9015256602
Address
102 N SECOND STREET, MEMPHIS, TN 38103

Signing Officer

Name
Katie Owen
Title
Board Chair
Phone
9015256602
Signed
2025-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Henderson Hutcherson & Mccullough Pllc
Address
1755 KIRBY PARKWAY SUITE 200, MEMPHIS, TN 38120
Preparer
Richard a Swope
Phone
9016834234
Raw XML Appendix77 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
IRS990T/BooksInCareOfDetail/PersonNm0HALL GARDNER
IRS990T/BooksInCareOfDetail/PhoneNum09015256602
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 N SECOND STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd038103
IRS990T/BookValueAssetsEOYAmt07844955
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0541800
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0NO UNRELATED BUSINESS INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09015256602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALVARY ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0900085904
ReturnHeader/Filer/PhoneNum09015256602
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 N SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621114363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENDERSON HUTCHERSON & MCCULLOUGH PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01755 KIRBY PARKWAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09016834234
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A SWOPE
ReturnHeader/ReturnTs02025-11-03T16:29:29-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.