Civic Intelligence

Calvary Endowment Foundation Inc.

990 • Fiscal year 2015 • EIN 90-0085904

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 21, 2016

Organization ProfileN/A
102 N Second StreetMemphis, TN 38103

(901) 525-6602

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

12th percentile

-8.3%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.9%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$8,173,889

Down $740,934 (-8.3%) from 2014

Net Assets

Down

$8,166,989

Down $740,626 (-8.3%) from 2014

Liabilities

Down

$6,900

Down $308 (-4.3%) from 2014

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Up

$898,843

Up $34,003 (+3.9%) from 2014

Expenses

Up

$435,040

Up $13,940 (+3.3%) from 2014

Net Income

Up

$463,803

Up $20,063 (+4.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

Highlighted filing

2015

Assets$8,173,889
Liabilities$6,900
Net Assets$8,166,989
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

Highlighted filing

2015

Revenue$898,843
Expenses$435,040
Net Income$463,803
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 21, 2016
Return Version
2015v2.1
Gross Receipts
$2,650,640
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.

The foundation operates solely to manage funds to support calvary episcopal church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,760,938$5,023,784▼ $737,154
Investments Other Securities$1,752,111$2,333,039▲ $580,928
Savings and Temporary Cash Investments$855,011$487,195▼ $367,816
Other Notes and Loans Receivable, Net$533,283$291,545▼ $241,738
Accounts Receivable$13,480$38,326▲ $24,846
Total Assets$8,914,823$8,173,889▼ $740,934
Liabilities
Accounts Payable and Accrued Expenses$6,600$6,900▲ $300
Other Liabilities$608$0▼ $608
Total Liabilities$7,208$6,900▼ $308
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,819,292$6,844,039▲ $24,747
Temporarily Rstr Net Assets$2,088,323$1,322,950▼ $765,373
Total Net Assets Fund Balance$8,907,615$8,166,989▼ $740,626
Total Liabilities and Net Assets / Fund Balance$8,914,823$8,173,889▼ $740,934

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,333,039--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$8,907,615$466,496▼ $772,082$435,040$8,166,989
2014$9,071,699$18,571▲ $238,445$421,100$8,907,615
2013$7,827,664$28,727▲ $1,676,678$451,080$9,071,699
2012$7,155,191$29,520▲ $1,081,312$403,096$7,827,665
2011$7,892,383$20,609▼ $319,026$403,373$7,155,191
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Giles CoorsChairman
Chris GirataDirector
David WaddellDirector
Hall GardnerDirector
Ken ClarkDirector
Neely MalloryDirector
Pen OwenDirector
Rose JohnstonDirector
John WebbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$466,496
Program Service Revenue
$0
Investment Income
$432,347
Other Revenue
$0
All Other Contributions
$466,496
Change in Net Assets
$463,803

Audited Revenue Reconciliation

Revenue per Audited Statements
$898,843
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,204,429
Total Revenue per Audited Statements
$-305,586
Total Revenue per Form 990
$898,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$428,140
Other Expenses$6,900
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$428,140--$428,140
Fees for Services Accounting-$6,900-$6,900
Total Functional Expenses$428,140$6,900$0$435,040

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$435,040
Total Expenses per Audited Statements$435,040
Total Expenses per Form 990$435,040
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Calvary Episcopal ChurchMemphis, TN501(c)(3)To Support the Programs, Missions and Ministries of the Church$379,080
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
Backup withholding compliance
Yes
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 11

“The return preparer provided a copy of the final version of form 990 to the executive director and the treasurer of the board before it was filed. Additionally, the executive director and treasurer reviewed and approved the return before it was filed.”

Form 990, Part VI, Section C, Line 19

“Calvary endowment foundation, inc. Provides public inspection of its financial statements or other governing documents upon request.”

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
Giles Coors
Title
Chairman
Phone
9015256602
Signed
2016-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Giles Coors
Formed
2002
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Dixon Hughes Goodman Llp
Address
999 S SHADY GROVE RD STE 400, MEMPHIS, TN 38120
Preparer
John a May Jr
Phone
9017613000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for the governing board overseeing the annual audit and selecting an independent accountant has not changed from previous years.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are intended to support the outreach missions and ministries of calvary episcopal church and other not-for-profit entities.”

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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06600
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06900
IRS990/AccountsReceivableGrp/BOYAmt013480
IRS990/AccountsReceivableGrp/EOYAmt038326
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION OPERATES SOLELY TO MANAGE FUNDS TO SUPPORT CALVARY EPISCOPAL CHURCH.
IRS990/AllOtherContributionsAmt0466496
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GILES COORS
IRS990/BooksInCareOfDetail/PhoneNum09015256602
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 N SECOND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038103
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0466496
IRS990/CYGrantsAndSimilarPaidAmt0428140
IRS990/CYInvestmentIncomeAmt0432347
IRS990/CYOtherExpensesAmt06900
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0463803
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0435040
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0898843
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTIONS TO CALVARY EPISCOPAL CHURCH AND ITS MISSIONS AND MINISTRIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0428140
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06900
IRS990/FeesForServicesAccountingGrp/TotalAmt06900
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0NEELY MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm2ROSE JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS GIRATA
IRS990/Form990PartVIISectionAGrp/PersonNm4GILES COORS
IRS990/Form990PartVIISectionAGrp/PersonNm5PEN OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID WADDELL
IRS990/Form990PartVIISectionAGrp/PersonNm7KEN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm8HALL GARDNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01645
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0428140
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0428140
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0428140
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01753442
IRS990/GrossReceiptsAmt02650640
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0430702
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0430702
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01752111
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02333039
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05760938
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05023784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01751797
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08907615
IRS990/NetAssetsOrFundBalancesEOYAmt08166989
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1204429
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0608
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0533283
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0291545
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06819292
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06844039
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GILES COORS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018571
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0409700
IRS990/PYInvestmentIncomeAmt0846269
IRS990/PYOtherExpensesAmt011400
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0443740
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0421100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0864840
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0463803
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0855011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0487195
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS A CHURCH AND THERE ARE NO DIRECTORS OR TRUSTEES IN THE CHURCH. THE PASTOR OF THE CHURCH IS ACTIVELY INVOLVED IN ALL OF THE ENDOWMENT FOUNDATIONS BUSINESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF SUPPORTING THE OUTREACH MINISTRIES, MISSIONS AND MINISTRIES OF THE CALVARY EPISCOPAL CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, FORM 990, PAGE 5, SECTION C, QUESTION 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION A, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0620514311
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0379080
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALVARY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0379080
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08907615
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0466496
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08166989
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-772082
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0435040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09071699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt018571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08907615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0238445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0421100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07827664
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt028727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09071699
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01676678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0451080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt035262
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07155191
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt029520
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07827665
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01081312
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0403096
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt035402
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07892383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07155191
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-319026
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0403373
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt08851
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0435040
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1204429
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02333039
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY-CFGM
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.83800
IRS990ScheduleD/RevenueNotReportedAmt0-1204429
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0898843
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE OUTREACH MISSIONS AND MINISTRIES OF CALVARY EPISCOPAL CHURCH AND OTHER NOT-FOR-PROFIT ENTITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16200
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02333039
IRS990ScheduleD/TotalExpensesPerForm990Amt0435040
IRS990ScheduleD/TotalRevenuePerForm990Amt0898843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-305586
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0435040
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0379080
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE PROGRAMS, MISSIONS AND MINISTRIES OF THE CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALVARY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0620514311
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0102 N SECOND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE OPERATING RESULTS OF THE ENDOWMENT AND ALSO THERE IS AT LEAST ONE MEMBER OF THE FOUNDATIONS BOARD ON THE CHURCH'S FINANCE COMMITTEE BOARD. IN ADDITION, FROM TIME TO TIME, A FOUNDATION BOARD MEMBER MIGHT ALSO BE ON THE VESTRY OF THE CHURCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER PROVIDED A COPY OF THE FINAL VERSION OF FORM 990 TO THE EXECUTIVE DIRECTOR AND THE TREASURER OF THE BOARD BEFORE IT WAS FILED. ADDITIONALLY, THE EXECUTIVE DIRECTOR AND TREASURER REVIEWED AND APPROVED THE RETURN BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CALVARY ENDOWMENT FOUNDATION, INC. PROVIDES PUBLIC INSPECTION OF ITS FINANCIAL STATEMENTS OR OTHER GOVERNING DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR THE GOVERNING BOARD OVERSEEING THE ANNUAL AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02088323
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01322950
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08914823
IRS990/TotalAssetsEOYAmt08173889
IRS990/TotalAssetsGrp/BOYAmt08914823
IRS990/TotalAssetsGrp/EOYAmt08173889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0466496
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06900
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0428140
IRS990/TotalFunctionalExpensesGrp/TotalAmt0435040
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07208
IRS990/TotalLiabilitiesEOYAmt06900
IRS990/TotalLiabilitiesGrp/BOYAmt07208
IRS990/TotalLiabilitiesGrp/EOYAmt06900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08907615
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08166989
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0428140
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0432347
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0898843
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08914823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08173889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06075 POPLAR AVENUE SUITE 200
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038120
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GILES COORS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09015256602
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALVARY ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0900085904

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,173,889
Liabilities
$6,900
Net assets
$8,166,989
Revenue
$898,843
Expenses
$435,040
Net income
$463,803
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