Civic Intelligence

The Joeris Charitable Foundation

EIN 93-3545387 • 501(c)3 • San Antonio, TX

990-N CoverageNTEE T30

Profile

Drawing inspiration from leo joeris' philanthropic spirit, the foundation aims to nurture sustainable growth in individuals and communities. In furtherance of such purposes, the foundation will make grants to charitable organizations and individuals in texas and throughout the u.s.

823 Arion ParkwaySan Antonio, TX 78216

joerisfoundation.com

Siviq Scores

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

Liabilities / Assets

87th percentile

0.16x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.07x

Higher debt load relative to revenue than 84% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

38%

Higher net margin than 78% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

$94,459

No earlier filing loaded for comparison.

Liabilities

$15,225

No earlier filing loaded for comparison.

Net Assets

$79,234

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue84th percentileNet Margin78th percentile

Revenue

$210,459

No earlier filing loaded for comparison.

Expenses

$131,225

No earlier filing loaded for comparison.

Net Income

$79,234

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2024: $94,459Liabilities 2024: $15,225Net Assets 2024: $79,2342024

Highlighted filing

2024

Assets$94,459
Liabilities$15,225
Net Assets$79,234
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $210,459Expenses 2024: $131,225Net Income 2024: $79,2342024

Highlighted filing

2024

Revenue$210,459
Expenses$131,225
Net Income$79,234
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$94,459
Liabilities
$15,225
Net assets
$79,234
Revenue
$210,459
Expenses
$131,225
Net income
$79,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.15$0.79$2.10$1.31$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$369,603
Mission and Program Overview

Mission

Drawing inspiration from leo joeris' philanthropic spirit, the foundation aims to nurture sustainable growth in individuals and communities. In furtherance of such purposes, the foundation will make grants to charitable organizations and individuals in texas and throughout the u.s.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$94,459▲ $94,459
Rtn Earn Endowment Incm Other Fnds$0$79,234▲ $79,234
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$94,459▲ $94,459
Liabilities
Accounts Payable and Accrued Expenses$0$15,225▲ $15,225
Total Liabilities$0$15,225▲ $15,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$79,234▲ $79,234
Total Liabilities and Net Assets / Fund Balance$0$94,459▲ $94,459
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Gary L JoerisDirector/president
Angela Z CardwellDirector/vice President
Ryan L DoegeDirector/secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$229,632
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-19,173
All Other Contributions
$105,000
Change in Net Assets
$79,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,000
Other Expenses$15,225
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$116,000--$116,000
Fees for Services Accounting-$15,225-$15,225
Total Functional Expenses$116,000$15,225$0$131,225
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Cancer SocietyAtlanta, GA501(c)(3)To Support Programs$20,000
United Way of Comal CountyNew Braunfels, TX501(c)(3)To Support Programs$12,500
American Heart AssociationSan Antonio, TX501(c)(3)To Support Programs$10,000
Arboretum San AntonioSan Antonio, TX501(c)(3)To Support Programs$10,000
Junior Achievement of South TXSan Antonio, TX501(c)(3)To Support Programs$10,000
United Service OrganizationsArlngton, VA501(c)(3)To Support Programs$10,000
Roy Maas Youth AlternativesSan Antonio, TX501(c)(3)To Support Programs$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$159,144
Fundraising Gross Income$139,971
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$264,603$139,971$8,408$131,563
Total Events$264,603$139,971$159,144$-19,173
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“All officers of the organization have a business relationship with the other officers.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to all members of the governing body before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“If an actual or possible conflict of interest arises, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure, he or she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Joeris Charitable Foundation
EIN
93-3545387
Phone
2104941638
Address
823 ARION PARKWAY, SAN ANTONIO, TX 78216

Signing Officer

Name
Ryan L Doege
Title
Director/secretary/treasurer
Phone
2104941638
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary L Joeris
Formed
2023
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
40

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
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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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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd478213
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd522201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd678130
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WILL MAKE GRANTS TO UNRELATED, SECTION 501(C)(3) ORGANIZATIONS THAT ARE PRESELECTED BY THE BOARD OF DIRECTORS. THE DIRECTORS WILL CONDUCT DUE DILIGENCE PROCEDURES TO EVALUATE AND SELECT ITS GRANT RECIPIENTS, WHICH MAY INCLUDE REVIEWING FINANCIAL STATEMENTS OR BUDGET INFORMATION, VISITING THE ORGANIZATION'S WEBSITE, AND CONDUCTING INQUIRIES REGARDING THE PLANNED USE OF GRANT FUNDS. THE ORGANIZATION WILL MAINTAIN COPIES OF THE DOCUMENTATION GATHERED DURING THIS PROCESS, INCLUDING VERIFICATION OF THE ORGANIZATION'S TAX-EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OFFICERS OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH THE OTHER OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARISES, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt094459
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt094459
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0229632
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt015225
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt015225
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079234
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0116000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-19173
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210459
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt094459
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0823 ARION PARKWAY
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078216
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://JOERISFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN L DOEGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104941638
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOERIS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOER
ReturnHeader/Filer/EIN0933545387
ReturnHeader/Filer/PhoneNum02104941638
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 ARION PARKWAY
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019026 RIDGEWOOD PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078259
ReturnHeader/PreparerPersonGrp/PhoneNum02108286281
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA A RODRIGUEZ
ReturnHeader/ReturnTs02025-10-01T16:56:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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