Trinity Oaks Enterprises FY2021 filing

Tax-deductible

San Antonio, TX501(c)(3)Foundations & GrantmakersEIN 20-8992883

Assists youth, vets, homeless & others thru programs aimed at financial assistance & relationships.

501(c)(3) charity; gifts are tax-deductible.
46¢ of each $1 spent went to programs.
$121K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $61K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$121K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.4M
81% of total assets
Concern: liabilities are 81% of assets; over 80%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-38% vs prior year
Spent
$1.6M
To programs
46%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$1.1M
FY2021▼ -38%
Revenue by fiscal year
FY2020$1.8M
FY2021$1.1M
FY2022$2.5M
FY2023$749K
FY2024$951K
Expenses
$1.6M
FY2021▲ +25%
Expenses by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$1.2M
FY2023$1.2M
FY2024$1.4M
Net assets
$1.3M
FY2021▼ -68%
Net assets by fiscal year
FY2020$4.0M
FY2021$1.3M
FY2022$2.6M
FY2023$2.1M
FY2024$1.7M

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

46 cents of each dollar spent went to programs.

Program services 46% · $751K Management & general 44% · $723K Fundraising 11% · $176K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

17 people listed on the 990; $121K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$120,829Pt VII · Sec A
Founder & Chairman
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Jeff Sizemore’s $115K as Vice Chairman is at the 89th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Brittany H Longoria——$120,829—
Jeff Sizemore$114,561$73,999——
Brittany H Longoria———$60,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides financial aid and support to youth, veterans, and the homeless.

Provided by the organization

This section is blank until Trinity Oaks Enterprises claims this page.

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1 program service account for $751K of program spending, described in the organization's own filed words · FY2021.
01

A. Teaches youth about hunting, building relationships and enjoying the majestic outdoors through its youth outreach programs. The organization is involved with children of all ages in a mentoring relationship. B. Operates a commercial meat processing facility to process excess game donated by various ranches and individuals.

$751Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Other incomeLn 4–11$582K
Gifts and grantsLn 1h$510K
Fees for servicesLn 2g$12K
Money outPt IX
$1.6M
Ln 25
Programscol B$751K
Managementcol C$723K
Fundraisingcol D$176K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$207K
Total assetsLn 16$6.7M
LiabilitiesLn 26$5.4M
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$510K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$12K
Investment incomeLn 3$6K
Other incomeLn 4–11$582K
Gains on assetsLn 7$0
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$207K
SavingsLn 2$0
Cash and savings togetherLn 1–2$207K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$6.3M
Other assetsLn 15$0
Total assetsLn 16$6.7M
LiabilitiesLn 26$5.4M
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 59
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$655K$207K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$6.4M$6.3M
Total assetsLn 16$7.2M$6.7M
LiabilitiesLn 26$3.2M$5.4M
Net assetsLn 32$4.0M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$211K$121K$45K$45K
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$22K$13K$5K$5K
Payroll taxesLn 10$19K$11K$4K$4K
Management feesLn 11a$126K$42K$42K$42K
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$35K$12K$12K$12K
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$127K$83K$0$44K
Advertising and promotionLn 12$773$387$0$386
Office expensesLn 13$71K$48K$19K$5K
Information technologyLn 14$1K$0$1K$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$578K$340K$226K$12K
TravelLn 17$34K$25K$2K$7K
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$13K$7K$7K$0
InterestLn 20$207K$0$207K$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$134K$0$134K$0
InsuranceLn 23$48K$27K$20K$176
Other expenses (24a–d)Ln 24$22K$22K$0$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$1.6M$751K$723K$176K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $951K$1.4M−$474K$1.7M 990 PDF
FY2023 $749K$1.2M−$440K$2.1M 990 PDF
FY2022 $2.5M$1.2M$1.3M$2.6M 990 PDF
FY2021 Viewing $1.1M$1.6M−$539K$1.3M 990 PDF
FY2020 $1.8M$1.3M$462K$4.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $1,110,541 across 15 lines filed
Lines not itemized here account for −$38,768 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$510,377
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$510,377
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,113 · Unrelated business $0 · Excluded from tax $0$12,113
VIII-3 Investment incomeRelated to mission $5,777 · Unrelated business $0 · Excluded from tax $0$5,777
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $621,042 · Excluded from tax $0$621,042
VIII-12 Total revenueRelated to mission −$20,878 · Unrelated business $621,042 · Excluded from tax $0$1,110,541
Part IX · Statement of functional expenses $1,649,481 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $121,377 · Management $45,030 · Fundraising $45,030$211,437
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $12,891 · Management $4,782 · Fundraising $4,782$22,455
IX-10 Payroll taxesPrograms $11,157 · Management $4,139 · Fundraising $4,139$19,435
IX-11a Management feesPrograms $41,987 · Management $41,987 · Fundraising $41,987$125,961
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $11,800 · Management $11,800 · Fundraising $11,800$35,400
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $82,680 · Management $0 · Fundraising $43,830$126,510
IX-12 Advertising and promotionPrograms $387 · Management $0 · Fundraising $386$773
IX-13 Office expensesPrograms $48,150 · Management $18,559 · Fundraising $4,679$71,388
IX-14 Information technologyPrograms $0 · Management $1,008 · Fundraising $0$1,008
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $340,357 · Management $225,955 · Fundraising $11,606$577,918
IX-17 TravelPrograms $25,004 · Management $1,734 · Fundraising $7,167$33,905
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $6,655 · Management $6,655 · Fundraising $0$13,310
IX-20 InterestPrograms $0 · Management $206,866 · Fundraising $0$206,866
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $133,672 · Fundraising $0$133,672
IX-23 InsurancePrograms $27,063 · Management $20,428 · Fundraising $176$47,667
IX-24 Other expenses (24a–d)Programs $21,776 · Management $0 · Fundraising $0$21,776
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $751,284 · Management $722,615 · Fundraising $175,582$1,649,481
Part X · Balance sheet $6,662,220 assets, 23 lines filed
Asset lines not itemized here account for $182,760; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $655,274$207,035
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $2,000$3,757
X-10c Land, buildings and equipment, netStart of year $6,394,445$6,268,668
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $7,185,041$6,662,220
X-17 Accounts payable and accrued expensesStart of year $19,175$45,375
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $3,168,024$5,382,892
X-27 Net assets without donor restrictionsStart of year $4,017,017$1,279,328
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $4,017,017$1,279,328
X-33 Total liabilities and net assetsStart of year $7,185,041$6,662,220
Part XI · Reconciliation of net assets $1,279,328 net assets at year end
XI-1 Total revenue$1,110,541
XI-2 Total expenses$1,649,481
XI-3 Revenue less expenses−$538,940
XI-4 Net assets at start of year$4,017,017
XI-5 Net unrealized gains (losses) on investments$1,251
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments−$2,200,000
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,279,328

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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