Encompass Cares EIN 26-0755484 Form 990 (PDF) Claim this org

Encompass Cares FY2020 filing

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Supports medical missions worldwide and provides emergency aid to elders and disaster victims. For fiscal year 2020 it reported $1.0M in revenue, $1.0M in expenses, and $928K in net assets.Pt I

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Dallas, TX
Website
www.encompasscares.org
Filings
5 on file (2020–2020)
Revenue
$1.0MFY2020
Expenses
$1.0M
Net assets
$928K
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  26-0755484 Public foundation / grantmaker Dallas, TX
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Supports medical missions worldwide and provides emergency aid to elders and disaster victims.
Leadership
Katie Pedigo · Administrator and Director · $20K
Money in and out
$1.0M revenue, $1.0M expenses
Bottom line
96% program efficiency
Grants paid & assets · FY2020
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$1.0M
Pt IX · Ln 25
Net assets
$928K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$9K
Where spending went · Part IX cols B–D
Program services $0.96 Management & general $0.04
Program efficiency
96%
of spending reaches programs
Operating runway
11.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-0.9%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$1.0M
FY2020
Expenses
$1.0M
FY2020
Total assets
$930K
FY2020
Total liabilities
$2K
FY2020
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$1.0M
Pt IX · Ln 25
Net assets
$928K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$9K
Total assetsPt X · Ln 16$930K
Program-expense ratioPt IX · col B96%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CEncompass Cares
EINHdr · item D26-0755484
Principal addressHdr · item CDallas, TX
WebsiteHdr · item Jwww.encompasscares.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T990)
Ruling yearIRS BMFMar 2008

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Administrator and Director
$20,425Pt VII · Sec A
President and Director
$0Pt VII · Sec A
Vice President and Director
$0Pt VII · Sec A

Katie Pedigo’s $19K as Executive Director is at the 17th 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 · 1 named individual · Part VII

NameFY2021FY2020
Katie Pedigo$18,750$20,425

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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Mission & Programs · Part III

Where the work happens

3 program services account for $973K of program spending, described in the organization's own filed words · FY2020.
01

Emergency assistance grants provided to qualifying individuals affected by tornadoes, floods, fires, unemployment due to illness, injury, or death. Provided funds for LIVING/HOME maintenance, medical, and funeral expenses.

$562Kprogram expense
02

Community Assistance

Seasonal drives to provide fans (march-may); heathers, blankets, christmas toys(november-december); back to school backpacks, school supplies (august); holiday food (november-december) across 26 states.

$395Kprogram expense
03

Funded various non-profits including church supported mission trips to provide medicines, food, and educational materials through churches in 26 states.

$16Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$983K · 98%
Investment income$21K · 2%
Contributions & grants98%$983K
Investment income2%$21K
Total revenueLn 12$1.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.96 Management & general $0.04
Program services96%$973K
Management & general4%$40K
Total functional expensesLn 25$1.0M

Balance Sheet

Part X · end of year
CashLn 1$930K
Total assetsLn 16$930K
Total liabilitiesLn 26$2K
Total net assetsLn 32$928K
Months of cash on handcomputed11.0

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $930K · Operating expenses/yr $1.0M
11.0 months
Where the money goes
Program services
Program services $973K · Total expenses $1.0M
96%
Management & General
Management & general $40K · Total expenses $1.0M
4%
Fundraising
Fundraising $0 · Total expenses $1.0M
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $983K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $983K · Total revenue $1.0M
98%
Government reliance
Government grants — · Total revenue $1.0M
Earned-income share
Program service revenue $0 · Total revenue $1.0M
0%
Investment reliance
Investment income $21K · Total revenue $1.0M
+2%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.0M
0%
Growth & trend
Revenue growth (YoY)
This year $1.0M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $928K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.0M · Expenses $1.0M
-0.9%
Liabilities-to-Assets
Total liabilities — · Total assets $930K
Net-asset ratio
Net assets $928K · Total assets $930K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $930K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Katie Pedigo · Reported title ADMINISTRATOR AND DIRECTOR · Highest reported compensation $20K · Total expenses $1.0M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $22K · Total expenses $1.0M
2%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 96%
Overhead ratio 4%
Fundraising cost ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$20K
Grants paid · 17 grants · $4.2M · 2020–2024
Unitemized GrantFY2024$702,883
Unitemized GrantFY2023$900,108
Alzheimers Association of Greater DallasFY2023$7,750
Unitemized GrantFY2022$933,546
Alzheimers Association of Greater DallasFY2022$6,500
Unitemized GrantFY2021$512,568
Unitemized GrantFY2021$92,913
Alzheimers Association of Greater DallasFY2021$75,000
Rcls Alzheimers AssociationFY2021$50,000
Homecare HomebaseFY2021$40,000
Family Gateway INCTX · FY2021$7,500
Unitemized GrantFY2020$562,086
Unitemized GrantFY2020$283,192
Homecare HomebaseFY2020$8,616
Verizon SponsorshipFY2020$5,500
Spry Williams Funeral HomeFY2020$5,350
Grand County Wildfire Emergency FundFY2020$5,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$701K revenue · ⤓ 990 PDF
FY2023$702K revenue · ⤓ 990 PDF
FY2022$775K revenue · ⤓ 990 PDF
FY2021$984K revenue · ⤓ 990 PDF
FY2020$1.0M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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