Tex Everson Humanitarian Endowment: Nonprofit Profile, Financials & Form 990 (EIN 95-4172868)

Revenue by fiscal year
FY2020	$10K
FY2021	$39K
FY2022	$23K
FY2023	$17K
FY2024	$58K

Expenses by fiscal year
FY2020	$16K
FY2021	$1K
FY2022	$19K
FY2023	$6K
FY2024	$18K

Net assets by fiscal year
FY2020	$512K
FY2021	$564K
FY2022	$491K
FY2023	$539K
FY2024	$579K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1993.

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

Where the money goes

72 cents of each dollar spent went to programs.

72%

28%

Program services 72% · $13K Management & general 28% · $5K

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation

Robert Avila

Director

$0Pt VII · Sec A

Dennis Duncan

Director

$0Pt VII · Sec A

John Espinosa

Director

$0Pt VII · Sec A

William Higley

Director

$0Pt VII · Sec A

Shannon Hildalgo

Director

$0Pt VII · Sec A

Al Marino

Director

$0Pt VII · Sec A

Galen Metz

Director

$0Pt VII · Sec A

Terry Wysocki

Director

$0Pt VII · Sec A

See Tex Everson Humanitarian Endowment executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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 15aNo

Programs and updates

Funds charitable projects of the Rotary Club of Covina-Sunrise.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $13K · in their own filed words · FY2024

01

To provide financial support for the sustaining and special charitable projects of the rotary club of covina-sunrise.

$13Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 5 grants · $22K · 2020–2024

Homes for Our Troops INCMA · FY2024$10,000

Operation Santa Clothes a Nonprofit Corp of Rotary Club Covina-SunriseCA · FY2020$10,000

Project 2911TN · FY2020$1,000

Paulys ProjectCA · FY2020$1,000

Stockings for Soldiers - DelawareDE · FY2020$500

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$58K

Ln 12

Investment incomeLn 3$58K

Money outPt IX

$18K

Ln 25

Programscol B$13K

Managementcol C$5K

Owns and owesPt X

$579K

net assets · Ln 32

Cash and savingsLn 1–2$545K

Total assetsLn 16$579K

LiabilitiesLn 26$0

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$58K

Gains on assetsLn 7$44K

Total revenueLn 12$58K

Assets in detailPt X, end of year

CashLn 1$608

SavingsLn 2$545K

Cash and savings togetherLn 1–2$545K

InvestmentsLn 11–13$34K

Total assetsLn 16$579K

LiabilitiesLn 26$0

Net assetsLn 32$579K

OperationsPt I, VI

EmployeesI 50

VolunteersI 611

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

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$79K	$545K
InvestmentsLn 11–13	$460K	$34K
Total assetsLn 16	$539K	$579K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$539K	$579K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$13K	$13K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$3K		$3K
Other expenses (24a–d)Ln 24	$154		$154
Total functional expensesLn 25	$18K	$13K	$5K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$58K	$18K	$40K	$579K	990 PDF
FY2023	$17K	$6K	$10K	$539K	990 PDF
FY2022	$23K	$19K	$4K	$491K	990 PDF
FY2021	$39K	$1K	$38K	$564K	990 PDF
FY2020	$10K	$16K	−$6K	$512K	990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2024 990 (6 parts)

Part I · Summary $58,189 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $16,627$58,189

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $16,627$58,189

I-13 Grants and similar amounts paidPrior year $1,000$13,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,333$5,042

I-18 Total expensesPrior year $6,333$18,042

I-19 Revenue less expensesPrior year $10,294$40,147

Part VI · Governance 9 of 9 board members independent, 4 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $58,189 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $14,170$14,170

VIII-7 Net gain or loss on sales of assetsExcluded from tax $44,019$44,019

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $58,189$58,189

Part IX · Statement of functional expenses $18,042 across 4 lines filed

IX-1 Grants to domestic organizationsPrograms $13,000$13,000

IX-11c Accounting feesManagement $1,720$1,720

IX-11f Investment management feesManagement $3,168$3,168

IX-24 Other expenses (24a–d)Management $154$154

IX-25 Total functional expensesPrograms $13,000 · Management $5,042 · Fundraising $0$18,042

Part X · Balance sheet $578,938 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $79,024$608

X-2 Savings and temporary cash investments$544,570

X-12 Other securitiesStart of year $459,767$33,760

X-16 Total assetsStart of year $538,791$578,938

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $538,791$578,938

X-33 Total liabilities and net assetsStart of year $538,791$578,938

Part XI · Reconciliation of net assets $578,938 net assets at year end

XI-1 Total revenue$58,189

XI-2 Total expenses$18,042

XI-3 Revenue less expenses$40,147

XI-4 Net assets at start of year$538,791

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$578,938

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Tex Everson Humanitarian Endowment

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV