John G Kenedy Jr Ranch Surface

Nonprofit profile at a glance

EIN
826501674
IRS 990 coverage
2018–2025
Forms available
Form 990 2025
Location
San Antonio, TX, USA
Phone
2102204436
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Reported finances

Revenue
$20,252,291
Expenses
$6,830,890
Assets
$59,096,368
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

Highest reported compensation

  • FROST BANK CO-TRUSTEE (JO ANN WOFFORD, ADMINISTRATOR): $213,363 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Under item 16, section 2 of the will of elena s. Kenedy, the revenue generated from surface interest of the trust was designated to benefit the missionary society of oblate fathers of Texas. The purposes include religious, charitable, scientific, literary or educational within section 501(c)(3).

What it reported doing in 2025

Support of charitable organizations named in the organizing documents

Operating model

Revenue model
Other-operating. 88% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 93
  • Accountability: 30
  • Sustainability: 89
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.7%; rating input score 77
  • Program expense ratio: 97.9%; rating input score 98
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 5 of 9 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • Other executive compensation review process: Limited
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 66.3%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 8.65; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 98; 98th percentile among comparable filings
  • Officer compensation ratio: 3.1%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: 3.5% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 12.8% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 2.1% per year; rating input score 100; 14th percentile among comparable filings

Details

  • Where the money goes: 76.7% of revenue deployed · 97.9% of spending went to programs
  • Governance: 0 of 1 board members independent · 5 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $6.7M in reported program spending
  • Leadership: top reported pay $213K · 1 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.