Ada Lee Ricks Broussard Charitable Trust

990PF • Fiscal year 2013 • EIN 26-3260041

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2015

Organization Profile

1649 Promontory DriveSuite75104

(972) 291-9963

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-808%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-3.8%

Faster asset growth than 38% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

No value available

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

Source year 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$280,274

Down $11,025 (-3.8%) from 2012

Net Assets

Down

$280,274

Down $11,025 (-3.8%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin1st percentile

Revenue

$1,321

No earlier filing loaded for comparison.

Expenses

$12,000

Up $4,000 (+50%) from 2012

Net Income

-$10,679

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$280,274

Liabilities$0

Net Assets$280,274

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$1,321

Expenses$12,000

Net Income-$10,679

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 15, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Billie D Ballengee	Fiduciary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 26-3260041
In Care Of: % BILLIE D BALLENGEE
Phone: 9722919963

Signing Officer

Name: Billie D Ballengee
Title: Fiduciary
Phone: 9722919963
Signed: 2015-05-15
Discuss with paid preparer: Yes

Preparer

Preparer: Shane Elrod
Phone: 9722919963

Raw XML Appendix190 raw XML fields

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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	26
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	291299
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IRS990PF/InitialReturnFormerPubChrtyInd	0	X
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	280862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	280862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	4213
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	13832
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	276649
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	fiduciary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	1649 PROMONTORY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	CEDAR HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	75104
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	12000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	12000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	12000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	1649 PROMONTORY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CEDAR HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	75104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	BILLIE D BALLENGEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9722919963
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO SUPPORT THE GRAND CHENIER UNITED METHODIST CHURCH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	GRAND CHENIER UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	2873 GRAND CHENIER HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	GRAND CHENIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	70643
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	12000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	13806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	12000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1806
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	346
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	UNREALIZED GAIN/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INTEREST INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ORDINARY DIVIDENDS
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BILLIE D BALLENGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	FIDUCIARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9722919963
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ADA LEE RICKS BROUSSARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ADAL
ReturnHeader/Filer/EIN	0	263260041
ReturnHeader/Filer/InCareOfNm	0	% BILLIE D BALLENGEE
ReturnHeader/Filer/PhoneNum	0	9722919963
ReturnHeader/Filer/USAddress/AddressLine1	0	1649 PROMONTORY DRIVE
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	CEDAR HILL
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	75104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MONTGOMERY COSCIA GREILICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	2500 DALLAS PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	75093
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9722919963
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SHANE ELROD
ReturnHeader/ReturnTs	0	2015-05-15T10:51:04-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $280,274
Liabilities: $0
Net assets: $280,274
Revenue: $1,321
Expenses: $12,000
Net income: -$10,679

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.32	$0.00	$0.32	$0.02	$0.04	$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.34	$0.00	$0.34	$0.02	$0.19	$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.51	$0.00	$0.51	$0.01	$0.26	$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.77	$0.00	$0.77	$0.00	$0.11	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$0.00	$0.08	$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.95	$0.00	$0.95	$0.00	$1.18	$1.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.12	$0.00	$2.12	$0.02	$0.22	$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.32	$0.00	$2.32	$0.02	$0.17	$0.15
2016Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.01	$0.12	$0.11
2015Detailed filing. Detailed filing data is available for this year.	$2.58	$0.00	$2.58	$0.01	$0.12	$0.11
2014Detailed filing. Detailed filing data is available for this year.	$2.69	$0.00	$2.69	$0.01	$0.12	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$2.80	$0.00	$2.80	$0.01	$0.12	$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.91	$0.00	$2.91		$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.97	$0.00	$2.97		$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.97	$0.00	$2.97		$0.07