Civic Intelligence

Montgomery Humane Trust

990PF • Fiscal year 2014 • EIN 27-6402231

Apr 01, 2013 to Mar 31, 2014 • Filed on Aug 13, 2014

Organization Profile
PO Box 63545575963

(936) 715-4126

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.06x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

1.11x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,511,457

Down $19,744 (-1.3%) from 2013

Net Assets

Down

$1,422,721

Down $31,951 (-2.2%) from 2013

Liabilities

Up

$88,736

Up $12,207 (+16%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin14th percentile

Revenue

$79,686

No earlier filing loaded for comparison.

Expenses

Up

$99,645

Up $1,222 (+1.2%) from 2013

Net Income

-$19,959

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,531,201Liabilities 2013: $76,529Net Assets 2013: $1,454,6722013Assets 2014: $1,511,457Liabilities 2014: $88,736Net Assets 2014: $1,422,7212014Assets 2015: $1,452,714Liabilities 2015: $95,648Net Assets 2015: $1,357,0662015Assets 2016: $1,388,173Liabilities 2016: $90,694Net Assets 2016: $1,297,4792016Assets 2017: $1,328,655Liabilities 2017: $93,397Net Assets 2017: $1,235,2582017Assets 2018: $1,278,559Liabilities 2018: $98,476Net Assets 2018: $1,180,0832018Assets 2019: $1,246,536Liabilities 2019: $98,132Net Assets 2019: $1,148,4042019Assets 2020: $1,178,482Liabilities 2020: $93,076Net Assets 2020: $1,085,4062020Assets 2021: $1,114,004Liabilities 2021: $101,040Net Assets 2021: $1,012,9642021Assets 2022: $1,039,687Liabilities 2022: $120,336Net Assets 2022: $919,3512022Assets 2023: $1,348,386Liabilities 2023: $116,701Net Assets 2023: $1,231,6852023Assets 2024: $1,315,275Liabilities 2024: $117,580Net Assets 2024: $1,197,6952024Assets 2025: $1,245,959Liabilities 2025: $120,579Net Assets 2025: $1,125,3802025

Highlighted filing

2014

Assets$1,511,457
Liabilities$88,736
Net Assets$1,422,721
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2013: $98,4232013Revenue 2014: $79,686Expenses 2014: $99,645Net Income 2014: -$19,9592014Revenue 2015: $50,117Expenses 2015: $108,645Net Income 2015: -$58,5282015Revenue 2016: $50,176Expenses 2016: $114,869Net Income 2016: -$64,6932016Revenue 2017: $50,615Expenses 2017: $110,346Net Income 2017: -$59,7312017Revenue 2018: $63,700Expenses 2018: $113,943Net Income 2018: -$50,2432018Revenue 2019: $86,318Expenses 2019: $117,831Net Income 2019: -$31,5132019Revenue 2020: $53,899Expenses 2020: $121,953Net Income 2020: -$68,0542020Revenue 2021: $47,035Expenses 2021: $111,513Net Income 2021: -$64,4782021Revenue 2022: $49,063Expenses 2022: $123,380Net Income 2022: -$74,3172022Revenue 2023: $450,364Expenses 2023: $147,590Net Income 2023: $302,7742023Revenue 2024: $102,322Expenses 2024: $130,675Net Income 2024: -$28,3532024Revenue 2025: $68,943Expenses 2025: $137,092Net Income 2025: -$68,1492025

Highlighted filing

2014

Revenue$79,686
Expenses$99,645
Net Income-$19,959
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Aug 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Commercial Bank of TexasTrustee-$0--
Edward B BakerTrust Advisory-$0--
Marilyn Jeffries MeehanTrust Advisory-$0--
Stan BoboTrust Advisory-$0--
Filing and Contact Details

Filer

EIN
27-6402231
Phone
9367154126

Signing Officer

Name
Dan Florence
Title
Sr Vice President
Signed
2014-08-13
Discuss with paid preparer
Yes

Preparer

Preparer
Robert G Lindsey Pc CPA
Phone
9366346621
Raw XML Appendix333 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.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE SCHEDULE II
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0558290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0568384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0767316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01210149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK- SEE SCHEDULE II
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt025001
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt026335
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt010001
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt010099
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt049934
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027921
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01831
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079686
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079686
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027921
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049012
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049934
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19959
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0172938
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01831
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01831
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027921
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt061484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018834
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0196
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt081750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt099645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027921
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-280
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19959
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011992
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01434713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01454672
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01422721
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt093742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt094357
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0615
IRS990PF/DistributableAmountGrp/TotalTaxAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt01965816
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0514891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0558290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0568384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0826014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0767316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01210149
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt076529
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt088521
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01093
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0215
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-68052
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-100003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0164202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0150610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0150610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01531201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01511457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01965816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt076529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt088736
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01531201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01511457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01454672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01422721
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025001
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt035002
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt036434
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01915886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0198156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01717730
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028738
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt094357
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01887148
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01915886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Commercial Bank of Texas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edward B Baker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Marilyn Jeffries Meehan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stan Bobo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trust Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trust Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trust Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO Box 635050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO Box 632768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12Saint James Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13Woodcreek Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Nacogdoches
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Nacogdoches
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Nacogdoches
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Nacogdoches
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode075963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode175963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode275963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode375963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt063325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt063940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt081364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt044836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt043319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.03356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01887148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01760587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01713236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01531514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt081750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.10067
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt081135
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt081750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0615
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt081750
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO Box 635455
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Nacogdoches
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode075963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Dan Florence
IRS990PF/StatementsRegardingActyGrp/PhoneNum09367154126
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FURNISH CORRECT NAME, ADDRESS AND PHONE NUMBER OF APPLICANT. ALSO PROVIDE A BRIEF RESUME OF: (1) THE OPERATIONS OF THE APPLICANT, AND (2) EXPLANATION OF THE REQUEST EVIDENCING THE NEED, THE SERVICE TO BE RENDERED AND HOW, WHEN AND WHERE MEMBERS OF THE PUBLIC WILL BE BENEFITED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MONTGOMERY HUMANE TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09367154126
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10215 EAST MAIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0NACOGDOCHES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode075961
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE MADE ONLY TO CHARITABLE ORGANIZATIONS HAVING AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE EVIDENCING THAT IT IS SUCH AN ORGANIZATION. HAS A POLICY OF MAKING GRANTS TO ORGANIZATIONS WHICH ARE ACTIVELY ENGAGED IN THE PREVENTION OF CRUELTY TO ANIMALS, THE RELIEF OF SUFFERING AMONG ANIMALS, AND EDUCATION IN THE HUMANE TREATMENT OF ANIMALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PROJECTS RELATED TO THE HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS PROJECTS RELATED TO THE O'MALLEY ALLEY CAT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIOUS PROJECTS RELATED TO THE CLAY COUNTY ANIMAL SHELTER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS PROJECTS RELATED TO THE PEGASUS PROJECT INC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUS PROJECTS RELATED TO THE ST FRANCIS RESCUE OF NACOGDOCHES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HUMANE SOCIETY- NAC CTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The O'Malley Alley Cat Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Clay County Animal Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3THE PEGASUS PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST FRANCIS RESCUE OF NAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10207 E HOSPITAL RM 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO Box 633452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12503 N CARROLL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 26
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14PO BOX 631106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NACOGDOCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Nacogdoches
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2HENRIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3BEN WHEELER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4NACOGDOCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode075963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode175963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode276365
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode375754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode475963
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05221
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076529
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093742
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081750
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt088521
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076529
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0219
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PURCHASED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0239
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0239
OtherDecreasesSchedule/OtherDecreasesDetail/Amount011992
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Increase in Grants Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Axley & Rode, LLP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Commercial Bank Fees -TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt115334
TaxesSchedule/TaxesDetail/Amt0615
TaxesSchedule/TaxesDetail/Amt1196
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0196
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Florence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sr Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Montgomery Humane Trust
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0276402231
ReturnHeader/Filer/PhoneNum09367154126
ReturnHeader/Filer/USAddress/AddressLine10PO Box 635455
ReturnHeader/Filer/USAddress/City0Nacogdoches
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Axley & Rode LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101307 S 1st St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lufkin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0759014717
ReturnHeader/PreparerPersonGrp/PhoneNum09366346621
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G LINDSEY PC CPA
ReturnHeader/ReturnTs02014-08-13T13:22:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,511,457
Liabilities
$88,736
Net assets
$1,422,721
Revenue
$79,686
Expenses
$99,645
Net income
-$19,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.12$1.13$0.07$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.12$1.20$0.10$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.12$1.23$0.45$0.15$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.12$0.92$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.10$1.01$0.05$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.09$1.09$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.10$1.15$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.10$1.18$0.06$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.09$1.24$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.09$1.30$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.10$1.36$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.09$1.42$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.08$1.45$0.10