Civic Intelligence

Montgomery Humane Trust

990PF • Fiscal year 2020 • EIN 27-6402231

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 05, 2020

Organization Profile
PO Box 635455Nacogdoches, TX 75963

(936) 715-4122

Siviq Scores

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

Liabilities / Assets

59th percentile

0.08x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

1.73x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-126%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.5%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,178,482

Down $68,054 (-5.5%) from 2019

Net Assets

Down

$1,085,406

Down $62,998 (-5.5%) from 2019

Liabilities

Down

$93,076

Down $5,056 (-5.2%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin6th percentile

Revenue

Down

$53,899

Down $32,419 (-38%) from 2019

Expenses

Up

$121,953

Up $4,122 (+3.5%) from 2019

Net Income

Down

-$68,054

Down $36,541 (-116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$1,178,482
Liabilities$93,076
Net Assets$1,085,406
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

2020

Revenue$53,899
Expenses$121,953
Net Income-$68,054
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
EDWARD B BAKERTrust Adviso-$0--
STAN BOBOTrust Adviso-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Humane Trust
EIN
27-6402231
Phone
9367154122
Address
PO BOX 635455, NACOGDOCHES, TX 75963

Signing Officer

Name
Commercial Bank of Texas
Title
Trustee
Phone
9367154122
Signed
2020-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Axley & Rode Llp
Address
PO BOX 1388, LUFKIN, TX 75902-1388
Preparer
Robert G Lindsey Pc CPA
Phone
9366346621
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1810000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1910000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.3333 DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc130,000 MORGAN STANLEY 2.2% 1/13/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20.3333 CORTEVA INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320,000 MORGAN STANLEY 2.5% 3/16/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40.3333 DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc515,000 MORGAN STANLEY P 1.7% 8/05/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66 WESTINGHOUSE AIR BRAKE TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710,000 WELLS FARGO 1.35% 6/17/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825,000 GE ELEC CAP CRP 4% 8/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc920,000 WELLS FARGO 2.45% 9/30/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1015,000 CAPITAL ONE BANK 1.2% 8/05/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120,000 WELLS FARGO 2.55% 2/28/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210,000 CIT BANK NA 2.15% 11/13/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350,000 WELLS FARGO 2.55% 3/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1415,000 CIT BANK NA 2.2% 12/17/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510,000 CITIBANK NA 2.85% 1/18/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1610,000 FIRST REP BANK 2.55% 2/03/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1710,000 ISRAEL DISC BANK 2.5% 4/19/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1810,000 JPMORGAN CHASE 2.6% 9/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1910,000 JPMORGAN CHASE 3.05% 10/31/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2020,000 MORGAN STANLEY 1.9% 12/02/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150,000 MORGAN STANLEY 2.15% 1/06/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0537
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68054
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05056
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01085406
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01148404
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01085406
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099852
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099852
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099852
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100368
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0516
IRS990PF/DistributableAmountGrp/TotalTaxAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt01757867
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt087309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt092306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt088364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0601273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0601200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01179317
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt098132
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt093076
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0215
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0184
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-374320
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-437318
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0557739
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0484792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0490186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01246536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01178482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01757867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt098132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt093076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01246536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01178482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01148404
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01085406
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02037920
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0549564
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01487861
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030569
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0495
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100368
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02007351
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02037920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0COMMERCIAL BANK OF TEXAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0DAVID SHOFNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD B BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STAN BOBO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUST ADVISO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUST ADVISO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 635050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 632768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2WOODCREEK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NACOGDOCHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NACOGDOCHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NACOGDOCHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt097527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt099081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt094834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt097071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt089806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0516

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,178,482
Liabilities
$93,076
Net assets
$1,085,406
Revenue
$53,899
Expenses
$121,953
Net income
-$68,054
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