Civic Intelligence

Montgomery Humane Trust

990PF • Fiscal year 2021 • EIN 27-6402231

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 30, 2021

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

64th percentile

0.09x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

2.15x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-137%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-5.5%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,114,004

Down $64,478 (-5.5%) from 2020

Net Assets

Down

$1,012,964

Down $72,442 (-6.7%) from 2020

Liabilities

Up

$101,040

Up $7,964 (+8.6%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin4th percentile

Revenue

Down

$47,035

Down $6,864 (-13%) from 2020

Expenses

Down

$111,513

Down $10,440 (-8.6%) from 2020

Net Income

Up

-$64,478

Up $3,576 (+5.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$1,114,004
Liabilities$101,040
Net Assets$1,012,964
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$47,035
Expenses$111,513
Net Income-$64,478
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 30, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th 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
2021-07-30
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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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-89
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt810000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1810000
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/PropertyDesc010,000 ALLY BANK 3.0% 11/2/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc120,000 GOLDMAN SACHS 4.5% 9/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210,000 BARCLAYS BANK 3.0% 11/9/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310,000 GENERAL ELECTRIC CO 4.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc440,000 BMW BANK OF NA 1.95% 1/20/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510,000 JPMORGAN CHASE 4.25% 10/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610,000 CAPITAL BANK 3.05% 11/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710,000 WALMART INC 3.25% 10/25/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810,000 CITIBANK NA 2.65% 2/8/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910,000 CITIBANK NA 2.9% 1/11/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1020,000 GOLDMAN SACHS 2.0% 11/20/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110,000 GOLDMAN SACHS 2.1% 12/18/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1220,000 JPMORGAN CHASE BANK 1.75%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1320,000 MORGAN STANLEY BANK 2.8%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1420,000 UBS BANK 2.8% 8/28/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510,000 WELLS FARGO BANK 2.8% 8/17/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1610,000 BANK OF AMERICA 3.25 9/25/31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc170.784118 VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1810,000 BARCLAY BANK 3.75% 7/28/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2395
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-89
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-64478
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07964
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01020928
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01085406
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01012964
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102990
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102990
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102990
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103437
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/DistributableAmountGrp/TotalTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0520
IRS990PF/FMVAssetsEOYAmt02423942
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt092306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0601200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0608212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01908480
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt093076
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0101040
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0184
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt073
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt073
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-437318
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-509760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0484792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0352459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0362030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01178482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01114004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02423942
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt093076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0101040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01178482
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01114004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01085406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01012964
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0143260
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0143260
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02100249
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0395047
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01704837
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031504
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0365
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103437
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02068745
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02100249
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095026
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095026
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt095026
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,114,004
Liabilities
$101,040
Net assets
$1,012,964
Revenue
$47,035
Expenses
$111,513
Net income
-$64,478
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