Civic Intelligence

Montgomery Humane Trust

990PF • Fiscal year 2024 • EIN 27-6402231

Apr 01, 2023 to Mar 31, 2024 • Filed on Jun 24, 2024

Organization Profile
PO Box 635455Nacogdoches, TX 75963

(936) 715-4118

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

1.15x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-28%

Higher net margin than 14% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,315,275

Down $33,111 (-2.5%) from 2023

Net Assets

Down

$1,197,695

Down $33,990 (-2.8%) from 2023

Liabilities

Up

$117,580

Up $879 (+0.8%) from 2023

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin14th percentile

Revenue

Down

$102,322

Down $348,042 (-77%) from 2023

Expenses

Down

$130,675

Down $16,915 (-11%) from 2023

Net Income

Down

-$28,353

Down $331,127 (-109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2024

Assets$1,315,275
Liabilities$117,580
Net Assets$1,197,695
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$102,322
Expenses$130,675
Net Income-$28,353
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jun 24, 2024
Return Version
2023v5.0
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
9367154118
Address
PO BOX 635455, NACOGDOCHES, TX 75963

Signing Officer

Name
Commercial Bank of Texas
Title
Trustee
Phone
9367154118
Signed
2024-06-24
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/GainsMinusExcessOrLossesAmt927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt633849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410000
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/PropertyDesc050000 SHR UBS BANK .250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1700 SHR BP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2310 SHR JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310000 SHR FORNEY TEX 3.000 8/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425000 SHR GLADEWATER CNTY ISD 3.250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510000 SHR PONDER TE ISD 3.00 8/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610000 NEW CANEY TX ISD 5.0 2/15/29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7265 SHR CLOROX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820000 SHS WELLS FARGO B 4.7 11/14/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950000 SHR GOLDMAN SACHS GRP 1.0 11/2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1020000 SHR US TREASURY .750 12/31/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110000 SHR PASADENA TX ISD 5.0 2/15/2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210000 SHR SAN ANGELO TX ISD 5.000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310000 SHR LUBBOCK TX WTR REF .756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410000 SHR BMW BK OF NA 1.600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510000 SHR HOUSTON CITY TX 5.000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039922
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28353
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05637
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01203332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01231685
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01197695
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0119181
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0119181
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0119181
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0120302
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01121
IRS990PF/DistributableAmountGrp/TotalTaxAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019
IRS990PF/FMVAssetsEOYAmt02536919
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01522724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0170000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0183617
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0183118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0413670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0382278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01622604
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0110776
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0116413
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0304
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt040
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt040
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05925
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01167
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-291039
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-325029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0348495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0366621
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0365243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01348386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01315275
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02536919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0116701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0117580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01348386
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01315275
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01231685
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01197695
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0415917
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0382719
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0365914
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02442675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0379393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02063172
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036640
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0110
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0120302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02406035
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02442675
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/BusinessNameLine2Txt0JARROD REID
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0113544
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0113544
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0JARROD REID
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 635455
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NACOGDOCHES

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,315,275
Liabilities
$117,580
Net assets
$1,197,695
Revenue
$102,322
Expenses
$130,675
Net income
-$28,353
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