Civic Intelligence

Montgomery Napa Trust

990PF • Fiscal year 2017 • EIN 27-6402235

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 11, 2017

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

54th percentile

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

1.82x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-114%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

2.6%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,337,132

Down $58,870 (-4.2%) from 2016

Net Assets

Down

$1,243,026

Down $61,822 (-4.7%) from 2016

Liabilities

Up

$94,106

Up $2,952 (+3.2%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Up

$51,786

Up $1,333 (+2.6%) from 2016

Expenses

Down

$110,792

Down $5,145 (-4.4%) from 2016

Net Income

Up

-$59,006

Up $6,478 (+9.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,554,398Liabilities 2013: $77,628Net Assets 2013: $1,476,7702013Assets 2014: $1,523,851Liabilities 2014: $90,667Net Assets 2014: $1,433,1842014Assets 2015: $1,461,253Liabilities 2015: $96,640Net Assets 2015: $1,364,6132015Assets 2016: $1,396,002Liabilities 2016: $91,154Net Assets 2016: $1,304,8482016Assets 2017: $1,337,132Liabilities 2017: $94,106Net Assets 2017: $1,243,0262017Assets 2018: $1,278,863Liabilities 2018: $100,323Net Assets 2018: $1,178,5402018Assets 2019: $1,242,190Liabilities 2019: $99,989Net Assets 2019: $1,142,2012019Assets 2020: $1,178,825Liabilities 2020: $100,026Net Assets 2020: $1,078,7992020Assets 2021: $1,108,099Liabilities 2021: $104,545Net Assets 2021: $1,003,5542021Assets 2022: $1,033,495Liabilities 2022: $126,568Net Assets 2022: $906,9272022Assets 2023: $1,383,530Liabilities 2023: $121,239Net Assets 2023: $1,262,2912023Assets 2024: $1,362,696Liabilities 2024: $121,838Net Assets 2024: $1,240,8582024Assets 2025: $1,290,946Liabilities 2025: $126,116Net Assets 2025: $1,164,8302025

Highlighted filing

2017

Assets$1,337,132
Liabilities$94,106
Net Assets$1,243,026
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $98,5332013Revenue 2014: $68,976Expenses 2014: $99,631Net Income 2014: -$30,6552014Revenue 2015: $48,210Expenses 2015: $110,700Net Income 2015: -$62,4902015Revenue 2016: $50,453Expenses 2016: $115,937Net Income 2016: -$65,4842016Revenue 2017: $51,786Expenses 2017: $110,792Net Income 2017: -$59,0062017Revenue 2018: $56,291Expenses 2018: $114,552Net Income 2018: -$58,2612018Revenue 2019: $83,538Expenses 2019: $119,850Net Income 2019: -$36,3122019Revenue 2020: $55,668Expenses 2020: $119,032Net Income 2020: -$63,3642020Revenue 2021: $47,197Expenses 2021: $118,064Net Income 2021: -$70,8672021Revenue 2022: $51,113Expenses 2022: $125,961Net Income 2022: -$74,8482022Revenue 2023: $498,037Expenses 2023: $154,175Net Income 2023: $343,8622023Revenue 2024: $122,978Expenses 2024: $138,687Net Income 2024: -$15,7092024Revenue 2025: $71,832Expenses 2025: $142,149Net Income 2025: -$70,3172025

Highlighted filing

2017

Revenue$51,786
Expenses$110,792
Net Income-$59,006
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Commercial Bank of TexasTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery NAPA Trust
EIN
27-6402235
Phone
9367154122
Address
PO Box 635455, Nacogdoches, TX 75963

Signing Officer

Name
Julie K Johnson
Title
General Counsel
Signed
2017-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Axley & Rode LLP
Address
1307 S 1st St, Lufkin, TX 75901-4717
Preparer
Robert G Lindsey Pc CPA
Phone
9366346621
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025000 Orchard Cultural Ed Kimbell Art, TX 3.68
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000 Bank Amer Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220000 General Electric Cap Corp 3.65%
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc630000 JPMorgan 3.15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720000 Barclays Bank PLC 3.5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820000 UBS StrNt AG Jersey 4.25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc920000 GOLDMAN SACHS BK USA NEW YORK CTF DEP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10111 Shire Ordinary
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125000 Goldman Sachs GP GS 5.625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1230000 Ally Bk MIdvale Utah Fxd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310000 Goldman Sachs Group Inc
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-20
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt094106
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01396002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01337132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01304848
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01243026
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01948860
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0375697
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01573163
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029233
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095981
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01919627
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01948860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Commercial Bank of Texas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO 635050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Nacogdoches
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt082041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt082410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt098050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt091917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt081243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt081358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01919627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01860213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01976486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01903751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01774307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01727928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt092796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213690
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt092427
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt092796
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0369
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt092796
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/AddressLine1Txt0PO Box 635455
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Nacogdoches
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David L Schofner
IRS990PF/StatementsRegardingActyGrp/PhoneNum09367154122
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 NAPA TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09367154126
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0215 EAST MAIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NACOGDOCHES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075961
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 EDUCATIONAL PROGRAMS ON PROTECTION OF THE NATURAL ENVIRONMENT, CONSERVATION OF NATURAL RESOURCES, AND THE PRESERVATION OF WILDLIFE HABITATS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PROJECTS RELATED TO TEXAS LAND CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEXAS LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06626 SLIVERMINE DR 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078736
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090921
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/AppliedToCurrentYearAmt01875
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090921
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095612
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092796
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt093737
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090921
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02816
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Increase in Grants Payable
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115651
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Axley & Rode, LLP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Commercial Bank Fees-Trust Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt115651
TaxesSchedule/TaxesDetail/Amt0369
TaxesSchedule/TaxesDetail/Amt1101
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foriegn
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie K Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0General Counsel
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montgomery NAPA Trust
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0276402235
ReturnHeader/Filer/PhoneNum09367154122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 635455
ReturnHeader/Filer/USAddress/CityNm0Nacogdoches
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Axley & Rode LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01307 S 1st St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lufkin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0759014717
ReturnHeader/PreparerPersonGrp/PhoneNum09366346621
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G LINDSEY PC CPA
ReturnHeader/ReturnTs02017-08-11T14:02:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,337,132
Liabilities
$94,106
Net assets
$1,243,026
Revenue
$51,786
Expenses
$110,792
Net income
-$59,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.29$0.13$1.16$0.07$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.12$1.24$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.12$1.26$0.50$0.15$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.13$0.91$0.05$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.10$1.00$0.05$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.10$1.08$0.06$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.10$1.14$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.10$1.18$0.06$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.09$1.24$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.30$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.10$1.36$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.09$1.43$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.48$0.10