Civic Intelligence

Montgomery Napa Trust

990PF • Fiscal year 2018 • EIN 27-6402235

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 31, 2018

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

57th percentile

0.08x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

1.78x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

25th percentile

-4.4%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,278,863

Down $58,269 (-4.4%) from 2017

Net Assets

Down

$1,178,540

Down $64,486 (-5.2%) from 2017

Liabilities

Up

$100,323

Up $6,217 (+6.6%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

Up

$56,291

Up $4,505 (+8.7%) from 2017

Expenses

Up

$114,552

Up $3,760 (+3.4%) from 2017

Net Income

Up

-$58,261

Up $745 (+1.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2018

Assets$1,278,863
Liabilities$100,323
Net Assets$1,178,540
Open 2018 Filing

Operations Trend

Revenue Growth61st 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

2018

Revenue$56,291
Expenses$114,552
Net Income-$58,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 31, 2018
Return Version
2017v2.3
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
Commercial Bank of Texas
Title
Trustee
Signed
2018-07-31
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
Raw XML Appendix363 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0167299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0709101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01489790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS - SEE SCHEDUL
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt093737
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02472
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1
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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/PropertyDesc0WHOLE FOODS MARKET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GECC INTERNOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JPMORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GENERALS MILLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS GROUP INC GS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ALLY BANK MIDVALE UTAH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DISCOVER BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GOLDMAN SACHS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GOLDMAN SACHS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SAFRA NATIONAL BANK OF NY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WELLS FARGO BANK NA WFC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WELLS FARGO BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-07-20
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01541323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0216704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0166189
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0167299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0728935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0709101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01489790
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt093737
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt099962
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0369
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0361
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-298297
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-362783
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0391493
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0403573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0401820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01337132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01278863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02058909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt094106
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100323
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01337132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01278863
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01243026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01178540
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02081681
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0427436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01654245
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031225
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02050456
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02081681
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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/AdjNetVlNoncharitableAssetsAmt096816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt097196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt098050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt091917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt081243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02050456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01919627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01860213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01976486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01903751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01774307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt095537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236083
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095537
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095537
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt095537
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/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/IndividualWithBooksNm0DAVID L SCHOFNER
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/PhoneNum09367154122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/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/Amt093737
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEXAS LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06626 SILVERMINE DR 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078736
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093737
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/AppliedToCurrentYearAmt01800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093737
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101762
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095537
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt099962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093737
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06225
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCREASE IN GRANTS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0369
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016318
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMERCIAL BANK - TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AXLEY & RODE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016318
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11800
TaxesSchedule/TaxesDetail/Amt0136
TaxesSchedule/TaxesDetail/Amt1761
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0136
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMERCIAL BANK OF TEXAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750767305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AXLEY & RODE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1388
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUFKIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0759021388
ReturnHeader/PreparerPersonGrp/PhoneNum09366346621
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G LINDSEY PC CPA
ReturnHeader/ReturnTs02018-08-06T14:25:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,278,863
Liabilities
$100,323
Net assets
$1,178,540
Revenue
$56,291
Expenses
$114,552
Net income
-$58,261
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