Civic Intelligence

Montgomery Napa Trust

990PF • Fiscal year 2019 • EIN 27-6402235

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 24, 2019

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

60th percentile

0.08x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

1.20x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,242,190

Down $36,673 (-2.9%) from 2018

Net Assets

Down

$1,142,201

Down $36,339 (-3.1%) from 2018

Liabilities

Down

$99,989

Down $334 (-0.3%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin12th percentile

Revenue

Up

$83,538

Up $27,247 (+48%) from 2018

Expenses

Up

$119,850

Up $5,298 (+4.6%) from 2018

Net Income

Up

-$36,312

Up $21,949 (+38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$1,242,190
Liabilities$99,989
Net Assets$1,142,201
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$83,538
Expenses$119,850
Net Income-$36,312
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd 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
Phone
9367154122
Signed
2019-07-24
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/GainsMinusExcessOrLossesAmt5-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-8171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt718694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1018470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt923778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1520000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1644604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020,000 ALLY BANK 1% 5/21/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.5194 WESTINGHOUSE AIR BRAKE TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210,000 ALLY BANK 1.05% 4/9/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3400 AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410,000 DISCOVER BANK 1.75% 8/20/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc560 CHEMOURS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc615,000 GOLDMAN SACHS 1.9% 12/17/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,400 GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820,000 SYNOVUS BANK 1.5% 12/21/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050,000 WELLS FARGO BANK 1% 7/20/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120,000 WELLS FARGO BANK 1.1% 7/2/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1220,000 WELLS FARGO BANK 1.2% 6/18/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350,000 WELLS FARGO BK 1.5% 10/26/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1420,000 WELLS FARGO BK 1.5% 11/13/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151 DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1620,000 RBS 4.75% 4/15/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17900 BEMIS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1820,000 GOLDMAN SACHS 2.25% 11/15/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1920,000 WALMART INC 1.95% 12/15/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033129
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt027
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01142228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01178540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01142201
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0101889
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0101889
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0101889
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102555
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0666
IRS990PF/DistributableAmountGrp/TotalTaxAmt0666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0770
IRS990PF/FMVAssetsEOYAmt02070383
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01541323
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01541323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0166189
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0105957
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0106259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0709101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0644806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01472060
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt099962
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt099989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0104
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0104
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0361
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-362783
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-399122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0403573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0491323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0491960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01278863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01242190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02070383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0100323
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt099989
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01278863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01242190
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01178540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01142201
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02082339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0450144
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01631737
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0458
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102555
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02051104
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02082339
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/AdjNetVlNoncharitableAssetsAmt097151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt097817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt095537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt092796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt098050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt091917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02051104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02050456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01919627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01860213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01976486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01903751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236823
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101196
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101862
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0666
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101862
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

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,242,190
Liabilities
$99,989
Net assets
$1,142,201
Revenue
$83,538
Expenses
$119,850
Net income
-$36,312
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