Civic Intelligence

Eunice Best Wright Charitable Trust % Happy State Bank Trust Department

990 • Fiscal year 2021 • EIN 31-1523207

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 05, 2022

701 S Taylor Lb 120Amarillo, TX 79101

(806) 356-8787

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$24,284

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

5.2%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

23%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,779,651

Up $88,496 (+5.2%) from 2020

Net Assets

Up

$1,779,651

Up $88,496 (+5.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$153,221

Up $28,550 (+23%) from 2020

Expenses

Up

$64,053

Up $5,523 (+9.4%) from 2020

Net Income

Up

$89,168

Up $23,027 (+35%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,556,053Liabilities 2011: $0Net Assets 2011: $1,556,0532011Assets 2012: $1,528,845Liabilities 2012: $0Net Assets 2012: $1,528,8452012Assets 2013: $1,513,759Liabilities 2013: $0Net Assets 2013: $1,513,7592013Assets 2014: $1,515,937Liabilities 2014: $0Net Assets 2014: $1,515,9372014Assets 2015: $1,516,728Liabilities 2015: $0Net Assets 2015: $1,516,7282015Assets 2016: $1,516,270Liabilities 2016: $0Net Assets 2016: $1,516,2702016Assets 2017: $1,578,739Liabilities 2017: $0Net Assets 2017: $1,578,7392017Assets 2018: $1,598,212Liabilities 2018: $0Net Assets 2018: $1,598,2122018Assets 2019: $1,626,344Liabilities 2019: $0Net Assets 2019: $1,626,3442019Assets 2020: $1,691,155Liabilities 2020: $0Net Assets 2020: $1,691,1552020Assets 2021: $1,779,651Liabilities 2021: $0Net Assets 2021: $1,779,6512021Assets 2022: $1,812,782Liabilities 2022: $0Net Assets 2022: $1,812,7822022Assets 2023: $2,112,221Liabilities 2023: $0Net Assets 2023: $2,112,2212023Assets 2024: $2,155,481Liabilities 2024: $0Net Assets 2024: $2,155,4812024

Highlighted filing

2021

Assets$1,779,651
Liabilities$0
Net Assets$1,779,651

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $66,5702011Expenses 2012: $65,7382012Revenue 2013: $53,600Expenses 2013: $68,686Net Income 2013: -$15,0862013Revenue 2014: $66,687Expenses 2014: $64,509Net Income 2014: $2,1782014Revenue 2015: $80,729Expenses 2015: $57,073Net Income 2015: $23,6562015Revenue 2016: $53,231Expenses 2016: $53,689Net Income 2016: -$4582016Revenue 2017: $117,168Expenses 2017: $54,748Net Income 2017: $62,4202017Revenue 2018: $78,875Expenses 2018: $57,251Net Income 2018: $21,6242018Revenue 2019: $87,302Expenses 2019: $57,312Net Income 2019: $29,9902019Revenue 2020: $124,671Expenses 2020: $58,530Net Income 2020: $66,1412020Revenue 2021: $153,221Expenses 2021: $64,053Net Income 2021: $89,1682021Revenue 2022: $100,903Expenses 2022: $66,685Net Income 2022: $34,2182022Revenue 2023: $373,316Expenses 2023: $78,401Net Income 2023: $294,9152023Revenue 2024: $99,362Expenses 2024: $56,271Net Income 2024: $43,0912024

Highlighted filing

2021

Revenue$153,221
Expenses$64,053
Net Income$89,168
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 5, 2022
Return Version
2021v4.2
Gross Receipts
$330,109
Mission and Program Overview

Mission

To provide funds to charities for general purposes

To provide funds to designated charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,691,155$1,779,651▲ $88,496
Cap Stk Tr Prin Current Funds$1,469,908$1,469,908→ $0
Rtn Earn Endowment Incm Other Fnds$221,247$309,743▲ $88,496
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,691,155$1,779,651▲ $88,496
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,691,155$1,779,651▲ $88,496
Total Liabilities and Net Assets / Fund Balance$1,691,155$1,779,651▲ $88,496

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,779,651--
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$24,284$24,284
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$150,064
Other Revenue
$3,157
Change in Net Assets
$89,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,035
Salaries, Compensation, and Employee Benefits$24,284
Other Expenses$1,734
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,035--$38,035
Current Officers, Directors, Trustees, and Key Employees-$24,284-$24,284
Fees for Services Accounting-$1,150-$1,150
Fees for Services Other-$584-$584
Total Functional Expenses$38,035$26,018$0$64,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

There is not a governing body, only a trustee.

Form 990, Part VI, Section A, Line 8B

There is not a governing body, only a trustee.

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the happy state bank trust department and it is reviewed for accuracy. After it has been approved it is filed.

Form 990, Part VI, Section C, Line 19

Form 990 and related records are maintained at the offices of the happy state bank trust department, and are available for inspection on request.

Filing and Contact Details

Filer

Filer Name
Eunice Best Wright Charitable Trust
EIN
31-1523207
Phone
8063568787
Address
701 S TAYLOR LB 120, AMARILLO, TX 79101

Signing Officer

Name
Alisa Scott
Title
Officer of Trustee
Phone
8063568787
Signed
2022-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alisa Scott
Formed
1997
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Brown Graham & Company Pc
Address
PO BOX 20210, AMARILLO, TX 79114-2210
Preparer
David W Mooney CPA
Phone
8063558241
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Adjustment -672. Rounding

Raw XML Appendix350 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.

Path#Value
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0176888
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IRS990/LocalChaptersInd00
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/RelatedEntityInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FORM 990 AND RELATED RECORDS ARE MAINTAINED AT THE OFFICES OF THE HAPPY STATE BANK TRUST DEPARTMENT (TRUSTEE), AND ARE AVAILABLE FOR INSPECTION ON REQUEST BY ANY OF THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6METHODIST CHILDREN'S HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7MEMORIAL SLOAN KETTERING CANCER CENTER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NOT A GOVERNING BODY, ONLY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NOT A GOVERNING BODY, ONLY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE HAPPY STATE BANK TRUST DEPARTMENT AND IT IS REVIEWED FOR ACCURACY. AFTER IT HAS BEEN APPROVED IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AND RELATED RECORDS ARE MAINTAINED AT THE OFFICES OF THE HAPPY STATE BANK TRUST DEPARTMENT, AND ARE AVAILABLE FOR INSPECTION ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT -672. ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990/TotalFunctionalExpensesGrp/TotalAmt064053
IRS990/TotalGrossUBIAmt03157
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01691155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01779651
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt038035
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0150064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153221
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03157
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01691155
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01779651
IRS990/TotReportableCompRltdOrgAmt024284
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 S TAYLOR LB 120
IRS990/USAddress/CityNm0AMARILLO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079101
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISA SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER OF TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08063568787
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUNICE BEST WRIGHT CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% HAPPY STATE BANK TRUST DEPARTMENT
ReturnHeader/Filer/BusinessNameControlTxt0EUNI
ReturnHeader/Filer/EIN0311523207
ReturnHeader/Filer/PhoneNum08063568787
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 S TAYLOR LB 120
ReturnHeader/Filer/USAddress/CityNm0AMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751386677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN GRAHAM & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0791142210
ReturnHeader/PreparerPersonGrp/PhoneNum08063558241
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W MOONEY CPA
ReturnHeader/ReturnTs02022-08-18T15:15:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.10$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.37$0.08$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.10$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15$0.06$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.12$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.12$0.05$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.07$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.07