Civic Intelligence

Louise S and W H Bauer Charitable Endowment Trust

990PF • Fiscal year 2022 • EIN 31-6666379

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 03, 2023

Organization Profile
First National Bank P O Drawer 7Port Lavaca, TX 77979

(361) 552-6726

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-875%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.9%

Faster asset growth than 39% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-53%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$311,188

Down $15,982 (-4.9%) from 2021

Net Assets

Down

$311,188

Down $15,982 (-4.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$1,827

Down $2,047 (-53%) from 2021

Expenses

Down

$17,809

Down $1,047 (-5.6%) from 2021

Net Income

Down

-$15,982

Down $1,000 (-6.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2010: $483,787Liabilities 2010: $0Net Assets 2010: $483,7872010Assets 2011: $481,252Liabilities 2011: $0Net Assets 2011: $481,2522011Assets 2012: $469,649Liabilities 2012: $0Net Assets 2012: $469,6492012Assets 2013: $452,185Liabilities 2013: $0Net Assets 2013: $452,1852013Assets 2014: $435,419Liabilities 2014: $0Net Assets 2014: $435,4192014Assets 2015: $418,645Liabilities 2015: $0Net Assets 2015: $418,6452015Assets 2016: $402,643Liabilities 2016: $0Net Assets 2016: $402,6432016Assets 2017: $386,035Liabilities 2017: $0Net Assets 2017: $386,0352017Assets 2018: $368,623Liabilities 2018: $0Net Assets 2018: $368,6232018Assets 2019: $352,562Liabilities 2019: $0Net Assets 2019: $352,5622019Assets 2020: $342,152Liabilities 2020: $0Net Assets 2020: $342,1522020Assets 2021: $327,170Liabilities 2021: $0Net Assets 2021: $327,1702021Assets 2022: $311,188Liabilities 2022: $0Net Assets 2022: $311,1882022

Highlighted filing

2022

Assets$311,188
Liabilities$0
Net Assets$311,188
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$40K$20K$0-$20KExpenses 2010: $24,4342010Expenses 2011: $25,4972011Expenses 2012: $25,7492012Revenue 2013: $7,719Expenses 2013: $25,183Net Income 2013: -$17,4642013Revenue 2014: $7,329Expenses 2014: $24,095Net Income 2014: -$16,7662014Revenue 2015: $7,158Expenses 2015: $23,932Net Income 2015: -$16,7742015Revenue 2016: $6,887Expenses 2016: $22,889Net Income 2016: -$16,0022016Revenue 2017: $5,240Expenses 2017: $21,848Net Income 2017: -$16,6082017Revenue 2018: $4,392Expenses 2018: $21,804Net Income 2018: -$17,4122018Revenue 2019: $4,192Expenses 2019: $20,253Net Income 2019: -$16,0612019Revenue 2020: $4,007Expenses 2020: $14,417Net Income 2020: -$10,4102020Revenue 2021: $3,874Expenses 2021: $18,856Net Income 2021: -$14,9822021Revenue 2022: $1,827Expenses 2022: $17,809Net Income 2022: -$15,9822022

Highlighted filing

2022

Revenue$1,827
Expenses$17,809
Net Income-$15,982
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBY MEEKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
LOUISE S and W H BAUER CHARITABLE
EIN
31-6666379
Phone
3615526726
Address
FIRST NATIONAL BANK P O DRAWER 7, PORT LAVACA, TX 77979

Signing Officer

Name
Bobby Meeks
Title
Vice President
Signed
2023-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Bumgardner Morrison & Company LLP
Address
1501 E Mockingbird Ln STE 300, Victoria, TX 77903
Preparer
G Dennis Shay CPA
Phone
3615750271
Raw XML Appendix259 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0325412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04881
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016027
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0320531
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03615526726
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED 501(C)(3) ORGANIZATION TO WHICH THE TRUST MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE AND REGULATIONS. THE APPLICANTS MUST INCLUDE, AT A MINIMUM, A DESCRIPTION OF THE PROGRAM FOR WHICH FUNDING IS SOUGHT, WHAT BENEFITS OF THE PROGRAM ARE GOING TO BE, AND THE COSTS OF THE PROGRAM.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDS FOR FANS, BLANKETS, FOOD AND HYGIENE ITEMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FEED MY SHEEP PROGRAM FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PET FOOD, SUPPLIES, AND VET FEES FOR ADOPTABLE PETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VOLUNTEER RECRUITMENT/TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4NEW PARENT BAGS AND LOVE BOXES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUNDING TO BUILD A 30'X 50' PAVILION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FIRST UNITED METHODIST CHURCH SEADR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3GOLDEN CRESENT CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE PREGNANCY HELP CENTER OF THE CR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Olivia Community Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1505
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0404
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0378
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0595
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01481
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01481
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBY MEEKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISE S and W H BAUER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0316666379
ReturnHeader/Filer/PhoneNum03615526726
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST NATIONAL BANK P O DRAWER 7
ReturnHeader/Filer/USAddress/CityNm0PORT LAVACA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077979
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741194944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bumgardner Morrison & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Mockingbird Ln STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Victoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077903
ReturnHeader/PreparerPersonGrp/PhoneNum03615750271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G DENNIS SHAY CPA
ReturnHeader/ReturnTs02023-04-03T11:32:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOBBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEEKS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,188
Liabilities
$0
Net assets
$311,188
Revenue
$1,827
Expenses
$17,809
Net income
-$15,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.02$0.18$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.04$0.19$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.04$0.14$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.04$0.20$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.04$0.22$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$0.05$0.22$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.07$0.23$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$0.07$0.24$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.07$0.24$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.08$0.25$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.25
2010Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.24