Civic Intelligence

Lucinda Templin Trust Weststar Bank Trustee

EIN 43-6106855 • 4947(a)1

Profile

NONE

PO Box 9910279999-9102

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2014

Net Margin

85th percentile

63%

Higher net margin than 85% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,369,864

Up $86,408 (+6.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$1,369,864

Up $86,408 (+6.7%) from 2013

Operations
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

$137,349

No earlier filing loaded for comparison.

Expenses

Up

$50,941

Up $7,992 (+19%) from 2013

Net Income

$86,408

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,240,367Liabilities 2011: $0Net Assets 2011: $1,240,3672011Assets 2012: $1,216,380Liabilities 2012: $0Net Assets 2012: $1,216,3802012Assets 2013: $1,283,456Liabilities 2013: $0Net Assets 2013: $1,283,4562013Assets 2014: $1,369,864Liabilities 2014: $0Net Assets 2014: $1,369,8642014

Highlighted filing

2014

Assets$1,369,864
Liabilities$0
Net Assets$1,369,864
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Expenses 2011: $73,2402011Expenses 2012: $49,8862012Expenses 2013: $42,9492013Revenue 2014: $137,349Expenses 2014: $50,941Net Income 2014: $86,4082014

Highlighted filing

2014

Revenue$137,349
Expenses$50,941
Net Income$86,408
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,369,864
Liabilities
$0
Net assets
$1,369,864
Revenue
$137,349
Expenses
$50,941
Net income
$86,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.14$0.05$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$876,237
Mission and Program Overview

Mission

NONE

To support radford school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,283,456$1,369,864▲ $86,408
Investments in Publicly Traded Securities$1,272,394$1,353,406▲ $81,012
Cash and Non-Interest-Bearing Accounts$11,062$16,458▲ $5,396
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,283,456$1,369,864▲ $86,408
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,283,456$1,369,864▲ $86,408
Total Liabilities and Net Assets / Fund Balance$1,283,456$1,369,864▲ $86,408
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Weststar BankCorp Trustee$13,451$13,451
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$137,349
Other Revenue
$0
Change in Net Assets
$86,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,708
Other Expenses$18,233
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,708--$32,708
Fees for Service Investment Mgmnt Fees-$13,451-$13,451
Fees for Services Legal-$3,682-$3,682
Fees for Services Accounting-$1,100-$1,100
Total Functional Expenses$32,708$18,233$0$50,941
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-1180152-501(c)(3)Assistance for Operating Expenses$32,708
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
Annual disclosure for covered persons
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
Yes
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 are no governing body members”

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

“There are no governing body members”

Form 990, Part VI, Section B, Line 11

“There are no governing body members, only the trustee.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflit of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

EIN
43-6106855
Phone
9157471675

Signing Officer

Name
Lucy Garcia Vp
Title
Weststar Bank, Trustee
Phone
9157471675
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucy Garcia Vp
Formed
1996
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Diane R Smith
Phone
9155669305
Raw XML Appendix306 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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IRS990/BooksInCareOfDetail/USAddress/State0TX
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01272394
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0738888
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYOtherExpensesAmt014000
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032708
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt032708
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleI/RecipientTable/USAddress/State0TX
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IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO GOVERNING BODY MEMBERS
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09157471675
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
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ReturnHeader/Filer/BusinessNameControlTxt0TEMP
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ReturnHeader/Filer/PhoneNum09157471675
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ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0799999102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742043108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STOCKTON SCURRY & SMITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104487 NORTH MESA ST SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EL PASO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode079902
ReturnHeader/PreparerPersonGrp/PhoneNum09155669305
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE R SMITH
ReturnHeader/ReturnTs02015-05-14T21:02:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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