Civic Intelligence

The Wolters Charitable Trust #51548

990 • Fiscal year 2019 • EIN 47-6243624

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 20, 2019

Organization ProfileN/A
C/O Frost Bank PO Drawer 2950San Antonio, TX 78299-2950

(210) 220-4438

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$17,200

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,572,089

Up $91,998 (+3.7%) from 2018

Net Assets

Up

$2,572,089

Up $91,998 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Down

$210,620

Down $181,844 (-46%) from 2018

Expenses

Down

$118,621

Down $6,356 (-5.1%) from 2018

Net Income

Down

$91,999

Down $175,488 (-66%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,888,986Liabilities 2011: $0Net Assets 2011: $1,888,9862011Assets 2012: $1,882,534Liabilities 2012: $0Net Assets 2012: $1,882,5342012Assets 2013: $1,900,600Liabilities 2013: $0Net Assets 2013: $1,900,6002013Assets 2014: $1,964,226Liabilities 2014: $0Net Assets 2014: $1,964,2262014Assets 2015: $2,048,731Liabilities 2015: $0Net Assets 2015: $2,048,7312015Assets 2016: $2,099,030Liabilities 2016: $0Net Assets 2016: $2,099,0302016Assets 2017: $2,212,604Liabilities 2017: $0Net Assets 2017: $2,212,6042017Assets 2018: $2,480,091Liabilities 2018: $0Net Assets 2018: $2,480,0912018Assets 2019: $2,572,089Liabilities 2019: $0Net Assets 2019: $2,572,0892019Assets 2020: $2,626,057Liabilities 2020: $0Net Assets 2020: $2,626,0572020Assets 2021: $2,770,638Liabilities 2021: $0Net Assets 2021: $2,770,6382021Assets 2022: $2,849,741Liabilities 2022: $0Net Assets 2022: $2,849,7412022Assets 2023: $2,957,739Liabilities 2023: $0Net Assets 2023: $2,957,7392023Assets 2024: $3,045,935Liabilities 2024: $0Net Assets 2024: $3,045,9352024Assets 2025: $3,077,320Liabilities 2025: $0Net Assets 2025: $3,077,3202025

Highlighted filing

2019

Assets$2,572,089
Liabilities$0
Net Assets$2,572,089
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KRevenue 2011: $396,548Expenses 2011: $86,114Net Income 2011: $310,4342011Revenue 2012: $72,007Expenses 2012: $78,459Net Income 2012: -$6,4522012Revenue 2013: $86,733Expenses 2013: $68,667Net Income 2013: $18,0662013Revenue 2014: $156,291Expenses 2014: $92,665Net Income 2014: $63,6262014Revenue 2015: $182,503Expenses 2015: $97,998Net Income 2015: $84,5052015Revenue 2016: $127,011Expenses 2016: $76,712Net Income 2016: $50,2992016Revenue 2017: $197,986Expenses 2017: $84,412Net Income 2017: $113,5742017Revenue 2018: $392,464Expenses 2018: $124,977Net Income 2018: $267,4872018Revenue 2019: $210,620Expenses 2019: $118,621Net Income 2019: $91,9992019Revenue 2020: $169,832Expenses 2020: $115,864Net Income 2020: $53,9682020Revenue 2021: $255,552Expenses 2021: $110,955Net Income 2021: $144,5972021Revenue 2022: $227,346Expenses 2022: $148,242Net Income 2022: $79,1042022Revenue 2023: $284,149Expenses 2023: $176,151Net Income 2023: $107,9982023Revenue 2024: $298,834Expenses 2024: $210,638Net Income 2024: $88,1962024Revenue 2025: $200,004Expenses 2025: $168,619Net Income 2025: $31,3852025

Highlighted filing

2019

Revenue$210,620
Expenses$118,621
Net Income$91,999
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 20, 2019
Return Version
2018v3.1
Gross Receipts
$263,217
Mission and Program Overview

Mission

As set forth in the trust instrument and followed by the trustee, this organization supports charitable organizations specified under the will of ethel wolters (first united methodist church and city of shiner).

The primary exempt purpose of the wolters charitable trust is to provide support to charitable organizations specified under the will of ethel wolters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,480,091$2,572,089▲ $91,998
Investments in Publicly Traded Securities$2,390,147$2,337,154▼ $52,993
Savings and Temporary Cash Investments$84,643$229,089▲ $144,446
Accounts Receivable$5,301$5,846▲ $545
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,480,091$2,572,089▲ $91,998
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,480,091$2,572,089▲ $91,998
Total Liabilities and Net Assets / Fund Balance$2,480,091$2,572,089▲ $91,998

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,480,091-▲ $210,620$11,195$2,572,090
2017$2,212,604-▲ $392,464$10,885$2,480,091
2016$2,099,031-▲ $197,985$10,099$2,212,604
2015$2,048,731-▲ $127,011$9,315$2,099,031
2014$1,964,226-▲ $182,502$9,079$2,048,731
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeK. Finck, AdministratorFT$17,200$17,200

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$158,086
Other Revenue
$52,534
Change in Net Assets
$91,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,920
Salaries, Compensation, and Employee Benefits$17,200
Other Expenses$5,501
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,920--$95,920
Current Officers, Directors, Trustees, and Key Employees$8,600$8,600$0$17,200
Fees for Services Accounting$2,595$2,595$0$5,190
Other Expenses-$311-$311
Total Functional Expenses$107,115$11,506$0$118,621
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchShiner, TX501(c)(3)Charitable$59,950
City of ShinerShiner, TX501(c)(3)Charitable$35,970
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 B, Line 11B

“The administrator for the trust reviews and signs form 990 as required by internal bank policies.”

Part 990, Part VI, Section B, Line 12C

“Frost national bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors. Frost national bank has a written whistleblower policy and a written document retention and destruction policy. Compensation for the trustee is either set by the governing document or reflect charges that are normal and customary as established by the bank for similar accounts.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
THE WOLTERS CHARITABLE TRUST #51548
EIN
47-6243624
In Care Of
% FROST BANK
Phone
2102204438
Address
C/O FROST BANK PO DRAWER 2950, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank K Finck
Title
Trustee/administrato
Phone
2102204438
Signed
2019-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frost Bank K Finck
Formed
2002
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“As set forth in the trust instrument and followed by the trustee, this organization supports first united methodist church and city of shiner.”

Raw XML AppendixShowing 400 of 570 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/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt052518
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt052518
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084643
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229089
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0119228
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0114512
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt01794
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt03535
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt011506
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt010885
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0117434
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0110977
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0107722
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0103627
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0103627
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0118271
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0118271
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt088083
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0118271
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt048650
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0118271
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt069621
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0107426
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt058776
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt069621
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt058776
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt058776
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt069621
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt011506
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0107426
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0118271
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt090.8304
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt095920
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0107426
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03065847
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03430641
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0155240
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0146803
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02603592
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02580199
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt045988
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt051460
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0307015
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0703639
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03019859
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03379181
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0105695
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0118271
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03065847
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03430641
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0105695
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0118271
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742293187
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1746002292
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt059950
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt135970
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH - SHINER TEXAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CITY OF SHINER - SHINER TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt095920
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011507
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02480091
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02572090
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt095919
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0210620
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt011195
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02212604
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02480091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0103208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392464
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt010885
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010099
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02099031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02212604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt064214
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09380
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02048731
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02099031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt058016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01964226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02048731
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt079633
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0182502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt09079
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,572,089
Liabilities
$0
Net assets
$2,572,089
Revenue
$210,620
Expenses
$118,621
Net income
$91,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.20$0.17$0.03
2024Summary only. Only limited summary data is available for this year.$3.05$0.00$3.05$0.30$0.21$0.09
2023Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$0.28$0.18$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$0.23$0.15$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.26$0.11$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.17$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21$0.12$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.39$0.12$0.27
2017Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.20$0.08$0.11
2016Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$0.13$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.18$0.10$0.08
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$0.16$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$0.40$0.09$0.31