Civic Intelligence

Compass Bank Employee Benefit Plan and Trust

990 • Fiscal year 2016 • EIN 63-0782534

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
PO Box 10566 - Gw Trust Tax DeptBirmingham, AL 35296

(713) 831-5601

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

52nd percentile

2.9%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.9%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,644,488

Up $2,273,508 (+17%) from 2015

Net Assets

Up

$15,644,488

Up $2,273,508 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin52nd percentile

Revenue

Up

$77,411,602

Up $3,624,249 (+4.9%) from 2015

Expenses

Up

$75,138,094

Up $410,403 (+0.5%) from 2015

Net Income

Up

$2,273,508

Up $3,213,846 (+342%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30M$20M$10M$0Assets 2010: $11,322,953Liabilities 2010: $0Net Assets 2010: $11,322,9532010Assets 2011: $10,878,706Liabilities 2011: $0Net Assets 2011: $10,878,7062011Assets 2012: $16,627,082Liabilities 2012: $0Net Assets 2012: $16,627,0822012Assets 2013: $13,048,053Liabilities 2013: $0Net Assets 2013: $13,048,0532013Assets 2014: $14,311,318Liabilities 2014: $0Net Assets 2014: $14,311,3182014Assets 2015: $13,370,980Liabilities 2015: $0Net Assets 2015: $13,370,9802015Assets 2016: $15,644,488Liabilities 2016: $0Net Assets 2016: $15,644,4882016Assets 2017: $15,788,598Liabilities 2017: $0Net Assets 2017: $15,788,5982017Assets 2018: $15,956,361Liabilities 2018: $0Net Assets 2018: $15,956,3612018Assets 2019: $21,214,599Liabilities 2019: $0Net Assets 2019: $21,214,5992019Assets 2020: $19,388,932Liabilities 2020: $0Net Assets 2020: $19,388,9322020

Highlighted filing

2016

Assets$15,644,488
Liabilities$0
Net Assets$15,644,488
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$100M$50M$0-$50MExpenses 2010: $68,207,4622010Expenses 2011: $65,713,2952011Expenses 2012: $70,914,7982012Revenue 2013: $73,623,153Expenses 2013: $77,202,182Net Income 2013: -$3,579,0292013Revenue 2014: $85,917,445Expenses 2014: $84,654,180Net Income 2014: $1,263,2652014Revenue 2015: $73,787,353Expenses 2015: $74,727,691Net Income 2015: -$940,3382015Revenue 2016: $77,411,602Expenses 2016: $75,138,094Net Income 2016: $2,273,5082016Revenue 2017: $81,470,123Expenses 2017: $81,315,854Net Income 2017: $154,2692017Revenue 2018: $89,643,635Expenses 2018: $89,462,202Net Income 2018: $181,4332018Revenue 2019: $89,987,100Expenses 2019: $88,113,080Net Income 2019: $1,874,0202019Revenue 2020: $89,672,268Expenses 2020: $88,807,373Net Income 2020: $864,8952020

Highlighted filing

2016

Revenue$77,411,602
Expenses$75,138,094
Net Income$2,273,508
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$77,411,602
Mission and Program Overview

Mission

Employee Health Plan - Self Insured Plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,370,980$15,644,488▲ $2,273,508
Rtn Earn Endowment Incm Other Fnds$13,370,980$15,644,488▲ $2,273,508
Total Assets$13,370,980$15,644,488▲ $2,273,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,370,980$15,644,488▲ $2,273,508
Total Liabilities and Net Assets / Fund Balance$13,370,980$15,644,488▲ $2,273,508
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$77,381,537
Investment Income
$30,065
Other Revenue
$0
Change in Net Assets
$2,273,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,378,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$67,759,406--$67,759,406
All Other Expenses$7,378,688--$7,378,688
Total Functional Expenses$75,138,094$0$0$75,138,094
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Section A, Line 1

“The trust document outlines how the trust is administered and the duties and powers of the trustee.”

Form 990, Page 7, Part VII, Section A, Line1

“Trustee fees were paid outside of the plan by the plan administrator.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Meetings are documented by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Meetings are documented by the governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A review was not conducted, however, a copy of the return is provided at the time of filing.”

Form 990, Page 6, Part VI, Line 19

“These items are not available to the public.”

Form 990, Page 7, Part VII, Section A

“Compass Bank WMG - Trustee, 40 hours”

Filing and Contact Details

Filer

Filer Name
Compass Bank Employee Benefit Plan & Trust
EIN
63-0782534
Phone
7138315601
Address
PO BOX 10566 - GW TRUST TAX DEPT, BIRMINGHAM, AL 35296

Signing Officer

Name
Katherine Rider
Title
Trust Officer
Phone
7138315601
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Rider
Formed
1979
Legal Domicile
Al
Voting Board Members
0
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 10, PART IX, LINE 11(C) - Accounting Expense

“A tax prep fee was paid outside the plan by the plan administrator.”

EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3B

“YES”

Raw XML Appendix275 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Employee Health Plan - Self Insured Plan
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07378688
IRS990/AllOtherExpensesGrp/TotalAmt07378688
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt067759406
IRS990/BenefitsToMembersGrp/TotalAmt067759406
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMPASS BANK - WMG INSTITUTION
IRS990/BooksInCareOfDetail/PhoneNum07138315601
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 POST OAK BLVD 19TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077056
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt067759406
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030065
IRS990/CYOtherExpensesAmt07378688
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt077381537
IRS990/CYRevenuesLessExpensesAmt02273508
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075138094
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt077411602
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CLAIM PAYMENTS MADE FOR THE BENEFIT OF THE PLAN PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Compass Bank Wealth Mgmt Group
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt077411602
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030065
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt030065
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Employee Health Plan - Self Insured Plan
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013370980
IRS990/NetAssetsOrFundBalancesEOYAmt015644488
IRS990/NetUnrelatedBusTxblIncmAmt029064
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHERINE RIDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0688615
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125028407
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251664515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0688615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125028407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251664515
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt074727691
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0821
IRS990/PYProgramServiceRevenueAmt073786532
IRS990/PYRevenuesLessExpensesAmt0-940338
IRS990/PYTotalExpensesAmt074727691
IRS990/PYTotalRevenueAmt073787353
IRS990/ReconcilationRevenueExpnssAmt02273508
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013370980
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015644488
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013370980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015644488
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trust document outlines how the trust is administered and the duties and powers of the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustee fees were paid outside of the plan by the plan administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A tax prep fee was paid outside the plan by the plan administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meetings are documented by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings are documented by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A review was not conducted, however, a copy of the return is provided at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7These items are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Compass Bank WMG - Trustee, 40 hours
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 7, PART VII, SECTION A, LINE1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 10, PART IX, LINE 11(c) - Accounting Expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0630476286
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FINANCIAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0COMPASS BANK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 10566 - GW TRUST TAX DEPT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd035296
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013370980
IRS990/TotalAssetsEOYAmt015644488
IRS990/TotalAssetsGrp/BOYAmt013370980
IRS990/TotalAssetsGrp/EOYAmt015644488
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075138094
IRS990/TotalFunctionalExpensesGrp/TotalAmt075138094
IRS990/TotalGrossUBIAmt030065
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013370980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015644488
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt077381537
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077381537
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077411602
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030065
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013370980
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015644488
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02200 POST OAK BLVD 19TH FLOOR
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077056
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE RIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07138315601
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS BANK EMPLOYEE BENEFIT PLAN & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COMP
ReturnHeader/Filer/EIN0630782534
ReturnHeader/Filer/PhoneNum07138315601
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10566 - GW TRUST TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035296
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5E96A32A6E19573133B44CB8A21932AA4C881D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5E96A32A6E19573133B44CB8A21932AA4C881D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02017-11-14T17:00:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,644,488
Liabilities
$0
Net assets
$15,644,488
Revenue
$77,411,602
Expenses
$75,138,094
Net income
$2,273,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$89.7$88.8$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$90.0$88.1$1.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$89.6$89.5$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$81.5$81.3$0.15
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$77.4$75.1$2.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$73.8$74.7$0.94
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$85.9$84.7$1.26
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$73.6$77.2$3.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.00$16.6$70.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$65.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$68.2