Civic Intelligence

Behl Trust UW FBO Westminster Church

EIN 72-6099157 • 501(c)3 • New Orleans, LA

Profile

To support the westminster church in its religious activities

701 Poydras Street Ste 3100New Orleans, LA 70139-7727

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$9,977

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.9%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$673,827

Down $6,058 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$673,827

Down $6,058 (-0.9%) from 2023

Revenue

Up

$51,228

Up $10,108 (+25%) from 2023

Expenses

Up

$57,392

Up $7,214 (+14%) from 2023

Net Income

Up

-$6,164

Up $2,894 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $564,552Liabilities 2011: $0Net Assets 2011: $564,5522011Assets 2012: $592,111Liabilities 2012: $0Net Assets 2012: $592,1112012Assets 2013: $612,769Liabilities 2013: $0Net Assets 2013: $612,7692013Assets 2014: $620,415Liabilities 2014: $0Net Assets 2014: $620,4152014Assets 2015: $656,070Liabilities 2015: $0Net Assets 2015: $656,0692015Assets 2016: $665,502Liabilities 2016: $0Net Assets 2016: $665,5022016Assets 2017: $703,029Liabilities 2017: $0Net Assets 2017: $703,0292017Assets 2018: $702,385Liabilities 2018: $0Net Assets 2018: $702,3852018Assets 2019: $709,987Liabilities 2019: $0Net Assets 2019: $709,9872019Assets 2020: $688,378Liabilities 2020: $0Net Assets 2020: $688,3782020Assets 2021: $754,668Liabilities 2021: $0Net Assets 2021: $754,6682021Assets 2022: $688,873Liabilities 2022: $0Net Assets 2022: $688,8732022Assets 2023: $679,885Liabilities 2023: $0Net Assets 2023: $679,8852023Assets 2024: $673,827Liabilities 2024: $0Net Assets 2024: $673,8272024

Highlighted filing

2024

Assets$673,827
Liabilities$0
Net Assets$673,827

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $110,527Expenses 2011: $75,139Net Income 2011: $35,3882011Revenue 2012: $104,798Expenses 2012: $76,690Net Income 2012: $28,1082012Revenue 2013: $69,947Expenses 2013: $51,510Net Income 2013: $18,4372013Revenue 2014: $66,138Expenses 2014: $58,543Net Income 2014: $7,5952014Revenue 2015: $78,319Expenses 2015: $42,465Net Income 2015: $35,8542015Revenue 2016: $51,682Expenses 2016: $42,705Net Income 2016: $8,9772016Revenue 2017: $74,653Expenses 2017: $37,047Net Income 2017: $37,6062017Revenue 2018: $41,403Expenses 2018: $41,738Net Income 2018: -$3352018Revenue 2019: $105,545Expenses 2019: $97,435Net Income 2019: $8,1102019Revenue 2020: $13,481Expenses 2020: $35,298Net Income 2020: -$21,8172020Revenue 2021: $105,472Expenses 2021: $38,451Net Income 2021: $67,0212021Revenue 2022: -$12,584Expenses 2022: $53,423Net Income 2022: -$66,0072022Revenue 2023: $41,120Expenses 2023: $50,178Net Income 2023: -$9,0582023Revenue 2024: $51,228Expenses 2024: $57,392Net Income 2024: -$6,1642024

Highlighted filing

2024

Revenue$51,228
Expenses$57,392
Net Income-$6,164

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.51$0.57$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.41$0.50$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.13$0.53$0.66
2021Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$1.05$0.38$0.67
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.13$0.35$0.22
2019Summary only. Only limited summary data is available for this year.$7.10$0.00$7.10$1.06$0.97$0.08
2018Summary only. Only limited summary data is available for this year.$7.02$0.00$7.02$0.41$0.42$0.00
2017Summary only. Only limited summary data is available for this year.$7.03$0.00$7.03$0.75$0.37$0.38
2016Summary only. Only limited summary data is available for this year.$6.66$0.00$6.66$0.52$0.43$0.09
2015Summary only. Only limited summary data is available for this year.$6.56$0.00$6.56$0.78$0.42$0.36
2014Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.66$0.59$0.08
2013Summary only. Only limited summary data is available for this year.$6.13$0.00$6.13$0.70$0.52$0.18
2012Summary only. Only limited summary data is available for this year.$5.92$0.00$5.92$1.05$0.77$0.28
2011Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$1.11$0.75$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$130,468
Mission and Program Overview

Mission

To support the westminster church in its religious activities.

To support the westminster church in its religious activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$679,885$673,827▼ $6,058
Investments Other Securities$621,693$644,205▲ $22,512
Savings and Temporary Cash Investments$58,189$29,619▼ $28,570
Total Assets$679,885$673,827▼ $6,058
Other Assets Total$3$3→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$679,885$673,827▼ $6,058
Total Liabilities and Net Assets / Fund Balance$679,885$673,827▼ $6,058
Compensation and Service Providers

Employees

NameTitleBaseTotal
Hancock Whitney BankCo-trustee$9,977$9,977
Gregory S ErwinCo-trustee$2,161$2,161

Board Members and Trustees

NameTitle
Jeannine LemmonChairman
Britt CampbellBoard Member
Craig BoeveBoard Member
Frank SpiesBoard Member
John PrestonBoard Member
Karen FullerBoard Member
Ken BandstraBoard Member
Marcie BeckBoard Member
Paul KarstenBoard Member
Rev Lynette SparksStaff Liaison
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,163
Other Revenue
$65
Change in Net Assets
$-6,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,073
Salaries, Compensation, and Employee Benefits$12,138
Other Expenses$2,181
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,073--$43,073
Current Officers, Directors, Trustees, and Key Employees-$12,138-$12,138
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$882-$882
Fees for Service Investment Mgmnt Fees-$291-$291
Royalties-$8-$8
Total Functional Expenses$43,073$14,319$0$57,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westminster Presbyterian ChurchGrand Rapids, MI-Support Religious Activites$43,073
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, Page 6, Part VI, Line 11-description of Process for Review

Due to time constraints, the 990 may be mailed before it is presented to the board for review. The 990 will be presented at the earliest meeting following the completion of the 990. If time permits, it will be reviewed by the board prior to submitting.

Form 990, Page 6, Part VI, Line 19

The governing documents will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Behl Trust Uw Fbo Westminster Church
EIN
72-6099157
Phone
5045992191
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
VP Trust Office
Phone
5045992191
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
La
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Mutual fund timing difference of $120 and basis adjustment of ($14)

Raw XML Appendix369 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BUT FOR THE ACTIVITIES OF THE ORGANIZATION, WESTMINSTER PRESBYTERIAN CHURCH WOULD NORMALLY ENGAGE IN RELIGIOUS ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BEHL TRUST UW FBO WESTMINSTER WAS CREATED TO SUPPORT THE RELIGIOUS ACTIVITIES OF WESTMINSTER PRESBYTERIAN CHURCH. THE FUNDS ARE DISTRIBUTED TO THE WESTMINSTER PRESBYTERIAN CHURCH IN FULFILLMENT OF ITS PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BUT FOR THE ACTIVITIES OF THE ORGANIZATION, WESTMINSTER PRESBYTERIAN CHURCH WOULD NORMALLY ENGAGE IN RELIGIOUS ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2b
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST. GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE TO TIME CONSTRAINTS, THE 990 MAY BE MAILED BEFORE IT IS PRESENTED TO THE BOARD FOR REVIEW. THE 990 WILL BE PRESENTED AT THE EARLIEST MEETING FOLLOWING THE COMPLETION OF THE 990. IF TIME PERMITS, IT WILL BE REVIEWED BY THE BOARD PRIOR TO SUBMITTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUTUAL FUND TIMING DIFFERENCE OF $120 AND BASIS ADJUSTMENT OF ($14)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt057392
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0679885
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt043073
IRS990/TotalReportableCompFromOrgAmt012138
IRS990/TotalRevenueGrp/ExclusionAmt043805
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051228
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0679885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673827
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0NEW ORLEANS
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IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUST OFFICE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045992191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEHL TRUST UW FBO WESTMINSTER CHURCH
ReturnHeader/Filer/BusinessNameControlTxt0BEHL
ReturnHeader/Filer/EIN0726099157
ReturnHeader/Filer/PhoneNum05045992191
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-04-28T15:01:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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