Civic Intelligence

The Henderson-Wessendorff Foundation

990PF • Fiscal year 2018 • EIN 74-6047149

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 19, 2019

Organization Profile

View Organization Page

611 Morton StreetRichmond, TX 77469

(281) 342-2044

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$457,918

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

38th percentile

0.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

6.0%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$218,135,682

Up $1,532,453 (+0.7%) from 2017

Net Assets

Up

$218,130,534

Up $1,527,305 (+0.7%) from 2017

Liabilities

Up

$5,148

Up $5,148 from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin59th percentile

Revenue

Up

$19,354,787

Up $1,103,581 (+6.0%) from 2017

Expenses

Up

$17,827,482

Up $6,076,532 (+52%) from 2017

Net Income

Down

$1,527,305

Down $4,972,951 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$300M$200M$100M$0Assets 2010: $7,767,354Liabilities 2010: $0Net Assets 2010: $7,767,3542010Assets 2011: $30,533,890Liabilities 2011: $7,6792011Assets 2012: $120,199,156Liabilities 2012: $394,6352012Assets 2013: $139,602,830Liabilities 2013: $02013Assets 2014: $186,719,773Liabilities 2014: $0Net Assets 2014: $186,719,7732014Assets 2015: $206,631,674Liabilities 2015: $0Net Assets 2015: $206,631,6742015Assets 2016: $210,102,973Liabilities 2016: $0Net Assets 2016: $210,102,9732016Assets 2017: $216,603,229Liabilities 2017: $0Net Assets 2017: $216,603,2292017Assets 2018: $218,135,682Liabilities 2018: $5,148Net Assets 2018: $218,130,5342018Assets 2019: $228,329,857Liabilities 2019: $0Net Assets 2019: $228,329,8572019Assets 2020: $228,160,288Liabilities 2020: $7,012Net Assets 2020: $228,153,2762020Assets 2021: $238,202,932Liabilities 2021: $0Net Assets 2021: $238,202,9322021Assets 2022: $262,741,551Liabilities 2022: $0Net Assets 2022: $262,741,5512022Assets 2023: $272,596,460Liabilities 2023: $0Net Assets 2023: $272,596,4602023Assets 2024: $293,692,185Liabilities 2024: $0Net Assets 2024: $293,692,1852024

Highlighted filing

2018

Assets$218,135,682
Liabilities$5,148
Net Assets$218,130,534
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$100M$50M$0-$50MExpenses 2010: $1,053,3022010Revenue 2011: $24,855,490Expenses 2011: $2,099,033Net Income 2011: $22,756,4572011Revenue 2012: $97,161,372Expenses 2012: $7,856,638Net Income 2012: $89,304,7342012Revenue 2013: $32,518,898Expenses 2013: $12,903,550Net Income 2013: $19,615,3482013Revenue 2014: $60,109,106Expenses 2014: $12,992,163Net Income 2014: $47,116,9432014Revenue 2015: $32,425,980Expenses 2015: $13,103,961Net Income 2015: $19,322,0192015Revenue 2016: $16,642,666Expenses 2016: $13,624,295Net Income 2016: $3,018,3712016Revenue 2017: $18,251,206Expenses 2017: $11,750,950Net Income 2017: $6,500,2562017Revenue 2018: $19,354,787Expenses 2018: $17,827,482Net Income 2018: $1,527,3052018Revenue 2019: $27,565,122Expenses 2019: $17,365,799Net Income 2019: $10,199,3232019Revenue 2020: $17,605,762Expenses 2020: $17,782,343Net Income 2020: -$176,5812020Revenue 2021: $25,640,232Expenses 2021: $16,635,319Net Income 2021: $9,004,9132021Revenue 2022: $44,748,196Expenses 2022: $20,321,661Net Income 2022: $24,426,5352022Revenue 2023: $32,777,923Expenses 2023: $22,923,014Net Income 2023: $9,854,9092023Revenue 2024: $44,288,793Expenses 2024: $23,193,068Net Income 2024: $21,095,7252024

Highlighted filing

2018

Revenue$19,354,787
Expenses$17,827,482
Net Income$1,527,305
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES PAT MCDONALDPresidentFT$388,750$69,168$457,918
BEN JONESCFOFT$268,000$63,536$331,536
JULIE GASTONGrant OfficerFT$110,865$28,271$139,136
JACK H MOORESecretary / LegalPT$52,360-$52,360
JOE D ROBINSONChairman Of BoardPT$24,000-$24,000
LANE WARDDirector-$16,600-$16,600
BARBARA BLEILDirector-$16,000-$16,000
SETH DELEERYDirector-$16,000-$16,000
WILL ROBERTSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Henderson-wessendorff Foundation
EIN
74-6047149
Phone
2813422044
Address
611 MORTON STREET, RICHMOND, TX 77469

Signing Officer

Name
Ben Jones
Title
Vice President & CFO
Phone
2813422044
Signed
2019-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Mohle Adams Llp
Address
3900 ESSEX LANE SUITE 1000, HOUSTON, TX 77027
Preparer
Su Wah
Phone
7136291381
Raw XML AppendixShowing 400 of 1,748 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REAL ESTATE FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0APOLLO PARTNERSHIP GAIN / LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL ROYALTY PARTNERSHIP GAIN/ LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN ON JOHNSON DEV CORP SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPIAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WASH SALES - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GAIN ON RECOVERY OF LID AR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7T BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TRICADIA CREDIT STRATEGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GAIN ON SALE OF FIXED ASSETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03022762
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01527305
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0218130534
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0216603229
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0218130534
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014030889
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014026957
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014030889
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014190881
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt03932
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0163924
IRS990PF/DistributableAmountGrp/TotalTaxAmt0163924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0252396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0416320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0163924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0252396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0163924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0163924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0416320
IRS990PF/FMVAssetsEOYAmt0287494057
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05148
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0122821
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0101072
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0122821
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0122821
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022108
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039803
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt030161450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033967724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt033196423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067165443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt085956698
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt095100285
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0736958
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt020737488
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01432493
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012822326
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt020071326
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt020000530
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt050065852
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt08740925
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011389833
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012361281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04356139
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04126867
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt034000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040578196
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025060085
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025215227
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01241638
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt02027241
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01241638
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01241638
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0126320
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0262396
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0262396
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0216603229
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0218130534
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015614903
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014171513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014171513
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0216603229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0218135682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0287494057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0216603229
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0218135682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0216603229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0218130534
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt027638106
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt021795774
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt021716818
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0288139709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011747818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0188856763
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04322096
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt087535128
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014190881
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0283817613
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0288139709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt435.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt092050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt194872
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt289300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt372552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt459194
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt036854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt131386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt222496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt328863
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt47285
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0OCTOBER SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1PENNY MEEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2TODD MABRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3MARIA D CRUZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4MARY ANN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0LAR OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS/ OPS ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3ADM. ASST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4OFFICE MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0611 MORTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1611 MORTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2611 MORTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3611 MORTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4611 MORTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd077469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd177469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd277469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd377469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd477469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MCGINNIS LOCHRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WILLIS GRAVES & ASSOCIATES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0509426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1455015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt273638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0BANK & INVESTMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2OIL & GAS CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 95021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1711 LOUISIANA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt28140 N MOPAC BLDG 2 STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0890095021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd177002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd278759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1388750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt252360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3268000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt416600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt516000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt616000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8110865
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,135,682
Liabilities
$5,148
Net assets
$218,130,534
Revenue
$19,354,787
Expenses
$17,827,482
Net income
$1,527,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$294$0.00$294$44.3$23.2$21.1
2023Detailed filing. Detailed filing data is available for this year.$273$0.00$273$32.8$22.9$9.85
2022Detailed filing. Detailed filing data is available for this year.$263$0.00$263$44.7$20.3$24.4
2021Detailed filing. Detailed filing data is available for this year.$238$0.00$238$25.6$16.6$9.00
2020Detailed filing. Detailed filing data is available for this year.$228$0.01$228$17.6$17.8$0.18
2019Detailed filing. Detailed filing data is available for this year.$228$0.00$228$27.6$17.4$10.2
2018Detailed filing. Detailed filing data is available for this year.$218$0.01$218$19.4$17.8$1.53
2017Detailed filing. Detailed filing data is available for this year.$217$0.00$217$18.3$11.8$6.50
2016Detailed filing. Detailed filing data is available for this year.$210$0.00$210$16.6$13.6$3.02
2015Detailed filing. Detailed filing data is available for this year.$207$0.00$207$32.4$13.1$19.3
2014Detailed filing. Detailed filing data is available for this year.$187$0.00$187$60.1$13.0$47.1
2013Summary only. Only limited summary data is available for this year.$140$0.00$32.5$12.9$19.6
2012Summary only. Only limited summary data is available for this year.$120$0.39$97.2$7.86$89.3
2011Summary only. Only limited summary data is available for this year.$30.5$0.01$24.9$2.10$22.8
2010Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$1.05