Civic Intelligence

Peck Ivy Bell Char Tr F0318800

EIN 74-6266438 • 501(c)3 • San Antonio, TX

Profile

The trust's sole purpose is to provide income to the travis united methodist church, an organization which is described in the irc section 170(b)(1)(a)(1)

P O Box 2950 Tax Dept Floor 5San Antonio, TX 78299-2950

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,675

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$407,900

Up $5,510 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$407,900

Up $5,510 (+1.4%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Up

$23,384

Up $8,984 (+62%) from 2023

Expenses

Up

$17,874

Up $474 (+2.7%) from 2023

Net Income

Up

$5,510

Up $8,510 (+284%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2011: $364,603Liabilities 2011: $0Net Assets 2011: $364,6032011Assets 2012: $369,397Liabilities 2012: $0Net Assets 2012: $369,3972012Assets 2013: $386,194Liabilities 2013: $0Net Assets 2013: $386,1942013Assets 2014: $397,866Liabilities 2014: $0Net Assets 2014: $397,8662014Assets 2015: $412,432Liabilities 2015: $0Net Assets 2015: $412,4322015Assets 2016: $406,736Liabilities 2016: $0Net Assets 2016: $406,7362016Assets 2017: $421,167Liabilities 2017: $0Net Assets 2017: $421,1672017Assets 2018: $428,257Liabilities 2018: $0Net Assets 2018: $428,2572018Assets 2019: $432,727Liabilities 2019: $0Net Assets 2019: $432,7272019Assets 2020: $422,034Liabilities 2020: $0Net Assets 2020: $422,0342020Assets 2021: $428,356Liabilities 2021: $0Net Assets 2021: $428,3562021Assets 2022: $405,390Liabilities 2022: $0Net Assets 2022: $405,3902022Assets 2023: $402,390Liabilities 2023: $0Net Assets 2023: $402,3902023Assets 2024: $407,900Liabilities 2024: $0Net Assets 2024: $407,9002024

Highlighted filing

2024

Assets$407,900
Liabilities$0
Net Assets$407,900
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $25,515Expenses 2011: $16,728Net Income 2011: $8,7872011Revenue 2012: $21,533Expenses 2012: $16,739Net Income 2012: $4,7942012Revenue 2013: $31,762Expenses 2013: $14,965Net Income 2013: $16,7972013Revenue 2014: $24,596Expenses 2014: $12,924Net Income 2014: $11,6722014Revenue 2015: $28,413Expenses 2015: $13,847Net Income 2015: $14,5662015Revenue 2016: $14,800Expenses 2016: $20,496Net Income 2016: -$5,6962016Revenue 2017: $27,111Expenses 2017: $12,680Net Income 2017: $14,4312017Revenue 2018: $25,098Expenses 2018: $18,008Net Income 2018: $7,0902018Revenue 2019: $22,453Expenses 2019: $17,983Net Income 2019: $4,4702019Revenue 2020: $6,095Expenses 2020: $16,788Net Income 2020: -$10,6932020Revenue 2021: $28,394Expenses 2021: $22,072Net Income 2021: $6,3222021Revenue 2022: -$3,570Expenses 2022: $19,396Net Income 2022: -$22,9662022Revenue 2023: $14,400Expenses 2023: $17,400Net Income 2023: -$3,0002023Revenue 2024: $23,384Expenses 2024: $17,874Net Income 2024: $5,5102024

Highlighted filing

2024

Revenue$23,384
Expenses$17,874
Net Income$5,510
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,900
Liabilities
$0
Net assets
$407,900
Revenue
$23,384
Expenses
$17,874
Net income
$5,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.23$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.14$0.17$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.04$0.19$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.28$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.06$0.17$0.11
2019Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$0.22$0.18$0.04
2018Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.25$0.18$0.07
2017Summary only. Only limited summary data is available for this year.$4.21$0.00$4.21$0.27$0.13$0.14
2016Summary only. Only limited summary data is available for this year.$4.07$0.00$4.07$0.15$0.20$0.06
2015Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.28$0.14$0.15
2014Summary only. Only limited summary data is available for this year.$3.98$0.00$3.98$0.25$0.13$0.12
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.32$0.15$0.17
2012Summary only. Only limited summary data is available for this year.$3.69$0.00$3.69$0.22$0.17$0.05
2011Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.26$0.17$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$171,724
Mission and Program Overview

Mission

The trust's sole purpose is to provide income to the travis united methodist church, an organization which is described in the irc section 170(b)(1)(a)(1)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$402,390$407,900▲ $5,510
Investments Other Securities$367,795$381,229▲ $13,434
Savings and Temporary Cash Investments$34,595$26,671▼ $7,924
Total Assets$402,390$407,900▲ $5,510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$402,390$407,900▲ $5,510
Total Liabilities and Net Assets / Fund Balance$402,390$407,900▲ $5,510

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,962--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$402,390-▲ $23,384-$407,900
2023$405,385-▲ $14,404-$402,390
2022$428,351-▼ $3,570-$405,385
2021$422,034-▲ $28,388-$428,351
2020$432,729-▲ $6,093-$422,034
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Debbie BroemsenTrusteeFT$5,675$5,675
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$23,384
Other Revenue
$0
Change in Net Assets
$5,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,849
Salaries, Compensation, and Employee Benefits$5,675
Other Expenses$1,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,849--$10,849
Current Officers, Directors, Trustees, and Key Employees$2,838$2,837-$5,675
Fees for Services Accounting$675$675-$1,350
Total Functional Expenses$14,362$3,512$0$17,874
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Travis Park United Methodist ChurchSan Antonio, TX170(b)(1)(a)(1)-$10,849
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
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Actions and decisions for the trust are documented as required by bank policy.”

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

“From 990 is reviewed by the tax preparer and the trust accounting officer in accordance with internal bank policies”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Frost 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 consistenrly monitored for compliance by internal and external auditors.”

Form 990, Page 6, Part VI, Line 18

“The 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 a written request.”

Form 990, Page 6, Part VI, Line 19

“The governing document, conflict of interest policy, are available upon written request to the trust administrator.”

Form 990, Page 7, Part VII, Section A

“Frost bank trustee, 40 hours”

Filing and Contact Details

Filer

Filer Name
Peck Ivy Bell Char Tr F0318800
EIN
74-6266438
Phone
2102204623
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204623
Signed
2025-04-23

Organization Details

Principal Officer
Debbie Broemsen
Formed
1977
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“The trust's sole purpose is to provide income to the travis unitedmethodist church, an organization which is described in the ircsection 170(b)(1)(a)(1)”

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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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Cohen & Steers Instl Realty Fd
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Artisan High Income Fd Instl
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Frost Credit Fund Instl
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Frost Total Return Bond Fund Instl
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IRS990ScheduleD/OtherSecuritiesGrp/Desc14Ishares Msci Eafe ETF
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S SOLE PURPOSE IS TO PROVIDE INCOME TO THE TRAVIS UNITEDMETHODIST CHURCH, AN ORGANIZATION WHICH IS DESCRIBED IN THE IRCSECTION 170(B)(1)(A)(1)
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FROST BANK, TRUSTEE MAINTAINS DOCUMENTATION OF APPLIED FUNDS TO THE NAMED ORGANIZATION AS DETAILED BY TRUST AGREEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FROM 990 IS REVIEWED BY THE TAX PREPARER AND THE TRUST ACCOUNTING OFFICER IN ACCORDANCE WITH INTERNAL BANK POLICIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FROST 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 CONSISTENRLY MONITORED FOR COMPLIANCE BY INTERNAL AND EXTERNAL AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 A WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, ARE AVAILABLE UPON WRITTEN REQUEST TO THE TRUST ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FROST BANK TRUSTEE, 40 HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
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