Civic Intelligence

Formosa Plastics Environmental Trust

990PF • Fiscal year 2011 • EIN 74-6388418

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 05, 2012

First National Bank P O Drawer 777979
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

39th percentile

-2.2%

Faster asset growth than 39% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$991,183

Down $22,521 (-2.2%) from 2010

Net Assets

Down

$991,183

Down $22,521 (-2.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$59,425

Up $1,500 (+2.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,013,704Liabilities 2010: $0Net Assets 2010: $1,013,7042010Assets 2011: $991,183Liabilities 2011: $0Net Assets 2011: $991,1832011Assets 2012: $1,001,867Liabilities 2012: $12012Assets 2013: $974,067Liabilities 2013: $0Net Assets 2013: $974,0672013Assets 2014: $950,029Liabilities 2014: $0Net Assets 2014: $950,0292014Assets 2015: $912,049Liabilities 2015: $0Net Assets 2015: $912,0492015Assets 2016: $876,772Liabilities 2016: $0Net Assets 2016: $876,7722016Assets 2017: $840,298Liabilities 2017: $0Net Assets 2017: $840,2982017Assets 2018: $850,922Liabilities 2018: $0Net Assets 2018: $850,9222018Assets 2019: $860,029Liabilities 2019: $0Net Assets 2019: $860,0292019Assets 2020: $832,393Liabilities 2020: $0Net Assets 2020: $832,3932020Assets 2021: $805,382Liabilities 2021: $0Net Assets 2021: $805,3822021Assets 2022: $669,293Liabilities 2022: $0Net Assets 2022: $669,2932022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$991,183
Liabilities$0
Net Assets$991,183

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $57,9252010Expenses 2011: $59,4252011Revenue 2012: $65,154Expenses 2012: $54,470Net Income 2012: $10,6842012Revenue 2013: $28,596Expenses 2013: $56,396Net Income 2013: -$27,8002013Revenue 2014: $28,375Expenses 2014: $52,413Net Income 2014: -$24,0382014Revenue 2015: $25,171Expenses 2015: $63,151Net Income 2015: -$37,9802015Revenue 2016: $15,915Expenses 2016: $51,192Net Income 2016: -$35,2772016Revenue 2017: $14,503Expenses 2017: $50,977Net Income 2017: -$36,4742017Revenue 2018: $14,268Expenses 2018: $178,644Net Income 2018: -$164,3762018Revenue 2019: $14,288Expenses 2019: $5,181Net Income 2019: $9,1072019Revenue 2020: $10,697Expenses 2020: $38,333Net Income 2020: -$27,6362020Revenue 2021: $9,526Expenses 2021: $36,537Net Income 2021: -$27,0112021Revenue 2022: -$99,341Expenses 2022: $36,748Net Income 2022: -$136,0892022Revenue 2023: $2,203Expenses 2023: $671,496Net Income 2023: -$669,2932023

Highlighted filing

2011

Revenue-
Expenses$59,425
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 5, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK WU FORMOSA PLASTICSTrustee-$0--
W H BAUER JR FIRST NATIONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FUNDING OF CONSTRUCTION OF WALKING PATH AND BIRD ROOKERY AT FORMOSA-TEJANO WETLANDSN/APORT LAVACA, TX, US$21,000
Paid Grant-FORMOSA-TEJANO WETLAND'S PARTNER SCHOOL DISTRICT TO ENABLE UTILIZATION OF WETLANDS AND CLASSROOMSN/APORT LAVACA, TX, US$20,000
Paid Grant-FUNDS TO FACILITATE THE 14TH WORLD LAKE CONFERENCEN/ASAN MARCOS, TX, US$10,000
Paid Grant-PROFESSIONAL FACILATORS TO ASSIST COLORADO AND LAVACA BAYS STAKEHOLDERS COMMITTEEpcAUSTIN, TX, US$3,000
Filing and Contact Details

Filer

EIN
74-6388418
Raw XML Appendix293 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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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj049754
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IRS990PF/DistributableAmount/MinimumInvestmentReturn050080
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 400
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PORT LAVACA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05064
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10DEE HARKEY FIRST NATIONAL BAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03615526726
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O DRAWER 7
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0GRANT APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE TRUSTEES THE APPLICANT IS A QUALIFIED CONSERVATION ORGANIZATION TO WHICH THE TRUST MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE AND REGULATIONS. THE APPLICATIONS MUST INCLUDE AT A MINIMUM, A DESCRIPTION OF THE PROGRAM FOR WHICH THE FUNDING IS SOUGHT, WHAT BENEFITS OF THE PROGRAM ARE GOING TO BE, AND THE COST OF THE PROGRAM.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DEE HARKEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03615526726
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PORT LAVACA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077979
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ENVIRONMENTAL PROJECTS IN CALHOUN COUNTY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0ANNUALLY SEPTEMBER 30
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount320000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUNDS TO FACILITATE THE 14TH WORLD LAKE CONFERENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROFESSIONAL FACILATORS TO ASSIST COLORADO AND LAVACA BAYS STAKEHOLDERS COMMITTEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FUNDING OF CONSTRUCTION OF WALKING PATH AND BIRD ROOKERY AT FORMOSA-TEJANO WETLANDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FORMOSA-TEJANO WETLAND'S PARTNER SCHOOL DISTRICT TO ENABLE UTILIZATION OF WETLANDS AND CLASSROOMS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0RIVER SYSTEMS INSTITUTE TEXAS STATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NATIONAL WILDLIFE FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2CALHOUN COUNTY INDEPENDENT SCHOOL D
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3CALHOUN COUNTY INDEPENDENT SCHOOL D
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10601 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1144 EAST AVENUE SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12525 NORTH COMMERCE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13525 NORTH COMMERCE STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PORT LAVACA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PORT LAVACA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501715
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501715
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012359
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04246
IRS990PF/UndistributedIncome/ExcessFromYear10240
IRS990PF/UndistributedIncome/ExcessFromYear201356
IRS990PF/UndistributedIncome/ExcessFromYear303752
IRS990PF/UndistributedIncome/ExcessFromYear402765
IRS990PF/UndistributedIncome/QualifyingDistributions054000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04246
IRS990PF/UndistributedIncome/TotalCorpus014074
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover09828
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03946
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03946
TaxesSchedule/Taxes/Amount01114
TaxesSchedule/Taxes/Category0EXCISE TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746388418
ReturnHeader/Filer/Name/BusinessNameLine10FORMOSA PLASTICS ENVIRONMENTAL TRUST
ReturnHeader/Filer/NameControl0FORM
ReturnHeader/Filer/Phone03615526726
ReturnHeader/Filer/USAddress/AddressLine10FIRST NATIONAL BANK P O DRAWER 7
ReturnHeader/Filer/USAddress/City0PORT LAVACA
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077979
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-05
ReturnHeader/Officer/Name0DEE HARKEY
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bumgardner Morrison & Company LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101501 E Mockingbird Ste 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Victoria
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077904
ReturnHeader/Preparer/Name0G DENNIS SHAY CPA
ReturnHeader/Preparer/Phone03615750271
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-05T06:19:42-08:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.67$0.67
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.10$0.04$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.18$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.07$0.05$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06