Civic Intelligence

The Wolf Benevolent Trust Co Compass Bank

990PF • Fiscal year 2016 • EIN 75-2089226

May 01, 2015 to Apr 30, 2016 • Filed on Aug 16, 2016

Organization Profile
8080 N Central ExpyDallas, TX 75206

(214) 706-8079

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$17,457

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 27.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,151,380

Down $29,769 (-2.5%) from 2015

Net Assets

Down

$1,151,084

Down $30,065 (-2.5%) from 2015

Liabilities

Up

$296

Up $296 from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$63,234

Down $160,211 (-72%) from 2015

Expenses

Up

$93,299

Up $12,906 (+16%) from 2015

Net Income

Down

-$30,065

Down $173,117 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,087,195Liabilities 2011: $0Net Assets 2011: $1,087,1952011Assets 2012: $1,085,298Liabilities 2012: $0Net Assets 2012: $1,085,2982012Assets 2013: $1,059,812Liabilities 2013: $0Net Assets 2013: $1,059,8122013Assets 2014: $1,038,097Liabilities 2014: $0Net Assets 2014: $1,038,0972014Assets 2015: $1,181,149Liabilities 2015: $0Net Assets 2015: $1,181,1492015Assets 2016: $1,151,380Liabilities 2016: $296Net Assets 2016: $1,151,0842016Assets 2017: $1,121,695Liabilities 2017: $0Net Assets 2017: $1,121,6952017Assets 2018: $1,087,067Liabilities 2018: $0Net Assets 2018: $1,087,0672018Assets 2019: $1,068,264Liabilities 2019: $0Net Assets 2019: $1,068,2642019Assets 2020: $1,036,493Liabilities 2020: $0Net Assets 2020: $1,036,4932020Assets 2021: $1,083,422Liabilities 2021: $0Net Assets 2021: $1,083,4222021Assets 2022: $1,145,255Liabilities 2022: $0Net Assets 2022: $1,145,2552022Assets 2023: $1,205,546Liabilities 2023: $0Net Assets 2023: $1,205,5462023Assets 2024: $1,257,937Liabilities 2024: $0Net Assets 2024: $1,257,9372024Assets 2025: $1,274,476Liabilities 2025: $0Net Assets 2025: $1,274,4762025

Highlighted filing

2016

Assets$1,151,380
Liabilities$296
Net Assets$1,151,084
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $60,9932011Expenses 2012: $80,7072012Expenses 2013: $79,5322013Revenue 2014: $59,904Expenses 2014: $81,619Net Income 2014: -$21,7152014Revenue 2015: $223,445Expenses 2015: $80,393Net Income 2015: $143,0522015Revenue 2016: $63,234Expenses 2016: $93,299Net Income 2016: -$30,0652016Revenue 2017: $50,968Expenses 2017: $80,357Net Income 2017: -$29,3892017Revenue 2018: $49,202Expenses 2018: $83,830Net Income 2018: -$34,6282018Revenue 2019: $65,078Expenses 2019: $83,881Net Income 2019: -$18,8032019Revenue 2020: $49,176Expenses 2020: $80,947Net Income 2020: -$31,7712020Revenue 2021: $127,134Expenses 2021: $80,205Net Income 2021: $46,9292021Revenue 2022: $85,750Expenses 2022: $23,917Net Income 2022: $61,8332022Revenue 2023: $114,141Expenses 2023: $45,834Net Income 2023: $68,3072023Revenue 2024: $134,791Expenses 2024: $81,081Net Income 2024: $53,7102024Revenue 2025: $103,285Expenses 2025: $84,970Net Income 2025: $18,3152025

Highlighted filing

2016

Revenue$63,234
Expenses$93,299
Net Income-$30,065
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Aug 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKManagerPT$17,457-$17,457
Filing and Contact Details

Filer

Filer Name
The Wolf Benevolent Trust
EIN
75-2089226
Phone
2147068079
Address
8080 N CENTRAL EXPY, DALLAS, TX 75206

Signing Officer

Name
Greg Burleigh
Title
VP and Trust Officer
Signed
2016-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer
James R Allen
Phone
9035976311
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AppliedToPriorYearElection/ElectionDesc0Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2014 Amount: 26207 Tax Year: 0 Amount: 0
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THE PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMERICAN INTERNATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67U.S. BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BERKSHIRE HATHAWAY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0115332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2112829
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ABERDEEN EMERGING MARKET INSTL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CAMBIAR INTERNATIONAL EQUITY FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138827
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02150
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015711
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt065362
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027177
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027177
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0505382
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036057
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt072
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt093299
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018564
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0469325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0504629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036057
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt035304
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01151084
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01181149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01151084
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061645
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061645
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061645
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062092
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/DistributableAmountGrp/TotalTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt01206908
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0296
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01181149
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01151084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0256946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0256749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0260853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0306220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0286657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0349116
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0275
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0275
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0420943
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0423103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0409346
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08479
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08479
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01151380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01206908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01181149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01151380
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01181149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01151084
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0175995
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0176117
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0178839
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01260753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01242891
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062092
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01241842
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01260753
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COMPASS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08080 N VENTRAL EXPY STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075206
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt058969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt059416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt061170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt062239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt061183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt042074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01241842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01313842

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Filings

Displayed year

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

Open filing
Assets
$1,151,380
Liabilities
$296
Net assets
$1,151,084
Revenue
$63,234
Expenses
$93,299
Net income
-$30,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.08$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06