Civic Intelligence

The Wolf Benevolent Trust Co Compass Bank

990PF • Fiscal year 2019 • EIN 75-2089226

May 01, 2018 to Apr 30, 2019 • Filed on Sep 11, 2019

Organization Profile
300 W 7th StreetFort Worth, TX 76102

(817) 735-0938

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$17,160

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

32%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,068,264

Down $18,803 (-1.7%) from 2018

Net Assets

Down

$1,068,264

Down $18,803 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Up

$65,078

Up $15,876 (+32%) from 2018

Expenses

Up

$83,881

Up $51 (+0.1%) from 2018

Net Income

Up

-$18,803

Up $15,825 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$1,068,264
Liabilities$0
Net Assets$1,068,264
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$65,078
Expenses$83,881
Net Income-$18,803
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKManagerPT$17,160-$17,160
Filing and Contact Details

Filer

Filer Name
The Wolf Benevolent Trust
EIN
75-2089226
Phone
8177350938
Address
300 W 7TH STREET, FORT WORTH, TX 76102

Signing Officer

Name
Sharon Fontenot
Title
Trust Officer
Signed
2019-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer
Ginny Ragland
Phone
9035976311
Raw XML Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COMPASS BANK
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INDIVIDUAL SCHOLARSHIP APPLICANTS SUBMIT RESUMES OF ACADEMIC QUALIFICATIONS. CHARITABLE ORGANIZATIONS SHOW EXEMPT STATUS, TYPE OF ORGANIZATION, AND PROVIDE A FINANCIAL REPORT.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd076102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS WHO HAVE THE GREATEST NEED. SCHOLARSHIPS ARE LIMITED TO $500 PER SEMESTER FOR UNDERGRADUATE STUDIES. NO RESTRICTION AS TO LOCATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61520
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MENTAL HEALTH THERAPY FOR CHILD VICTIMS OF PHYSICAL OR SEXUAL ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHILDREN'S PREVENTION AND EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FAMILY DORM AND YOUTH OUTREACH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CARE FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LITERACY COUNCIL OF TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CHILDREN'S ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2EAST TEXAS CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4EAST TEXAS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE MENTORING ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6DISCOVERY SCIENCE PLACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 6662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12210 FRANKSTON HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3613 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43201 ROBERTSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5504 W 32ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6308 N BROADWAY AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TYLER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175701
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675702
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063020
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062104
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041310
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036221
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067193
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05089
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036221
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0718
TaxesSchedule/TaxesDetail/Amt0453
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt091
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0362
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON FONTENOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLF BENEVOLENT TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO COMPASS BANK
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0752089226
ReturnHeader/Filer/PhoneNum08177350938
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 W 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ginny Ragland
ReturnHeader/ReturnTs02019-09-12T14:45:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,068,264
Liabilities
$0
Net assets
$1,068,264
Revenue
$65,078
Expenses
$83,881
Net income
-$18,803
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