Civic Intelligence

Ben and Maytee Fisch Foundation

990PF • Fiscal year 2020 • EIN 75-2732192

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
3300 S Broadway Ave 200Tyler, TX 75701

(903) 617-6331

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

46th percentile

4.9%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-18%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$72,794,690

Up $3,407,420 (+4.9%) from 2019

Net Assets

Up

$72,794,690

Up $3,407,420 (+4.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin12th percentile

Revenue

Down

$3,111,368

Down $684,935 (-18%) from 2019

Expenses

Up

$4,063,062

Up $393,820 (+11%) from 2019

Net Income

Down

-$951,694

Down $1,078,755 (-849%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$100M$50M$0Assets 2011: $54,080,648Liabilities 2011: $2482011Assets 2012: $54,146,161Liabilities 2012: $02012Assets 2013: $56,548,833Liabilities 2013: $0Net Assets 2013: $56,548,8332013Assets 2014: $59,344,209Liabilities 2014: $0Net Assets 2014: $59,344,2092014Assets 2015: $63,503,212Liabilities 2015: $0Net Assets 2015: $63,503,2122015Assets 2016: $64,015,103Liabilities 2016: $0Net Assets 2016: $64,015,1032016Assets 2017: $68,251,656Liabilities 2017: $0Net Assets 2017: $68,251,6562017Assets 2018: $60,142,840Liabilities 2018: $6,500Net Assets 2018: $60,136,3402018Assets 2019: $69,387,270Liabilities 2019: $0Net Assets 2019: $69,387,2702019Assets 2020: $72,794,690Liabilities 2020: $0Net Assets 2020: $72,794,6902020Assets 2021: $80,632,460Liabilities 2021: $1Net Assets 2021: $80,632,4592021Assets 2022: $65,772,282Liabilities 2022: $0Net Assets 2022: $65,772,2822022Assets 2023: $72,473,045Liabilities 2023: $0Net Assets 2023: $72,473,0452023Assets 2024: $76,495,724Liabilities 2024: $0Net Assets 2024: $76,495,7242024

Highlighted filing

2020

Assets$72,794,690
Liabilities$0
Net Assets$72,794,690
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,458,176Expenses 2011: $2,921,900Net Income 2011: $536,2762011Revenue 2012: $3,469,843Expenses 2012: $3,409,443Net Income 2012: $60,4002012Revenue 2013: $6,119,375Expenses 2013: $3,719,407Net Income 2013: $2,399,9682013Revenue 2014: $6,392,472Expenses 2014: $3,597,116Net Income 2014: $2,795,3562014Revenue 2015: $3,617,450Expenses 2015: $4,047,438Net Income 2015: -$429,9882015Revenue 2016: $3,003,085Expenses 2016: $3,795,541Net Income 2016: -$792,4562016Revenue 2017: $5,828,311Expenses 2017: $4,231,674Net Income 2017: $1,596,6372017Revenue 2018: $2,375,714Expenses 2018: $4,007,373Net Income 2018: -$1,631,6592018Revenue 2019: $3,796,303Expenses 2019: $3,669,242Net Income 2019: $127,0612019Revenue 2020: $3,111,368Expenses 2020: $4,063,062Net Income 2020: -$951,6942020Revenue 2021: $7,589,778Expenses 2021: $3,318,551Net Income 2021: $4,271,2272021Revenue 2022: $1,764,000Expenses 2022: $4,131,016Net Income 2022: -$2,367,0162022Revenue 2023: $3,021,380Expenses 2023: $4,084,992Net Income 2023: -$1,063,6122023Revenue 2024: $5,894,697Expenses 2024: $4,502,877Net Income 2024: $1,391,8202024

Highlighted filing

2020

Revenue$3,111,368
Expenses$4,063,062
Net Income-$951,694
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE FISCH GROSSMANVice President-$0--
MANDY FUERSTSecretary-$0--
DAVID FUERSTDirector-$0--
JAN F FUERSTDirector-$0--
MARTEE F FUERSTPresident-$0--
SANDRA FISCH SOMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ben and Maytee Fisch Foundation
EIN
75-2732192
Phone
9036176331
Address
3300 S BROADWAY AVE 200, TYLER, TX 75701

Signing Officer

Name
Martee F Fuerst
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Squyres Johnson Squyres & Co Llp
Address
821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer
Deborah R Jordan
Phone
9035972021
Raw XML AppendixShowing 400 of 612 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151705302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1647584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt173060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-4751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt147099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt326830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62336044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96311944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1242446803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13146044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410332423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1547584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THRU GAINS FROM K-1'S NET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ENERGY TRSFR LP DISTRIB IN XS BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ENTERPRISE PROD PTRS DISTRIB IN XS BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HOLLY ENERGY DISTRIB IN XS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MAGELLAN MIDSTRM DISTRIB IN XS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GS S/T PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WASH SALE ON GS S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GS S/T ORD GAIN ON SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GS L/T PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WASH SALE ON GS L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GS L/T ORD GAIN ON SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ML S/T PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WASH SALE ON ML S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ACCRUED MKT DISC ON ML S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ML L/T PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WASH SALE ON ML L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ML TENDER OFFER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ACCRUED MKT DISC ON ML L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01606175
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-951694
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04359114
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt072794690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt069387270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt072794690
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03231529
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03231529
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03231529
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03263970
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032441
IRS990PF/DistributableAmountGrp/TotalTaxAmt032441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt068000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt048659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt048659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt081100
IRS990PF/FMVAssetsEOYAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01593878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01388683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01388683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036313882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041546268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041546268
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02099
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02099
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt034235
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt022857
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt022857
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022878249
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021251298
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021251298
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt069387270
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01585524
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02454834
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02454834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt069387270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt069387270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt069387270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt072794690
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt06981502
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt06130750
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt06130750
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066273492
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01548093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt064725399
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0994102
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03263970
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt065279390
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt066273492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Your Philanthropy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Merrill Lynch Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Goldman Sachs & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt090000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1176712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2201286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Consult/Recordkeep
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Brokerage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Brokerage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt16751 Old Jacksonville Highway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22001 ROSS AVE STE 2800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd075701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd175703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd275201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHANIE FISCH GROSSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MANDY FUERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID FUERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAN F FUERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARTEE F FUERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SANDRA FISCH SOMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53300 S BROADWAY SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd575701
IRS990PF/Organization501c3ExemptPFInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,794,690
Liabilities
$0
Net assets
$72,794,690
Revenue
$3,111,368
Expenses
$4,063,062
Net income
-$951,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$5.89$4.50$1.39
2023Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$3.02$4.08$1.06
2022Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$1.76$4.13$2.37
2021Detailed filing. Detailed filing data is available for this year.$80.6$0.00$80.6$7.59$3.32$4.27
2020Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$3.11$4.06$0.95
2019Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.80$3.67$0.13
2018Detailed filing. Detailed filing data is available for this year.$60.1$0.01$60.1$2.38$4.01$1.63
2017Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$5.83$4.23$1.60
2016Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$3.00$3.80$0.79
2015Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$3.62$4.05$0.43
2014Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$6.39$3.60$2.80
2013Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$6.12$3.72$2.40
2012Summary only. Only limited summary data is available for this year.$54.1$0.00$3.47$3.41$0.06
2011Summary only. Only limited summary data is available for this year.$54.1$0.00$3.46$2.92$0.54