Civic Intelligence

The Pinecrest Retirement Trust

990 • Fiscal year 2021 • EIN 75-2802726

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization ProfileN/A
PO Box 154626Lufkin, TX 75915

(936) 414-1000

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

64%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,610,445

Up $654,930 (+11%) from 2020

Net Assets

Up

$6,610,445

Up $657,541 (+11%) from 2020

Liabilities

Down

$0

Down $2,611 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin98th percentile

Revenue

Up

$352,836

Up $138,341 (+64%) from 2020

Expenses

Down

$22,823

Down $28,905 (-56%) from 2020

Net Income

Up

$330,013

Up $167,246 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,109,455Liabilities 2010: $3,212Net Assets 2010: $3,106,2432010Assets 2011: $3,100,957Liabilities 2011: $9,371Net Assets 2011: $3,091,5862011Assets 2012: $3,185,161Liabilities 2012: $4,436Net Assets 2012: $3,180,7252012Assets 2013: $3,626,955Liabilities 2013: $5,244Net Assets 2013: $3,621,7112013Assets 2014: $3,772,751Liabilities 2014: $32,885Net Assets 2014: $3,739,8662014Assets 2015: $3,694,627Liabilities 2015: $22,972Net Assets 2015: $3,671,6552015Assets 2016: $3,881,035Liabilities 2016: $9,430Net Assets 2016: $3,871,6052016Assets 2017: $4,452,636Liabilities 2017: $6,188Net Assets 2017: $4,446,4482017Assets 2018: $4,227,850Liabilities 2018: $11,641Net Assets 2018: $4,216,2092018Assets 2019: $5,078,721Liabilities 2019: $26,598Net Assets 2019: $5,052,1232019Assets 2020: $5,955,515Liabilities 2020: $2,611Net Assets 2020: $5,952,9042020Assets 2021: $6,610,445Liabilities 2021: $0Net Assets 2021: $6,610,4452021Assets 2022: $5,475,713Liabilities 2022: $0Net Assets 2022: $5,475,7132022Assets 2023: $6,160,248Liabilities 2023: $0Net Assets 2023: $6,160,2482023Assets 2024: $6,839,386Liabilities 2024: $0Net Assets 2024: $6,839,3862024Assets 2025: $7,533,770Liabilities 2025: $0Net Assets 2025: $7,533,7702025

Highlighted filing

2021

Assets$6,610,445
Liabilities$0
Net Assets$6,610,445
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $84,1602010Expenses 2011: $39,1852011Expenses 2012: $104,5162012Revenue 2013: $161,363Expenses 2013: $177,271Net Income 2013: -$15,9082013Revenue 2014: $139,511Expenses 2014: $162,840Net Income 2014: -$23,3292014Revenue 2015: $165,587Expenses 2015: $95,130Net Income 2015: $70,4572015Revenue 2016: $187,768Expenses 2016: $60,818Net Income 2016: $126,9502016Revenue 2017: $116,153Expenses 2017: $38,811Net Income 2017: $77,3422017Revenue 2018: $315,502Expenses 2018: $37,287Net Income 2018: $278,2152018Revenue 2019: $201,666Expenses 2019: $43,251Net Income 2019: $158,4152019Revenue 2020: $214,495Expenses 2020: $51,728Net Income 2020: $162,7672020Revenue 2021: $352,836Expenses 2021: $22,823Net Income 2021: $330,0132021Revenue 2022: $529,485Expenses 2022: $72,136Net Income 2022: $457,3492022Revenue 2023: $184,358Expenses 2023: $123,486Net Income 2023: $60,8722023Revenue 2024: $969,339Expenses 2024: $125,075Net Income 2024: $844,2642024Revenue 2025: $748,746Expenses 2025: $161,769Net Income 2025: $586,9772025

Highlighted filing

2021

Revenue$352,836
Expenses$22,823
Net Income$330,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Gross Receipts
$1,137,460
Mission and Program Overview

Mission

The prt supports mrc pinecrest in accomplishing their commitment to quality living for senior adults in faith-based environments. This trust assists by accepting donations and managing the investment of such donations to be used for benevolent assistance to aid those in need at mrc pinecrest toward supporting the dignity, independence and quality of life for the senior residents being servced even if/when they run low or even out of funds through no fault of their own.

The prt supports mrc pinecrest in accomplishing their commitment to quality living for senior adults in faith-based environments. Thistrust assists by accepting donations and managing the investment of such donations to be used for benevolent assistance to aid those in need at mrc pinecrest toward supporting the dignity, independence and quality of life for the senior residents being servced even if/when they run low or even out of funds through no fault of their own.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,521,761$5,836,725▲ $314,964
Savings and Temporary Cash Investments$412,226$759,325▲ $347,099
Cash and Non-Interest-Bearing Accounts$8,131$14,395▲ $6,264
Accounts Receivable$13,397$0▼ $13,397
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,955,515$6,610,445▲ $654,930
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,611--
Total Liabilities$2,611$0▼ $2,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,952,904$6,610,445▲ $657,541
Total Net Assets Fund Balance$5,952,904$6,610,445▲ $657,541
Total Liabilities and Net Assets / Fund Balance$5,955,515$6,610,445▲ $654,930
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Jule Tatum FenleyChairman
Alyce a BaggettVice Chairman
Roy KnightDirector
Steve FieldcampDirector
Tara Watson WatkinsDirector
Wayne HaglundDirector
Cathryn C ToddSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$352,836
Other Revenue
$0
Change in Net Assets
$330,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,001-$3,001
Insurance-$1,015-$1,015
Other Expenses-$106-$106
Total Functional Expenses$0$22,823$0$22,823
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“The management team currently reviews all form 990s prior to filing with the irs. They compare the results to the auditied or compilied financial statements and review all disclosure information. The 990s are reviewed and approved by the audit committee of the board and also made available to the entire board prior to filing with the irs.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Pinecrest Retirement Trust
EIN
75-2802726
Phone
9364141000
Address
PO BOX 154626, LUFKIN, TX 75915

Signing Officer

Name
Cathryn C Todd
Title
Sec/treas
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jule Tatum Fenley
Formed
1999
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Todd Hamaker & Johnson LLP
Address
517 S 1st St, Lufkin, TX 75901
Preparer
Melvin R Todd CPA
Phone
9366328181
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT TEAM CURRENTLY REVIEWS ALL FORM 990S PRIOR TO FILING WITH THE IRS. THEY COMPARE THE RESULTS TO THE AUDITIED OR COMPILIED FINANCIAL STATEMENTS AND REVIEW ALL DISCLOSURE INFORMATION. THE 990S ARE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD AND ALSO MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,610,445
Liabilities
$0
Net assets
$6,610,445
Revenue
$352,836
Expenses
$22,823
Net income
$330,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.75$0.16$0.59
2024Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.97$0.13$0.84
2023Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.18$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.53$0.07$0.46
2021Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.35$0.02$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.95$0.21$0.05$0.16
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.03$5.05$0.20$0.04$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.01$4.22$0.32$0.04$0.28
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.01$4.45$0.12$0.04$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.87$0.19$0.06$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.02$3.67$0.17$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.03$3.74$0.14$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$0.16$0.18$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.18$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.01$3.09$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.08