Civic Intelligence

Greenwood Endowment Care Trust

990 • Fiscal year 2016 • EIN 75-6020268

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

Organization ProfileN/A
1 West 4th St Mac D4000-041Winstonsalem, NC 27101

(817) 336-0584

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.22x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$20,669

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$13,277,370

Down $178,075 (-1.3%) from 2015

Net Assets

Down

$13,195,110

Down $153,142 (-1.1%) from 2015

Liabilities

Down

$82,260

Down $24,933 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin82nd percentile

Revenue

Down

$376,478

Down $208,678 (-36%) from 2015

Expenses

Down

$283,124

Down $75,202 (-21%) from 2015

Net Income

Down

$93,354

Down $133,476 (-59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$30M$20M$10M$0Assets 2011: $11,189,205Liabilities 2011: $111,611Net Assets 2011: $11,077,5942011Assets 2012: $11,092,321Liabilities 2012: $109,436Net Assets 2012: $10,982,8852012Assets 2013: $12,192,423Liabilities 2013: $104,402Net Assets 2013: $12,088,0212013Assets 2014: $13,610,674Liabilities 2014: $110,304Net Assets 2014: $13,500,3702014Assets 2015: $13,455,445Liabilities 2015: $107,193Net Assets 2015: $13,348,2522015Assets 2016: $13,277,370Liabilities 2016: $82,260Net Assets 2016: $13,195,1102016Assets 2017: $15,028,669Liabilities 2017: $86,278Net Assets 2017: $14,942,3912017Assets 2018: $16,217,089Liabilities 2018: $103,987Net Assets 2018: $16,113,1022018Assets 2019: $17,203,166Liabilities 2019: $152,272Net Assets 2019: $17,050,8942019Assets 2020: $17,249,630Liabilities 2020: $212,492Net Assets 2020: $17,037,1382020Assets 2021: $21,944,865Liabilities 2021: $136,468Net Assets 2021: $21,808,3972021Assets 2022: $19,289,652Liabilities 2022: $165,739Net Assets 2022: $19,123,9132022Assets 2023: $21,769,157Liabilities 2023: $206,479Net Assets 2023: $21,562,6782023Assets 2024: $25,024,490Liabilities 2024: $380,838Net Assets 2024: $24,643,6522024

Highlighted filing

2016

Assets$13,277,370
Liabilities$82,260
Net Assets$13,195,110
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $288,8622011Expenses 2012: $327,9672012Expenses 2013: $321,8752013Revenue 2014: $656,196Expenses 2014: $363,882Net Income 2014: $292,3142014Revenue 2015: $585,156Expenses 2015: $358,326Net Income 2015: $226,8302015Revenue 2016: $376,478Expenses 2016: $283,124Net Income 2016: $93,3542016Revenue 2017: $370,360Expenses 2017: $265,420Net Income 2017: $104,9402017Revenue 2018: $698,443Expenses 2018: $319,873Net Income 2018: $378,5702018Revenue 2019: $729,127Expenses 2019: $389,997Net Income 2019: $339,1302019Revenue 2020: $615,330Expenses 2020: $439,484Net Income 2020: $175,8462020Revenue 2021: $484,790Expenses 2021: $360,287Net Income 2021: $124,5032021Revenue 2022: $1,261,465Expenses 2022: $527,583Net Income 2022: $733,8822022Revenue 2023: $1,377,673Expenses 2023: $567,921Net Income 2023: $809,7522023Revenue 2024: $1,408,685Expenses 2024: $616,294Net Income 2024: $792,3912024

Highlighted filing

2016

Revenue$376,478
Expenses$283,124
Net Income$93,354
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$2,355,218
Mission and Program Overview

Mission

NONE

Administer the endowment care funds of greenwood memorial park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$13,348,252$13,195,110▼ $153,142
Investments Other Securities$12,865,375$12,220,850▼ $644,525
Savings and Temporary Cash Investments$540,602$1,015,666▲ $475,064
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$13,455,445$13,277,370▼ $178,075
Other Assets Total$49,468$40,854▼ $8,614
Liabilities
Accounts Payable and Accrued Expenses$107,193$82,260▼ $24,933
Total Liabilities$107,193$82,260▼ $24,933
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,348,252$13,195,110▼ $153,142
Total Liabilities and Net Assets / Fund Balance$13,455,445$13,277,370▼ $178,075

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$317,325--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$13,348,252$337,392▼ $207,410$249,955$13,195,110
2014$13,500,370$283,486▼ $77,278$326,814$13,348,252
2013$12,088,021$346,284▲ $1,429,947$333,060$13,500,370
2012$10,982,885$341,412▲ $1,085,599$292,848$12,088,021
2011$11,077,594$291,992▼ $58,734$308,053$10,982,885
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
-Trustee$20,669$20,669
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$376,478
Other Revenue
$0
Change in Net Assets
$93,354

Audited Revenue Reconciliation

Revenue per Audited Statements
$376,478
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-583,888
Total Revenue per Audited Statements
$-207,410
Total Revenue per Form 990
$376,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$262,455
Salaries, Compensation, and Employee Benefits$20,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$249,955
Current Officers, Directors, Trustees, and Key Employees---$20,669
Fees for Services Accounting---$12,500
Total Functional Expenses$0$0$0$283,124

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$283,124
Expenses Not Reported on Financial Statements$249,955
Other Expense Adjustments$249,955
Expenses per Audited Statements$33,169
Total Expenses per Audited Statements$33,169
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization's institutional trustee is provided the form 990, which it reviews for accuracy and completeness before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request in compliance with irs regulations.”

Form 990, Part VII, Section A, Column (B)

“The compensation reported in column (d) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined solely on an hourly basis. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investment reporting and reallocating and rebalancing of portfolios as necessary.”

Filing and Contact Details

Filer

Filer Name
Greenwood Endowment Care Trust
EIN
75-6020268
Phone
8173360584
Address
1 WEST 4TH ST MAC D4000-041, WINSTONSALEM, NC 27101

Signing Officer

Name
Stacey Ashton
Title
Trust Officer
Phone
8173360584
Signed
2017-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philanthropic West Team
Formed
1972
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH STREET SUITE 700, FORT WORTH, TX 76107
Preparer
Heidi J Dolan
Phone
8173327905
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contributions from mt. Olivet cemetery association 337,392.”

Financial Statement Notes

PART X, LINE 2:

“The trust recognizes in its financial statements the financial effect of a tax position, if that position is more likely than not to be sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken related to the trust's tax exempt status for federal tax purposes and state filing requirements have been reviewed, and the trustee is of the opinion that material positions taken by the trust would more likely than not be sustained by examination. Accordingly, the trust has not recorded an income tax liability for uncertain tax benefits.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Distribution to mount olivet cemetery association 249,955.”

Raw XML Appendix353 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE TRUST'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND THE TRUSTEE IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE TRUST WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE TRUST HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DISTRIBUTION TO MOUNT OLIVET CEMETERY ASSOCIATION 249,955.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INSTITUTIONAL TRUSTEE IS PROVIDED THE FORM 990, WHICH IT REVIEWS FOR ACCURACY AND COMPLETENESS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST IN COMPLIANCE WITH IRS REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTIONS FROM MT. OLIVET CEMETERY ASSOCIATION 337,392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION REPORTED IN COLUMN (D) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, COLUMN (B)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MOUNT OLIVET CEMETERY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MOUNT OLIVET ENDOWMENT CARE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0750853369
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1756020383
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(13)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(13)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO OPERATE AND MAINTAIN MOUNT OLIVET CEMETERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO ADMINISTER THE ENDOWMENT OF MOUNT OLIVET CEMETERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 9450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 9450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT WORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FORT WORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd076147
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd176147
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0249955
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1337392
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MOUNT OLIVET CEMETERY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MOUNT OLIVET CEMETERY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013455445
IRS990/TotalAssetsEOYAmt013277370
IRS990/TotalAssetsGrp/BOYAmt013455445
IRS990/TotalAssetsGrp/EOYAmt013277370
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283124
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107193
IRS990/TotalLiabilitiesEOYAmt082260
IRS990/TotalLiabilitiesGrp/BOYAmt0107193
IRS990/TotalLiabilitiesGrp/EOYAmt082260
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013348252
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013195110
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0283124
IRS990/TotalReportableCompFromOrgAmt020669
IRS990/TotalRevenueGrp/ExclusionAmt0376478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0376478
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013455445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013277370
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FLOOR
IRS990/USAddress/CityNm0LAS VEGAS
IRS990/USAddress/StateAbbreviationCd0NV
IRS990/USAddress/ZIPCd089118
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08173360584
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENWOOD ENDOWMENT CARE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELLS FARGO BANK NA IFS FID TAX SVC
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0756020268
ReturnHeader/Filer/PhoneNum08173360584
ReturnHeader/Filer/USAddress/AddressLine1Txt01 WEST 4TH ST MAC D4000-041
ReturnHeader/Filer/USAddress/CityNm0WINSTONSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02821 W 7TH STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173327905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI J DOLAN
ReturnHeader/ReturnTs02017-02-14T07:40:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,277,370
Liabilities
$82,260
Net assets
$13,195,110
Revenue
$376,478
Expenses
$283,124
Net income
$93,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$0.38$24.6$1.41$0.62$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.21$21.6$1.38$0.57$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.17$19.1$1.26$0.53$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.14$21.8$0.48$0.36$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.21$17.0$0.62$0.44$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.15$17.1$0.73$0.39$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.10$16.1$0.70$0.32$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.09$14.9$0.37$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.08$13.2$0.38$0.28$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.11$13.3$0.59$0.36$0.23
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.11$13.5$0.66$0.36$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.10$12.1$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.11$11.0$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.11$11.1$0.29