Civic Intelligence

Greenwood Endowment Care Trust

990 • Fiscal year 2021 • EIN 75-6020268

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileN/A
6325 S Rainbow Blvd No 300Las Vegas, NV 89118

(817) 336-0584

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.28x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Net Margin

22nd percentile

26%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$29,367

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-21%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$21,944,865

Up $4,695,235 (+27%) from 2020

Net Assets

Up

$21,808,397

Up $4,771,259 (+28%) from 2020

Liabilities

Down

$136,468

Down $76,024 (-36%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin22nd percentile

Revenue

Down

$484,790

Down $130,540 (-21%) from 2020

Expenses

Down

$360,287

Down $79,197 (-18%) from 2020

Net Income

Down

$124,503

Down $51,343 (-29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$21,944,865
Liabilities$136,468
Net Assets$21,808,397
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$484,790
Expenses$360,287
Net Income$124,503
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.2
Gross Receipts
$2,019,474
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$17,037,138$21,808,397▲ $4,771,259
Investments in Publicly Traded Securities$15,309,764$21,079,466▲ $5,769,702
Cash and Non-Interest-Bearing Accounts$1,895,572$780,046▼ $1,115,526
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$17,249,630$21,944,865▲ $4,695,235
Other Assets Total$44,294$85,353▲ $41,059
Liabilities
Accounts Payable and Accrued Expenses$212,492$136,468▼ $76,024
Total Liabilities$212,492$136,468▼ $76,024
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,037,138$21,808,397▲ $4,771,259
Total Liabilities and Net Assets / Fund Balance$17,249,630$21,944,865▲ $4,695,235

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$17,037,138$732,427▲ $4,399,119$318,920$21,808,397
2019$17,050,894$433,967▼ $8,239$399,918$17,037,138
2018$16,113,102$488,206▲ $839,583$352,464$17,050,894
2017$14,942,391$501,381▲ $989,203$283,696$16,113,102
2016$13,195,110$552,711▲ $1,459,990$231,762$14,942,391
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$29,367$29,367
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$484,790
Other Revenue
$0
Change in Net Assets
$124,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$484,790
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,914,329
Total Revenue per Audited Statements
$4,399,119
Total Revenue per Form 990
$484,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,920
Salaries, Compensation, and Employee Benefits$29,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$318,920
Current Officers, Directors, Trustees, and Key Employees---$29,367
Fees for Services Accounting---$12,000
Total Functional Expenses$0$0$0$360,287

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$360,287
Expenses Not Reported on Financial Statements$318,920
Other Expense Adjustments$318,920
Expenses per Audited Statements$41,367
Total Expenses per Audited Statements$41,367
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 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
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 11B

“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

“The corporate trustee's compensation reported in column (d) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. 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
6325 S RAINBOW BLVD NO 300, LAS VEGAS, NV 89118

Signing Officer

Name
Stacey Ashton
Title
Trust Officer
Phone
8173360584
Signed
2022-05-05
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 ST STE 700, FORT WORTH, TX 76107
Preparer
Ira L Nevelow
Phone
8173327905
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contributions from mount olivet cemetery association 732,427.”

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 positions.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Distribution to mount olivet cemetery association 318,920.”

Raw XML Appendix340 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 POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DISTRIBUTION TO MOUNT OLIVET CEMETERY ASSOCIATION 318,920.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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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/ExplanationTxt2THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (D) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. 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/ExplanationTxt3CONTRIBUTIONS FROM MOUNT OLIVET CEMETERY ASSOCIATION 732,427.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MOUNT OLIVET CEMETERY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MOUNT OLIVET ENDOWMENT CARE TRUST
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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/AddressLine1Txt11525 W WT HARRIS BLVD MAC D1114-044
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0318920
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1732427
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MOUNT OLIVET CEMETERY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MOUNT OLIVET CEMETERY ASSOCIATION
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017249630
IRS990/TotalAssetsEOYAmt021944865
IRS990/TotalAssetsGrp/BOYAmt017249630
IRS990/TotalAssetsGrp/EOYAmt021944865
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0484790
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021944865
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENWOOD ENDOWMENT CARE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELLS FARGO BANK NA IFS FID TAX SVC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02821 W 7TH ST STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173327905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRA L NEVELOW
ReturnHeader/ReturnTs02022-05-12T08:26:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,944,865
Liabilities
$136,468
Net assets
$21,808,397
Revenue
$484,790
Expenses
$360,287
Net income
$124,503
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
2021Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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