Civic Intelligence

Arthur Temple Endowment Fund Trust Texarkana National Bank

990 • Fiscal year 2016 • EIN 75-6304500

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
PO Box 152020Lufkin, TX 75915

(936) 631-3548

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-282%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$2,796

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 53.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$435,026

Down $14,706 (-3.3%) from 2015

Net Assets

Down

$435,026

Down $14,706 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Down

$5,250

Down $18,143 (-78%) from 2015

Expenses

Up

$20,074

Up $4,078 (+25%) from 2015

Net Income

Down

-$14,824

Down $22,221 (-300%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2011: $444,631Liabilities 2011: $0Net Assets 2011: $444,6312011Assets 2012: $436,254Liabilities 2012: $0Net Assets 2012: $436,2542012Assets 2013: $437,105Liabilities 2013: $0Net Assets 2013: $437,1052013Assets 2014: $442,178Liabilities 2014: $0Net Assets 2014: $442,1782014Assets 2015: $449,732Liabilities 2015: $0Net Assets 2015: $449,7322015Assets 2016: $435,026Liabilities 2016: $0Net Assets 2016: $435,0262016Assets 2017: $463,487Liabilities 2017: $0Net Assets 2017: $463,4872017Assets 2018: $482,691Liabilities 2018: $0Net Assets 2018: $482,6912018Assets 2019: $502,151Liabilities 2019: $0Net Assets 2019: $502,1512019Assets 2020: $512,763Liabilities 2020: $0Net Assets 2020: $512,7632020Assets 2021: $557,559Liabilities 2021: $0Net Assets 2021: $557,5592021Assets 2022: $642,763Liabilities 2022: $0Net Assets 2022: $642,7632022Assets 2023: $647,234Liabilities 2023: $0Net Assets 2023: $647,2342023Assets 2024: $653,930Liabilities 2024: $0Net Assets 2024: $653,9302024

Highlighted filing

2016

Assets$435,026
Liabilities$0
Net Assets$435,026
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2011: $71,208Expenses 2011: $24,247Net Income 2011: $46,9612011Expenses 2012: $23,6902012Revenue 2013: $27,931Expenses 2013: $27,080Net Income 2013: $8512013Revenue 2014: $26,620Expenses 2014: $21,547Net Income 2014: $5,0732014Revenue 2015: $23,393Expenses 2015: $15,996Net Income 2015: $7,3972015Revenue 2016: $5,250Expenses 2016: $20,074Net Income 2016: -$14,8242016Revenue 2017: $37,305Expenses 2017: $8,923Net Income 2017: $28,3822017Revenue 2018: $26,855Expenses 2018: $7,963Net Income 2018: $18,8922018Revenue 2019: $32,060Expenses 2019: $12,676Net Income 2019: $19,3842019Revenue 2020: $23,679Expenses 2020: $13,067Net Income 2020: $10,6122020Revenue 2021: $55,771Expenses 2021: $10,975Net Income 2021: $44,7962021Revenue 2022: $98,239Expenses 2022: $13,035Net Income 2022: $85,2042022Revenue 2023: $20,483Expenses 2023: $16,012Net Income 2023: $4,4712023Revenue 2024: $24,677Expenses 2024: $18,777Net Income 2024: $5,9002024

Highlighted filing

2016

Revenue$5,250
Expenses$20,074
Net Income-$14,824
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$199,285
Mission and Program Overview

Mission

None

Educational Development

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$449,732$435,026▼ $14,706
Investments in Publicly Traded Securities$427,565$318,243▼ $109,322
Savings and Temporary Cash Investments$21,453$116,537▲ $95,084
Prepaid Expenses and Deferred Charges$714$246▼ $468
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
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-
Total Assets$449,732$435,026▼ $14,706
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$449,732$435,026▼ $14,706
Total Liabilities and Net Assets / Fund Balance$449,732$435,026▼ $14,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$461,916-▲ $34,260-$476,190
2015$484,684-▼ $6,865-$461,916
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
First Bank TrustTrustee$2,796$2,796
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,250
Other Revenue
$0
Change in Net Assets
$-14,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,392
Salaries, Compensation, and Employee Benefits$2,796
Other Expenses$886
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,392--$16,392
Current Officers, Directors, Trustees, and Key Employees-$2,796-$2,796
Fees for Services Accounting-$775-$775
Other Expenses-$88-$88
Office Expenses-$23-$23
Total Functional Expenses$16,392$3,682$0$20,074
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St James Day SchoolTexarkana, TX501(c)(3)For use in educational programs$16,392
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Organization has no committees.”

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

“Form 990 is reviewed by trustee prior to filing.”

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

“Documents are furnished upon request.”

Filing and Contact Details

Filer

Filer Name
Arthur Temple Endowment Fund
EIN
75-6304500
Phone
9366313548
Address
PO Box 152020, Lufkin, TX 75915

Signing Officer

Name
First Bank Trust
Title
Trustee
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Goff & Herrington PC
Address
PO Box 153320, Lufkin, TX 75915
Preparer
Ronnie Herrington CPA
Phone
9368753317
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Nondividend Distributions Received = $118”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds are intended to generate annual income to be distributed to the St. James Day School at least annually to support their educational program.”

Raw XML Appendix357 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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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/OtherAmt09228
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IRS990/IndoorTanningServicesInd0false
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IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt08612
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0427565
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0318243
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0194035
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0None
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc0Foreign tax on dividend
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust agreement that established this entity states that the earnings of the endowment funds are to be distributed at least annually to the St. James Day School with no restrictions.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are intended to generate annual income to be distributed to the St. James Day School at least annually to support their educational program.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St James Day School
IRS990ScheduleI/RecipientTable/RecipientEIN0750829385
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05501 N State Line
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Texarkana
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075503
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Per trust agreement, funds are utilized as determined by board of trustees or settlor.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by trustee prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are furnished upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Nondividend Distributions Received = $118
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0449732
IRS990/TotalAssetsEOYAmt0435026
IRS990/TotalAssetsGrp/BOYAmt0449732
IRS990/TotalAssetsGrp/EOYAmt0435026
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03682
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016392
IRS990/TotalFunctionalExpensesGrp/TotalAmt020074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0449732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0435026
IRS990/TotalProgramServiceExpensesAmt016392
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt02796
IRS990/TotalRevenueGrp/ExclusionAmt05250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0449732
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0435026
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0First Bank Trust
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arthur Temple Endowment Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO First Bank and Trust
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0756304500
ReturnHeader/Filer/PhoneNum09366313548
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 152020
ReturnHeader/Filer/USAddress/CityNm0Lufkin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075915
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goff & Herrington PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 153320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lufkin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075915
ReturnHeader/PreparerPersonGrp/PhoneNum09368753317
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronnie Herrington CPA
ReturnHeader/ReturnTs02017-11-14T10:09:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$435,026
Liabilities
$0
Net assets
$435,026
Revenue
$5,250
Expenses
$20,074
Net income
-$14,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.25$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.20$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.98$0.13$0.85
2021Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.56$0.11$0.45
2020Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.24$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.32$0.13$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.27$0.08$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.37$0.09$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.05$0.20$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.23$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.27$0.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.28$0.27$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.00$4.36$0.24
2011Summary only. Only limited summary data is available for this year.$4.45$0.00$4.45$0.71$0.24$0.47