Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 33.2% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Balance Sheet
Assets
Up$4,866,911
Up $290,339 (+6.3%) from 2012
Net Assets
Up$4,783,613
Up $292,725 (+6.5%) from 2012
Liabilities
Down$83,298
Down $2,386 (-2.8%) from 2012
Revenue And Expenses
Revenue
$386,136
No earlier filing loaded for comparison.
Expenses
Down$93,413
Down $75,462 (-45%) from 2012
Net Income
$292,723
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Nov 3, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $1,843,959
Mission and Program Overview
Mission
Make contributions to WISD to be used for the upkeep and betterment of teaching advanced American History and Chemistry in WISD,
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $1,289,803 | $2,528,422 | ▲ $1,238,619 |
| Investments in Publicly Traded Securities | $1,528,665 | $1,522,539 | ▼ $6,126 |
| Investments Other Securities | $699,701 | $0 | ▼ $699,701 |
| Other Notes and Loans Receivable, Net | $433,078 | $444,678 | ▲ $11,600 |
| Savings and Temporary Cash Investments | $606,838 | $359,749 | ▼ $247,089 |
| Cash and Non-Interest-Bearing Accounts | $17,920 | $10,958 | ▼ $6,962 |
| Accounts Receivable | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $4,576,572 | $4,866,911 | ▲ $290,339 |
| Other Assets Total | $567 | $565 | ▼ $2 |
| Liabilities | |||
| Deferred Revenue | $85,684 | $83,298 | ▼ $2,386 |
| Total Liabilities | $85,684 | $83,298 | ▼ $2,386 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $4,199,577 | $4,441,310 | ▲ $241,733 |
| Unrestricted Net Assets | $291,311 | $342,303 | ▲ $50,992 |
| Total Net Assets Fund Balance | $4,490,888 | $4,783,613 | ▲ $292,725 |
| Total Liabilities and Net Assets / Fund Balance | $4,576,572 | $4,866,911 | ▲ $290,339 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $613,050 | $119,596 | $732,646 |
| Other Land Buildings | $15,772 | $20,494 | $36,266 |
| Land | $1,899,600 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jon Lewis | Executive Direc | PT | $30,478 | $97,634 | $128,112 |
Board Members and Trustees
| Name | Title |
|---|---|
| Eric Hogue | Chairman |
| Bob Graf | Trustee |
| KC Swayze | Trustee |
| Mary Davis | Trustee |
| Ben Brown | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $369,867
- Other Revenue
- $16,269
- Change in Net Assets
- $292,723
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $39,667 |
| Salaries, Compensation, and Employee Benefits | $33,525 |
| Grants and Similar Amounts Paid | $20,221 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $6,096 | $24,382 | - | $30,478 |
| Grants to Domestic Orgs | $20,221 | - | - | $20,221 |
| Fees for Service Investment Mgmnt Fees | - | $10,846 | - | $10,846 |
| Occupancy | $1,719 | $6,875 | - | $8,594 |
| Depreciation Depletion | $1,324 | $5,297 | - | $6,621 |
| Fees for Services Accounting | $1,013 | $4,052 | - | $5,065 |
| Insurance | $788 | $3,151 | - | $3,939 |
| Payroll Taxes | $424 | $1,695 | - | $2,119 |
| All Other Expenses | $217 | $867 | - | $1,084 |
| Other Employee Benefits | $186 | $742 | - | $928 |
| Other Expenses | $91 | $363 | - | $454 |
| Travel | $30 | $122 | - | $152 |
| Total Functional Expenses | $32,691 | $60,722 | $0 | $93,413 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| 75-6002810 | - | 170(b)(1)(A)(ii) | Educational support | $20,221 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| 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
- Yes
- 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 1A: Explanation of Delegated Broad Authority to Committee
“There are no committees and therefore no board authority delegated to any committee. The Mayor of the city of Wylie is the Board Chairman. The Mayor has no vote except in the case of a tie.”
Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
“The Executive Directed documents the Board meetings contemporaneously in written minutes that are prepared and presented to the Board at the next meeting for approval. There are no committees, so there are no minutes for any committees (8b).”
Form 990, Part VI, Line 10B: Explanation of No Written Policies and Procedures for Chapters, Branche
“See Schedule R, part VII, page 5 for further explanation. Birmingham Land Trust #1 and taxpayer, Birmingham Land Trust #2 are affiliated by the fact that their assets, income and expenses are commingled and have since the establishment of Trust #2. The Trusts also have the same Board as designated in the Trust documents. There are not separate written policies other than the Trust documents and the court orders specifying the ownership of the Trust assets as further described in Schedule R.The trust documents for the separate Trusts specify which programs at WISD each specific Trust is required to support. Trust #2's contributions are limited to the benefit of classes in the areas of American history and chemistry. Trust #1's contributions are limited to the benefit of classes in the areas of manual training and domestic economy.”
Form 990, Part VI, Line 11B: Form 990 Review Process
“Form 990 is presented to Treasurer for review prior to filing.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“Board members and key employees are required to sign a conflict of interest policy on an annual basis.”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“Disclosure of documents and policies are made upon request as required by state and federal law.”
Filing and Contact Details
Filer
- EIN
- 75-6363067
- Phone
- 9724429192
Signing Officer
- Name
- Ben Brown
- Title
- Treasurer
- Signed
- 2014-11-03
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Jon Lewis
- Formed
- 1950
- Legal Domicile
- TX
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 1
- Volunteers
- 5
Preparer
- Preparer
- Robert G Rogers
- Phone
- 9037533342
Supplemental Narrative
Additional Explanations
Other Changes In Net Assets Or Fund Balances - Other Increases
“Rounding = $2”
Raw XML AppendixShowing 400 of 472 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/BooksInCareOfDetail/USAddress/State | 0 | TX |
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| IRS990/FederalGrantAuditRequiredInd | 0 | false |
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| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
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| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
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| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 788 |
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| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 928 |
| IRS990/OtherExpensesGrp/Desc | 0 | Telephone |
| IRS990/OtherExpensesGrp/Desc | 1 | Auto expense |
| IRS990/OtherExpensesGrp/Desc | 2 | Office expense |
| IRS990/OtherExpensesGrp/Desc | 3 | Taxes - property |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1035 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 901 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 394 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 363 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 259 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 225 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 98 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 91 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1294 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1126 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 492 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 454 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 433078 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 444678 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1695 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 424 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 2119 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 4199577 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 4441310 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliciesReferenceChaptersInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Jon Lewis |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 101823 |
| IRS990/PYInvestmentIncomeAmt | 0 | 483470 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 34763 |
| IRS990/PYOtherRevenueAmt | 0 | 2991 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 317586 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 32289 |
| IRS990/PYTotalExpensesAmt | 0 | 168875 |
| IRS990/PYTotalRevenueAmt | 0 | 486461 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 292723 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 16269 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 606838 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 359749 |
| IRS990ScheduleA/CertificationInd | 0 | X |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 756002810 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 20221 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | Wylie Independent School District |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | true |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 20221 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 613050 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 119596 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 732646 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 1899600 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 1899600 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 15772 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 20494 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 36266 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2528422 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 20221 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 170(b)(1)(A)(ii) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | Educational support |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 0 | Wylie Independent School District |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 756002810 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 0 | 951 S Ballard |
| IRS990ScheduleI/RecipientTable/USAddress/City | 0 | Wylie |
| IRS990ScheduleI/RecipientTable/USAddress/State | 0 | TX |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCode | 0 | 75098 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Birmingham Land Trust #2 ("the Trust") requires administration from Wylie Independent School District ("WISD") to present grant requests to the Trust Board annually. These grant requests identify how the request falls within the purpose of the trust and includes a budget summary of the amounts to be spent for each category i.e. - new equipment, seminars, etc.The Trust receives annual summaries from WISD showing the amounts spent on each grant after the school year is completed. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grantmaker's Description of How Grants are Used |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | There are no committees and therefore no board authority delegated to any committee. The Mayor of the city of Wylie is the Board Chairman. The Mayor has no vote except in the case of a tie. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Executive Directed documents the Board meetings contemporaneously in written minutes that are prepared and presented to the Board at the next meeting for approval. There are no committees, so there are no minutes for any committees (8b). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | See Schedule R, part VII, page 5 for further explanation. Birmingham Land Trust #1 and taxpayer, Birmingham Land Trust #2 are affiliated by the fact that their assets, income and expenses are commingled and have since the establishment of Trust #2. The Trusts also have the same Board as designated in the Trust documents. There are not separate written policies other than the Trust documents and the court orders specifying the ownership of the Trust assets as further described in Schedule R.The trust documents for the separate Trusts specify which programs at WISD each specific Trust is required to support. Trust #2's contributions are limited to the benefit of classes in the areas of American history and chemistry. Trust #1's contributions are limited to the benefit of classes in the areas of manual training and domestic economy. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Form 990 is presented to Treasurer for review prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Board members and key employees are required to sign a conflict of interest policy on an annual basis. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Disclosure of documents and policies are made upon request as required by state and federal law. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Rounding = $2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 10b: Explanation of No Written Policies and Procedures for Chapters, Branche |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Changes In Net Assets Or Fund Balances - Other Increases |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1 | 0 | Birmingham Land Trust #1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 756363066 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Charitable trust - supporting Wylie Ind School District |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | III - O |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1 | 0 | PO Box 546 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City | 0 | Wylie |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode | 0 | 75098 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | true |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | true |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | The assets of the Trusts (#'s 1 and 2) have been commingled from the inception of the second Trust. On October 8, 1973, an agency account was established at Republic National Bank of Dallas for the Trusts. The agency agreement indicated (based upon the Court order of sale) that Trust #1 owned 81.45% of the agency account and Trust #2 owned 18.55% of the agency account at that time. These ownership percentages have changed since 1973 due to sales of land by the separate Trusts. The current ownership is now 76.21% for Trust #1 and 23.79% for Trust #2.The records of the Trusts do not segregate the assets, liabilities, income or expenses between the Trusts. The allocations are done on this tax return using the total combined expenses times the ownership percentage of each Trust as noted below.Income, expenses, and contributions of the Trusts have been allocated between Trust #1 and Trust #2 generally based on the ratios of the principal fund balance of each separate Trust to the total principal balance of both Trusts. As a result of these allocations as of December 31, 1987 Trust #1 owned 76.21% of the combined assets of the Trusts, and Trust #2 owned 23.79% of the combined assets of the Trusts. The amounts shown on Schedule R, Part V, represents the combined amounts paid for the transaction type by BOTH Trusts. There is no reimbursements between the Trusts, just a sharing of expenses and revenues. |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 47297 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 140919 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | Actual cost |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | Actual cost |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1 | 0 | Birmingham Land Trust #1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1 | 1 | Birmingham Land Trust #1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | n |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | o |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $4,866,911
- Liabilities
- $83,298
- Net assets
- $4,783,613
- Revenue
- $386,136
- Expenses
- $93,413
- Net income
- $292,723