Civic Intelligence

Juanita Morris Testamentary Trust FBO First Methodist Church of Austin

EIN 75-6445675 • 501(c)3 • Abilene, TX

Profile

Support for church operations

PO Box 701Abilene, TX 79604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$8,209

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

332%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$630,482

Up $46,191 (+7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$630,482

Up $46,191 (+7.9%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin91st percentile

Revenue

Up

$82,819

Up $63,650 (+332%) from 2023

Expenses

Up

$36,628

Up $811 (+2.3%) from 2023

Net Income

Up

$46,191

Up $62,839 (+377%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $603,940Liabilities 2011: $0Net Assets 2011: $603,9402011Assets 2012: $612,961Liabilities 2012: $0Net Assets 2012: $612,9612012Assets 2013: $622,603Liabilities 2013: $0Net Assets 2013: $622,6032013Assets 2014: $635,140Liabilities 2014: $0Net Assets 2014: $635,1402014Assets 2015: $627,298Liabilities 2015: $0Net Assets 2015: $627,2982015Assets 2016: $609,864Liabilities 2016: $0Net Assets 2016: $609,8642016Assets 2017: $598,169Liabilities 2017: $0Net Assets 2017: $598,1692017Assets 2018: $597,008Liabilities 2018: $0Net Assets 2018: $597,0082018Assets 2019: $590,455Liabilities 2019: $0Net Assets 2019: $590,4552019Assets 2020: $586,465Liabilities 2020: $0Net Assets 2020: $586,4652020Assets 2021: $594,342Liabilities 2021: $0Net Assets 2021: $594,3422021Assets 2022: $600,939Liabilities 2022: $0Net Assets 2022: $600,9392022Assets 2023: $584,291Liabilities 2023: $0Net Assets 2023: $584,2912023Assets 2024: $630,482Liabilities 2024: $0Net Assets 2024: $630,4822024

Highlighted filing

2024

Assets$630,482
Liabilities$0
Net Assets$630,482
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $26,5182011Expenses 2012: $27,5612012Revenue 2013: $36,969Expenses 2013: $27,327Net Income 2013: $9,6422013Revenue 2014: $39,567Expenses 2014: $27,030Net Income 2014: $12,5372014Revenue 2015: $18,815Expenses 2015: $26,657Net Income 2015: -$7,8422015Revenue 2016: $28,911Expenses 2016: $46,345Net Income 2016: -$17,4342016Revenue 2017: $20,328Expenses 2017: $32,023Net Income 2017: -$11,6952017Revenue 2018: $30,760Expenses 2018: $31,921Net Income 2018: -$1,1612018Revenue 2019: $25,294Expenses 2019: $31,847Net Income 2019: -$6,5532019Revenue 2020: $28,594Expenses 2020: $32,584Net Income 2020: -$3,9902020Revenue 2021: $41,476Expenses 2021: $33,599Net Income 2021: $7,8772021Revenue 2022: $43,208Expenses 2022: $36,611Net Income 2022: $6,5972022Revenue 2023: $19,169Expenses 2023: $35,817Net Income 2023: -$16,6482023Revenue 2024: $82,819Expenses 2024: $36,628Net Income 2024: $46,1912024

Highlighted filing

2024

Revenue$82,819
Expenses$36,628
Net Income$46,191
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,482
Liabilities
$0
Net assets
$630,482
Revenue
$82,819
Expenses
$36,628
Net income
$46,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.83$0.37$0.46
2023Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.19$0.36$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.43$0.37$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.41$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.29$0.33$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.25$0.32$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.31$0.32$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.20$0.32$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.29$0.46$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.19$0.27$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.40$0.27$0.13
2013Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.37$0.27$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.00$6.13$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$0.00$6.04$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$155,412
Mission and Program Overview

Mission

Support for church operations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$551,781$604,057▲ $52,276
Cap Stk Tr Prin Current Funds$502,916$502,916→ $0
Rtn Earn Endowment Incm Other Fnds$81,375$127,566▲ $46,191
Savings and Temporary Cash Investments$32,225$25,946▼ $6,279
Cash and Non-Interest-Bearing Accounts$8$0▼ $8
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$584,291$630,482▲ $46,191
Other Assets Total$277$479▲ $202
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$584,291$630,482▲ $46,191
Total Liabilities and Net Assets / Fund Balance$584,291$630,482▲ $46,191
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$8,209$8,209
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$82,819
Other Revenue
$0
Change in Net Assets
$46,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,629
Salaries, Compensation, and Employee Benefits$8,209
Other Expenses$3,790
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,629--$24,629
Current Officers, Directors, Trustees, and Key Employees-$8,209-$8,209
Fees for Services Accounting-$3,540-$3,540
Interest-$149-$149
Other Expenses-$101-$101
Total Functional Expenses$24,629$11,999$0$36,628
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist Church of AustinAustin, TX501(c)(3)Church Operations$24,629
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“Trust officer reviews form 990 before filing.”

Form 990, Part VI, Section C, Line 19

“The organization does not make these documents available to public.”

Filing and Contact Details

Filer

Filer Name
Juanita Morris Testamentary Trust Fbo
EIN
75-6445675
Phone
3256277000
Address
PO BOX 701, ABILENE, TX 79604

Signing Officer

Name
Rick Vaughan
Title
Trust Administrator
Phone
3256277000
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Vaughan
Formed
1993
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Condley and Company Llp
Address
PO BOX 2993, ABILENE, TX 79604-2993
Preparer
Hope Wegrzynowicz CPA
Phone
3256776251
Raw XML Appendix380 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT FOR CHURCH OPERATIONS
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST FINANCIAL TRUST & ASSET MGMT
IRS990/BooksInCareOfDetail/PhoneNum03256277000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 701
IRS990/BooksInCareOfDetail/USAddress/CityNm0ABILENE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd079604
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0502916
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0502916
IRS990/CashNonInterestBearingGrp/BOYAmt08
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08209
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08209
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt024629
IRS990/CYInvestmentIncomeAmt082819
IRS990/CYOtherExpensesAmt03790
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt046191
IRS990/CYSalariesCompEmpBnftPaidAmt08209
IRS990/CYTotalExpensesAmt036628
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt082819
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT FOR FIRST UNITED METHODIST CHURCH OF AUSTIN OPERATIONS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024629
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03540
IRS990/FeesForServicesAccountingGrp/TotalAmt03540
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST FINANCIAL TRUST & ASSET MGMT CO
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08209
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt057347
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt024629
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024629
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024629
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0129940
IRS990/GrossReceiptsAmt0155412
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0149
IRS990/InterestGrp/TotalAmt0149
IRS990/InvestmentIncomeGrp/ExclusionAmt025472
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025472
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0551781
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0604057
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt072593
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT FOR CHURCH OPERATIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0584291
IRS990/NetAssetsOrFundBalancesEOYAmt0630482
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt057347
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt057347
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0277
IRS990/OtherAssetsTotalGrp/EOYAmt0479
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX W/H
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0101
IRS990/OtherExpensesGrp/TotalAmt0101
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICK VAUGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024669
IRS990/PYInvestmentIncomeAmt019169
IRS990/PYOtherExpensesAmt03578
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-16648
IRS990/PYSalariesCompEmpBnftPaidAmt07570
IRS990/PYTotalExpensesAmt035817
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019169
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046191
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt081375
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0127566
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032225
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025946
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt025472
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt021865
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt011999
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt011148
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt025472
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt021865
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt013473
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt010717
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt010717
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt024629
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt024629
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt09109
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt024629
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt024629
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt024629
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt024629
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt024629
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt024629
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt024629
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt024629
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION PROVIDES QUARTERLY DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION AS WELL AS FINANCIAL STATEMENTS. THE SUPPORTING ORGANIZATION ALSO PERIODICALLY IS IN CONTACT WITH THE SUPPORTED ORGANIZATION TO ASSESS ANY SPECIAL FINANCIAL NEEDS OR REQUESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTING ORGANIZATION IS ATTENTIVE TO IT'S SUPPORTED ORGANIZATION. QUARTERLY INCOME IS DISTRIBUTED AS WELL AS ADDITIONAL FUNDS REQUESTED FOR SPECIAL NEED REQUESTS THAT ARISE FROM THE SUPPORTED ORGANIZATION. QUARTERLY FINANCIAL INFORMATION IS PROVIDED TO THE SUPPORTED ORGANIZATION. THE SUPPORTING ORGANIZATION STAYS INFORMED OF THE ACTIVITIES AND NEEDS OF THE SUPPORTED ORGANIZATION AND KEEPS OPEN DIALOGUE ON THE DISTRIBUTIONS BEING MADE. PERIODICALLY, AT LEAST ANNUALLY, A REVIEW OF THE SUPPORTED ORGANIZATION IS CONDUCTED TO VERIFY THAT ASSET ALLOCATIONS AND DISTRIBUTIONS COMPLY WITH THE GOVERNING DOCUMENT OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0798069
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0714409
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt029117
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt028556
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0768952
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0685853
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt011971
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt010716
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0786098
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0703693
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt027513
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt024629
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0798069
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0714409
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt027513
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt024629
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741152611
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024629
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH OF AUSTIN TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt024629
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt024629
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHURCH OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH OF AUSTIN
IRS990ScheduleI/RecipientTable/RecipientEIN0741152611
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 LAVACA ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078701
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST OFFICER REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0584291
IRS990/TotalAssetsEOYAmt0630482
IRS990/TotalAssetsGrp/BOYAmt0584291
IRS990/TotalAssetsGrp/EOYAmt0630482
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011999
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024629
IRS990/TotalFunctionalExpensesGrp/TotalAmt036628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0584291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0630482
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024629
IRS990/TotalReportableCompFromOrgAmt08209
IRS990/TotalRevenueGrp/ExclusionAmt082819
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082819
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0630482
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 701
IRS990/USAddress/CityNm0ABILENE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079604
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK VAUGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03256277000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUANITA MORRIS TESTAMENTARY TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST METHODIST CHURCH OF AUSTIN
ReturnHeader/Filer/BusinessNameControlTxt0JUAN
ReturnHeader/Filer/EIN0756445675
ReturnHeader/Filer/PhoneNum03256277000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701
ReturnHeader/Filer/USAddress/CityNm0ABILENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751056027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDLEY AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2993
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796042993
ReturnHeader/PreparerPersonGrp/PhoneNum03256776251
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOPE WEGRZYNOWICZ CPA
ReturnHeader/ReturnTs02025-05-13T08:16:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $500k-$1M nonprofits

Carrollton, TX

View Organization

Mba Foundation

501(c)3 • NTEE P20

Revenue$171,708
Assets$630,486

Revenue vs current organization

107% higher

Assets vs current organization

About the same