Civic Intelligence

Alexander and Mary Greentree Trust Co David a Wallace

EIN 75-6447131 • 501(c)3 • Nacogdoches, TX

Profile

SEC 509(a)(3) SUPPORTING ORGN PROVIDING SUPPORT TO THE NACOGDOCHES TREATMENT CENTER AND THE CITY OF NACOGDOCHES PUBLIC LIBRARY.

PO Box 635158Nacogdoches, TX 75963

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-62120%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-97%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $1,255,265 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $1,255,265 (-100%) from 2020

Revenue

Down

$2,055

Down $78,206 (-97%) from 2020

Expenses

Up

$1,278,613

Up $1,235,302 (+2852%) from 2020

Net Income

Down

-$1,276,558

Down $1,313,508 (-3555%) from 2020

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,454,643Liabilities 2011: $0Net Assets 2011: $1,454,6432011Assets 2012: $1,475,678Liabilities 2012: $0Net Assets 2012: $1,475,6782012Assets 2013: $1,539,870Liabilities 2013: $0Net Assets 2013: $1,539,8702013Assets 2014: $1,550,473Liabilities 2014: $0Net Assets 2014: $1,550,4732014Assets 2015: $1,474,514Liabilities 2015: $0Net Assets 2015: $1,474,5142015Assets 2016: $1,453,736Liabilities 2016: $0Net Assets 2016: $1,453,7362016Assets 2017: $1,390,182Liabilities 2017: $0Net Assets 2017: $1,390,1822017Assets 2018: $1,315,010Liabilities 2018: $0Net Assets 2018: $1,315,0102018Assets 2019: $1,259,173Liabilities 2019: $0Net Assets 2019: $1,259,1732019Assets 2020: $1,255,265Liabilities 2020: $0Net Assets 2020: $1,255,2652020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $81,9002011Expenses 2012: $82,6072012Expenses 2013: $80,3242013Revenue 2014: $39,433Expenses 2014: $82,438Net Income 2014: -$43,0052014Revenue 2015: $63,980Expenses 2015: $82,532Net Income 2015: -$18,5522015Revenue 2016: $51,782Expenses 2016: $82,918Net Income 2016: -$31,1362016Revenue 2017: $30,005Expenses 2017: $83,393Net Income 2017: -$53,3882017Revenue 2018: $27,971Expenses 2018: $83,021Net Income 2018: -$55,0502018Revenue 2019: $32,320Expenses 2019: $83,182Net Income 2019: -$50,8622019Revenue 2020: $80,261Expenses 2020: $43,311Net Income 2020: $36,9502020Revenue 2021: $2,055Expenses 2021: $1,278,613Net Income 2021: -$1,276,5582021

Highlighted filing

2021

Revenue$2,055
Expenses$1,278,613
Net Income-$1,276,558

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$395,355
Mission and Program Overview

Mission

Sec 509(a)(3) supporting organization providing support to the nacogdoches treatment center and the nacogdoches friends of the library, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,259,173$1,255,264▼ $3,909
Savings and Temporary Cash Investments$882,408--
Investments in Publicly Traded Securities$371,487--
Cash and Non-Interest-Bearing Accounts$989--
Rtn Earn Endowment Incm Other Fnds$-3,908$-1,255,264▼ $1,251,356
Total Assets$1,255,265$0▼ $1,255,265
Other Assets Total$381--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,255,265$0▼ $1,255,265
Total Liabilities and Net Assets / Fund Balance$1,255,265$0▼ $1,255,265
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol ShawTrustee
David a WallaceTrustee
Drew KnowlesTrustee
Rg WillisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,991
Other Revenue
$64
Change in Net Assets
$-1,276,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,271,578
Other Expenses$7,035
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,271,578--$1,271,578
Fees for Services Accounting-$5,500-$5,500
Fees for Services Legal-$1,000-$1,000
Office Expenses-$455-$455
Other Expenses-$26-$26
Total Functional Expenses$1,271,578$7,035$0$1,278,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nac Friends of the LibraryNacogdoches, TX509(a)Aid to City Library$635,789
Nacogdoches Treatment CenterNacogdoches, TX509(a)Aid to the Handicapp$635,789
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

The officers review the 990 prior to signing and mailing.

Form 990, Page 6, Part VI, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Alexander and Mary Greentree Trust
EIN
75-6447131
Phone
9365691670
Address
PO BOX 635158, NACOGDOCHES, TX 75963

Signing Officer

Name
David a Wallace
Title
Trustee
Phone
9365691670
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David a Wallace
Formed
1993
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Axley & Rode Llp
Address
420 NORTH STREET, NACOGDOCHES, TX 75961
Preparer
Polly Etta Sunda Pc CPA
Phone
9365699518
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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