Civic Intelligence

Alexander and Mary Greentree Trust Co David a Wallace

990 • Fiscal year 2014 • EIN 75-6447131

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 09, 2015

Organization ProfileN/A
PO Box 63515875963

(936) 569-1670

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

2nd percentile

-109%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,550,473

Up $10,603 (+0.7%) from 2013

Net Assets

Up

$1,550,473

Up $10,603 (+0.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin2nd percentile

Revenue

$39,433

No earlier filing loaded for comparison.

Expenses

Up

$82,438

Up $2,114 (+2.6%) from 2013

Net Income

-$43,005

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2014

Assets$1,550,473
Liabilities$0
Net Assets$1,550,473
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$39,433
Expenses$82,438
Net Income-$43,005
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 9, 2015
Return Version
2013v4.0
Gross Receipts
$243,711
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,475,678$1,539,870▲ $64,192
Savings and Temporary Cash Investments$763,168$897,389▲ $134,221
Investments in Publicly Traded Securities$774,353$650,676▼ $123,677
Rtn Earn Endowment Incm Other Fnds$64,192$10,603▼ $53,589
Cash and Non-Interest-Bearing Accounts$1,120$1,179▲ $59
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,539,870$1,550,473▲ $10,603
Other Assets Total$1,229$1,229→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,539,870$1,550,473▲ $10,603
Total Liabilities and Net Assets / Fund Balance$1,539,870$1,550,473▲ $10,603
Compensation and Service Providers
Top Officer Pay34th percentile

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
$39,246
Other Revenue
$187
Change in Net Assets
$-43,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Other Expenses$2,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,000--$80,000
Fees for Services Accounting-$2,310-$2,310
Office Expenses-$128-$128
Total Functional Expenses$80,000$2,438$0$82,438
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-6000621-170(b)(1)(A)(v)Aid to City Library$40,000
23-7306440-509(a)(2)Aid to the Handicapped$40,000
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
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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 11B: Form 990 Review Process

“The officers review the 990 prior to signing and mailing.”

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

“No other documents available to the public”

Filing and Contact Details

Filer

EIN
75-6447131
Phone
9365691670

Signing Officer

Name
David A Wallace
Title
Trustee
Signed
2015-01-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Preparer
Joe G Aguilar CPA
Phone
9365699518
Raw XML Appendix364 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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IRS990ScheduleI/RecipientTable/RecipientEIN1237306440
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine11119 HUGHES
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WILLS OF ALEXANDER AND MARY GREENTREE LEFT SPECIFIC BENEFACTORS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS REVIEW THE 990 PRIOR TO SIGNING AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01539870
IRS990/TotalAssetsEOYAmt01550473
IRS990/TotalAssetsGrp/BOYAmt01539870
IRS990/TotalAssetsGrp/EOYAmt01550473
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080000
IRS990/TotalFunctionalExpensesGrp/TotalAmt082438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt039433
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039433
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01550473
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David A Wallace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Alexander and Mary Greentree Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO David A Wallace
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0756447131
ReturnHeader/Filer/PhoneNum09365691670
ReturnHeader/Filer/USAddress/AddressLine10PO Box 635158
ReturnHeader/Filer/USAddress/City0Nacogdoches
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10AXLEY & RODE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10420 North St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Nacogdoches
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075961
ReturnHeader/PreparerPersonGrp/PhoneNum09365699518
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe G Aguilar CPA
ReturnHeader/ReturnTs02015-01-09T07:24:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,550,473
Liabilities
$0
Net assets
$1,550,473
Revenue
$39,433
Expenses
$82,438
Net income
-$43,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.28$1.28
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.08$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.08