Civic Intelligence

Albert G & Eleanore J Barsh Endowment Trust C/O Prosperity Bank

990PF • Fiscal year 2022 • EIN 81-6108076

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
C/O Prosperity Bank 1401 Ave QLubbock, TX 79401

(806) 767-7000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

37th percentile

$30,319

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

50th percentile

-0.2%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-52%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,593,251

Down $16,140 (-0.2%) from 2021

Net Assets

Down

$6,593,251

Down $16,140 (-0.2%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin32nd percentile

Revenue

Down

$403,516

Down $434,599 (-52%) from 2021

Expenses

Up

$413,938

Up $14,523 (+3.6%) from 2021

Net Income

Down

-$10,422

Down $449,122 (-102%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,568,233Liabilities 2011: $02011Assets 2012: $5,540,085Liabilities 2012: $02012Assets 2013: $5,497,276Liabilities 2013: $02013Assets 2014: $5,586,241Liabilities 2014: $02014Assets 2015: $5,711,092Liabilities 2015: $12015Assets 2016: $5,701,779Liabilities 2016: $0Net Assets 2016: $5,701,7792016Assets 2017: $5,914,380Liabilities 2017: $0Net Assets 2017: $5,914,3802017Assets 2018: $6,210,807Liabilities 2018: $0Net Assets 2018: $6,210,8072018Assets 2019: $6,198,503Liabilities 2019: $1Net Assets 2019: $6,198,5032019Assets 2020: $6,171,725Liabilities 2020: $1Net Assets 2020: $6,171,7252020Assets 2021: $6,609,391Liabilities 2021: $1Net Assets 2021: $6,609,3912021Assets 2022: $6,593,251Liabilities 2022: $0Net Assets 2022: $6,593,2512022Assets 2023: $6,685,431Liabilities 2023: $1Net Assets 2023: $6,685,4312023Assets 2024: $6,843,190Liabilities 2024: $0Net Assets 2024: $6,843,1902024

Highlighted filing

2022

Assets$6,593,251
Liabilities$0
Net Assets$6,593,251
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $912,355Expenses 2011: $322,785Net Income 2011: $589,5702011Revenue 2012: $320,701Expenses 2012: $319,333Net Income 2012: $1,3682012Revenue 2013: $281,977Expenses 2013: $324,423Net Income 2013: -$42,4462013Revenue 2014: $443,841Expenses 2014: $350,908Net Income 2014: $92,9332014Revenue 2015: $494,744Expenses 2015: $357,455Net Income 2015: $137,2892015Revenue 2016: $337,067Expenses 2016: $346,734Net Income 2016: -$9,6672016Revenue 2017: $578,072Expenses 2017: $355,089Net Income 2017: $222,9832017Revenue 2018: $666,284Expenses 2018: $364,234Net Income 2018: $302,0502018Revenue 2019: $348,020Expenses 2019: $357,603Net Income 2019: -$9,5832019Revenue 2020: $346,186Expenses 2020: $362,190Net Income 2020: -$16,0042020Revenue 2021: $838,115Expenses 2021: $399,415Net Income 2021: $438,7002021Revenue 2022: $403,516Expenses 2022: $413,938Net Income 2022: -$10,4222022Revenue 2023: $492,739Expenses 2023: $395,835Net Income 2023: $96,9042023Revenue 2024: $587,496Expenses 2024: $416,553Net Income 2024: $170,9432024

Highlighted filing

2022

Revenue$403,516
Expenses$413,938
Net Income-$10,422
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PROSPERITY BANKTrustee-$30,319-$30,319
NANCY MURCHISONCommittee Mm-$10,106-$10,106
KAULI SPARKSCommittee Mm-$10,106-$10,106
ANN FINLEYCommittee Mm-$10,106-$10,106
Filing and Contact Details

Filer

Filer Name
Albert G & Eleanore J Barsh
EIN
81-6108076
Phone
8067677000
Address
C/O PROSPERITY BANK 1401 AVE Q, LUBBOCK, TX 79401

Signing Officer

Name
Ann Finley
Title
Committee Mmbr
Signed
2023-05-11

Preparer

Firm
Robinson Burdette Martin & Seright Llp
Address
9816 SLIDE RD STE 301, LUBBOCK, TX 79424-7672
Preparer
Rick Martin
Phone
8067443333
Raw XML Appendix324 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RBMS LLP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02550
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0LONG TERM COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LONG TERM NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0130386
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1190812
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0111039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1239474
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-19347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt148662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06388943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MINERAL INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06028045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1239810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt095509
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0153382
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0147125
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt07500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0242634
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0160882
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0403516
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0250134
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0124067
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt036380
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024257
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060637
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0336300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0336300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt095509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095509
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0474580
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153382
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0332943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0154625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0154625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0154625
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014292
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0250134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0372680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0413938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0374201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0403516
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0124067
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10422
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013276
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07558
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06606527
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06609391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06593251
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0350985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0350985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0350985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0355613
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04628
IRS990PF/DistributableAmountGrp/TotalTaxAmt04628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06632
IRS990PF/FMVAssetsEOYAmt06472078
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06609391
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06593251
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-30319
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-30319
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06166813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06389028
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06267855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0442577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0234542
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0234542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06609391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06593251
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06472078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06609391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06593251
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06609391
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06593251
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07220572
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0323401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06627796
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0108309
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0269375
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0355613
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07112263
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07220572
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt330319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY MURCHISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAULI SPARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANN FINLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PROSPERITY BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0COMMITTEE MM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COMMITTEE MM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2COMMITTEE MM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03111 ST JOHNS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15009 24TH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23005 54TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31401 AVE Q
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LUBBOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LUBBOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LUBBOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0752052937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd179407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd279413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd379401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0372680
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0372680
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1401
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUBBOCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PROSPERITY BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08067677198
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2117705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3117705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt433630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EVERLIVING CHURCH TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS BOYS RANCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOUTH PLAINS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED WAY OF LUBBOCK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01411 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11001 MAIN STREET STE 609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22304 34TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34612 LOCUST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41655 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd179401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd279411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd379404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd479401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NANCY MURCHISON
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0336300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036380
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0336300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0350985
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0372680
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0314605
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0336300
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06632
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13253
OtherDecreasesSchedule/OtherDecreasesDetail/Amt23391
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02022 ESTIMATES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12021 FIT PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ADJUST FOR PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OIL & GAS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1147125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LEASE BONUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07500
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1147125
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1147125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07558
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJ FOR 2021 ITEMS
TaxesSchedule/TaxesDetail/Amt04848
TaxesSchedule/TaxesDetail/Amt11579
TaxesSchedule/TaxesDetail/Amt27865
TaxesSchedule/TaxesDetail/CategoryTxt0ADVALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERENCE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04848
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11579
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt27865
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN FINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MMBR
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT G & ELEANORE J BARSH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0816108076
ReturnHeader/Filer/PhoneNum08067677000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PROSPERITY BANK 1401 AVE Q
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752489868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON BURDETTE MARTIN & SERIGHT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09816 SLIDE RD STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794247672
ReturnHeader/PreparerPersonGrp/PhoneNum08067443333
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK MARTIN
ReturnHeader/ReturnTs02023-05-11T16:27:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINLEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,593,251
Liabilities
$0
Net assets
$6,593,251
Revenue
$403,516
Expenses
$413,938
Net income
-$10,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.59$0.42$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.49$0.40$0.10
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.40$0.41$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.84$0.40$0.44
2020Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.35$0.36$0.02
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.35$0.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.67$0.36$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.58$0.36$0.22
2016Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.34$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$5.71$0.00$0.49$0.36$0.14
2014Summary only. Only limited summary data is available for this year.$5.59$0.00$0.44$0.35$0.09
2013Summary only. Only limited summary data is available for this year.$5.50$0.00$0.28$0.32$0.04
2012Summary only. Only limited summary data is available for this year.$5.54$0.00$0.32$0.32$0.00
2011Summary only. Only limited summary data is available for this year.$5.57$0.00$0.91$0.32$0.59