Kimberly Teter Prvt Bank Est Tr
Nonprofit profile at a glance
- EIN
- 991745369
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024
- Location
- San Antonio, TX, USA
- Rating confidence
- Limited
Reported finances
- Revenue
- $438,166,137
- Expenses
- $0
- Assets
- $353,080,500
- Liabilities
- $353,080,500
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
1 person listed
Highest reported compensation
- KIMBERLY TETER (CFO): $15,250,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
In god we trust welcome to the republic
What it reported doing in 2024
Royal mail ship
Operating model
- Revenue model
- Investment-supported. 77% of the money available for current operations came from recurring investment income.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 66
- Accountability: 0
- Sustainability: 1
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: Limited
- Governance controls: 0 of 8 controls in place; rating input score 0
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: Limited
- Liabilities to assets ratio: 1; rating input score 7; 7th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 0% of revenue deployed
- Governance: 0 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $10K in reported program spending
- Leadership: top reported pay $15.2M · 1 people listed · 1 of 6 pay-setting controls reported
- Consistency: 11 of 11 current checks pass
- Schedules: 5 filed schedules · includes executive pay
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Accountability: Governance controls: 7 of 7 not reported.
- High — Sustainability: Liabilities to assets ratio scored 7/100.