Civic Intelligence

Nancy D Russell Testamentary Trust

EIN 20-1117535 • Morehead City, NC

PO Box 1347Morehead City, NC 28557-1347
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

59%

Higher net margin than 81% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

76%

Faster revenue growth than 81% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$279,115

Up $21,868 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$279,115

Up $21,868 (+8.5%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin81st percentile

Revenue

Up

$37,224

Up $16,022 (+76%) from 2023

Expenses

Up

$15,356

Up $4,260 (+38%) from 2023

Net Income

Up

$21,868

Up $11,762 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$300K$200K$100K$0Assets 2010: $225,924Liabilities 2010: $0Net Assets 2010: $225,9242010Assets 2011: $218,384Liabilities 2011: $0Net Assets 2011: $218,3842011Assets 2012: $207,433Liabilities 2012: $0Net Assets 2012: $207,4332012Assets 2013: $202,909Liabilities 2013: $0Net Assets 2013: $202,9092013Assets 2014: $208,342Liabilities 2014: $0Net Assets 2014: $208,3422014Assets 2015: $209,719Liabilities 2015: $0Net Assets 2015: $209,7192015Assets 2016: $210,321Liabilities 2016: $0Net Assets 2016: $210,3212016Assets 2017: $212,118Liabilities 2017: $0Net Assets 2017: $212,1182017Assets 2018: $220,600Liabilities 2018: $0Net Assets 2018: $220,6002018Assets 2019: $228,387Liabilities 2019: $0Net Assets 2019: $228,3872019Assets 2020: $223,379Liabilities 2020: $0Net Assets 2020: $223,3792020Assets 2021: $241,189Liabilities 2021: $0Net Assets 2021: $241,1892021Assets 2022: $247,141Liabilities 2022: $0Net Assets 2022: $247,1412022Assets 2023: $257,247Liabilities 2023: $0Net Assets 2023: $257,2472023Assets 2024: $279,115Liabilities 2024: $0Net Assets 2024: $279,1152024

Highlighted filing

2024

Assets$279,115
Liabilities$0
Net Assets$279,115
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$40K$20K$0-$20KExpenses 2010: $11,2362010Expenses 2011: $9,4542011Expenses 2012: $16,0152012Revenue 2013: $15,940Expenses 2013: $20,464Net Income 2013: -$4,5242013Revenue 2014: $23,673Expenses 2014: $18,240Net Income 2014: $5,4332014Revenue 2015: $20,772Expenses 2015: $19,395Net Income 2015: $1,3772015Revenue 2016: $16,125Expenses 2016: $15,523Net Income 2016: $6022016Revenue 2017: $21,060Expenses 2017: $19,263Net Income 2017: $1,7972017Revenue 2018: $27,770Expenses 2018: $19,288Net Income 2018: $8,4822018Revenue 2019: $23,137Expenses 2019: $15,350Net Income 2019: $7,7872019Revenue 2020: $18,223Expenses 2020: $23,231Net Income 2020: -$5,0082020Revenue 2021: $34,027Expenses 2021: $16,217Net Income 2021: $17,8102021Revenue 2022: $24,194Expenses 2022: $18,242Net Income 2022: $5,9522022Revenue 2023: $21,202Expenses 2023: $11,096Net Income 2023: $10,1062023Revenue 2024: $37,224Expenses 2024: $15,356Net Income 2024: $21,8682024

Highlighted filing

2024

Revenue$37,224
Expenses$15,356
Net Income$21,868
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$279,115
Liabilities
$0
Net assets
$279,115
Revenue
$37,224
Expenses
$15,356
Net income
$21,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.37$0.15$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21$0.11$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.24$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.34$0.16$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.23$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.28$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.21$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.16$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.21$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.24$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.16$0.20$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.09
2010Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH RUSSELL MASONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nancy D Russell Testamentary Trust
EIN
20-1117535
Phone
2522475303
Address
PO BOX 1347, MOREHEAD CITY, NC 28557-1347

Signing Officer

Name
Elizabeth R Mason
Title
Trustee
Phone
2522220067
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Williams Scarborough Gray Llp
Address
PO BOX 14008, NEW BERN, NC 28561-4008
Preparer
Christopher K Williams CPA
Phone
2526384000
Raw XML Appendix302 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0213 HARBOR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1118 KEITH DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2110 HUNTMASTER CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOREHEAD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAVELOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028557
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228570
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0310
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014590
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014590
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
TaxesSchedule/TaxesDetail/Amt0256
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH R MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02522220067
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY D RUSSELL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JANE A GORDONATTY
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0201117535
ReturnHeader/Filer/PhoneNum02522475303
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1347
ReturnHeader/Filer/USAddress/CityNm0MOREHEAD CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0285571347
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS SCARBOROUGH GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 14008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285614008
ReturnHeader/PreparerPersonGrp/PhoneNum02526384000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER K WILLIAMS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-19T12:07:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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