Civic Intelligence

Nancy D Russell Testamentary Trust C/O Lpatten Masonatty

990PF • Fiscal year 2010 • EIN 20-1117535

Jan 01, 2010 to Dec 31, 2010 • Filed on May 03, 2011

Organization Profile
C/O L Patten Mason Atty PO Box 9928557
Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2010 filings • NTEE B82 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

$225,924

No earlier filing loaded for comparison.

Net Assets

$225,924

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$11,236

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2010

Assets$225,924
Liabilities$0
Net Assets$225,924
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2010

Revenue-
Expenses$11,236
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 3, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Russell MasonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNancy Anne Montanino(East Carolina University)Scholarship-Newport, NC, US$2,500
Paid GrantSarah Elizabeth Sheehan(Western Carolina University)Scholarship-Gloucester, NC, US$2,500
Paid GrantCaleigh Cornell (University of NC at Wilmington)Scholarship-Morehead City, NC, US$1,250
Paid GrantChristopher Price (Campbell University)Scholarship-Beaufort, NC, US$1,250
Paid GrantJyllian Barber(University of NC at Wilmington)Scholarship-Morehead City, NC, US$-625
Filing and Contact Details

Filer

EIN
20-1117535
Raw XML Appendix327 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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CashDeemedCharitableExplnStmt/Explanation0Cash Held For Charitable Purposes $22,491
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue164911
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AG Edwards/Wells Fargo - Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1AG Edwards/Wells Fargo - Reinvested Dividends
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IRS990PF/BalanceSheets/InvestmentsOtherEOY0223923
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-07-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0198.769 shs Inv Co of America
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1130.483 shs American Mutual Fund A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2145.801 shs American Mutual Fund
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0209057
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Elizabeth Russell Mason
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101703 Sanderling Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Morehead City
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202008
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Scholarship
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Nancy Anne Montanino(East Carolina University)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13122 Rocks Lane
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Beaufort
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Morehead City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Newport
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Gloucester
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028557
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode128516
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode228557
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode328570
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear106875
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010286
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome05373
IRS990PF/UndistributedIncome/QualifyingDistributions06875
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount105373
IRS990PF/UndistributedIncome/TaxableAmount202148
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears05373
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010286
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear09023
LegalFeesSchedule/LegalFees/Amount01625
LegalFeesSchedule/LegalFees/Category0Legal Fees
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01625
OtherDecreasesSchedule/OtherDecreases/Amount01612
OtherDecreasesSchedule/OtherDecreases/Amount192
OtherDecreasesSchedule/OtherDecreases/Description0Federal Income taxes paid Form 4720
OtherDecreasesSchedule/OtherDecreases/Description1Federal Taxes Paid Through WH at Source
OtherExpensesSchedule/OtherExpenses/Description0Surety Bond Insurance
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01100
OtherIncreasesSchedule/OtherIncreases/Amount037
OtherIncreasesSchedule/OtherIncreases/Description0Refund of 2009 990-PF Federal Taxes
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201117535
ReturnHeader/Filer/Name/BusinessNameLine10Nancy D Russell Testamentary Trust
ReturnHeader/Filer/NameControl0RUSS
ReturnHeader/Filer/Phone02522475303
ReturnHeader/Filer/USAddress/AddressLine10C/O L Patten Mason Atty PO Box 99
ReturnHeader/Filer/USAddress/City0Morehead City
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028557
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-03
ReturnHeader/Officer/Name0Elizabeth R Mason
ReturnHeader/Officer/Phone02522220067
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RSM McGladrey Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103621 John Platt Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Morehead City
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028557
ReturnHeader/Preparer/Name0Joy W Bell
ReturnHeader/Preparer/Phone02527260551
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-16T09:00:44-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,924
Liabilities
$0
Net assets
$225,924
Revenue
-
Expenses
$11,236
Net income
-
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