Civic Intelligence

Nancy D Russell Testamentary Trust C/O Lpatten Masonatty

990PF • Fiscal year 2016 • EIN 20-1117535

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Organization Profile
PO Box 99Morehead City, NC 28557

(252) 247-5303

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.00x

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

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

3.7%

Higher net margin than 46% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$210,321

Up $602 (+0.3%) from 2015

Net Assets

Up

$210,321

Up $602 (+0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin46th percentile

Revenue

Down

$16,125

Down $4,647 (-22%) from 2015

Expenses

Down

$15,523

Down $3,872 (-20%) from 2015

Net Income

Down

$602

Down $775 (-56%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2016

Assets$210,321
Liabilities$0
Net Assets$210,321
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

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

2016

Revenue$16,125
Expenses$15,523
Net Income$602
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay94th 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 99, MOREHEAD CITY, NC 28557

Signing Officer

Name
Elizabeth R Mason
Title
Trustee
Phone
2522220067
Signed
2017-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Williams Scarborough Smith Gray Llp
Address
PO BOX 14008, NEW BERN, NC 28561-4008
Preparer
Christopher K Williams CPA
Phone
2526384000
Raw XML Appendix315 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03848
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0253664
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228557
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/AppliedToCurrentYearAmt03284
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08716
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09139
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08716
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
TaxesSchedule/TaxesDetail/Amt0356
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt177
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH R MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02522220067
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY D RUSSELL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LPATTEN MASONATTY
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0201117535
ReturnHeader/Filer/PhoneNum02522475303
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 99
ReturnHeader/Filer/USAddress/CityNm0MOREHEAD CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028557
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.180.158.48
ReturnHeader/FilingSecurityInformation/IPDt02017-03-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:23:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561313870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS SCARBOROUGH SMITH 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/ReturnTs02017-04-10T08:29:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,321
Liabilities
$0
Net assets
$210,321
Revenue
$16,125
Expenses
$15,523
Net income
$602
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