Civic Intelligence

James R Watts Trust

990PF • Fiscal year 2017 • EIN 20-1585269

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
PO Box 708Mayfield, KY 42066

(270) 247-9333

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$206,693

Down $11,258 (-5.2%) from 2015

Net Assets

$206,693

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Up

$6,212

Up $3,023 (+95%) from 2015

Expenses

Up

$4,317

Up $1,595 (+59%) from 2015

Net Income

Up

$1,895

Up $1,428 (+306%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $269,799Liabilities 2011: $02011Assets 2012: $252,553Liabilities 2012: $02012Assets 2013: $233,602Liabilities 2013: $0Net Assets 2013: $233,6022013Assets 2014: $217,484Liabilities 2014: $0Net Assets 2014: $217,4842014Assets 2015: $217,951Liabilities 2015: $02015Assets 2017: $206,693Liabilities 2017: $0Net Assets 2017: $206,6932017Assets 2018: $188,738Liabilities 2018: $0Net Assets 2018: $188,7382018Assets 2019: $186,658Liabilities 2019: $0Net Assets 2019: $186,6582019Assets 2020: $175,890Liabilities 2020: $0Net Assets 2020: $175,8902020Assets 2021: $179,379Liabilities 2021: $0Net Assets 2021: $179,3792021Assets 2022: $162,720Liabilities 2022: $0Net Assets 2022: $162,7202022Assets 2023: $158,389Liabilities 2023: $0Net Assets 2023: $158,3892023

Highlighted filing

2017

Assets$206,693
Liabilities$0
Net Assets$206,693
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$20K$0-$20KRevenue 2011: $903Expenses 2011: $20,794Net Income 2011: -$19,8912011Revenue 2012: $1,913Expenses 2012: $19,159Net Income 2012: -$17,2462012Revenue 2013: $443Expenses 2013: $19,394Net Income 2013: -$18,9512013Revenue 2014: $2,852Expenses 2014: $18,970Net Income 2014: -$16,1182014Revenue 2015: $3,189Expenses 2015: $2,722Net Income 2015: $4672015Revenue 2017: $6,212Expenses 2017: $4,317Net Income 2017: $1,8952017Revenue 2018: $19,006Expenses 2018: $36,961Net Income 2018: -$17,9552018Revenue 2019: $9,766Expenses 2019: $11,528Net Income 2019: -$1,7622019Revenue 2020: $3,934Expenses 2020: $15,089Net Income 2020: -$11,1552020Revenue 2021: $4,313Expenses 2021: $22,438Net Income 2021: -$18,1252021Revenue 2022: -$94Expenses 2022: $16,565Net Income 2022: -$16,6592022Revenue 2023: $10,212Expenses 2023: $14,543Net Income 2023: -$4,3312023

Highlighted filing

2017

Revenue$6,212
Expenses$4,317
Net Income$1,895
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BO NEELYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James R Watts Trust
EIN
20-1585269
Phone
2702479333
Address
PO BOX 708, MAYFIELD, KY 42066

Signing Officer

Name
Bo Neely
Title
Trustee
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cornman Bryan Watts & Elliott Cpas Pllc
Address
PO BOX 384, MAYFIELD, KY 42066-1801
Preparer
John C Elliott CPA
Phone
2702474190
Raw XML Appendix287 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/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/AppliedToCurrentYearAmt0792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011074
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0792
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010282
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTOM HIRE - MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES UBS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0933
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11862
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0933
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11862
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BO NEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES R WATTS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0201585269
ReturnHeader/Filer/PhoneNum02702479333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 708
ReturnHeader/Filer/USAddress/CityNm0MAYFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA0CB497A5F6178F8BED01B118583D54BF623A56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A870506CE3C561F39FC916FE7DF5DD01FC31C6C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.9.60.198
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:49:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460659133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNMAN BRYAN WATTS & ELLIOTT CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 384
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0420661801
ReturnHeader/PreparerPersonGrp/PhoneNum02702474190
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02018-11-14T16:49:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,693
Liabilities
$0
Net assets
$206,693
Revenue
$6,212
Expenses
$4,317
Net income
$1,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.00$0.17$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.04$0.22$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.04$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.37$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.06$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$2.18$0.00$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.03$0.19$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.00$0.19$0.19
2012Summary only. Only limited summary data is available for this year.$2.53$0.00$0.02$0.19$0.17
2011Summary only. Only limited summary data is available for this year.$2.70$0.00$0.01$0.21$0.20