Civic Intelligence

James R Watts Trust

990PF • Fiscal year 2018 • EIN 20-1585269

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 12, 2019

Organization Profile
PO Box 708Mayfield, KY 42066

(270) 247-9333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$188,738

Flat from 2018

Net Assets

Flat

$188,738

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$19,006

Flat from 2018

Expenses

Flat

$36,961

Flat from 2018

Net Income

Flat

-$17,955

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$188,738
Liabilities$0
Net Assets$188,738
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$19,006
Expenses$36,961
Net Income-$17,955
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 12, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-03-12

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 Appendix309 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt010819
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010282
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010819
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03899
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03899
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010282
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTOM HIRE - MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES UBS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2294
TaxesSchedule/TaxesDetail/Amt0795
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BO NEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-12
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/IPDt02019-04-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:25:17
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/PreparationDt02019-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02019-04-05T08:25:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,738
Liabilities
$0
Net assets
$188,738
Revenue
$19,006
Expenses
$36,961
Net income
-$17,955
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
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