Civic Intelligence

James R Watts Trust

990PF • Fiscal year 2019 • EIN 20-1585269

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$186,658

Down $2,080 (-1.1%) from 2018

Net Assets

Down

$186,658

Down $2,080 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Down

$9,766

Down $9,240 (-49%) from 2018

Expenses

Down

$11,528

Down $25,433 (-69%) from 2018

Net Income

Up

-$1,762

Up $16,193 (+90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$186,658
Liabilities$0
Net Assets$186,658
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$9,766
Expenses$11,528
Net Income-$1,762
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
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
2020-11-11

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 Appendix300 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/RecipientUSAddress/CityNm0MAYFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042066
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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/AppliedToCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03899
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02860
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0318
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01841
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTOM HIRE - MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES UBS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01841
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11841
TaxesSchedule/TaxesDetail/Amt01467
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BO NEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
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/AtSubmissionFilingDeviceId090D1625D87ECC2C093744FF57E8FD03C076E641F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.9.60.198
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:57:26
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/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02020-11-11T14:57:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,658
Liabilities
$0
Net assets
$186,658
Revenue
$9,766
Expenses
$11,528
Net income
-$1,762
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