Civic Intelligence

Hubert and Woodrow Briscoe Scholarship Trust

990PF • Fiscal year 2018 • EIN 27-1093871

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 01, 2019

PO Box 232Shelbyville, KY 40066

(502) 633-2310

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$116,160

Up $2,317 (+2.0%) from 2017

Net Assets

Up

$116,160

Up $2,317 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$4,870

Up $1,491 (+44%) from 2017

Expenses

Down

$53

Down $6,037 (-99%) from 2017

Net Income

Up

$4,817

Up $7,528 (+278%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $130,342Liabilities 2015: $0Net Assets 2015: $130,3422015Assets 2016: $120,498Liabilities 2016: $0Net Assets 2016: $120,4982016Assets 2017: $113,843Liabilities 2017: $0Net Assets 2017: $113,8432017Assets 2018: $116,160Liabilities 2018: $0Net Assets 2018: $116,1602018Assets 2019: $115,328Liabilities 2019: $0Net Assets 2019: $115,3282019Assets 2020: $118,472Liabilities 2020: $0Net Assets 2020: $118,4722020Assets 2021: $120,199Liabilities 2021: $0Net Assets 2021: $120,1992021Assets 2022: $101,926Liabilities 2022: $0Net Assets 2022: $101,9262022Assets 2024: $110,597Liabilities 2024: $0Net Assets 2024: $110,5972024Assets 2025: $121,056Liabilities 2025: $0Net Assets 2025: $121,0562025

Highlighted filing

2018

Assets$116,160
Liabilities$0
Net Assets$116,160

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KRevenue 2015: $6,683Expenses 2015: $7,278Net Income 2015: -$5952015Revenue 2016: $2,514Expenses 2016: $9,064Net Income 2016: -$6,5502016Revenue 2017: $3,379Expenses 2017: $6,090Net Income 2017: -$2,7112017Revenue 2018: $4,870Expenses 2018: $53Net Income 2018: $4,8172018Revenue 2019: $3,662Expenses 2019: $7,075Net Income 2019: -$3,4132019Revenue 2020: $6,199Expenses 2020: $6,156Net Income 2020: $432020Revenue 2021: $2,913Expenses 2021: $8,898Net Income 2021: -$5,9852021Revenue 2022: $6,035Expenses 2022: $6,000Net Income 2022: $352022Revenue 2024: $3,587Expenses 2024: $5,112Net Income 2024: -$1,5252024Revenue 2025: $3,976Expenses 2025: $6,303Net Income 2025: -$2,3272025

Highlighted filing

2018

Revenue$4,870
Expenses$53
Net Income$4,817
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY WALLSPresident-$0--
STEPHANIE CLARK WEIRSecretary-$0--
NATALIE MUDDTreasurer-$0--
KRIS HAYDENVice Preside-$0--
KENNETH MITCHELLTrustee-$0--
NATHAN POOLETrustee-$0--
R ROSS WEBBTrustee-$0--
AUSTIN HAYSTrustee-$0--
JR ROBARDSTrustee-$0--
CHARLES BATESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hubert and Woodrow Briscoe
EIN
27-1093871
Phone
5026332310
Address
PO BOX 232, SHELBYVILLE, KY 40066

Signing Officer

Name
Natalie Mudd
Title
Treasurer
Phone
5026333750
Signed
2019-02-01

Preparer

Firm
L BALLARD & COMPANY PSC CPA'S
Address
906 MAIN STREET, SHELBYVILLE, KY 40065-1313
Preparer
Phillip P Thurman CPA
Phone
5026331422
Raw XML Appendix341 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.078953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.073910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.198446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.013158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0113277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0115413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0121770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0126303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0143616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0151994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.394767
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0UNUSED SCHOLARSHIP PAID DURING THE PRIOR YEAR WAS RETURNED TO THE ORGANIZATION TO BE DISTRIBUTED IN FUTURE YEARS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NATALIE MUDD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 232
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELBYVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05026332310
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION DISCLOSES STUDENT'S PRIOR ACADEMIC PERFORMANCE, TESTING PERFORMANCE (ACT), FINANCIAL NEED, SERVICE HOURS, MEMBERSHIPS AND A SHORT ESSAY ON THE APPLICANT'S PLANS FOR HIS/HER FUTURE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KIWANIS CLUB OF SHELBYVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05026332310
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 232
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SHELBYVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd040066
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS ARE ONLY AWARDED TO SENIORS OF SHELBY COUNTY (KENTUCKY) HIGH SCHOOL JUNIOR ROTC. SCHOLARSHIPS ARE ONLY AWARDED FOR POST-SECONDARY COLLEGE OR UNIVERSITY EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ANNUAL SCHOLARSHIP WITH SUBMISSION DEADLINE BEING THE END OF THE SCHOOL YEAR
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0KIWANIS CLUB OF SHELBY
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501C4
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SAME BOARD OF DIRECTORS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06924
IRS990PF/UndistributedIncomeGrp/Taxable2Amt064
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06924
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0256
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0253
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES ON INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01331
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF GRANT PAID
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01331
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE MUDD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05026333750
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUBERT AND WOODROW BRISCOE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUBE
ReturnHeader/Filer/EIN0271093871
ReturnHeader/Filer/PhoneNum05026332310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 232
ReturnHeader/Filer/USAddress/CityNm0SHELBYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0949996DFE40B3552CF9F322C0A6D58623BB2C8E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0949996DFE40B3552CF9F322C0A6D58623BB2C8E4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.139.119.209
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:13:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610963325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L BALLARD & COMPANY PSC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0906 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0400651313
ReturnHeader/PreparerPersonGrp/PhoneNum05026331422
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP P THURMAN CPA
ReturnHeader/ReturnTs02019-02-04T15:13:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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