Civic Intelligence

Memery Trust Charitable Trust

990PF • Fiscal year 2013 • EIN 30-6268814

Dec 01, 2012 to Nov 30, 2013 • Filed on Feb 15, 2014

1349 Corner Station Road40067
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$12,056

No earlier filing loaded for comparison.

Net Assets

$12,056

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,053

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2013: $12,056Liabilities 2013: $0Net Assets 2013: $12,0562013Assets 2014: $8,092Liabilities 2014: $0Net Assets 2014: $8,0922014Assets 2015: $4,206Liabilities 2015: $0Net Assets 2015: $4,2062015Assets 2016: $1,858Liabilities 2016: $0Net Assets 2016: $1,8582016Assets 2017: $879Liabilities 2017: $0Net Assets 2017: $8792017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$12,056
Liabilities$0
Net Assets$12,056

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2013: $6,0532013Revenue 2014: $6Expenses 2014: $3,970Net Income 2014: -$3,9642014Revenue 2015: $4Expenses 2015: $3,890Net Income 2015: -$3,8862015Revenue 2016: $2Expenses 2016: $2,350Net Income 2016: -$2,3482016Revenue 2017: $1Expenses 2017: $980Net Income 2017: -$9792017Revenue 2019: $5Expenses 2019: $905Net Income 2019: -$9002019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2013

Revenue-
Expenses$6,053
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Feb 15, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS G MEMERYTrustee-$0--
CAROLINE E MEMERYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERCY MEDICAL CENTERMEDICAL NEEDS501(C)(3)SHELBYVILLE, KY, US$1,000
Paid GrantYOUNG LIFE DC METROEDUCATIONAL/TRAINING SUPPORT501(C)(3)ASHBURN, VA, US$1,000
Paid GrantD & J DULINEDUCATIONAL SUPPORT501(C)(3)HARRISBURG, PA, US$1,000
Filing and Contact Details

Filer

EIN
30-6268814
Raw XML Appendix209 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount03050
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0DOUGLAS G MEMERY
CompensationExplanation/Compensation/PersonName1CAROLINE E MEMERY
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount015
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount015
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA015
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss02580
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3458
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss015
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome015
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss06053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03053
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY015514
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY012056
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV012056
IRS990PF/BalanceSheets/TotalAssetsBOY015514
IRS990PF/BalanceSheets/TotalAssetsEOY012056
IRS990PF/BalanceSheets/TotalAssetsEOYFMV012056
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY015514
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY012056
IRS990PF/BalanceSheets/TotalNetAssetsBOY015514
IRS990PF/BalanceSheets/TotalNetAssetsEOY012056
IRS990PF/BalanceSheets/UnrestrictedBOY015514
IRS990PF/BalanceSheets/UnrestrictedEOY012056
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3458
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal012056
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY015514
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY012056
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0698
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0698
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0698
IRS990PF/DistributableAmount/MinimumInvestmentReturn0698
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY012056
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets014180
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances014180
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0213
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0698
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets013967
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets014180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DOUGLAS G MEMERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CAROLINE E MEMERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 1211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11P O BOX 1211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MIDDLEBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MIDDLEBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0201181211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1201181211
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03000
IRS990PF/QualifyingDistributions/ExpensesAndContributions03000
IRS990PF/QualifyingDistributions/QualifyingDistributions03000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DOUGLAS G MEMERY TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05027220040
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101349 CONNER STATION ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SIMPSONVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0KY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode040067
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL NEEDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL/TRAINING SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MERCY MEDICAL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11YOUNG LIFE DC METRO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12D & J DULIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10706 MAIN STREET US 60
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11P O BOX 1549
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O BOX 8585
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SHELBYVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ASHBURN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HARRISBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040065
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120149
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2171058585
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0698
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0698
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102198
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20104
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04604
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02302
IRS990PF/UndistributedIncome/ExcessFromYear102198
IRS990PF/UndistributedIncome/ExcessFromYear20104
IRS990PF/UndistributedIncome/QualifyingDistributions03000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02302
IRS990PF/UndistributedIncome/TotalCorpus04604
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02302
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TAX
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0306268814
ReturnHeader/Filer/Name/BusinessNameLine10MEMERY TRUST
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MEME
ReturnHeader/Filer/Phone05027220040
ReturnHeader/Filer/USAddress/AddressLine101349 CORNER STATION ROAD
ReturnHeader/Filer/USAddress/City0SIMPSONVILLE
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040067
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-02-15
ReturnHeader/Officer/Name0DOUGLAS G MEMERY
ReturnHeader/Officer/Phone05027220040
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-02-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10UPDEGROVE COMBS & MCDANIEL PLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105 LOUDOUN STREET SW SUITE B
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEESBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020175
ReturnHeader/Preparer/Name0DAVID G UPDEGROVE
ReturnHeader/Preparer/Phone07037711818
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-20T12:35:30-06:00

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