Civic Intelligence

Memery Trust Charitable Trust

990PF • Fiscal year 2016 • EIN 30-6268814

Dec 01, 2015 to Nov 30, 2016 • Filed on Mar 18, 2017

Organization Profile
PO Box 1211Middleburg, VA 20118-1211

(502) 722-0040

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-117400%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,858

Down $2,348 (-56%) from 2015

Net Assets

Down

$1,858

Down $2,348 (-56%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$2

Down $2 (-50%) from 2015

Expenses

Down

$2,350

Down $1,540 (-40%) from 2015

Net Income

Up

-$2,348

Up $1,538 (+40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2016

Assets$1,858
Liabilities$0
Net Assets$1,858
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

2016

Revenue$2
Expenses$2,350
Net Income-$2,348
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 18, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS G MEMERYTrustee-$0--
CAROLINE E MEMERYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Memery Trust
EIN
30-6268814
Phone
5027220040
Address
PO BOX 1211, MIDDLEBURG, VA 20118-1211

Signing Officer

Name
Douglas G Memery
Title
Trustee
Phone
5027220040
Signed
2017-03-18

Preparer

Firm
Updegrove Combs & Mcdaniel Plc
Address
5 LOUDOUN STREET SW SUITE B, LEESBURG, VA 20175
Preparer
Donna M Mcmullen
Phone
7037711818
Raw XML Appendix200 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2348
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04206
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01858
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0151
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03023
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS G MEMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLINE E MEMERY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SIMPSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SIMPSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01500
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/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS G MEMERY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01349 CONNER STATION ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SIMPSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05027220040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL/TRAINING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL/TRAINING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YOUNG LIFE DC METRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCOOPS & SCRIPTURE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 70065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19462 BROWNSBORO ROAD 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRESCOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1402424183
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
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/AppliedToCurrentYearAmt0151
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011054
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS G MEMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05027220040
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMERY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MEME
ReturnHeader/Filer/EIN0306268814
ReturnHeader/Filer/PhoneNum05027220040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1211
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0201181211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541391150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UPDEGROVE COMBS & MCDANIEL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 LOUDOUN STREET SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020175
ReturnHeader/PreparerPersonGrp/PhoneNum07037711818
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA M MCMULLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-20T11:18:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,858
Liabilities
$0
Net assets
$1,858
Revenue
$2
Expenses
$2,350
Net income
-$2,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.91$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.00$0.98$0.98
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.00$2.35$2.35
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.00$3.89$3.89
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.01$3.97$3.96
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$6.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits