Civic Intelligence

Memery Trust Charitable Trust

990PF • Fiscal year 2018 • EIN 30-6268814

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 08, 2019

P O 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

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

48th percentile

2.1%

Higher net margin than 48% 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

2.4%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

100th percentile

100000%

Faster revenue growth than 100% of similar nonprofits.

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

Assets

Up

$900

Up $21 (+2.4%) from 2017

Net Assets

Up

$900

Up $21 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$1,001

Up $1,000 (+100000%) from 2017

Expenses

Flat

$980

Flat from 2017

Net Income

Up

$21

Up $1,000 (+102%) from 2017

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 2018: $900Liabilities 2018: $0Net Assets 2018: $9002018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$900
Liabilities$0
Net Assets$900

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 2018: $1,001Expenses 2018: $980Net Income 2018: $212018Revenue 2019: $5Expenses 2019: $905Net Income 2019: -$9002019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2018

Revenue$1,001
Expenses$980
Net Income$21
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 8, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

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

Filer

Filer Name
Douglas G & Caroline E Memery
EIN
30-6268814
Phone
5027220040
Address
P O BOX 1211, MIDDLEBURG, VA 20118-1211

Signing Officer

Name
Douglas G Memery
Title
Trustee
Phone
5027220040
Signed
2019-10-08

Preparer

Firm
Updegrove Mcdaniel Mcmullen Chiccehitto
Address
5 LOUDOUN STREET SW SUITE B, LEESBURG, VA 20175
Preparer
Donna M Mcmullen
Phone
7037711818
Raw XML Appendix190 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05027220040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05027220040
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUGLAS G & CAROLINE E MEMERY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0306268814
ReturnHeader/Filer/PhoneNum05027220040
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1211
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0201181211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03BE79CBFE692B093106EC18425DDC095A7CD1DAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8EF1E3088A89B29B2BA0BA69D7DE904862CA13C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:11:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541391150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO
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/PreparationDt02019-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA M MCMULLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-08T13:11:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

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