Civic Intelligence

J Herman Isner Trust

990PF • Fiscal year 2018 • EIN 31-1101724

Feb 01, 2017 to Jan 31, 2018 • Filed on May 16, 2018

Route 1 Box 93Kerens, WV 26276-9603

(304) 472-7099

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$1,800

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

633%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$500,589

Up $163,825 (+49%) from 2017

Net Assets

Up

$500,589

Up $163,825 (+49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$215,659

Up $186,232 (+633%) from 2017

Expenses

Up

$52,315

Up $22,888 (+78%) from 2017

Net Income

Up

$163,344

Up $163,344 from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $347,470Liabilities 2014: $0Net Assets 2014: $347,4702014Assets 2015: $340,600Liabilities 2015: $0Net Assets 2015: $340,6002015Assets 2016: $336,924Liabilities 2016: $0Net Assets 2016: $336,9242016Assets 2017: $336,764Liabilities 2017: $0Net Assets 2017: $336,7642017Assets 2018: $500,589Liabilities 2018: $0Net Assets 2018: $500,5892018Assets 2019: $355,179Liabilities 2019: $0Net Assets 2019: $355,1792019Assets 2020: $445,748Liabilities 2020: $56Net Assets 2020: $445,6922020Assets 2021: $847,866Liabilities 2021: $424,269Net Assets 2021: $423,5972021Assets 2022: $479,369Liabilities 2022: $0Net Assets 2022: $479,3692022Assets 2023: $545,451Liabilities 2023: $41Net Assets 2023: $545,4102023Assets 2024: $996,313Liabilities 2024: $149,237Net Assets 2024: $847,0762024Assets 2025: $1,020,836Liabilities 2025: $141,664Net Assets 2025: $879,1722025

Highlighted filing

2018

Assets$500,589
Liabilities$0
Net Assets$500,589

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $33,315Expenses 2014: $36,857Net Income 2014: -$3,5422014Revenue 2015: $38,221Expenses 2015: $44,886Net Income 2015: -$6,6652015Revenue 2016: $36,043Expenses 2016: $39,489Net Income 2016: -$3,4462016Revenue 2017: $29,427Expenses 2017: $29,427Net Income 2017: $02017Revenue 2018: $215,659Expenses 2018: $52,315Net Income 2018: $163,3442018Revenue 2019: $11,632Expenses 2019: $156,905Net Income 2019: -$145,2732019Revenue 2020: $190,680Expenses 2020: $100,167Net Income 2020: $90,5132020Revenue 2021: $127,434Expenses 2021: $139,959Net Income 2021: -$12,5252021Revenue 2022: $207,761Expenses 2022: $152,106Net Income 2022: $55,6552022Revenue 2023: $284,889Expenses 2023: $218,848Net Income 2023: $66,0412023Revenue 2024: $417,024Expenses 2024: $115,358Net Income 2024: $301,6662024Revenue 2025: $155,113Expenses 2025: $123,017Net Income 2025: $32,0962025

Highlighted filing

2018

Revenue$215,659
Expenses$52,315
Net Income$163,344
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
May 16, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF KYLETrusteePT$1,800-$1,800
TERRY N GOULDTrusteePT$1,650-$1,650
DORIS BONNERTrustee-$1,650-$1,650
BETTY MOOMUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J Herman Isner Trust
EIN
31-1101724
Address
ROUTE 1 BOX 93, KERENS, WV 26276-9603

Signing Officer

Name
Terry N Gould
Title
Trustee
Phone
3044727099
Signed
2018-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Ubs Inc
Address
188 FAYETTE STREET, Buckhannon, WV 26201-2352
Preparer
Terry N Gould
Phone
3044727099
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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THIS PRIVATE FOUNDATION IS FUNDED IN PART BY THE J HERMAN ISNER TRUST AND THAT TRUST IS INVOLVED IN A LAWSUIT WITH A FORMER TRUSTEE. ONCE THIS IS SETTLED, THIS FOUNDATION WILL INCREASE EXPENDITURES TO ACCOMPLISH OUR OBJECTIVES AS A MODEL DEMONSTRATION FARM. LAWSUIT IS CURRENTLY BEING SETTLED AND ADDITIONAL CASH WILL BE NEEDED. ALL EXCESS CASH WILL BE DEPOSITED INTO THE J HERMAN FINANCIAL TRUST.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd026847
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IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01984-09-06
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FUNDS RECEIVED ARE USED FOR OPERATIONS AND MAINTENANCE OF FOUNDATIONFARM
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false

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