Civic Intelligence

Leora Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2015 • EIN 31-1540241

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 24, 2016

Organization Profile
107 South Main StSomerset, KY 42501

(606) 678-4372

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,580

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

$339,252

No earlier filing loaded for comparison.

Net Assets

$339,252

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

$49,396

No earlier filing loaded for comparison.

Expenses

$35,969

No earlier filing loaded for comparison.

Net Income

$13,427

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2015: $339,252Liabilities 2015: $0Net Assets 2015: $339,2522015Assets 2016: $340,974Liabilities 2016: $0Net Assets 2016: $340,9742016Assets 2017: $352,322Liabilities 2017: $0Net Assets 2017: $352,3222017Assets 2018: $339,157Liabilities 2018: $0Net Assets 2018: $339,1572018Assets 2019: $341,707Liabilities 2019: $0Net Assets 2019: $341,7072019Assets 2020: $315,053Liabilities 2020: $0Net Assets 2020: $315,0532020Assets 2021: $336,540Liabilities 2021: $0Net Assets 2021: $336,5402021Assets 2022: $318,644Liabilities 2022: $0Net Assets 2022: $318,6442022Assets 2023: $315,764Liabilities 2023: $0Net Assets 2023: $315,7642023Assets 2024: $352,248Liabilities 2024: $0Net Assets 2024: $352,2482024

Highlighted filing

2015

Assets$339,252
Liabilities$0
Net Assets$339,252
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $49,396Expenses 2015: $35,969Net Income 2015: $13,4272015Revenue 2016: $17,318Expenses 2016: $15,403Net Income 2016: $1,9152016Revenue 2017: $42,937Expenses 2017: $31,958Net Income 2017: $10,9792017Revenue 2018: $26,740Expenses 2018: $39,905Net Income 2018: -$13,1652018Revenue 2019: $29,053Expenses 2019: $26,524Net Income 2019: $2,5292019Revenue 2020: $1,414Expenses 2020: $28,068Net Income 2020: -$26,6542020Revenue 2021: $48,620Expenses 2021: $27,133Net Income 2021: $21,4872021Revenue 2022: $11,356Expenses 2022: $29,252Net Income 2022: -$17,8962022Revenue 2023: $22,309Expenses 2023: $25,189Net Income 2023: -$2,8802023Revenue 2024: $61,768Expenses 2024: $25,284Net Income 2024: $36,4842024

Highlighted filing

2015

Revenue$49,396
Expenses$35,969
Net Income$13,427
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 24, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,580-$4,580
Filing and Contact Details

Filer

Filer Name
Leora Prewitt Charitable
EIN
31-1540241
Address
107 SOUTH MAIN ST, SOMERSET, KY 42501

Signing Officer

Name
Cumberland Security Bank Asset Mgmt
Title
Trustee
Phone
6066789164
Signed
2016-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Mark Clark CPA Psc
Address
PO BOX 369, SOMERSET, KY 42503-2700
Preparer
Mark Clark CPA
Phone
6066784372
Raw XML Appendix362 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd042501
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035969
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035969
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035969
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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CUMBERLAND SECURITY BANK ASSET MGMT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 70
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOMERSET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0425020070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06066789164
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOMERSET COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0808 MONTICELLO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 64
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022004
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/AppliedToCurrentYearAmt015673
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020296
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019699
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020296
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HARGROVE MADDEN
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0822
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1183
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0822
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1183
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0139
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BALANCE RETAINED EARNINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CSB TRUST DEPARTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01795
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03880
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03880
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03880
TaxesSchedule/TaxesDetail/Amt0305
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0305
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt19
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND SECURITY BANK ASSET MGMT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06066789164
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEORA PREWITT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REMAINDER UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEOR
ReturnHeader/Filer/EIN0311540241
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 SOUTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611230372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK CLARK CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0425032700
ReturnHeader/PreparerPersonGrp/PhoneNum06066784372
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK CLARK CPA
ReturnHeader/ReturnTs02016-03-05T08:45:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,252
Liabilities
$0
Net assets
$339,252
Revenue
$49,396
Expenses
$35,969
Net income
$13,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.62$0.25$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.22$0.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.11$0.29$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.49$0.27$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.01$0.28$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.29$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.27$0.40$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.43$0.32$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.17$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.49$0.36$0.13