Civic Intelligence

Leora Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2017 • EIN 31-1540241

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
107 South Main StSomerset, KY 42501

(606) 451-8762

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$4,522

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$352,322

Up $11,348 (+3.3%) from 2016

Net Assets

Up

$352,322

Up $11,348 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$42,937

Up $25,619 (+148%) from 2016

Expenses

Up

$31,958

Up $16,555 (+107%) from 2016

Net Income

Up

$10,979

Up $9,064 (+473%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2017

Assets$352,322
Liabilities$0
Net Assets$352,322
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

2017

Revenue$42,937
Expenses$31,958
Net Income$10,979
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CUMBERLAND SECURITY BANK ASSET MGMTTrustee-$4,522-$4,522
Filing and Contact Details

Filer

Filer Name
Leora Prewitt Charitable Remainder
EIN
31-1540241
Phone
6064518762
Address
107 SOUTH MAIN ST, SOMERSET, KY 42501

Signing Officer

Name
Cumberland Security Bank Asset Mgmt
Title
Trustee
Phone
6064518762
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Victoria D Buster CPA
Phone
5027491900
Raw XML Appendix304 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018554
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011585
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0369
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT & TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04091
TaxesSchedule/TaxesDetail/Amt07982
TaxesSchedule/TaxesDetail/Amt12103
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1KY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12103
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND SECURITY BANK ASSET MGMT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06064518762
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEORA PREWITT CHARITABLE REMAINDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEOR
ReturnHeader/Filer/EIN0311540241
ReturnHeader/Filer/PhoneNum06064518762
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 SOUTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008A61AF9C569C3583BBCC16345A85A23EAC5372D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0026066C18266DA5B7F89C85E71F1727FD0CBD05A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0128.136.148.166
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:41:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 S FOURTH ST SUITE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402023445
ReturnHeader/PreparerPersonGrp/PhoneNum05027491900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA D BUSTER CPA
ReturnHeader/ReturnTs02018-05-09T12:32:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,322
Liabilities
$0
Net assets
$352,322
Revenue
$42,937
Expenses
$31,958
Net income
$10,979
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