Civic Intelligence

Clellan Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2017 • EIN 31-1540242

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

Organization Profile

Refreshing map…

107 South Main StreetSomerset, 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

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,823

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

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

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$375,782

Up $11,443 (+3.1%) from 2016

Net Assets

Up

$375,782

Up $11,443 (+3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$45,345

Up $25,999 (+134%) from 2016

Expenses

Up

$34,192

Up $11,348 (+50%) from 2016

Net Income

Up

$11,153

Up $14,651 (+419%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2015: $368,049Liabilities 2015: $0Net Assets 2015: $368,0492015Assets 2016: $364,339Liabilities 2016: $0Net Assets 2016: $364,3392016Assets 2017: $375,782Liabilities 2017: $0Net Assets 2017: $375,7822017Assets 2018: $360,445Liabilities 2018: $0Net Assets 2018: $360,4452018Assets 2019: $364,644Liabilities 2019: $0Net Assets 2019: $364,6442019Assets 2020: $336,519Liabilities 2020: $0Net Assets 2020: $336,5192020Assets 2021: $359,474Liabilities 2021: $0Net Assets 2021: $359,4742021Assets 2022: $339,473Liabilities 2022: $0Net Assets 2022: $339,4732022Assets 2024: $373,631Liabilities 2024: $0Net Assets 2024: $373,6312024

Highlighted filing

2017

Assets$375,782
Liabilities$0
Net Assets$375,782
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: $53,430Expenses 2015: $38,285Net Income 2015: $15,1452015Revenue 2016: $19,346Expenses 2016: $22,844Net Income 2016: -$3,4982016Revenue 2017: $45,345Expenses 2017: $34,192Net Income 2017: $11,1532017Revenue 2018: $28,344Expenses 2018: $43,681Net Income 2018: -$15,3372018Revenue 2019: $32,302Expenses 2019: $28,103Net Income 2019: $4,1992019Revenue 2020: $1,065Expenses 2020: $29,190Net Income 2020: -$28,1252020Revenue 2021: $52,639Expenses 2021: $29,684Net Income 2021: $22,9552021Revenue 2022: $11,290Expenses 2022: $31,291Net Income 2022: -$20,0012022Revenue 2024: $68,653Expenses 2024: $26,629Net Income 2024: $42,0242024

Highlighted filing

2017

Revenue$45,345
Expenses$34,192
Net Income$11,153
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CUMBERLAND SECURITY BANK ASSET MGMTTrustee-$4,823-$4,823
Filing and Contact Details

Filer

Filer Name
Clellan Prewitt Charitable Remainder
EIN
31-1540242
Phone
6064518762
Address
107 SOUTH MAIN STREET, SOMERSET, KY 42501

Signing Officer

Name
Cumberland Security Bank Asset Mgmt
Title
Trustee
Phone
6064518762
Signed
2018-05-01
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/DistributableAsAdjustedAmt021316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019997
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012531
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0290
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT & TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04362
TaxesSchedule/TaxesDetail/Amt08567
TaxesSchedule/TaxesDetail/Amt12234
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1KY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12234
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/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLELLAN PREWITT CHARITABLE REMAINDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLEL
ReturnHeader/Filer/EIN0311540242
ReturnHeader/Filer/PhoneNum06064518762
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D6B411D5594618BBC3CF7A9E3F099046F7CF877
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E92E9B8EB9089707FB1B33C0BB685904272E5414
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0128.136.148.166
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:44:25
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/ReturnTs02018-05-09T12:33:17-05:00
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
$375,782
Liabilities
$0
Net assets
$375,782
Revenue
$45,345
Expenses
$34,192
Net income
$11,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.69$0.27$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.11$0.31$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.53$0.30$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.01$0.29$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.32$0.28$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.28$0.44$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.45$0.34$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.19$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.53$0.38$0.15