Civic Intelligence

Clellan Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2022 • EIN 31-1540242

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-177%

Higher net margin than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$7,352

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 65.1% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.6%

Faster asset growth than 37% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-79%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$339,473

Down $20,001 (-5.6%) from 2021

Net Assets

Down

$339,473

Down $20,001 (-5.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$11,290

Down $41,349 (-79%) from 2021

Expenses

Up

$31,291

Up $1,607 (+5.4%) from 2021

Net Income

Down

-$20,001

Down $42,956 (-187%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$339,473
Liabilities$0
Net Assets$339,473
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$11,290
Expenses$31,291
Net Income-$20,001
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CUMBERLAND SECURITY BANK ASSET MGMTTrustee-$7,352-$7,352
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
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
462 SOUTH 4TH STREET SUITE 2600, LOUISVILLE, KY 40202
Preparer
Theresa Batliner CPA
Phone
5027491900
Raw XML Appendix294 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/DistributableAmountGrp/DistributableAsAdjustedAmt019925
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020207
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021553
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020207
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01481
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT & TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01481
TaxesSchedule/TaxesDetail/Amt01031
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND SECURITY BANK ASSET MGMT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06064518762
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SOUTH 4TH STREET SUITE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05027491900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA BATLINER CPA
ReturnHeader/ReturnTs02023-05-02T13:44:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CUMBERLAND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SECURITY BANK ASSET
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,473
Liabilities
$0
Net assets
$339,473
Revenue
$11,290
Expenses
$31,291
Net income
-$20,001
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
2022Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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