Civic Intelligence

Clellan Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2023 • EIN 31-1540242

Jan 01, 2023 to Dec 31, 2023 • Filed on May 04, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$6,571

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

77%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$331,607

Down $7,866 (-2.3%) from 2022

Net Assets

Down

$331,607

Down $7,866 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Up

$20,025

Up $8,735 (+77%) from 2022

Expenses

Down

$27,891

Down $3,400 (-11%) from 2022

Net Income

Up

-$7,866

Up $12,135 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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 2023: $331,607Liabilities 2023: $0Net Assets 2023: $331,6072023Assets 2024: $373,631Liabilities 2024: $0Net Assets 2024: $373,6312024

Highlighted filing

2023

Assets$331,607
Liabilities$0
Net Assets$331,607
Open 2023 Filing

Operations Trend

Revenue Growth86th 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 2023: $20,025Expenses 2023: $27,891Net Income 2023: -$7,8662023Revenue 2024: $68,653Expenses 2024: $26,629Net Income 2024: $42,0242024

Highlighted filing

2023

Revenue$20,025
Expenses$27,891
Net Income-$7,866
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CUMBERLAND SECURITY BANK ASSET MGMTTrustee-$6,571-$6,571
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
2024-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1000 VINE CENTER 333 WEST VINE ST, LEXINGTON, KY 40507
Preparer
Eleanor a Livingston CPA Mst
Phone
8595147800
Raw XML Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01329
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018579
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019908
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016809
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT & TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01356
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
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/SignatureDt02024-05-04
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/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 VINE CENTER 333 WEST VINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08595147800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR A LIVINGSTON CPA MST
ReturnHeader/ReturnTs02024-05-13T16:10:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CUMBERLAND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SECURITY BANK ASSET
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,607
Liabilities
$0
Net assets
$331,607
Revenue
$20,025
Expenses
$27,891
Net income
-$7,866
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
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.20$0.28$0.08
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
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