Civic Intelligence

Charles W Hering Testamentary Trust

990PF • Fiscal year 2013 • EIN 33-6353535

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 18, 2014

Organization Profile
702 Baptiste P O Box B66071

(620) 365-3125

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$2,484

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

53rd percentile

2.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$232,795

Up $4,786 (+2.1%) from 2012

Net Assets

Up

$232,795

Up $4,786 (+2.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

$17,190

No earlier filing loaded for comparison.

Expenses

Down

$12,647

Down $304 (-2.3%) from 2012

Net Income

$4,543

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $230,532Liabilities 2011: $0Net Assets 2011: $230,5322011Assets 2012: $228,009Liabilities 2012: $0Net Assets 2012: $228,0092012Assets 2013: $232,795Liabilities 2013: $0Net Assets 2013: $232,7952013Assets 2014: $252,257Liabilities 2014: $0Net Assets 2014: $252,2572014Assets 2015: $269,456Liabilities 2015: $0Net Assets 2015: $269,4562015Assets 2016: $267,622Liabilities 2016: $0Net Assets 2016: $267,6222016Assets 2017: $268,608Liabilities 2017: $0Net Assets 2017: $268,8042017Assets 2018: $273,928Liabilities 2018: $0Net Assets 2018: $273,9282018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$232,795
Liabilities$0
Net Assets$232,795
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2011: $14,3032011Expenses 2012: $12,9512012Revenue 2013: $17,190Expenses 2013: $12,647Net Income 2013: $4,5432013Revenue 2014: $32,890Expenses 2014: $13,828Net Income 2014: $19,0622014Revenue 2015: $31,683Expenses 2015: $14,484Net Income 2015: $17,1992015Revenue 2016: $12,205Expenses 2016: $14,039Net Income 2016: -$1,8342016Revenue 2017: $15,452Expenses 2017: $14,270Net Income 2017: $1,1822017Revenue 2018: $25,590Expenses 2018: $20,270Net Income 2018: $5,3202018Revenue 2019: $47,781Expenses 2019: $16,853Net Income 2019: $30,9282019

Highlighted filing

2013

Revenue$17,190
Expenses$12,647
Net Income$4,543
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 18, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,484-$2,484
Filing and Contact Details

Filer

EIN
33-6353535

Signing Officer

Name
First Option Bank
Title
Trustee
Signed
2014-03-18

Preparer

Preparer
R Andrew Dunlap CPA
Phone
6203653125
Raw XML Appendix296 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06203653883
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10118 WEST JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0IOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode066749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE INCOME FOR CAPITAL IMPROV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CALVARY UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 524
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0IOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode066749
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09578
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/AppliedToCurrentYearAmt07932
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03473
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013277
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011405
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05345
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03473
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0243
OtherIncreasesSchedule/OtherIncreasesDetail/Description0NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0210
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARLES W HERING TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0336353535
ReturnHeader/Filer/USAddress/AddressLine10702 BAPTISTE P O BOX B
ReturnHeader/Filer/USAddress/City0PAOLA
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode066071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JARRED GILMORE & PHILLIPS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 W JACKSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0IOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode066749
ReturnHeader/PreparerPersonGrp/PhoneNum06203653125
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ANDREW DUNLAP CPA
ReturnHeader/ReturnTs02014-04-02T13:20:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,795
Liabilities
$0
Net assets
$232,795
Revenue
$17,190
Expenses
$12,647
Net income
$4,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$0.17$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.26$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.12$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.32$0.14$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.33$0.14$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.14