Civic Intelligence

Charles W Hering Testamentary Trust

EIN 33-6353535 • Paola, KS

PO Box B 702 BaptistePaola, KS 66071
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$2,919

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

<$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

87%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $273,928 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $273,928 (-100%) from 2018

Revenue

Up

$47,781

Up $22,191 (+87%) from 2018

Expenses

Down

$16,853

Down $3,417 (-17%) from 2018

Net Income

Up

$30,928

Up $25,608 (+481%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2019

Revenue$47,781
Expenses$16,853
Net Income$30,928

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 12, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,566-$1,566
Filing and Contact Details

Filer

Filer Name
Charles W Hering Testamentary Trust
EIN
33-6353535
Address
PO BOX B 702 BAPTISTE, PAOLA, KS 66071

Signing Officer

Name
First Option Bank
Title
Trustee
Signed
2020-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Jarred Gilmore & Phillips Pa
Address
16 W JACKSON AVE, IOLA, KS 66749
Preparer
John D Baker CPA
Phone
6203653125
Raw XML Appendix318 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PAOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST OPTION BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum09132592110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EXPENDITURES FOR CAPITAL EXPENDITURES OR IMPROVEMENTS TO CALVARY UNITED METHODIST CHURCH, IOLA, KANSAS, PER THE TRUSTORS INSTRUCTIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt014679
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CALVARY UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06203653883
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0118 WEST JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0IOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014679
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE INCOME FOR CAPITAL IMPROV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALVARY UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 524
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066749
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014679
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/AppliedToCurrentYearAmt0838
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014679
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016026
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01780
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015517
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01780
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015188
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014679
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0304856
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CALVARY CHURCH
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt083
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES W HERING TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0336353535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX B 702 BAPTISTE
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203906022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JARRED GILMORE & PHILLIPS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W JACKSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066749
ReturnHeader/PreparerPersonGrp/PhoneNum06203653125
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D BAKER CPA
ReturnHeader/ReturnTs02020-03-19T13:25:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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