Civic Intelligence

Charles W Hering Testamentary Trust

990PF • Fiscal year 2016 • EIN 33-6353535

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 22, 2017

Organization Profile
PO Box B 702 BaptistePaola, KS 66071

(620) 431-6342

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$2,804

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$267,622

Down $1,834 (-0.7%) from 2015

Net Assets

Down

$267,622

Down $1,834 (-0.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Down

$12,205

Down $19,478 (-61%) from 2015

Expenses

Down

$14,039

Down $445 (-3.1%) from 2015

Net Income

Down

-$1,834

Down $19,033 (-111%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2016

Assets$267,622
Liabilities$0
Net Assets$267,622
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

2016

Revenue$12,205
Expenses$14,039
Net Income-$1,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,804-$2,804
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
2017-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Jarred Gilmore & Phillips Pa
Address
16 W JACKSON AVE, IOLA, KS 66749
Preparer
R Andrew Dunlap CPA
Phone
6204316342
Raw XML Appendix300 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/SummaryOfDirectChrtblActyGrp/Description1Txt0EXPENDITURES FOR CAPITAL EXPENDITURES OR IMPROVEMENTS TO CALVARY UNITED METHODIST CHURCH, IOLA, KANSAS, PER THE TRUSTORS INSTRUCTIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010691
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/Amt010691
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066749
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010691
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/AppliedToCurrentYearAmt01260
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010327
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014950
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011587
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010327
TaxesSchedule/TaxesDetail/Amt0202
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1DIVIDEND CHARGE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0202
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0616A8FD130D584F2849A3EC775E37F7AE4ACE409
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057DC81E0172F4E6AF51DAF5A4CEA7C36D2419D17
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/PhoneNum06204316342
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ANDREW DUNLAP CPA
ReturnHeader/ReturnTs02017-04-03T17:18:17+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,622
Liabilities
$0
Net assets
$267,622
Revenue
$12,205
Expenses
$14,039
Net income
-$1,834
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