Civic Intelligence

Charles W Hering Testamentary Trust

990PF • Fiscal year 2017 • EIN 33-6353535

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 07, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,919

Higher top officer pay than 79% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$268,608

Up $986 (+0.4%) from 2016

Net Assets

Up

$268,804

Up $1,182 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$15,452

Up $3,247 (+27%) from 2016

Expenses

Up

$14,270

Up $231 (+1.6%) from 2016

Net Income

Up

$1,182

Up $3,016 (+164%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$268,608
Liabilities$0
Net Assets$268,804
Open 2017 Filing

Operations Trend

Revenue Growth77th 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

2017

Revenue$15,452
Expenses$14,270
Net Income$1,182
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,919-$2,919
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
2018-03-07
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 Appendix268 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0DIVIDEND CHARGE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
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/AtSubmissionCreationDeviceId0BB5336B3227C733679363812981D48350B581DE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F6D8C979AA02C6FECB072133A2ACB4BB077FE67
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.96.168.138
ReturnHeader/FilingSecurityInformation/IPDt02018-04-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:39:03
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/PreparationDt02018-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ANDREW DUNLAP CPA
ReturnHeader/ReturnTs02018-04-02T13:39:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,608
Liabilities
$0
Net assets
$268,804
Revenue
$15,452
Expenses
$14,270
Net income
$1,182
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