Civic Intelligence

Everett D Mccurdy Fund

990PF • Fiscal year 2014 • EIN 34-1738451

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
1400 S St Francis DriveRoom/Suite DSanta Fe, NM 87505

(505) 982-6804

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.65x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-3.4%

Higher net margin than 35% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

4.4%

Faster asset growth than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

121%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$368,382

Up $15,566 (+4.4%) from 2013

Net Assets

Down

$334,927

Down $2,200 (-0.7%) from 2013

Liabilities

Up

$33,455

Up $17,766 (+113%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin35th percentile

Revenue

Up

$51,808

Up $28,400 (+121%) from 2013

Expenses

Down

$53,544

Down $553 (-1.0%) from 2013

Net Income

Up

-$1,736

Up $28,953 (+94%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2012: $374,279Liabilities 2012: $6,481Net Assets 2012: $367,7982012Assets 2013: $352,816Liabilities 2013: $15,689Net Assets 2013: $337,1272013Assets 2014: $368,382Liabilities 2014: $33,455Net Assets 2014: $334,9272014

Highlighted filing

2014

Assets$368,382
Liabilities$33,455
Net Assets$334,927
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KExpenses 2012: $47,8152012Revenue 2013: $23,408Expenses 2013: $54,097Net Income 2013: -$30,6892013Revenue 2014: $51,808Expenses 2014: $53,544Net Income 2014: -$1,7362014

Highlighted filing

2014

Revenue$51,808
Expenses$53,544
Net Income-$1,736
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CARROLL JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Everett D Mccurdy Fund
EIN
34-1738451
Phone
5059826804
Address
1400 S ST FRANCIS DRIVE, ROOM/SUITE D, SANTA FE, NM 87505

Signing Officer

Name
David Carroll Johnson
Title
Trustee
Phone
5059826804
Signed
2015-05-14

Preparer

Firm
Rael & With Cpas Pc
Address
1400 S ST FRANCIS DR SUITE D, SANTA FE, NM 87505
Preparer
Kathleen Rael
Phone
5059826804
Raw XML Appendix385 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID CARROLL JOHNSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03421 HALLIDAY AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0631181101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03148989392
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN RESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0RESERVE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02450 DERBYSHIRE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND HEIGHTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043907
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/AppliedToCurrentYearAmt021367
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067408
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021880
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043907
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022540
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054930
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07987
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01206
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1173
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE PARTNERSHIP EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAX
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11204
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-24
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-4907
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4987
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-1642
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt6-1481
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt7801
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt8887
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINDER MORGAN ENERGY PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PLAINS ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BUCKEYE PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SUNOCO LOGISTICS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ALLIANCEBERNSTEIN HOLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc6ALLIANCEBERNSTEIN HOLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc7ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc8KINDER MORGAN ENERGY PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11204
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-24
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-4907
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4987
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-1642
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-1481
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7801
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8887
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0915
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015689
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ALLIANCE BERNSTEIN HOLDING LP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ENTERPRISE PRODUCTS PARTNERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt025904
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt17551
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARROLL JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05059826804
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERETT D MCCURDY FUND
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0341738451
ReturnHeader/Filer/PhoneNum05059826804
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 S ST FRANCIS DRIVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE D
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201870179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAEL & WITH CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 S ST FRANCIS DR SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059826804
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN RAEL
ReturnHeader/ReturnTs02015-08-11T17:44:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,382
Liabilities
$33,455
Net assets
$334,927
Revenue
$51,808
Expenses
$53,544
Net income
-$1,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.33$3.35$0.52$0.54$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.16$3.37$0.23$0.54$0.31
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.06$3.68$0.48