Civic Intelligence

Moyars-Scott Memorial Trust Fund 006294

990 • Fiscal year 2015 • EIN 35-2134072

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

PO Box 1130Lafayette, IN 47902-1130

(765) 423-7262

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

11th percentile

-28%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$26,218

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$3,597,463

No earlier filing loaded for comparison.

Net Assets

$3,597,463

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$161,888

No earlier filing loaded for comparison.

Expenses

$207,376

No earlier filing loaded for comparison.

Net Income

-$45,488

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,597,463Liabilities 2015: $0Net Assets 2015: $3,597,4632015Assets 2016: $3,499,950Liabilities 2016: $0Net Assets 2016: $3,499,9502016Assets 2017: $3,416,157Liabilities 2017: $0Net Assets 2017: $3,416,1572017Assets 2018: $3,456,592Liabilities 2018: $0Net Assets 2018: $3,456,5922018Assets 2019: $3,399,837Liabilities 2019: $0Net Assets 2019: $3,399,8372019Assets 2020: $3,354,429Liabilities 2020: $0Net Assets 2020: $3,354,4292020Assets 2021: $3,359,231Liabilities 2021: $0Net Assets 2021: $3,359,2312021Assets 2022: $3,237,324Liabilities 2022: $0Net Assets 2022: $3,237,3242022Assets 2023: $3,298,545Liabilities 2023: $0Net Assets 2023: $3,298,5452023Assets 2024: $3,468,125Liabilities 2024: $0Net Assets 2024: $3,468,1252024

Highlighted filing

2015

Assets$3,597,463
Liabilities$0
Net Assets$3,597,463

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $161,888Expenses 2015: $207,376Net Income 2015: -$45,4882015Revenue 2016: $95,000Expenses 2016: $192,513Net Income 2016: -$97,5132016Revenue 2017: $141,309Expenses 2017: $202,298Net Income 2017: -$60,9892017Revenue 2018: $248,212Expenses 2018: $207,777Net Income 2018: $40,4352018Revenue 2019: $154,069Expenses 2019: $210,824Net Income 2019: -$56,7552019Revenue 2020: $169,798Expenses 2020: $215,206Net Income 2020: -$45,4082020Revenue 2021: $238,726Expenses 2021: $225,712Net Income 2021: $13,0142021Revenue 2022: $134,447Expenses 2022: $253,902Net Income 2022: -$119,4552022Revenue 2023: $261,600Expenses 2023: $197,936Net Income 2023: $63,6642023Revenue 2024: $431,434Expenses 2024: $260,832Net Income 2024: $170,6022024

Highlighted filing

2015

Revenue$161,888
Expenses$207,376
Net Income-$45,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$841,302
Mission and Program Overview

Mission

The purpose of this trust is to direct payments to certain specified charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,642,951$3,597,463▼ $45,488
Investments in Publicly Traded Securities$3,374,151$3,374,756▲ $605
Savings and Temporary Cash Investments$248,980$202,949▼ $46,031
Total Assets$3,642,951$3,597,463▼ $45,488
Other Assets Total$19,820$19,758▼ $62
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,642,951$3,597,463▼ $45,488
Total Liabilities and Net Assets / Fund Balance$3,642,951$3,597,463▼ $45,488
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$26,218$26,218
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$161,888
Other Revenue
$0
Change in Net Assets
$-45,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,733
Other Expenses$36,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,733--$170,733
Fees for Services Other-$26,218-$26,218
Fees for Services Legal-$10,425-$10,425
Total Functional Expenses$170,733$36,643$0$207,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyIndianapolis, IN3General Fund$170,733
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Trustee reviews form 990 prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Moyars-scott Memorial Trust Fund
EIN
35-2134072
Phone
7654237262
Address
PO BOX 1130, LAFAYETTE, IN 47902-1130

Signing Officer

Name
First Merchants Trust Company
Title
Trustee
Phone
7654237262
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Reed & Company Pc
Address
PO BOX 1128, LAFAYETTE, IN 47902-1128
Preparer
Teresa L Downing
Phone
7657424141
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

TRUSTEE FEES 0 26,218 0

Raw XML Appendix348 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE FEES 0 26,218 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03642951
IRS990/TotalAssetsEOYAmt03597463
IRS990/TotalAssetsGrp/BOYAmt03642951
IRS990/TotalAssetsGrp/EOYAmt03597463
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036643
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170733
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207376
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03642951
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03597463
IRS990/TotalProgramServiceExpensesAmt0170733
IRS990/TotalReportableCompFromOrgAmt026218
IRS990/TotalRevenueGrp/ExclusionAmt0161888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161888
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03642951
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03597463
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1130
IRS990/USAddress/CityNm0LAFAYETTE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0479021130
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MERCHANTS TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07654237262
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOYARS-SCOTT MEMORIAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MOYA
ReturnHeader/Filer/EIN0352134072
ReturnHeader/Filer/PhoneNum07654237262
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1130
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0479021130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351583146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REED & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479021128
ReturnHeader/PreparerPersonGrp/PhoneNum07657424141
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA L DOWNING
ReturnHeader/ReturnTs02016-11-14T14:37:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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