Civic Intelligence

Myrtle Bundy Testamentary Trust

990PF • Fiscal year 2021 • EIN 35-6401245

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 16, 2022

Organization Profile
PO Box 117Covington, IN 47932

(765) 793-2266

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

24%

Higher net margin than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$32,057

Flat from 2020

Net Assets

Flat

$0

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

Up

$4,200

Up $700 (+20%) from 2020

Expenses

Up

$3,177

Up $3,177 from 2020

Net Income

Down

$1,023

Down $2,477 (-71%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$40K$30K$20K$10K$0Assets 2020: $32,057Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $32,057Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $35,099Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $37,083Liabilities 2023: $0Net Assets 2023: $37,0832023Assets 2024: $37,941Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$32,057
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$6.0K$4.0K$2.0K$0Revenue 2020: $3,500Expenses 2020: $0Net Income 2020: $3,5002020Revenue 2021: $4,200Expenses 2021: $3,177Net Income 2021: $1,0232021Revenue 2022: $4,203Expenses 2022: $2,216Net Income 2022: $1,9872022Revenue 2023: $4,200Expenses 2023: $2,216Net Income 2023: $1,9842023Revenue 2024: $4,550Expenses 2024: $3,737Net Income 2024: $8132024

Highlighted filing

2021

Revenue$4,200
Expenses$3,177
Net Income$1,023
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 16, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Trustee-$0--
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Myrtle Bundy Test Trst
EIN
35-6401245
Phone
7657932266
Address
PO BOX 117, COVINGTON, IN 47932

Signing Officer

Name
Richard M Holmes
Title
Trustee
Phone
7657932266
Signed
2022-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Holmes Law Office
Address
310 4TH ST, COVINGTON, IN 47932
Preparer
Richard M Holmes
Phone
7657932266
Raw XML Appendix162 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
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-16
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ReturnHeader/Filer/PhoneNum07657932266
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-17T11:35:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,057
Liabilities
$0
Net assets
$0
Revenue
$4,200
Expenses
$3,177
Net income
$1,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.00$0.00$4.55$3.74$0.81
2023Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$4.20$2.22$1.98
2022Detailed filing. Detailed filing data is available for this year.$35.1$0.00$0.00$4.20$2.22$1.99
2021Detailed filing. Detailed filing data is available for this year.$32.1$0.00$0.00$4.20$3.18$1.02
2020Detailed filing. Detailed filing data is available for this year.$32.1$0.00$0.00$3.50$0.00$3.50