Civic Intelligence

Myrtle Bundy Testamentary Trust

990PF • Fiscal year 2023 • EIN 35-6401245

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

5.7%

Faster asset growth than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.1%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$37,083

Up $1,984 (+5.7%) from 2022

Net Assets

Up

$37,083

Up $37,083 from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin88th percentile

Revenue

Down

$4,200

Down $3 (-0.1%) from 2022

Expenses

Flat

$2,216

Flat from 2022

Net Income

Down

$1,984

Down $3 (-0.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2023

Assets$37,083
Liabilities$0
Net Assets$37,083
Open 2023 Filing

Operations Trend

Revenue Growth44th 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

2023

Revenue$4,200
Expenses$2,216
Net Income$1,984
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-04-15
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 Appendix174 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/BrrwOrLendDisqualifiedPrsnInd0false
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
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD HOLMES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657932266
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYRTLE BUNDY TEST TRST
ReturnHeader/Filer/BusinessNameControlTxt0MYRT
ReturnHeader/Filer/EIN0356401245
ReturnHeader/Filer/PhoneNum07657932266
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ReturnHeader/PreparerPersonGrp/PhoneNum07657932266
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M HOLMES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-16T11:46:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,083
Liabilities
$0
Net assets
$37,083
Revenue
$4,200
Expenses
$2,216
Net income
$1,984
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