Civic Intelligence

Carl R Dennis Trust

990PF • Fiscal year 2018 • EIN 35-6563065

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
1282 West State Road 252Trafalgar, IN 46181-9750

(317) 878-5838

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-8.1%

Higher net margin than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.1%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$280,842

Down $1,841 (-0.7%) from 2017

Net Assets

Down

$280,842

Down $1,841 (-0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin28th percentile

Revenue

Up

$22,643

Up $1,292 (+6.1%) from 2017

Expenses

Up

$24,484

Up $4,430 (+22%) from 2017

Net Income

Down

-$1,841

Down $3,138 (-242%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2015: $355,449Liabilities 2015: $0Net Assets 2015: $355,4492015Assets 2016: $281,386Liabilities 2016: $0Net Assets 2016: $281,3862016Assets 2017: $282,683Liabilities 2017: $0Net Assets 2017: $282,6832017Assets 2018: $280,842Liabilities 2018: $0Net Assets 2018: $280,8422018

Highlighted filing

2018

Assets$280,842
Liabilities$0
Net Assets$280,842
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$50K$0-$50K-$100KRevenue 2015: $32,044Expenses 2015: $24,178Net Income 2015: $7,8662015Revenue 2016: -$52,635Expenses 2016: $21,428Net Income 2016: -$74,0632016Revenue 2017: $21,351Expenses 2017: $20,054Net Income 2017: $1,2972017Revenue 2018: $22,643Expenses 2018: $24,484Net Income 2018: -$1,8412018

Highlighted filing

2018

Revenue$22,643
Expenses$24,484
Net Income-$1,841
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE MITCHELLCo-Trustee-$1,500-$1,500
BARBARA MITCHELLCo-Trustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Carl R Dennis Trust
EIN
35-6563065
Phone
3178785838
Address
1282 WEST STATE ROAD 252, TRAFALGAR, IN 46181-9750

Signing Officer

Name
Dale Mitchell
Title
Co-trustee
Phone
3178785838
Signed
2019-05-07

Preparer

Firm
Hash CPA Group LLC
Address
PO BOX 637, FRANKLIN, IN 46131-0637
Preparer
Dennis J Hash
Phone
3177382366
Raw XML Appendix355 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0313119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0313884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263473
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013690
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013690
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013690
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0DALE MITCHELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01282 WEST ST RD 252
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TRAFALGAR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0461819789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03178785838
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION TO ST. ROSE OF LIMA CATHOLIC CHURCH
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013690
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013690
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PER TRUST DOCUMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STROSE CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0114 LANCELOT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013690
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/AppliedToCurrentYearAmt08305
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05385
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012823
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04518
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05385
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0470
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04776
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNSETTLED TRADES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02444
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02444
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02961
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02412
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AGFEED SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02412
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt1762
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03178785838
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL R DENNIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0356563065
ReturnHeader/Filer/PhoneNum03178785838
ReturnHeader/Filer/USAddress/AddressLine1Txt01282 WEST STATE ROAD 252
ReturnHeader/Filer/USAddress/CityNm0TRAFALGAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0461819750
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080068F944CACDA910C931033D0123EB22FEB5640
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D65B8C24A6D834F8E6E3582B5F89B03B947C9ED7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTm015:19:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352140590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HASH CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0461310637
ReturnHeader/PreparerPersonGrp/PhoneNum03177382366
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS J HASH
ReturnHeader/ReturnTs02019-05-13T07:54:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,842
Liabilities
$0
Net assets
$280,842
Revenue
$22,643
Expenses
$24,484
Net income
-$1,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.23$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.21$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.53$0.21$0.74
2015Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.32$0.24$0.08