Civic Intelligence

William S Haggard and Jean Haggard Charitable Foundation

990PF • Fiscal year 2017 • EIN 38-3689783

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

P O Box 157Paris, KY 40362-0157

(859) 988-1795

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$17,205

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,351,333

Up $13,515 (+1.0%) from 2016

Net Assets

Up

$1,351,333

Up $13,515 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$115,703

Up $18,459 (+19%) from 2016

Expenses

Up

$102,403

Up $4,940 (+5.1%) from 2016

Net Income

Up

$13,300

Up $13,519 (+6173%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,461,280Liabilities 2011: $02011Assets 2012: $1,418,055Liabilities 2012: $02012Assets 2013: $1,375,606Liabilities 2013: $02013Assets 2014: $1,371,336Liabilities 2014: $0Net Assets 2014: $1,371,3362014Assets 2015: $1,339,539Liabilities 2015: $0Net Assets 2015: $1,339,5392015Assets 2016: $1,337,818Liabilities 2016: $0Net Assets 2016: $1,337,8182016Assets 2017: $1,351,333Liabilities 2017: $0Net Assets 2017: $1,351,3332017Assets 2018: $1,316,631Liabilities 2018: $0Net Assets 2018: $1,316,6312018Assets 2019: $1,315,501Liabilities 2019: $0Net Assets 2019: $1,315,5012019Assets 2020: $1,293,327Liabilities 2020: $0Net Assets 2020: $1,293,3272020Assets 2021: $1,262,423Liabilities 2021: $0Net Assets 2021: $1,262,4232021Assets 2022: $1,216,904Liabilities 2022: $0Net Assets 2022: $1,216,9042022Assets 2023: $1,231,679Liabilities 2023: $0Net Assets 2023: $1,231,6792023Assets 2024: $1,196,254Liabilities 2024: $0Net Assets 2024: $1,196,2542024

Highlighted filing

2017

Assets$1,351,333
Liabilities$0
Net Assets$1,351,333

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $17,762Expenses 2011: $85,808Net Income 2011: -$68,0462011Revenue 2012: $49,959Expenses 2012: $87,782Net Income 2012: -$37,8232012Revenue 2013: $55,573Expenses 2013: $91,473Net Income 2013: -$35,9002013Revenue 2014: $83,655Expenses 2014: $101,590Net Income 2014: -$17,9352014Revenue 2015: $66,988Expenses 2015: $98,424Net Income 2015: -$31,4362015Revenue 2016: $97,244Expenses 2016: $97,463Net Income 2016: -$2192016Revenue 2017: $115,703Expenses 2017: $102,403Net Income 2017: $13,3002017Revenue 2018: $73,668Expenses 2018: $108,121Net Income 2018: -$34,4532018Revenue 2019: $99,414Expenses 2019: $99,809Net Income 2019: -$3952019Revenue 2020: $83,737Expenses 2020: $106,072Net Income 2020: -$22,3352020Revenue 2021: $80,096Expenses 2021: $111,622Net Income 2021: -$31,5262021Revenue 2022: $52,565Expenses 2022: $97,741Net Income 2022: -$45,1762022Revenue 2023: $108,710Expenses 2023: $93,309Net Income 2023: $15,4012023Revenue 2024: $57,242Expenses 2024: $88,843Net Income 2024: -$31,6012024

Highlighted filing

2017

Revenue$115,703
Expenses$102,403
Net Income$13,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,205-$17,205
Filing and Contact Details

Filer

Filer Name
William & Jean Haggard
EIN
38-3689783
Phone
8599881795
Address
P O BOX 157, PARIS, KY 40362-0157

Signing Officer

Name
Kentucky Bank Trust Department
Title
Trustee
Phone
8599881795
Signed
2018-05-01

Preparer

Firm
Skw Cpas & Advisors Pllc
Address
183 WALTON AVE, LEXINGTON, KY 40508
Preparer
Jimmy E Webster CPA
Phone
8597211820
Raw XML Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6BUILDING REPAIR & MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7INDIGENT CHILDREN MEMBERSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOURBON HEIGHTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ACCUTRAN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOURBON COUNTY HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOURBON COUNTY SENIOR CITIZENS CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOURBON COUNTY MINISTERIAL ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FIRST METHODIST CHURCH MEMORIAL FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PARIS LIONS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7PARIS-BOURBON COUNTY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PARIS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02000 SOUTH MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18 LEGION ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2829 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5617 PLESANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6869 BRENTSVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7917 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8509 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd640361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd740361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd840361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083112
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/AppliedToCurrentYearAmt076894
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063869
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010314
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091714
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014820
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075738
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060918
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0215
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUAL TO CASH ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0629
TaxesSchedule/TaxesDetail/Amt1417
TaxesSchedule/TaxesDetail/CategoryTxt02017 ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0629
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1417
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENTUCKY BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08599881795
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & JEAN HAGGARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0383689783
ReturnHeader/Filer/PhoneNum08599881795
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 157
ReturnHeader/Filer/USAddress/CityNm0PARIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0403620157
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0857A3D82B917E64ED5128A3ED64A28E74E74947D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03DD5D0FADC5FD3038290D493CF907AC3BA83F794
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:06:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473822133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKW CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0183 WALTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040508
ReturnHeader/PreparerPersonGrp/PhoneNum08597211820
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIMMY E WEBSTER CPA
ReturnHeader/ReturnTs02018-05-01T14:06:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.11$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.08$0.11$0.03
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.29$0.00$1.29$0.08$0.11$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.10$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.07$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.10$0.10$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.07$0.10$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.06$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.05$0.09$0.04
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.02$0.09$0.07