Civic Intelligence

William S Haggard and Jean Haggard Charitable Foundation

990PF • Fiscal year 2020 • EIN 38-3689783

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$17,086

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-16%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,293,327

Down $22,174 (-1.7%) from 2019

Net Assets

Down

$1,293,327

Down $22,174 (-1.7%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$83,737

Down $15,677 (-16%) from 2019

Expenses

Up

$106,072

Up $6,263 (+6.3%) from 2019

Net Income

Down

-$22,335

Down $21,940 (-5554%) from 2019

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: $1Net 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

2020

Assets$1,293,327
Liabilities$1
Net Assets$1,293,327

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

2020

Revenue$83,737
Expenses$106,072
Net Income-$22,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,086-$17,086
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
8599881317
Signed
2021-04-26

Preparer

Firm
Skw Cpas & Advisors Pllc
Address
183 WALTON AVE, LEXINGTON, KY 40508
Preparer
R Tyler Byrge CPA
Phone
8597211820
Raw XML Appendix321 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARIS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST MAKES DISTRIBUTIONS TO NINE CHARITABLE ORGANIZATIONS. THE TRUST DOCUMENT NAMES THE ORGANIZATIONS AND THE AMOUNT OF THE DISTRIBUTION TO BE MADE TO EACH.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08 LEGION ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1829 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42000 SOUTH MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5617 PLESANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6509 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7869 BRENTSVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8917 MAIN 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/ZIPCd240362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440361
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/TotalGrantOrContriPdDurYrAmt084340
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/AppliedToCurrentYearAmt080786
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070951
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013155
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092883
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012097
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081982
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069885
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0645
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0161
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUAL TO CASH ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02961
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENTUCKY BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08599881317
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
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/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/PreparationDt02021-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R TYLER BYRGE CPA
ReturnHeader/ReturnTs02021-04-26T11:40:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENTUCKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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