Civic Intelligence

Lincoln E Smith 110020849 4708A Charitbale Remainder Unitrust

990PF • Fiscal year 2018 • EIN 38-6561051

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
County National Bank PO Box 221Hillsdale, MI 49242

(517) 437-3371

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

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,330

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

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

Asset Growth

39th percentile

-3.0%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$376,492

Down $11,584 (-3.0%) from 2017

Net Assets

Down

$376,492

Down $11,584 (-3.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$28,196

Up $289 (+1.0%) from 2017

Expenses

Up

$39,780

Up $6,987 (+21%) from 2017

Net Income

Down

-$11,584

Down $6,698 (-137%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $395,665Liabilities 2011: $02011Assets 2012: $392,757Liabilities 2012: $02012Assets 2013: $386,022Liabilities 2013: $02013Assets 2014: $389,922Liabilities 2014: $02014Assets 2015: $406,535Liabilities 2015: $02015Assets 2017: $388,076Liabilities 2017: $0Net Assets 2017: $388,0762017Assets 2018: $376,492Liabilities 2018: $0Net Assets 2018: $376,4922018Assets 2019: $375,730Liabilities 2019: $138Net Assets 2019: $375,5922019Assets 2020: $367,925Liabilities 2020: $1,833Net Assets 2020: $366,0922020Assets 2021: $377,052Liabilities 2021: $1Net Assets 2021: $377,0522021Assets 2022: $364,395Liabilities 2022: $12022Assets 2023: $352,175Liabilities 2023: $12023

Highlighted filing

2018

Assets$376,492
Liabilities$0
Net Assets$376,492
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $11,612Expenses 2011: $21,247Net Income 2011: -$9,6352011Revenue 2012: $17,410Expenses 2012: $20,242Net Income 2012: -$2,8322012Revenue 2013: $14,855Expenses 2013: $21,445Net Income 2013: -$6,5902013Revenue 2014: $26,983Expenses 2014: $22,866Net Income 2014: $4,1172014Revenue 2015: $40,698Expenses 2015: $23,619Net Income 2015: $17,0792015Revenue 2017: $27,907Expenses 2017: $32,793Net Income 2017: -$4,8862017Revenue 2018: $28,196Expenses 2018: $39,780Net Income 2018: -$11,5842018Revenue 2019: $24,733Expenses 2019: $25,633Net Income 2019: -$9002019Revenue 2020: $20,250Expenses 2020: $29,750Net Income 2020: -$9,5002020Revenue 2021: $42,036Expenses 2021: $29,832Net Income 2021: $12,2042021Revenue 2022: $19,226Expenses 2022: $32,537Net Income 2022: -$13,3112022Revenue 2023: $20,945Expenses 2023: $32,544Net Income 2023: -$11,5992023

Highlighted filing

2018

Revenue$28,196
Expenses$39,780
Net Income-$11,584
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTY NATIONAL BANKTrustee-$4,330-$4,330
Filing and Contact Details

Filer

Filer Name
Lincoln E Smith Charitable Trust
EIN
38-6561051
Phone
5174373371
Address
COUNTY NATIONAL BANK PO BOX 221, HILLSDALE, MI 49242

Signing Officer

Name
Timothy P Sullivan
Title
Trustee
Phone
5174373371
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
675 ROBINSON RD, JACKSON, MI 49203
Preparer
Danielle M Mcgee CPA
Phone
5177876503
Raw XML Appendix326 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174373371
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOMERSET CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049281
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022237
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03184
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09129
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09129
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09129
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09129
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03184
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS ROYALTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY P SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05174373371
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN E SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0386561051
ReturnHeader/Filer/PhoneNum05174373371
ReturnHeader/Filer/USAddress/AddressLine1Txt0COUNTY NATIONAL BANK PO BOX 221
ReturnHeader/Filer/USAddress/CityNm0HILLSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDA7CAD1125A608664DC84DD49D0516E81D9D0AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9B65E4C7C2347179518987E834F5E57F80CB113
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.0.249
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:09:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 ROBINSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049203
ReturnHeader/PreparerPersonGrp/PhoneNum05177876503
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE M MCGEE CPA
ReturnHeader/ReturnTs02019-05-15T09:39:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$376,492
Liabilities
$0
Net assets
$376,492
Revenue
$28,196
Expenses
$39,780
Net income
-$11,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$0.21$0.33$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$0.19$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.42$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.66$0.20$0.30$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.25$0.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.28$0.40$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.28$0.33$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Summary only. Only limited summary data is available for this year.$4.07$0.00$0.41$0.24$0.17
2014Summary only. Only limited summary data is available for this year.$3.90$0.00$0.27$0.23$0.04
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.15$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$3.93$0.00$0.17$0.20$0.03
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.12$0.21$0.10