Civic Intelligence

Margaret R Ready Trust Dtd 1936

990EZ • Fiscal year 2016 • EIN 43-6022230

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 03, 2017

PO Box 809 So Bancorp Trust DeptBlytheville, AR 72316-0809

(870) 780-1112

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

0.9%

Higher net margin than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$625

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

-0.2%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$225,288

Up $78 (+0.0%) from 2015

Net Assets

Up

$225,288

Up $78 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$8,722

Down $14 (-0.2%) from 2015

Expenses

Down

$8,644

Down $90 (-1.0%) from 2015

Net Income

Up

$78

Up $76 (+3800%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $225,950Liabilities 2013: $0Net Assets 2013: $225,9502013Assets 2014: $225,208Liabilities 2014: $0Net Assets 2014: $225,2082014Assets 2015: $225,210Liabilities 2015: $0Net Assets 2015: $225,2102015Assets 2016: $225,288Liabilities 2016: $0Net Assets 2016: $225,2882016Assets 2017: $230,641Liabilities 2017: $0Net Assets 2017: $230,6412017Assets 2022: $224,384Liabilities 2022: $0Net Assets 2022: $224,3842022Assets 2023: $223,489Liabilities 2023: $0Net Assets 2023: $223,4892023Assets 2024: $225,288Liabilities 2024: $0Net Assets 2024: $225,2882024

Highlighted filing

2016

Assets$225,288
Liabilities$0
Net Assets$225,288

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2013: $10,200Expenses 2013: $6,561Net Income 2013: $3,6392013Revenue 2014: $9,105Expenses 2014: $9,847Net Income 2014: -$7422014Revenue 2015: $8,736Expenses 2015: $8,734Net Income 2015: $22015Revenue 2016: $8,722Expenses 2016: $8,644Net Income 2016: $782016Revenue 2017: $7,844Expenses 2017: $2,491Net Income 2017: $5,3532017Revenue 2022: $10,729Expenses 2022: $10,042Net Income 2022: $6872022Revenue 2023: $9,200Expenses 2023: $10,095Net Income 2023: -$8952023Revenue 2024: $10,154Expenses 2024: $8,355Net Income 2024: $1,7992024

Highlighted filing

2016

Revenue$8,722
Expenses$8,644
Net Income$78
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 3, 2017
Return Version
2015v3.0
Gross Receipts
$20,161
Mission and Program Overview

Mission

Grants to charitable organization

Program Services

DescriptionGrantsExpenses
MONETARY SUPPORT OF THE HELENA MUSEUM OF PHILLIPS COUNTY, INC.$6,900$6,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHERN BANCORP BANKTrusteeFT$625-$625
Filing and Contact Details

Filer

Filer Name
Margaret R Ready Trust Dtd 1936
EIN
43-6022230
Phone
8707801112
Address
PO BOX 809 SO BANCORP TRUST DEPT, BLYTHEVILLE, AR 72316-0809

Signing Officer

Name
Southern Bancorp Bank
Title
Trustee
Phone
8707801112
Signed
2017-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
John M Griesbeck
Phone
9016822431
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 7,781. Description: interest income. Amount: 163. Total included on form 990-ez, line 4: 7,944.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: helena library & museum association. Grantee address: 623 pecan street helena, ar 72342. Date of gift: 09/30/16. Amount given: 6,900.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: foreign tax withheld. Amount: 19.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments - publicly traded securities. Beg. Of year amount: 190,837. End of year amount: 180,365.

Form 990-ez

Section 1.263(a)-1(f) de minimis safe harbor election margaret ready trust dtd 1936 p.o. Box 809, so. Bancorp trust dept. Blytheville, ar 72316-0809 employer identification number: 43-6022230 for the year ending september 30, 2016 the margaret ready trust dtd 1936 is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

Raw XML Appendix217 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MARGARET READY TRUST DTD 1936 PROVIDES ONGOING, MONETARY SUPPORT THROUGHOUT THE YEAR TO THE HELENA MUSEUM OF PHILLIPS COUNTY INC. (THE BENEFICIARY). UNDER THE TERMS OF THE TRUST AGREEMENT, ALL NET INCOME IS REQUIRED TO BE DISTRIBUTED EACH YEAR TO THE BENEFICIARY. THE BENEFICIARY CONSENTED TO THE APPOINTMENT OF THE TRUSTEE. THE BENEFICIARY AND THE TRUSTEE ARE LOCATED IN THE SAME COMMUNITY, AND THEY HAVE MAINTAINED A HISTORIC AND CONTINUING RELATIONSHIP. THE TRUST IS GOVERNED BY ARKANSAS LAW; THEREFORE, THE BENEFICIARY IS ENTITLED TO ALL REQUIRED INFORMATION, DISCLOSURES, AND PROTECTIONS AFFORDED UNDER ARKANSAS LAW FOR A CHARITABLE BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ACCOUNTING FEES FOR PREPARATION OF FORM 990-EZ: $1,100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 6:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 7,781. DESCRIPTION: INTEREST INCOME. AMOUNT: 163. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,944.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: HELENA LIBRARY & MUSEUM ASSOCIATION. GRANTEE ADDRESS: 623 PECAN STREET HELENA, AR 72342. DATE OF GIFT: 09/30/16. AMOUNT GIVEN: 6,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FOREIGN TAX WITHHELD. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 190,837. END OF YEAR AMOUNT: 180,365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION MARGARET READY TRUST DTD 1936 P.O. BOX 809, SO. BANCORP TRUST DEPT. BLYTHEVILLE, AR 72316-0809 EMPLOYER IDENTIFICATION NUMBER: 43-6022230 FOR THE YEAR ENDING SEPTEMBER 30, 2016 THE MARGARET READY TRUST DTD 1936 IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTHERN BANCORP BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08707801112
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET R READY TRUST DTD 1936
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0436022230
ReturnHeader/Filer/PhoneNum08707801112
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 809 SO BANCORP TRUST DEPT
ReturnHeader/Filer/USAddress/CityNm0BLYTHEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd0723160809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620428728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REYNOLDS BONE & GRIESBECK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 WHEELIS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174568
ReturnHeader/PreparerPersonGrp/PhoneNum09016822431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M GRIESBECK
ReturnHeader/ReturnTs02017-02-03T14:34:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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