Civic Intelligence

Margaret R Ready Trust 11928 00 9 Centerre Trust Co of St Louis

990EZ • Fiscal year 2015 • EIN 43-6022268

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 12, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

0.1%

Higher net margin than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$625

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

-0.6%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$96,677

Up $4 (+0.0%) from 2014

Net Assets

Up

$96,677

Up $4 (+0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$4,124

Down $24 (-0.6%) from 2014

Expenses

Up

$4,120

Up $341 (+9.0%) from 2014

Net Income

Down

$4

Down $365 (-99%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $96,304Liabilities 2013: $0Net Assets 2013: $96,3042013Assets 2014: $96,673Liabilities 2014: $0Net Assets 2014: $96,6732014Assets 2015: $96,677Liabilities 2015: $0Net Assets 2015: $96,6772015Assets 2016: $96,642Liabilities 2016: $0Net Assets 2016: $96,6422016Assets 2017: $98,814Liabilities 2017: $0Net Assets 2017: $98,8142017Assets 2018: $96,926Liabilities 2018: $0Net Assets 2018: $96,9262018Assets 2019: $97,887Liabilities 2019: $0Net Assets 2019: $97,8872019Assets 2020: $98,792Liabilities 2020: $0Net Assets 2020: $98,7922020Assets 2021: $99,568Liabilities 2021: $0Net Assets 2021: $99,5682021Assets 2022: $99,612Liabilities 2022: $0Net Assets 2022: $99,6122022Assets 2023: $99,331Liabilities 2023: $0Net Assets 2023: $99,3312023Assets 2024: $99,582Liabilities 2024: $0Net Assets 2024: $99,5822024

Highlighted filing

2015

Assets$96,677
Liabilities$0
Net Assets$96,677

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2013: $4,239Expenses 2013: $3,162Net Income 2013: $1,0772013Revenue 2014: $4,148Expenses 2014: $3,779Net Income 2014: $3692014Revenue 2015: $4,124Expenses 2015: $4,120Net Income 2015: $42015Revenue 2016: $4,200Expenses 2016: $4,235Net Income 2016: -$352016Revenue 2017: $3,971Expenses 2017: $1,799Net Income 2017: $2,1722017Revenue 2018: $5,282Expenses 2018: $7,170Net Income 2018: -$1,8882018Revenue 2019: $5,363Expenses 2019: $4,402Net Income 2019: $9612019Revenue 2020: $4,699Expenses 2020: $3,794Net Income 2020: $9052020Revenue 2021: $3,685Expenses 2021: $2,909Net Income 2021: $7762021Revenue 2022: $5,470Expenses 2022: $5,426Net Income 2022: $442022Revenue 2023: $4,658Expenses 2023: $4,939Net Income 2023: -$2812023Revenue 2024: $4,571Expenses 2024: $4,320Net Income 2024: $2512024

Highlighted filing

2015

Revenue$4,124
Expenses$4,120
Net Income$4
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$4,124
Mission and Program Overview

Mission

Grants to charitable organization

Program Services

DescriptionGrantsExpenses
MONETARY SUPPORT OF THE HELENA MUSEUM OF PHILLIPS COUNTY INC.$2,725$2,725
Compensation and Service Providers

Employees

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

Filer

Filer Name
Margaret Ready Trust Dtd 1937
EIN
43-6022268
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
2016-02-12
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: 4,117. Description: interest income. Amount: 7. Total included on form 990-ez, line 4: 4,124.

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

Activity classification: . Grantee name: helena museum of phillips county inc.. Grantee address: 623 pecan street helena, ar 72342. Date of gift: 06/12/15. Amount given: 2,725.

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

Description: foreign tax withheld. Amount: 20.

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

Description: investments - publicly traded securities. Beg. Of year amount: 93,438. End of year amount: 93,438.

Form 990-ez

The margaret ready trust dtd 1937 has elected to adopt the new tangible property regulations by employing revenue procedure 2015-20. Section 1.263(a)-1(f) de minimis safe harbor election margaret ready trust dtd 1937 p.o. Box 809, so. Bancorp trust dept. Blytheville, ar 72316-0809 employer identification number: 43-6022268 for the year ending september 30, 2015 the margaret ready trust dtd 1937 is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

Raw XML Appendix213 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 1937 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: $750
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: 4,117. DESCRIPTION: INTEREST INCOME. AMOUNT: 7. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,124.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: HELENA MUSEUM OF PHILLIPS COUNTY INC.. GRANTEE ADDRESS: 623 PECAN STREET HELENA, AR 72342. DATE OF GIFT: 06/12/15. AMOUNT GIVEN: 2,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FOREIGN TAX WITHHELD. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 93,438. END OF YEAR AMOUNT: 93,438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MARGARET READY TRUST DTD 1937 HAS ELECTED TO ADOPT THE NEW TANGIBLE PROPERTY REGULATIONS BY EMPLOYING REVENUE PROCEDURE 2015-20. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION MARGARET READY TRUST DTD 1937 P.O. BOX 809, SO. BANCORP TRUST DEPT. BLYTHEVILLE, AR 72316-0809 EMPLOYER IDENTIFICATION NUMBER: 43-6022268 FOR THE YEAR ENDING SEPTEMBER 30, 2015 THE MARGARET READY TRUST DTD 1937 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/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTHERN BANCORP BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08707801112
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET READY TRUST DTD 1937
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0436022268
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/ReturnTs02016-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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