Civic Intelligence

Rex R Shandy Charitable Trust

990PF • Fiscal year 2023 • EIN 43-6479877

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
c/o CBT PO Box 70Rock Port, MO 64482

(660) 744-5333

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-422%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,737

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 89.1% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-4.2%

Faster asset growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

131%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$295,425

Down $12,980 (-4.2%) from 2022

Net Assets

Down

$295,425

Down $12,980 (-4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$3,073

Up $1,743 (+131%) from 2022

Expenses

Down

$16,053

Down $1,210 (-7.0%) from 2022

Net Income

Up

-$12,980

Up $2,953 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $507,246Liabilities 2011: $02011Assets 2012: $484,696Liabilities 2012: $02012Assets 2013: $461,732Liabilities 2013: $02013Assets 2014: $440,200Liabilities 2014: $02014Assets 2015: $420,011Liabilities 2015: $02015Assets 2019: $352,149Liabilities 2019: $02019Assets 2020: $339,749Liabilities 2020: $0Net Assets 2020: $339,7492020Assets 2021: $324,338Liabilities 2021: $0Net Assets 2021: $324,3382021Assets 2022: $308,405Liabilities 2022: $0Net Assets 2022: $308,4052022Assets 2023: $295,425Liabilities 2023: $0Net Assets 2023: $295,4252023Assets 2024: $292,450Liabilities 2024: $0Net Assets 2024: $292,4502024

Highlighted filing

2023

Assets$295,425
Liabilities$0
Net Assets$295,425
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $7,470Expenses 2011: $28,211Net Income 2011: -$20,7412011Revenue 2012: $4,628Expenses 2012: $27,143Net Income 2012: -$22,5152012Revenue 2013: $2,801Expenses 2013: $25,752Net Income 2013: -$22,9512013Revenue 2014: $2,811Expenses 2014: $24,342Net Income 2014: -$21,5312014Revenue 2015: $2,461Expenses 2015: $22,640Net Income 2015: -$20,1792015Revenue 2019: $6,264Expenses 2019: $19,420Net Income 2019: -$13,1562019Revenue 2020: $5,395Expenses 2020: $19,165Net Income 2020: -$13,7702020Revenue 2021: $2,952Expenses 2021: $18,364Net Income 2021: -$15,4122021Revenue 2022: $1,330Expenses 2022: $17,263Net Income 2022: -$15,9332022Revenue 2023: $3,073Expenses 2023: $16,053Net Income 2023: -$12,9802023Revenue 2024: $12,935Expenses 2024: $15,847Net Income 2024: -$2,9122024

Highlighted filing

2023

Revenue$3,073
Expenses$16,053
Net Income-$12,980
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,737-$2,737
Filing and Contact Details

Filer

Filer Name
Rex R Shandy Charitable Trust
EIN
43-6479877
Phone
6607445333
Address
c/o CBT PO Box 70, Rock Port, MO 64482

Signing Officer

Name
Kymm Nuckolls
Title
Assistant Trust Officer
Phone
6607445333
Signed
2024-05-01

Preparer

Firm
Arthur White
Address
302 MAIN ST, TARKIO, MO 64491
Preparer
Arthur D White
Phone
6607365811
Raw XML Appendix279 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0925
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Arthur White Income tax preparation
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0185
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0295425
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015126
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015126
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0All income is used for contributions or scholarships
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions - see attached list
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships - see attached list
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Allocation of costs
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None specified
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Citizens Bank Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06607445333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Brock Nuckolls or Kymm Nuckolls
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rock Port
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarship recipients must have graduated from high school
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached list contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached list scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 70
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012128
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012306
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Security buy/sell fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kymm Nuckolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06607445333
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rex R Shandy Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0REXR
ReturnHeader/Filer/EIN0436479877
ReturnHeader/Filer/PhoneNum06607445333
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o CBT PO Box 70
ReturnHeader/Filer/USAddress/CityNm0Rock Port
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431893412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR WHITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARKIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064491
ReturnHeader/PreparerPersonGrp/PhoneNum06607365811
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur D White
ReturnHeader/ReturnTs02024-05-14T12:23:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kymm
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nuckolls
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,425
Liabilities
$0
Net assets
$295,425
Revenue
$3,073
Expenses
$16,053
Net income
-$12,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.13$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.01$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.03$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.05$0.19$0.14
2019Summary only. Only limited summary data is available for this year.$3.52$0.00$0.06$0.19$0.13
2015Summary only. Only limited summary data is available for this year.$4.20$0.00$0.02$0.23$0.20
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$0.03$0.24$0.22
2013Summary only. Only limited summary data is available for this year.$4.62$0.00$0.03$0.26$0.23
2012Summary only. Only limited summary data is available for this year.$4.85$0.00$0.05$0.27$0.23
2011Summary only. Only limited summary data is available for this year.$5.07$0.00$0.07$0.28$0.21