Civic Intelligence

John a Coe Endowment Trust

990PF • Fiscal year 2020 • EIN 45-6524183

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 559Deltaville, VA 23043

(804) 776-9200

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$547,434

Down $8,004 (-1.4%) from 2019

Net Assets

Down

$547,434

Down $8,004 (-1.4%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin10th percentile

Revenue

Down

$10,892

Down $21,829 (-67%) from 2019

Expenses

Up

$18,896

Up $4,370 (+30%) from 2019

Net Income

Down

-$8,004

Down $26,199 (-144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $349,050Liabilities 2011: $02011Assets 2012: $368,006Liabilities 2012: $02012Assets 2013: $385,824Liabilities 2013: $02013Assets 2014: $385,920Liabilities 2014: $02014Assets 2015: $389,607Liabilities 2015: $02015Assets 2019: $555,438Liabilities 2019: $0Net Assets 2019: $555,4382019Assets 2020: $547,434Liabilities 2020: $1Net Assets 2020: $547,4342020Assets 2021: $628,961Liabilities 2021: $0Net Assets 2021: $628,9612021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$547,434
Liabilities$1
Net Assets$547,434
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $349,108Expenses 2011: $58Net Income 2011: $349,0502011Revenue 2012: $20,502Expenses 2012: $3,501Net Income 2012: $17,0012012Revenue 2013: $25,565Expenses 2013: $7,917Net Income 2013: $17,6482013Revenue 2014: $34,941Expenses 2014: $35,055Net Income 2014: -$1142014Revenue 2015: $31,966Expenses 2015: $27,844Net Income 2015: $4,1222015Revenue 2019: $32,721Expenses 2019: $14,526Net Income 2019: $18,1952019Revenue 2020: $10,892Expenses 2020: $18,896Net Income 2020: -$8,0042020Revenue 2021: $37,262Expenses 2021: $36,787Net Income 2021: $4752021Revenue 2022: $30,858Expenses 2022: $36,364Net Income 2022: -$5,5062022

Highlighted filing

2020

Revenue$10,892
Expenses$18,896
Net Income-$8,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERA A ENGLANDTrustee-$0--
ROBERT P BROOKSTrustee-$0--
PAUL W HOWLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John a Coe Endowment Trust
EIN
45-6524183
Phone
8047769200
Address
PO BOX 559, DELTAVILLE, VA 23043

Signing Officer

Name
Robert P Brooks
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen M Hall CPA PC
Address
PO Box 278, Urbanna, VA 23175
Preparer
Kathleen M Hall
Phone
8047582352
Raw XML Appendix280 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0OPERATING AND ADMIMISTRATIVE EXPENSES FOR THE YEAR
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MISC DEPOSIT TO BANK
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3RETURN OF CAPITAL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt020233
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025233
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DEFERRED INCOME PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DIVIDEND INCOME ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISC DEPOSIT TO BANK
OtherIncomeSchedule2/OtherIncomeDetail/Desc3RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt084
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1231
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt084
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1231
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2100
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04780
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04780
TaxesSchedule/TaxesDetail/Amt07504
TaxesSchedule/TaxesDetail/Amt1167
TaxesSchedule/TaxesDetail/Amt2445
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2INCOME TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT P BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN A COE ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0456524183
ReturnHeader/Filer/PhoneNum08047769200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 559
ReturnHeader/Filer/USAddress/CityNm0DELTAVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200059042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen M Hall CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 278
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Urbanna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023175
ReturnHeader/PreparerPersonGrp/PhoneNum08047582352
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen M Hall
ReturnHeader/ReturnTs02021-11-15T12:33:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$547,434
Liabilities
$1
Net assets
$547,434
Revenue
$10,892
Expenses
$18,896
Net income
-$8,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$0.36$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.37$0.37$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.11$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.33$0.15$0.18
2015Summary only. Only limited summary data is available for this year.$3.90$0.00$0.32$0.28$0.04
2014Summary only. Only limited summary data is available for this year.$3.86$0.00$0.35$0.35$0.00
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.26$0.08$0.18
2012Summary only. Only limited summary data is available for this year.$3.68$0.00$0.21$0.04$0.17
2011Summary only. Only limited summary data is available for this year.$3.49$0.00$3.49$0.00$3.49