Civic Intelligence

John a Coe Endowment Trust

990PF • Fiscal year 2021 • EIN 45-6524183

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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

40th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

32nd percentile

1.3%

Higher net margin than 32% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

65th percentile

15%

Faster asset growth than 65% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

242%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$628,961

Up $81,527 (+15%) from 2020

Net Assets

Up

$628,961

Up $81,527 (+15%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin32nd percentile

Revenue

Up

$37,262

Up $26,370 (+242%) from 2020

Expenses

Up

$36,787

Up $17,891 (+95%) from 2020

Net Income

Up

$475

Up $8,479 (+106%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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: $0Net Assets 2020: $547,4342020Assets 2021: $628,961Liabilities 2021: $1Net Assets 2021: $628,9612021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$628,961
Liabilities$1
Net Assets$628,961
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$37,262
Expenses$36,787
Net Income$475
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
Phone
8047769200
Signed
2022-05-16
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 Appendix273 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/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt020233
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028508
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IRS PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01659
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05711
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05711
TaxesSchedule/TaxesDetail/Amt06070
TaxesSchedule/TaxesDetail/Amt1242
TaxesSchedule/TaxesDetail/Amt2105
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/PhoneNum08047769200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/ReturnTs02022-05-16T08:38:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,961
Liabilities
$1
Net assets
$628,961
Revenue
$37,262
Expenses
$36,787
Net income
$475
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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