Civic Intelligence

John a Coe Endowment Trust

EIN 45-6524183 • Deltaville, VA

PO Box 559Deltaville, VA 23043
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

27th percentile

-18%

Higher net margin than 27% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $628,961 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $628,961 (-100%) from 2021

Revenue

Down

$30,858

Down $6,404 (-17%) from 2021

Expenses

Down

$36,364

Down $423 (-1.1%) from 2021

Net Income

Down

-$5,506

Down $5,981 (-1259%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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: $0Net Assets 2021: $628,9612021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$30,858
Expenses$36,364
Net Income-$5,506

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
2023-11-15
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 Appendix288 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028508
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028508
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028508
LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHMENT TO EFILE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0623455
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TERMINATION DISTRIBUTION OF CORPUS AT FAIR MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IRS PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01876
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01876
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04017
TaxesSchedule/TaxesDetail/Amt0134
TaxesSchedule/TaxesDetail/Amt1423
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0134
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1423
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT P BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-15T06:23:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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