Civic Intelligence

John a Coe Endowment Trust

990PF • Fiscal year 2019 • EIN 45-6524183

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$555,438

Up $165,831 (+43%) from 2015

Net Assets

$555,438

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin92nd percentile

Revenue

Up

$32,721

Up $755 (+2.4%) from 2015

Expenses

Down

$14,526

Down $13,318 (-48%) from 2015

Net Income

Up

$18,195

Up $14,073 (+341%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $1Net 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

2019

Assets$555,438
Liabilities$1
Net Assets$555,438
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$32,721
Expenses$14,526
Net Income$18,195
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
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
2020-11-16
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 Appendix262 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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TaxesSchedule/TaxesDetail/Amt2452
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2INCOME TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT P BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/ReturnTs02020-11-16T10:08:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,438
Liabilities
$1
Net assets
$555,438
Revenue
$32,721
Expenses
$14,526
Net income
$18,195
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