Civic Intelligence

Lucille M Cuddeback Unitrust

990PF • Fiscal year 2021 • EIN 52-1939930

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 23, 2022

Organization Profile
516 North Charles Street Ste 210Baltimore, MD 21201-5066

(410) 663-8281

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

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

Liabilities / Revenue

39th percentile

0.00x

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

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

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

61st percentile

$8,054

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

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

Asset Growth

24th percentile

-2.0%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

56th percentile

21%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$729,224

Down $14,838 (-2.0%) from 2020

Net Assets

Down

$729,224

Down $14,838 (-2.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin15th percentile

Revenue

Up

$78,223

Up $13,706 (+21%) from 2020

Expenses

Up

$93,061

Up $20,332 (+28%) from 2020

Net Income

Down

-$14,838

Down $6,626 (-81%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2011: $712,998Liabilities 2011: $02011Assets 2012: $718,521Liabilities 2012: $02012Assets 2013: $710,733Liabilities 2013: $02013Assets 2014: $726,828Liabilities 2014: $02014Assets 2015: $714,531Liabilities 2015: $02015Assets 2019: $752,274Liabilities 2019: $0Net Assets 2019: $752,2742019Assets 2020: $744,062Liabilities 2020: $0Net Assets 2020: $744,0622020Assets 2021: $729,224Liabilities 2021: $0Net Assets 2021: $729,2242021Assets 2022: $730,113Liabilities 2022: $0Net Assets 2022: $730,1132022Assets 2023: $809,924Liabilities 2023: $0Net Assets 2023: $809,9242023Assets 2024: $832,158Liabilities 2024: $0Net Assets 2024: $832,1582024

Highlighted filing

2021

Assets$729,224
Liabilities$0
Net Assets$729,224
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $54,733Expenses 2011: $47,902Net Income 2011: $6,8312011Revenue 2012: $55,812Expenses 2012: $50,289Net Income 2012: $5,5232012Revenue 2013: $45,555Expenses 2013: $53,343Net Income 2013: -$7,7882013Revenue 2014: $72,479Expenses 2014: $56,384Net Income 2014: $16,0952014Revenue 2015: $50,977Expenses 2015: $63,274Net Income 2015: -$12,2972015Revenue 2019: $87,948Expenses 2019: $67,473Net Income 2019: $20,4752019Revenue 2020: $64,517Expenses 2020: $72,729Net Income 2020: -$8,2122020Revenue 2021: $78,223Expenses 2021: $93,061Net Income 2021: -$14,8382021Revenue 2022: $84,954Expenses 2022: $84,065Net Income 2022: $8892022Revenue 2023: $170,455Expenses 2023: $90,644Net Income 2023: $79,8112023Revenue 2024: $117,561Expenses 2024: $95,327Net Income 2024: $22,2342024

Highlighted filing

2021

Revenue$78,223
Expenses$93,061
Net Income-$14,838
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILLIAN BENSONTrustee-$8,054-$8,054
ROB ROSS HENDRICKSONTrustee-$8,054-$8,054
Filing and Contact Details

Filer

Filer Name
Lucille M Cuddeback Unitrust
EIN
52-1939930
Address
516 NORTH CHARLES STREET STE 210, BALTIMORE, MD 21201-5066

Signing Officer

Name
Rob Hendrickson
Title
Trustee
Phone
4107526613
Signed
2022-04-23
Discuss with paid preparer
No

Preparer

Firm
Phillip J Korb CPA
Address
15 Placid Woods Court, Parkville, MD 21234-1161
Preparer
Phillip J Korb
Phone
4106638281
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt22943 Bainbridge Avenue
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd121207
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd210458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Elderly Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1No restrictions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2No restrictions
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Keswick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Parklane Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Bedford Park Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 West 40th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13606 Mohawk Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22943 Bainbridge Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gwynn Oak
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bronx
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210458
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt09932
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053129
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038741
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064253
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116876
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102994
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064253
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt016508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK SERVICE CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt016508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt136
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01780
TaxesSchedule/TaxesDetail/Amt01780
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01780
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01780
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB HENDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107526613
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILLE M CUDDEBACK UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0521939930
ReturnHeader/Filer/USAddress/AddressLine1Txt0516 NORTH CHARLES STREET STE 210
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0212015066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274260774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIP J KORB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 Placid Woods Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Parkville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212341161
ReturnHeader/PreparerPersonGrp/PhoneNum04106638281
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP J KORB
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-29T18:21:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENDRICKSON
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
$729,224
Liabilities
$0
Net assets
$729,224
Revenue
$78,223
Expenses
$93,061
Net income
-$14,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$1.18$0.95$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.70$0.91$0.80
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.85$0.84$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.78$0.93$0.15
2020Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.65$0.73$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.88$0.67$0.20
2015Summary only. Only limited summary data is available for this year.$7.15$0.00$0.51$0.63$0.12
2014Summary only. Only limited summary data is available for this year.$7.27$0.00$0.72$0.56$0.16
2013Summary only. Only limited summary data is available for this year.$7.11$0.00$0.46$0.53$0.08
2012Summary only. Only limited summary data is available for this year.$7.19$0.00$0.56$0.50$0.06
2011Summary only. Only limited summary data is available for this year.$7.13$0.00$0.55$0.48$0.07