Civic Intelligence

Bonham Mattie N Trust Ttee

990 • Fiscal year 2017 • EIN 54-6069241

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

115 North Cameron Street 2nd FlootWinchester, VA 22601

(540) 655-4200

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$18,135

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.2%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

212%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,161,829

Up $13,590 (+1.2%) from 2016

Net Assets

Up

$1,161,829

Up $13,590 (+1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$65,162

Up $44,268 (+212%) from 2016

Expenses

Down

$51,572

Down $154 (-0.3%) from 2016

Net Income

Up

$13,590

Up $44,422 (+144%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,066,233Liabilities 2011: $0Net Assets 2011: $1,066,2332011Assets 2012: $1,104,591Liabilities 2012: $0Net Assets 2012: $1,104,5912012Assets 2013: $1,172,363Liabilities 2013: $0Net Assets 2013: $1,172,3632013Assets 2014: $1,185,980Liabilities 2014: $0Net Assets 2014: $1,185,9802014Assets 2015: $1,179,071Liabilities 2015: $0Net Assets 2015: $1,179,0712015Assets 2016: $1,148,239Liabilities 2016: $0Net Assets 2016: $1,148,2392016Assets 2017: $1,161,829Liabilities 2017: $0Net Assets 2017: $1,161,8292017Assets 2018: $1,151,509Liabilities 2018: $0Net Assets 2018: $1,151,5092018Assets 2019: $1,159,501Liabilities 2019: $0Net Assets 2019: $1,159,5012019Assets 2020: $1,158,904Liabilities 2020: $0Net Assets 2020: $1,158,9042020Assets 2021: $1,228,154Liabilities 2021: $0Net Assets 2021: $1,228,1542021Assets 2022: $1,319,784Liabilities 2022: $0Net Assets 2022: $1,319,7842022Assets 2023: $1,243,376Liabilities 2023: $0Net Assets 2023: $1,243,3762023Assets 2024: $1,260,748Liabilities 2024: $0Net Assets 2024: $1,260,7482024

Highlighted filing

2017

Assets$1,161,829
Liabilities$0
Net Assets$1,161,829

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $56,6792011Expenses 2012: $54,3522012Revenue 2013: $120,804Expenses 2013: $53,032Net Income 2013: $67,7722013Revenue 2014: $71,980Expenses 2014: $58,363Net Income 2014: $13,6172014Revenue 2015: $46,791Expenses 2015: $53,700Net Income 2015: -$6,9092015Revenue 2016: $20,894Expenses 2016: $51,726Net Income 2016: -$30,8322016Revenue 2017: $65,162Expenses 2017: $51,572Net Income 2017: $13,5902017Revenue 2018: $45,411Expenses 2018: $55,731Net Income 2018: -$10,3202018Revenue 2019: $65,765Expenses 2019: $57,773Net Income 2019: $7,9922019Revenue 2020: $51,528Expenses 2020: $52,286Net Income 2020: -$7582020Revenue 2021: $120,207Expenses 2021: $51,449Net Income 2021: $68,7582021Revenue 2022: $238,166Expenses 2022: $144,839Net Income 2022: $93,3272022Revenue 2023: $729Expenses 2023: $197,000Net Income 2023: -$196,2712023Revenue 2024: $83,957Expenses 2024: $67,050Net Income 2024: $16,9072024

Highlighted filing

2017

Revenue$65,162
Expenses$51,572
Net Income$13,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$420,858
Mission and Program Overview

Mission

To support the jefferson county tuberculosis association, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,148,239$1,149,616▲ $1,377
Rtn Earn Endowment Incm Other Fnds$711,017$724,607▲ $13,590
Cap Stk Tr Prin Current Funds$437,222$437,222→ $0
Savings and Temporary Cash Investments-$11,806-
Cash and Non-Interest-Bearing Accounts-$407-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,148,239$1,161,829▲ $13,590
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,148,239$1,161,829▲ $13,590
Total Liabilities and Net Assets / Fund Balance$1,148,239$1,161,829▲ $13,590
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$18,135$18,135
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$65,162
Other Revenue
$0
Change in Net Assets
$13,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,751
Salaries, Compensation, and Employee Benefits$18,135
Other Expenses$2,686
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,751--$30,751
Current Officers, Directors, Trustees, and Key Employees-$18,135-$18,135
Fees for Services Accounting$728$727-$1,455
Fees for Services Other-$1,061-$1,061
Other Expenses-$170-$170
Total Functional Expenses$31,479$20,093$0$51,572
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson County Tuberculosis Association IncRanson, WV501(c)(3)Tuberculosis Research$30,751
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

The trust only has one institutional trustee. The only member of the governing body is the trustee. There is not a committee that has authority to act on behalf of the governing body. Contemperaneously documenting meetings held or written actions of the governing body or any committees is not applicaple to this trust.

Form 990, Part VI, Section A, Line 8B

The trust only has one institutional trustee. The only member of the governing body is the trustee. There is not a committee that has authority to act on behalf of the governing body. Contemperaneously documenting meetings held or written actions of the governing body or any committees is not applicaple to this trust.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is provided to the institutional trustee before it is filed.

Form 990, Part VI, Section C, Line 18

The trust makes its form 1023 and form 990 available upon request.

Form 990, Part VI, Section C, Line 19

The trust makes it governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Mattie N Bonham Trust
EIN
54-6069241
Phone
5406554200
Address
115 NORTH CAMERON STREET 2ND FLOOT, WINCHESTER, VA 22601

Signing Officer

Name
Bb T Trust
Title
Trustee
Phone
5406554200
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bb T Trust
Formed
1995
Legal Domicile
Va
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Derek S Mccarty CPA
Phone
5406623417
Raw XML Appendix306 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE IS NAMED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. THE ORGANIZATION PROVIDES SUBSTANTIALLY ALL OF THE SUPPORTED ORGANIZATIONS INCOME AND THUS, THE SUPPORTED ORGANIZATION RELIES HEAVILY ON THE CONTRIBUTIONS FROM THE ORGANIZATION, WITH THE ORGANIZATION PROVIDING ALMOST 90% OF ITS REGULAR SUPPORT ANNUALLY. THEREFORE, THE SUPPORTED ORGANIZATION MEETS THE ATTENTIVENESS TEST AS IT COULD NOT FULFILL ITS EXEMPT PURPOSES WITHOUT THE SUPPORT OF THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SATISFIED THE INTEGRAL PART TEST AS A QUALIFYING TRUST ON NOVEMBER 20, 1970. THE ORGANIZATION PROVIDES SIGNIFICANT SUPPORT TO THE SUPPORT ORGANIZATION ANNUALLY, AMOUNTING TO APPROXIMATELY 90% OF ITS OVERALL BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, LINE 1
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAKES AN ANNUAL DISTRIBUTION TO THE JEFFERSON COUNTY TUBERCULOSIS ASSOCIATION, INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST ONLY HAS ONE INSTITUTIONAL TRUSTEE. THE ONLY MEMBER OF THE GOVERNING BODY IS THE TRUSTEE. THERE IS NOT A COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. CONTEMPERANEOUSLY DOCUMENTING MEETINGS HELD OR WRITTEN ACTIONS OF THE GOVERNING BODY OR ANY COMMITTEES IS NOT APPLICAPLE TO THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST ONLY HAS ONE INSTITUTIONAL TRUSTEE. THE ONLY MEMBER OF THE GOVERNING BODY IS THE TRUSTEE. THERE IS NOT A COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. CONTEMPERANEOUSLY DOCUMENTING MEETINGS HELD OR WRITTEN ACTIONS OF THE GOVERNING BODY OR ANY COMMITTEES IS NOT APPLICAPLE TO THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE INSTITUTIONAL TRUSTEE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST MAKES IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BB T TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05406554200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTIE N BONHAM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRANCH BANKING & TRUST TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0546069241
ReturnHeader/Filer/PhoneNum05406554200
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 NORTH CAMERON STREET 2ND FLOOT
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BD9941C2218514039E2696DAFBBB0AADD46666A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BD9941C2218514039E2696DAFBBB0AADD46666A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.4.100.170
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:49:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0226041760
ReturnHeader/PreparerPersonGrp/PhoneNum05406623417
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK S MCCARTY CPA
ReturnHeader/ReturnTs02018-05-08T11:36:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.24$0.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.05$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.05$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.06