Civic Intelligence

Charles Wellington Taber Trust

990 • Fiscal year 2016 • EIN 54-6076061

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 05, 2016

Organization ProfileN/A
PO Box 179Urbanna, VA 23175

(804) 758-2613

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.4%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,146,915

Down $16,410 (-1.4%) from 2015

Net Assets

Down

$1,146,915

Down $16,410 (-1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Down

$41,859

Down $7,561 (-15%) from 2015

Expenses

Up

$58,269

Up $8,825 (+18%) from 2015

Net Income

Down

-$16,410

Down $16,386 (-68275%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,149,162Liabilities 2011: $0Net Assets 2011: $1,149,1622011Assets 2012: $1,148,887Liabilities 2012: $0Net Assets 2012: $1,148,8872012Assets 2013: $1,155,623Liabilities 2013: $0Net Assets 2013: $1,155,6232013Assets 2014: $1,163,349Liabilities 2014: $0Net Assets 2014: $1,163,3492014Assets 2015: $1,163,325Liabilities 2015: $0Net Assets 2015: $1,163,3252015Assets 2016: $1,146,915Liabilities 2016: $0Net Assets 2016: $1,146,9152016Assets 2017: $1,159,428Liabilities 2017: $0Net Assets 2017: $1,159,4282017Assets 2018: $1,161,068Liabilities 2018: $0Net Assets 2018: $1,161,0682018Assets 2019: $1,169,644Liabilities 2019: $0Net Assets 2019: $1,169,6442019Assets 2020: $1,194,188Liabilities 2020: $0Net Assets 2020: $1,194,1882020Assets 2021: $1,194,157Liabilities 2021: $0Net Assets 2021: $1,194,1572021Assets 2022: $1,205,302Liabilities 2022: $0Net Assets 2022: $1,205,3022022Assets 2023: $877,053Liabilities 2023: $0Net Assets 2023: $877,0532023Assets 2024: $972,184Liabilities 2024: $0Net Assets 2024: $972,1842024Assets 2025: $1,107,363Liabilities 2025: $0Net Assets 2025: $1,107,3632025

Highlighted filing

2016

Assets$1,146,915
Liabilities$0
Net Assets$1,146,915
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $40,228Expenses 2011: $37,923Net Income 2011: $2,3052011Revenue 2012: $40,247Expenses 2012: $40,523Net Income 2012: -$2762012Expenses 2013: $39,2632013Revenue 2014: $49,626Expenses 2014: $41,900Net Income 2014: $7,7262014Revenue 2015: $49,420Expenses 2015: $49,444Net Income 2015: -$242015Revenue 2016: $41,859Expenses 2016: $58,269Net Income 2016: -$16,4102016Revenue 2017: $42,055Expenses 2017: $29,542Net Income 2017: $12,5132017Revenue 2018: $60,927Expenses 2018: $59,287Net Income 2018: $1,6402018Revenue 2019: $44,664Expenses 2019: $36,088Net Income 2019: $8,5762019Revenue 2020: $55,854Expenses 2020: $31,310Net Income 2020: $24,5442020Revenue 2021: $39,968Expenses 2021: $40,000Net Income 2021: -$322021Revenue 2022: $46,505Expenses 2022: $35,360Net Income 2022: $11,1452022Revenue 2023: $117,811Expenses 2023: $558,000Net Income 2023: -$440,1892023Revenue 2024: $100,854Expenses 2024: $5,522Net Income 2024: $95,3322024Revenue 2025: $168,807Expenses 2025: $33,628Net Income 2025: $135,1792025

Highlighted filing

2016

Revenue$41,859
Expenses$58,269
Net Income-$16,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 5, 2016
Return Version
2015v2.1
Gross Receipts
$41,859
Mission and Program Overview

Mission

The primary purpose of the trust is to provide financial support for the welfare and benefit of the the town of urbanna citizens thru grants, approved by the town of urbanna town council

The primary purpose of the trust is to provide financial support for the welfare and benefit of the citizens of the town of urbanna thru grants, approved by the town of urbanna council to various 501c(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,163,325$1,146,915▼ $16,410
Investments in Publicly Traded Securities$1,138,942$1,138,942→ $0
Savings and Temporary Cash Investments$24,383$7,973▼ $16,410
Total Assets$1,163,325$1,146,915▼ $16,410
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,163,325$1,146,915▼ $16,410
Total Liabilities and Net Assets / Fund Balance$1,163,325$1,146,915▼ $16,410
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Town of UrbannaMayor/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,859
Other Revenue
$0
Change in Net Assets
$-16,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$56,000$0$0$56,000
Fees for Services Other$0$959$0$959
Insurance$0$710$0$710
Fees for Services Accounting$0$600$0$600
Total Functional Expenses$56,000$2,269$0$58,269
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
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
Charles Wellington Taber Trust
EIN
54-6076061
Phone
8047582613
Address
PO BOX 179, URBANNA, VA 23175

Signing Officer

Name
Steven S Hollberg
Title
Mayor
Phone
8047582613
Signed
2016-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven S Hollberg
Formed
1972
Legal Domicile
Va
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ta Ballard and Serio
Address
POBOX 220, GLOUCESTER, VA 23061
Preparer
Ugballardjr
Phone
8046934711
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The trustee upon receipt of the 990 is given”

Pt VI, Line 11B

“The opportunity to review the return and to make inquires”

Pt VI, Line 11B

“Of the preparer prior to filing. The trustee has available”

Pt VI, Line 11B

“Financial reports ,from which the preparer obtained the”

Pt VI, Line 11B

“Information to prepare the 990, to compare the 990 with.”

Pt VI, Line 8A

“The organization is a trust with a trustee and has no”

Pt VI, Line 8A

“Governing body nor a necessity to document meetings.”

Pt VI, Line 8B

“The trust has no committees therefor; no need for”

Pt VI, Line 8B

“Documentation of meetings”

Pt VI, Line 19

“The only governing document is the probated will of”

Pt VI, Line 19

“Dr.charles wellington taber and which is available”

Pt VI, Line 19

“To the public at normal operating hours for the clerk”

Pt VI, Line 19

“Of the circuit court for the county of middlesex,”

Pt VI, Line 19

“VIRGINIA.”

Raw XML Appendix289 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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IRS990/ActivityOrMissionDesc0THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE FINANCIAL SUPPORT FOR THE WELFARE AND BENEFIT OF THE CITIZENS OF THE TOWN OF URBANNA THRU GRANTS, APPROVED BY THE TOWN OF URBANNA COUNCIL TO VARIOUS 501C(3) ORGANIZATIONS.
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt041859
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IRS990/InsuranceGrp/TotalAmt0710
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01138942
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IRS990/IRPDocumentCnt00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVEN S HOLLBERG
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt049420
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IRS990/PYRevenuesLessExpensesAmt0-24
IRS990/PYTotalExpensesAmt049444
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16410
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE UPON RECEIPT OF THE 990 IS GIVEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OPPORTUNITY TO REVIEW THE RETURN AND TO MAKE INQUIRES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OF THE PREPARER PRIOR TO FILING. THE TRUSTEE HAS AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL REPORTS ,FROM WHICH THE PREPARER OBTAINED THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION TO PREPARE THE 990, TO COMPARE THE 990 WITH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION IS A TRUST WITH A TRUSTEE AND HAS NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING BODY NOR A NECESSITY TO DOCUMENT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUST HAS NO COMMITTEES THEREFOR; NO NEED FOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTATION OF MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE ONLY GOVERNING DOCUMENT IS THE PROBATED WILL OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DR.CHARLES WELLINGTON TABER AND WHICH IS AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TO THE PUBLIC AT NORMAL OPERATING HOURS FOR THE CLERK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OF THE CIRCUIT COURT FOR THE COUNTY OF MIDDLESEX,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13VIRGINIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN S HOLLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MAYOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08047582613
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WELLINGTON TABER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0546076061
ReturnHeader/Filer/PhoneNum08047582613
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023061
ReturnHeader/PreparerPersonGrp/PhoneNum08046934711
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0UGBALLARDJR
ReturnHeader/ReturnTs02016-11-10T12:33:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,146,915
Liabilities
$0
Net assets
$1,146,915
Revenue
$41,859
Expenses
$58,269
Net income
-$16,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.17$0.03$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.10$0.01$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.12$0.56$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.05$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.04$0.04$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.06$0.03$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.04$0.04$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.06$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.06$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.04$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.04
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.04$0.00