Civic Intelligence

Annie M Cooksey Trust 01-843 C/O Union Bank & Trust

990PF • Fiscal year 2016 • EIN 54-6280318

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 01, 2017

Organization Profile
102 S Main StreetCulpeper, VA 22701

(540) 825-9110

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$2,312

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 41.4% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$108,373

Down $2,447 (-2.2%) from 2015

Net Assets

Down

$108,373

Down $2,447 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin12th percentile

Revenue

Up

$5,583

Up $2,298 (+70%) from 2015

Expenses

Down

$8,030

Down $468 (-5.5%) from 2015

Net Income

Up

-$2,447

Up $2,766 (+53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2010: $122,137Liabilities 2010: $0Net Assets 2010: $122,1372010Assets 2011: $118,544Liabilities 2011: $02011Assets 2012: $117,150Liabilities 2012: $0Net Assets 2012: $117,1502012Assets 2013: $116,472Liabilities 2013: $0Net Assets 2013: $116,4722013Assets 2014: $116,033Liabilities 2014: $0Net Assets 2014: $116,0332014Assets 2015: $110,820Liabilities 2015: $0Net Assets 2015: $110,8202015Assets 2016: $108,373Liabilities 2016: $0Net Assets 2016: $108,3732016Assets 2017: $108,722Liabilities 2017: $0Net Assets 2017: $108,7222017Assets 2018: $110,428Liabilities 2018: $0Net Assets 2018: $110,4282018Assets 2019: $108,361Liabilities 2019: $0Net Assets 2019: $108,3612019Assets 2020: $97,806Liabilities 2020: $0Net Assets 2020: $97,8062020Assets 2021: $106,524Liabilities 2021: $0Net Assets 2021: $106,5242021Assets 2022: $102,429Liabilities 2022: $0Net Assets 2022: $102,4292022Assets 2023: $95,997Liabilities 2023: $0Net Assets 2023: $95,9972023Assets 2024: $93,969Liabilities 2024: $0Net Assets 2024: $93,9692024

Highlighted filing

2016

Assets$108,373
Liabilities$0
Net Assets$108,373
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $7,0392010Revenue 2011: $4,137Expenses 2011: $7,730Net Income 2011: -$3,5932011Expenses 2012: $8,3602012Revenue 2013: $7,458Expenses 2013: $8,136Net Income 2013: -$6782013Revenue 2014: $7,958Expenses 2014: $8,397Net Income 2014: -$4392014Revenue 2015: $3,285Expenses 2015: $8,498Net Income 2015: -$5,2132015Revenue 2016: $5,583Expenses 2016: $8,030Net Income 2016: -$2,4472016Revenue 2017: $7,692Expenses 2017: $7,379Net Income 2017: $3132017Revenue 2018: $9,439Expenses 2018: $7,813Net Income 2018: $1,6262018Revenue 2019: $5,697Expenses 2019: $7,766Net Income 2019: -$2,0692019Revenue 2020: -$3,036Expenses 2020: $7,510Net Income 2020: -$10,5462020Revenue 2021: $16,200Expenses 2021: $7,485Net Income 2021: $8,7152021Revenue 2022: $348Expenses 2022: $7,946Net Income 2022: -$7,5982022Revenue 2023: $4,298Expenses 2023: $7,229Net Income 2023: -$2,9312023Revenue 2024: $6,380Expenses 2024: $8,407Net Income 2024: -$2,0272024

Highlighted filing

2016

Revenue$5,583
Expenses$8,030
Net Income-$2,447
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION WEALTH MANAGEMENTTrustee-$2,312-$2,312
Filing and Contact Details

Filer

Filer Name
Annie M Cooksey Trust 01-843
EIN
54-6280318
Phone
5408259110
Address
102 S MAIN STREET, CULPEPER, VA 22701

Signing Officer

Name
Kim Ramey
Title
Trustee
Phone
5408259110
Signed
2017-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
1100 SUNSET LANE SUITE 1310, CULPEPER, VA 22701
Preparer
Chris Pearson CPA
Phone
5408256050
Raw XML Appendix324 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0102837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01229
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0108373
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05767
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05767
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05802
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0116552
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0105157
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0105157
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05660
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0UNION WEALTH MANAGEMENT
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0UNION WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0102 S MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CULPEPER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05408259110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST MAKES GRANTS TO REYNOLDS MEMORIAL BAPTIST CHURCH AND DOES NOT CARRY ON ANY CHARITABLE ACTIVITIES DIRECTLY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REYNOLDS MEMORIAL BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03948 SPERRYVILLE PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPERRYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04528
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01411
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04528
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05939
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04356
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04528
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT FEES & COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0430
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0430
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt02013 FEDERAL BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM RAMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05408259110
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE M COOKSEY TRUST 01-843
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O UNION BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COOK
ReturnHeader/Filer/EIN0546280318
ReturnHeader/Filer/PhoneNum05408259110
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CULPEPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07099E3890FFD61678CB8BA14DC834C8DD57F9D5C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07099E3890FFD61678CB8BA14DC834C8DD57F9D5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.4.100.170
ReturnHeader/FilingSecurityInformation/IPDt02017-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:55:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 SUNSET LANE SUITE 1310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CULPEPER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022701
ReturnHeader/PreparerPersonGrp/PhoneNum05408256050
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS PEARSON CPA
ReturnHeader/ReturnTs02017-04-11T13:18:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$108,373
Liabilities
$0
Net assets
$108,373
Revenue
$5,583
Expenses
$8,030
Net income
-$2,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.09$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.08$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07