Civic Intelligence

Lowe Bartlett Armstrong Trust

990PF • Fiscal year 2017 • EIN 55-6131582

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 24, 2018

Organization Profile
235 Straight Fork RoadCrawford, WV 26343

(304) 924-6634

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$33,563

Down $17,818 (-35%) from 2013

Net Assets

Down

$33,563

Down $17,818 (-35%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Down

$13,279

Down $51 (-0.4%) from 2013

Expenses

Up

$21,393

Up $8,063 (+60%) from 2013

Net Income

Down

-$8,114

Down $8,114 from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2010: $37,110Liabilities 2010: $0Net Assets 2010: $37,1102010Assets 2011: $45,281Liabilities 2011: $0Net Assets 2011: $45,2812011Assets 2012: $51,381Liabilities 2012: $12012Assets 2013: $51,381Liabilities 2013: $1Net Assets 2013: $51,3812013Assets 2017: $33,563Liabilities 2017: $0Net Assets 2017: $33,5632017Assets 2018: $61,500Liabilities 2018: $0Net Assets 2018: $61,5002018

Highlighted filing

2017

Assets$33,563
Liabilities$0
Net Assets$33,563
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $12,3562010Expenses 2011: $9,3302011Revenue 2012: $17,159Expenses 2012: $11,059Net Income 2012: $6,1002012Revenue 2013: $13,330Expenses 2013: $13,330Net Income 2013: $02013Revenue 2017: $13,279Expenses 2017: $21,393Net Income 2017: -$8,1142017Revenue 2018: $44,962Expenses 2018: $17,025Net Income 2018: $27,9372018

Highlighted filing

2017

Revenue$13,279
Expenses$21,393
Net Income-$8,114
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dixon LawSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Lowe Bartlett Armstrong Trust
EIN
55-6131582
Phone
3049246634
Address
235 Straight Fork Road, Crawford, WV 26343

Signing Officer

Name
Thomas Hackett
Title
Treasurer
Signed
2018-08-24
Discuss with paid preparer
No

Preparer

Firm
Spencer CPA & Associates PLLC
Address
PO Box 2560, Buckhannon, WV 26201
Preparer
Jillian R Spencer
Phone
3044721928
Raw XML Appendix272 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest income earned on the Trusts money market checking account and certificate of deposit which is used
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1to subsidize the money distributed to the various Lions Clubs of Upshur County, West Virginia to aid the sight impaired.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Assist Sight Impaired
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Assist Sight Impaired
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Westerville
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IRS990ScheduleB/GeneralRuleInd0X
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt025000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Return Funds to JP Morgan Trust
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Report Filing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Lunch for Seminar
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Glasses Examinations
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0103
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1292
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28583
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1292
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28583
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Hackett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lowe Bartlett Armstrong Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0556131582
ReturnHeader/Filer/PhoneNum03049246634
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 Straight Fork Road
ReturnHeader/Filer/USAddress/CityNm0Crawford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026343
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07308B773D5C65498C16790D80C00D80C2B2DACB0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE66499BBA6FD91C4EF109DA6DDA62CC3DA93DC2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05508142018220rut635g
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.108.69.126
ReturnHeader/FilingSecurityInformation/IPDt02018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:03:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spencer CPA & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Buckhannon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026201
ReturnHeader/PreparerPersonGrp/PhoneNum03044721928
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jillian R Spencer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-24T09:05:23-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,563
Liabilities
$0
Net assets
$33,563
Revenue
$13,279
Expenses
$21,393
Net income
-$8,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$45.0$17.0$27.9
2017Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$13.3$21.4$8.11
2013Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$13.3$13.3$0.00
2012Summary only. Only limited summary data is available for this year.$51.4$0.00$17.2$11.1$6.10
2011Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$9.33
2010Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$12.4