Civic Intelligence

Leo E and Helen H Reese Trust

990PF • Fiscal year 2017 • EIN 58-2026291

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
C/O Cpa 328 Lokchapee DriveMacon, GA 31210-4209

(864) 268-7850

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

6th percentile

-96%

Higher net margin than 6% 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

29th percentile

-8.8%

Faster asset growth than 29% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$73,279

Down $7,070 (-8.8%) from 2016

Net Assets

Down

$73,279

Down $7,070 (-8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$6,765

Down $5,923 (-47%) from 2016

Expenses

Up

$13,240

Up $4,300 (+48%) from 2016

Net Income

Down

-$6,475

Down $10,223 (-273%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$100K$50K$0Assets 2011: $81,117Liabilities 2011: $02011Assets 2012: $82,165Liabilities 2012: $02012Assets 2013: $79,249Liabilities 2013: $02013Assets 2014: $74,936Liabilities 2014: $0Net Assets 2014: $74,9362014Assets 2015: $76,559Liabilities 2015: $0Net Assets 2015: $76,5592015Assets 2016: $80,349Liabilities 2016: $0Net Assets 2016: $80,3492016Assets 2017: $73,279Liabilities 2017: $0Net Assets 2017: $73,2792017Assets 2018: $71,432Liabilities 2018: $0Net Assets 2018: $71,4322018Assets 2019: $72,788Liabilities 2019: $0Net Assets 2019: $72,7882019Assets 2020: $70,444Liabilities 2020: $0Net Assets 2020: $70,4442020Assets 2021: $72,905Liabilities 2021: $0Net Assets 2021: $72,9052021Assets 2022: $69,278Liabilities 2022: $0Net Assets 2022: $69,2782022Assets 2023: $64,622Liabilities 2023: $0Net Assets 2023: $64,6222023Assets 2024: $64,861Liabilities 2024: $0Net Assets 2024: $64,8612024

Highlighted filing

2017

Assets$73,279
Liabilities$0
Net Assets$73,279
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $6,491Expenses 2011: $7,440Net Income 2011: -$9492011Revenue 2012: $6,344Expenses 2012: $9,575Net Income 2012: -$3,2312012Revenue 2013: $6,891Expenses 2013: $9,340Net Income 2013: -$2,4492013Revenue 2014: $4,991Expenses 2014: $9,340Net Income 2014: -$4,3492014Revenue 2015: $5,781Expenses 2015: $8,340Net Income 2015: -$2,5592015Revenue 2016: $12,688Expenses 2016: $8,940Net Income 2016: $3,7482016Revenue 2017: $6,765Expenses 2017: $13,240Net Income 2017: -$6,4752017Revenue 2018: $5,919Expenses 2018: $7,602Net Income 2018: -$1,6832018Revenue 2019: $7,120Expenses 2019: $5,764Net Income 2019: $1,3562019Revenue 2020: $7,608Expenses 2020: $10,952Net Income 2020: -$3,3442020Revenue 2021: $6,994Expenses 2021: $7,652Net Income 2021: -$6582021Revenue 2022: $7,103Expenses 2022: $10,094Net Income 2022: -$2,9912022Revenue 2023: $7,030Expenses 2023: $11,686Net Income 2023: -$4,6562023Revenue 2024: $6,791Expenses 2024: $6,552Net Income 2024: $2392024

Highlighted filing

2017

Revenue$6,765
Expenses$13,240
Net Income-$6,475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD LEE REESETrustee-$0--
ERICA R RABHANTrustee-$0--
JEAN REESE ROVNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo E and Helen H Reese Trust
EIN
58-2026291
Phone
8642687850
Address
C/O CPA 328 LOKCHAPEE DRIVE, MACON, GA 31210-4209

Signing Officer

Name
Jean Rovner
Title
Trustee
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Tommy J Thompson Pc
Address
328 LOKCHAPEE DRIVE, MACON, GA 31210-4209
Preparer
Tommy J Thompson CPA
Phone
4784744551
Raw XML Appendix347 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE RESCUE MISSION OF MIDDLE GEORGIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLLEGE OF CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MUCOLIPIDOSIS IV FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SHRINERS HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BUTTERFLY DREAMS FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt71 HEART HUNGRY KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE GREEN HEART PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03101 INDUSTRIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1774 HAZEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt266 GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33500 PIEDMONT ROAD SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42025 EAST STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52900 ROCKY POINT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62981 HOG MOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71152 HARBOR TRACE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8759 KING STREET SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MACON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WATKINSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd131202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd729412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd829403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt08305
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01282
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02413
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02413
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01282
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0615
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTION
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN ROVNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO E AND HELEN H REESE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEOE
ReturnHeader/Filer/EIN0582026291
ReturnHeader/Filer/PhoneNum08642687850
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CPA 328 LOKCHAPEE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MACON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0312104209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C6969912EB1102689F0873A67520249E3CE50B2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6969912EB1102689F0873A67520249E3CE50B2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.164.152.188
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:49:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOMMY J THOMPSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0328 LOKCHAPEE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312104209
ReturnHeader/PreparerPersonGrp/PhoneNum04784744551
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOMMY J THOMPSON CPA
ReturnHeader/ReturnTs02018-11-08T10:09:36-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$73,279
Liabilities
$0
Net assets
$73,279
Revenue
$6,765
Expenses
$13,240
Net income
-$6,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$6.79$6.55$0.24
2023Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$7.03$11.7$4.66
2022Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$7.10$10.1$2.99
2021Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$6.99$7.65$0.66
2020Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$7.61$11.0$3.34
2019Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$7.12$5.76$1.36
2018Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$5.92$7.60$1.68
2017Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$6.77$13.2$6.48
2016Detailed filing. Detailed filing data is available for this year.$80.3$0.00$80.3$12.7$8.94$3.75
2015Detailed filing. Detailed filing data is available for this year.$76.6$0.00$76.6$5.78$8.34$2.56
2014Detailed filing. Detailed filing data is available for this year.$74.9$0.00$74.9$4.99$9.34$4.35
2013Summary only. Only limited summary data is available for this year.$79.2$0.00$6.89$9.34$2.45
2012Summary only. Only limited summary data is available for this year.$82.2$0.00$6.34$9.58$3.23
2011Summary only. Only limited summary data is available for this year.$81.1$0.00$6.49$7.44$0.95