Civic Intelligence

Fannie Wilson Smith Trust Capital City Trust Company

990 • Fiscal year 2014 • EIN 59-6247872

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization Profile
PO Box 1549Tallahassee, FL 32302

(850) 671-0300

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

0.8%

Faster asset growth than 46% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,192,676

Up $23,853 (+0.8%) from 2013

Net Assets

Up

$3,192,676

Up $23,853 (+0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin68th percentile

Revenue

Up

$171,447

Up $48,384 (+39%) from 2013

Expenses

Up

$147,594

Up $2,350 (+1.6%) from 2013

Net Income

Up

$23,853

Up $46,034 (+208%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,168,823Liabilities 2013: $0Net Assets 2013: $3,168,8232013Assets 2014: $3,192,676Liabilities 2014: $0Net Assets 2014: $3,192,6762014Assets 2015: $3,344,525Liabilities 2015: $0Net Assets 2015: $3,344,5252015Assets 2016: $3,538,928Liabilities 2016: $0Net Assets 2016: $3,538,9282016Assets 2017: $3,532,100Liabilities 2017: $0Net Assets 2017: $3,532,1002017Assets 2018: $3,505,033Liabilities 2018: $0Net Assets 2018: $3,505,0332018Assets 2019: $3,548,063Liabilities 2019: $0Net Assets 2019: $3,548,0632019Assets 2020: $3,503,371Liabilities 2020: $0Net Assets 2020: $3,503,3712020Assets 2021: $3,975,501Liabilities 2021: $0Net Assets 2021: $3,975,5012021Assets 2022: $4,009,636Liabilities 2022: $0Net Assets 2022: $4,009,6362022Assets 2023: $4,148,880Liabilities 2023: $0Net Assets 2023: $4,148,8802023Assets 2024: $5,012,270Liabilities 2024: $0Net Assets 2024: $5,012,2702024Assets 2025: $5,124,958Liabilities 2025: $0Net Assets 2025: $5,124,9582025

Highlighted filing

2014

Assets$3,192,676
Liabilities$0
Net Assets$3,192,676
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $123,063Expenses 2013: $145,244Net Income 2013: -$22,1812013Revenue 2014: $171,447Expenses 2014: $147,594Net Income 2014: $23,8532014Revenue 2015: $310,235Expenses 2015: $157,659Net Income 2015: $152,5762015Revenue 2016: $357,715Expenses 2016: $162,459Net Income 2016: $195,2562016Revenue 2017: $163,270Expenses 2017: $169,031Net Income 2017: -$5,7612017Revenue 2018: $146,677Expenses 2018: $171,435Net Income 2018: -$24,7582018Revenue 2019: $222,166Expenses 2019: $178,450Net Income 2019: $43,7162019Revenue 2020: $139,728Expenses 2020: $184,190Net Income 2020: -$44,4622020Revenue 2021: $665,103Expenses 2021: $192,803Net Income 2021: $472,3002021Revenue 2022: $241,500Expenses 2022: $206,343Net Income 2022: $35,1572022Revenue 2023: $349,730Expenses 2023: $210,360Net Income 2023: $139,3702023Revenue 2024: $1,082,670Expenses 2024: $221,325Net Income 2024: $861,3452024Revenue 2025: $347,681Expenses 2025: $233,839Net Income 2025: $113,8422025

Highlighted filing

2014

Revenue$171,447
Expenses$147,594
Net Income$23,853
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Gross Receipts
$448,883
Mission and Program Overview

Mission

Trust created to benefit trinity united methodist church. Net income to be paid at least annually to church for religious or charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,168,823$3,192,676▲ $23,853
Investments in Publicly Traded Securities$2,911,665$3,122,570▲ $210,905
Savings and Temporary Cash Investments$256,682$68,820▼ $187,862
Cash and Non-Interest-Bearing Accounts$476$1,286▲ $810
Total Assets$3,168,823$3,192,676▲ $23,853
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,168,823$3,192,676▲ $23,853
Total Liabilities and Net Assets / Fund Balance$3,168,823$3,192,676▲ $23,853

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,168,823-▲ $171,447-$3,192,676
2013$3,190,865$5,000▲ $101,977-$3,168,823
2012$3,246,910-▲ $86,272-$3,190,866
2011$3,324,680-▲ $65,591-$3,246,910
2010$3,369,552-▲ $91,810-$3,324,680
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Capital City Trust CompanyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$171,062
Other Revenue
$385
Change in Net Assets
$23,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,594
Other Expenses$30,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,594--$117,594
Fees for Service Investment Mgmnt Fees-$29,050-$29,050
Fees for Services Accounting-$950-$950
Total Functional Expenses$117,594$30,000$0$147,594
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchTallahassee, FL501(c3Support$117,594
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, Page 6, Part VI, Line 11B

“The trustee was provided a copy of the 990 for review before it was filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Fannie Wilson Smith Trust
EIN
59-6247872
Phone
8506710300
Address
PO BOX 1549, TALLAHASSEE, FL 32302

Signing Officer

Name
Leitta Williamson
Title
Trustee
Phone
8506710300
Signed
2015-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leitta Williamson Trust Officer
Formed
1983
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Wadsworth Humphress & Hollar Pa
Address
1040 E PARK AVE, TALLAHASSEE, FL 32301-2677
Preparer
John K Humphress CPA
Phone
8502243129
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endownment used to generate investment income to be distributed to trinity united methodist church to further their religeous and charitable activities.”

Raw XML Appendix372 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/ExplanationTxt1TRINITY UNITED METHODIST CHURCH HAS AN INVESTMENT COMMITTEE WHICH WORKS WITH THE SUPPORTING ORGANIZATION, THE FANNIE WILSON SMITH TRUST, IN THE OPERATION OF THE TRUST. THE COMMITTE MAINTAINS AN INVESTMENT POLICY WITH PROVIDES FOR A METHODOLOGY TO CALCULATE THE ANNUAL INCOME AND PRINCIPAL DISTRIBUTION TO THE CHURCH. THE POLICY COMMITTEE MEETS WITH THE TRUSTEE ON A REGULAR BASIS.
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590638497
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0117949
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY UNITED METHODIST CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0117949
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt030000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03168823
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03192676
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0117594
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171447
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt030336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03190865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03168823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0101977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt031712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03246910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03190866
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0110604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt086272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt031545
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03324680
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03246910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0111816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt030482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03369552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03324680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0106200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091810
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWNMENT USED TO GENERATE INVESTMENT INCOME TO BE DISTRIBUTED TO TRINITY UNITED METHODIST CHURCH TO FURTHER THEIR RELIGEOUS AND CHARITABLE ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0117594
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRINITY UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0590638497
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0120 W PARK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032304
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE WAS PROVIDED A COPY OF THE 990 FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03168823
IRS990/TotalAssetsEOYAmt03192676
IRS990/TotalAssetsGrp/BOYAmt03168823
IRS990/TotalAssetsGrp/EOYAmt03192676
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117594
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03168823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03192676
IRS990/TotalProgramServiceExpensesAmt0117594
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0171447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171447
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03168823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03192676
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1549
IRS990/USAddress/CityNm0TALLAHASSEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032302
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEITTA WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08506710300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FANNIE WILSON SMITH TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAPITAL CITY TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0FANN
ReturnHeader/Filer/EIN0596247872
ReturnHeader/Filer/PhoneNum08506710300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1549
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591451178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WADSWORTH HUMPHRESS & HOLLAR PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 E PARK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323012677
ReturnHeader/PreparerPersonGrp/PhoneNum08502243129
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN K HUMPHRESS CPA
ReturnHeader/ReturnTs02015-08-13T12:51:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,192,676
Liabilities
$0
Net assets
$3,192,676
Revenue
$171,447
Expenses
$147,594
Net income
$23,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.35$0.23$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.08$0.22$0.86
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.35$0.21$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.24$0.21$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.67$0.19$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.14$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.22$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.16$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.36$0.16$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.31$0.16$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.17$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.12$0.15$0.02