Civic Intelligence

Kate Jouett Henry Memorial Fund

990 • Fiscal year 2019 • EIN 61-6017978

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907

(270) 688-7878

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$13,763

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$872,983

Down $11,858 (-1.3%) from 2018

Net Assets

Down

$872,983

Down $11,858 (-1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$43,513

Down $23,993 (-36%) from 2018

Expenses

Up

$60,226

Up $7,043 (+13%) from 2018

Net Income

Down

-$16,713

Down $31,036 (-217%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $833,686Liabilities 2011: $0Net Assets 2011: $833,6862011Assets 2012: $858,866Liabilities 2012: $0Net Assets 2012: $858,8662012Assets 2013: $889,762Liabilities 2013: $0Net Assets 2013: $889,7622013Assets 2014: $913,553Liabilities 2014: $0Net Assets 2014: $913,5532014Assets 2015: $892,231Liabilities 2015: $0Net Assets 2015: $892,2312015Assets 2016: $866,256Liabilities 2016: $0Net Assets 2016: $866,2562016Assets 2017: $874,757Liabilities 2017: $0Net Assets 2017: $874,7572017Assets 2018: $884,841Liabilities 2018: $0Net Assets 2018: $884,8412018Assets 2019: $872,983Liabilities 2019: $0Net Assets 2019: $872,9832019Assets 2020: $826,150Liabilities 2020: $0Net Assets 2020: $826,1502020Assets 2021: $801,494Liabilities 2021: $0Net Assets 2021: $801,4942021Assets 2022: $736,948Liabilities 2022: $0Net Assets 2022: $736,9482022Assets 2023: $737,800Liabilities 2023: $0Net Assets 2023: $737,8002023Assets 2024: $748,823Liabilities 2024: $0Net Assets 2024: $748,8232024

Highlighted filing

2019

Assets$872,983
Liabilities$0
Net Assets$872,983

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $43,697Expenses 2011: $49,996Net Income 2011: -$6,2992011Revenue 2012: $72,426Expenses 2012: $47,246Net Income 2012: $25,1802012Revenue 2013: $79,976Expenses 2013: $49,080Net Income 2013: $30,8962013Revenue 2014: $75,623Expenses 2014: $51,832Net Income 2014: $23,7912014Revenue 2015: $31,999Expenses 2015: $53,321Net Income 2015: -$21,3222015Revenue 2016: $22,065Expenses 2016: $48,040Net Income 2016: -$25,9752016Revenue 2017: $58,563Expenses 2017: $50,056Net Income 2017: $8,5072017Revenue 2018: $67,506Expenses 2018: $53,183Net Income 2018: $14,3232018Revenue 2019: $43,513Expenses 2019: $60,226Net Income 2019: -$16,7132019Revenue 2020: $18,523Expenses 2020: $64,684Net Income 2020: -$46,1612020Revenue 2021: $42,365Expenses 2021: $66,979Net Income 2021: -$24,6142021Revenue 2022: -$206Expenses 2022: $64,509Net Income 2022: -$64,7152022Revenue 2023: $61,239Expenses 2023: $61,030Net Income 2023: $2092023Revenue 2024: $72,837Expenses 2024: $61,170Net Income 2024: $11,6672024

Highlighted filing

2019

Revenue$43,513
Expenses$60,226
Net Income-$16,713
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.0
Gross Receipts
$134,235
Mission and Program Overview

Mission

All income of the memorial fund is distributed to the first presbyterian church

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$884,841$872,983▼ $11,858
Investments in Publicly Traded Securities$855,964$847,111▼ $8,853
Savings and Temporary Cash Investments$28,877$25,872▼ $3,005
Total Assets$884,841$872,983▼ $11,858
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$884,841$872,983▼ $11,858
Total Liabilities and Net Assets / Fund Balance$884,841$872,983▼ $11,858
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$13,763$13,763
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$43,513
Other Revenue
$0
Change in Net Assets
$-16,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,835
Salaries, Compensation, and Employee Benefits$13,763
Other Expenses$1,628
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,835--$44,835
Current Officers, Directors, Trustees, and Key Employees-$13,763-$13,763
Fees for Services Accounting-$1,065-$1,065
All Other Expenses-$563-$563
Total Functional Expenses$44,835$15,391$0$60,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Presbyterian ChurchHopkinsville, KY3Church Programs$44,835
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 35% controlled entity
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

The organization is a trust that is managed by third party professional trustee

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

N/A

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Reviewed by professional trustee

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Form 990, Page 7, Part VII, Section A

12 HOURS

Filing and Contact Details

Filer

Filer Name
Kate J Henry Mem Fd
EIN
61-6017978
Phone
2706887878
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
V President
Phone
2706887878
Signed
2020-05-06

Organization Details

Formed
1959
Legal Domicile
Ky
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

MUTUAL FUND ADJUSTMENT

Raw XML Appendix334 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/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0884841
IRS990/TotalAssetsEOYAmt0872983
IRS990/TotalAssetsGrp/BOYAmt0884841
IRS990/TotalAssetsGrp/EOYAmt0872983
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044835
IRS990/TotalFunctionalExpensesGrp/TotalAmt060226
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0884841
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0872983
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044835
IRS990/TotalReportableCompFromOrgAmt013763
IRS990/TotalRevenueGrp/ExclusionAmt043513
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043513
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0884841
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0872983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V President
ReturnHeader/BusinessOfficerGrp/PhoneNum02706887878
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE J HENRY MEM FD
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0616017978
ReturnHeader/Filer/PhoneNum02706887878
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0278942907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7FF8D873C60CA5FE6FC20F8A1BD40E6BABDE694
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BCF2CFC33789B86996BE5A6542C34A024F6055FE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.120.64.254
ReturnHeader/ReturnTs02020-05-06T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.73$0.61$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.61$0.61$0.00
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.00$0.65$0.65
2021Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.42$0.67$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.19$0.65$0.46
2019Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.44$0.60$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.68$0.53$0.14
2017Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.59$0.50$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.22$0.48$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.32$0.53$0.21
2014Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.76$0.52$0.24
2013Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.80$0.49$0.31
2012Summary only. Only limited summary data is available for this year.$8.59$0.00$8.59$0.72$0.47$0.25
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$8.34$0.44$0.50$0.06