Civic Intelligence

Clyde E Buckley Wildlife Sanctuary Trust

990 • Fiscal year 2017 • EIN 61-6042014

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

100 East Vine Street 5th FloorLexington, KY 40507

(606) 389-5300

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$30,451

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 47.3% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

23rd percentile

-5.0%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$988,379

Down $51,926 (-5.0%) from 2016

Net Assets

Down

$988,379

Down $51,926 (-5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$64,344

Up $22,803 (+55%) from 2016

Expenses

Up

$114,035

Up $20,156 (+21%) from 2016

Net Income

Up

-$49,691

Up $2,647 (+5.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $957,915Liabilities 2011: $0Net Assets 2011: $957,9152011Assets 2012: $983,788Liabilities 2012: $0Net Assets 2012: $983,7882012Assets 2013: $1,035,783Liabilities 2013: $0Net Assets 2013: $1,035,7832013Assets 2014: $1,092,545Liabilities 2014: $0Net Assets 2014: $1,092,5452014Assets 2015: $1,096,299Liabilities 2015: $0Net Assets 2015: $1,096,2992015Assets 2016: $1,040,305Liabilities 2016: $0Net Assets 2016: $1,040,3052016Assets 2017: $988,379Liabilities 2017: $0Net Assets 2017: $988,3792017Assets 2018: $934,433Liabilities 2018: $0Net Assets 2018: $934,4332018Assets 2019: $926,636Liabilities 2019: $0Net Assets 2019: $926,6362019Assets 2020: $915,171Liabilities 2020: $0Net Assets 2020: $915,1712020Assets 2021: $978,952Liabilities 2021: $0Net Assets 2021: $978,9522021Assets 2022: $954,883Liabilities 2022: $0Net Assets 2022: $954,8832022Assets 2023: $870,637Liabilities 2023: $0Net Assets 2023: $870,6372023Assets 2024: $872,626Liabilities 2024: $0Net Assets 2024: $872,6262024

Highlighted filing

2017

Assets$988,379
Liabilities$0
Net Assets$988,379

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $75,092Expenses 2011: $66,872Net Income 2011: $8,2202011Revenue 2012: $96,435Expenses 2012: $69,140Net Income 2012: $27,2952012Revenue 2013: $132,975Expenses 2013: $78,863Net Income 2013: $54,1122013Revenue 2014: $154,642Expenses 2014: $97,986Net Income 2014: $56,6562014Revenue 2015: $92,344Expenses 2015: $85,756Net Income 2015: $6,5882015Revenue 2016: $41,541Expenses 2016: $93,879Net Income 2016: -$52,3382016Revenue 2017: $64,344Expenses 2017: $114,035Net Income 2017: -$49,6912017Revenue 2018: $46,639Expenses 2018: $96,271Net Income 2018: -$49,6322018Revenue 2019: $82,207Expenses 2019: $92,649Net Income 2019: -$10,4422019Revenue 2020: $59,356Expenses 2020: $71,164Net Income 2020: -$11,8082020Revenue 2021: $136,702Expenses 2021: $73,057Net Income 2021: $63,6452021Revenue 2022: $51,825Expenses 2022: $73,721Net Income 2022: -$21,8962022Revenue 2023: $9,211Expenses 2023: $91,592Net Income 2023: -$82,3812023Revenue 2024: $90,057Expenses 2024: $87,824Net Income 2024: $2,2332024

Highlighted filing

2017

Revenue$64,344
Expenses$114,035
Net Income-$49,691
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Gross Receipts
$474,211
Mission and Program Overview

Mission

Operate the clyde e. Buckley wildlife sanctuary

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,040,305$988,379▼ $51,926
Investments in Publicly Traded Securities$986,728$935,340▼ $51,388
Land, Buildings, and Equipment, Net$41,872$40,072▼ $1,800
Savings and Temporary Cash Investments$11,705$12,967▲ $1,262
Total Assets$1,040,305$988,379▼ $51,926
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,040,305$988,379▼ $51,926
Total Liabilities and Net Assets / Fund Balance$1,040,305$988,379▼ $51,926

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,072$1,800$41,872
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$30,451$30,451
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,344
Other Revenue
$0
Change in Net Assets
$-49,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,908
Salaries, Compensation, and Employee Benefits$30,451
Other Expenses$26,676
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,908--$56,908
Current Officers, Directors, Trustees, and Key Employees-$30,451-$30,451
All Other Expenses-$24,495-$24,495
Fees for Services Legal-$2,145-$2,145
Fees for Services Other-$36-$36
Total Functional Expenses$56,908$57,127$0$114,035
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Life Adventure CenterVersailles, KY501(c)(3)Operation of the Buckley Wildlife Sanctuary$56,908
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

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

NO GOVERNING BODY

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

NO GOVERNING BODY

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

NO LOCAL ORGANIZATIONS

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

NO GOVERNING BODY

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

NO POLICIES

FORM 990, PAGE 6, PART VI, LINE 15A

NO COMPENSATED EMPLOYEES

FORM 990, PAGE 6, PART VI, LINE 15B

NO COMPENSATED EMPLOYEES

Form 990, Page 6, Part VI, Line 18

Available upon request from trustee

Form 990, Page 6, Part VI, Line 19

Available upon request of the trustee

Form 990, Page 7, Part VII, Section A

No parties involved with a related organization

Filing and Contact Details

Filer

Filer Name
Clyde E Buckley Wildlife Sanctuary Trust
EIN
61-6042014
Phone
6063895300
Address
100 EAST VINE STREET 5TH FLOOR, LEXINGTON, KY 40507

Signing Officer

Name
Robert Stadelman
Title
Senior Vice Pre
Phone
6063895300
Signed
2018-05-17

Organization Details

Formed
1996
Legal Domicile
Ky
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET - STE 201, Richmond, VA 23223-7078
Preparer
Charlotte F Harris
Phone
8043444549
Supplemental Narrative

Additional Explanations

20(B)

Trust does not operate hospitals

1C

Trust is not involved in gaming

5C

The organization was not party to a prohibted tax shelter transaction

6B

The trust did not solicit any contributions

7B

The trust received no contributions

7G

Trust did not receive contributions of qualified intellectual property

7H

Trust did not receive contributions of car, boats, airplanes or other vehicles

16B

Trust does not participate in joint ventures

EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3B

No form 990-t filing required for this year

Explanation for Form 990, Part XI, Line 9

Prior year adjustment for depreciation - $1,800.00: 2016 return of captital adjustments for 2017 sales - $215.21; mutual fund year end postings & corporate action basis adjustments - $220

INFORMATION REGARDING FORM 990, PART V, LINE 13A

Trust does not issue qualified health plans

EXPLANATION FOR FORM 990, PART V, LINE 14B

Trust received no payments for indoor tanning services

Raw XML Appendix379 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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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0403830447
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS REQUIRED TO QUALIFY AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST DOES NOT OPERATE HOSPITALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUST IS NOT INVOLVED IN GAMING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WAS NOT PARTY TO A PROHIBTED TAX SHELTER TRANSACTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DID NOT SOLICIT ANY CONTRIBUTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST RECEIVED NO CONTRIBUTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUST DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUST DID NOT RECEIVE CONTRIBUTIONS OF CAR, BOATS, AIRPLANES OR OTHER VEHICLES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRUST DOES NOT PARTICIPATE IN JOINT VENTURES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO FORM 990-T FILING REQUIRED FOR THIS YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NO LOCAL ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13NO POLICIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14NO COMPENSATED EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15NO COMPENSATED EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16AVAILABLE UPON REQUEST FROM TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17AVAILABLE UPON REQUEST OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18NO PARTIES INVOLVED WITH A RELATED ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PRIOR YEAR ADJUSTMENT FOR DEPRECIATION - $1,800.00: 2016 RETURN OF CAPTITAL ADJUSTMENTS FOR 2017 SALES - $215.21; MUTUAL FUND YEAR END POSTINGS & CORPORATE ACTION BASIS ADJUSTMENTS - $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20TRUST DOES NOT ISSUE QUALIFIED HEALTH PLANS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21TRUST RECEIVED NO PAYMENTS FOR INDOOR TANNING SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc020(b)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc47b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc57g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc67h
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc716b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20INFORMATION REGARDING FORM 990, PART V, LINE 13a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21EXPLANATION FOR FORM 990, PART V, LINE 14b
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01040305
IRS990/TotalAssetsEOYAmt0988379
IRS990/TotalAssetsGrp/BOYAmt01040305
IRS990/TotalAssetsGrp/EOYAmt0988379
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056908
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114035
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01040305
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0988379
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt030451
IRS990/TotalRevenueGrp/ExclusionAmt026542
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037802
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064344
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01040305
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0988379
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STADELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Senior Vice Pre
ReturnHeader/BusinessOfficerGrp/PhoneNum06063895300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLYDE E BUCKLEY WILDLIFE SANCTUARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0616042014
ReturnHeader/Filer/PhoneNum06063895300
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 EAST VINE STREET 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E94CEB2F8B30580E16B131FDF2DDDA731E2C5D47
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E94CEB2F8B30580E16B131FDF2DDDA731E2C5D47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 EAST CARY STREET - STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232237078
ReturnHeader/PreparerPersonGrp/PhoneNum08043444549
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLOTTE F HARRIS
ReturnHeader/ReturnTs02018-05-17T23:00:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.11$0.05
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.04$0.09$0.05
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.09$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.15$0.10$0.06
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.13$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.10$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.08$0.07$0.01