Civic Intelligence

Leslie Combs II Trust No 2

990 • Fiscal year 2018 • EIN 61-6152143

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileN/A
300 West Vine StreetLexington, KY 40507

(859) 253-6247

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.98x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$10,228

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,543,934

Up $10,436 (+0.7%) from 2010

Net Assets

Down

$1,474,415

Down $43,839 (-2.9%) from 2010

Liabilities

Up

$69,519

Up $54,275 (+356%) from 2010

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin15th percentile

Revenue

$71,276

No earlier filing loaded for comparison.

Expenses

Up

$87,927

Up $54,456 (+163%) from 2010

Net Income

-$16,651

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,533,498Liabilities 2010: $15,244Net Assets 2010: $1,518,2542010Assets 2018: $1,543,934Liabilities 2018: $69,519Net Assets 2018: $1,474,4152018Assets 2019: $1,516,119Liabilities 2019: $69,446Net Assets 2019: $1,446,6732019Assets 2020: $1,482,542Liabilities 2020: $71,554Net Assets 2020: $1,410,9882020Assets 2021: $1,463,567Liabilities 2021: $71,768Net Assets 2021: $1,391,7992021Assets 2022: $1,435,182Liabilities 2022: $83,743Net Assets 2022: $1,351,4392022Assets 2023: $1,415,363Liabilities 2023: $74,178Net Assets 2023: $1,341,1852023Assets 2024: $1,698,953Liabilities 2024: $71,751Net Assets 2024: $1,627,2022024

Highlighted filing

2018

Assets$1,543,934
Liabilities$69,519
Net Assets$1,474,415
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $33,4712010Revenue 2018: $71,276Expenses 2018: $87,927Net Income 2018: -$16,6512018Revenue 2019: $63,972Expenses 2019: $92,956Net Income 2019: -$28,9842019Revenue 2020: $57,767Expenses 2020: $92,690Net Income 2020: -$34,9232020Revenue 2021: $81,279Expenses 2021: $98,013Net Income 2021: -$16,7342021Revenue 2022: $66,395Expenses 2022: $95,441Net Income 2022: -$29,0462022Revenue 2023: $86,885Expenses 2023: $106,266Net Income 2023: -$19,3812023Revenue 2024: $375,720Expenses 2024: $99,672Net Income 2024: $276,0482024

Highlighted filing

2018

Revenue$71,276
Expenses$87,927
Net Income-$16,651
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$104,352
Mission and Program Overview

Mission

To provide funds for medical research and service

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,525,454$1,491,540▼ $33,914
Cap Stk Tr Prin Current Funds$1,520,309$1,474,415▼ $45,894
Savings and Temporary Cash Investments$35,738$52,394▲ $16,656
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,561,192$1,543,934▼ $17,258
Liabilities
Grants Payable$40,883$69,519▲ $28,636
Total Liabilities$40,883$69,519▲ $28,636
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,520,309$1,474,415▼ $45,894
Total Liabilities and Net Assets / Fund Balance$1,561,192$1,543,934▼ $17,258

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,491,540--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,520,309-▲ $71,276-$1,474,415
2017$1,520,709-▲ $62,076-$1,520,309
2016$1,524,340-▲ $88,700-$1,520,709
2015$1,524,340-▲ $157,392-$1,524,340
2014$1,524,340-▲ $99,705-$1,524,340
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleOtherTotal
-Trustee$10,228$10,228
P Keith NallyTrustee$10,228$10,228
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,276
Other Revenue
$0
Change in Net Assets
$-16,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,103
Other Expenses$22,824
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,103--$65,103
Fees for Services Management-$20,456-$20,456
Fees for Services Accounting-$2,050-$2,050
Other Expenses-$318-$318
Total Functional Expenses$65,103$22,824$0$87,927
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Markey Cancer FoundationLexington, KY501(c)(3)To Provide Funds for Medical Research and Services$65,103
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, Part VI, Section B, Line 11B

“A copy of the return is provided to the trustees along with the filing copy. These are reviewed by the trustees before filing.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request to trustee: central bank & trust company, 300 west vine street, lexington, ky 40507”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request to trustee: central bank & trust company, 300 west vine street, lexington, ky 40507”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“P. Keith nally - 4690 laurelwood dr., lexington, ky 40515. Central bank & trust company - 300 west vine st, lexington, ky 40507.”

Filing and Contact Details

Filer

Filer Name
LESLIE COMBS II TRUST #2
EIN
61-6152143
Phone
8592536247
Address
300 WEST VINE STREET, LEXINGTON, KY 40507

Signing Officer

Name
Central Bank Trust Company
Title
Trustee
Phone
8592536247
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Central Bank Trust Comp
Formed
1986
Legal Domicile
Ky
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
250 WEST MAIN STREET SUITE 2900, LEXINGTON, KY 40507
Preparer
John Copeland
Phone
8592531100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Nondividend distributions 231. Basis adjustment of investments -838.”

Raw XML AppendixShowing 400 of 434 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/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt069446
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt069519
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310944925
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065103
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARKEY CANCER FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt065103
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt022824
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01520309
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01474415
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt065103
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt071276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01520709
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01520309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt040883
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062076
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01524340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01520709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt069283
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019855
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01524340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01524340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0137537
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0157392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020613
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01524340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01524340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt077830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099705
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01491540
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01491540
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt065103
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS FOR MEDICAL RESEARCH AND SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARKEY CANCER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0310944925
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 ROSE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040536
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEES ALONG WITH THE FILING COPY. THESE ARE REVIEWED BY THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST TO TRUSTEE: CENTRAL BANK & TRUST COMPANY, 300 WEST VINE STREET, LEXINGTON, KY 40507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST TO TRUSTEE: CENTRAL BANK & TRUST COMPANY, 300 WEST VINE STREET, LEXINGTON, KY 40507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3P. KEITH NALLY - 4690 LAURELWOOD DR., LEXINGTON, KY 40515. CENTRAL BANK & TRUST COMPANY - 300 WEST VINE ST, LEXINGTON, KY 40507.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONDIVIDEND DISTRIBUTIONS 231. BASIS ADJUSTMENT OF INVESTMENTS -838.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01561192
IRS990/TotalAssetsEOYAmt01543934
IRS990/TotalAssetsGrp/BOYAmt01561192
IRS990/TotalAssetsGrp/EOYAmt01543934
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022824
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065103
IRS990/TotalFunctionalExpensesGrp/TotalAmt087927
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040883
IRS990/TotalLiabilitiesEOYAmt069519
IRS990/TotalLiabilitiesGrp/BOYAmt040883
IRS990/TotalLiabilitiesGrp/EOYAmt069519
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01520309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01474415
IRS990/TotalOtherCompensationAmt020456
IRS990/TotalProgramServiceExpensesAmt065103
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt071276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01561192
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01543934
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WEST VINE STREET
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,543,934
Liabilities
$69,519
Net assets
$1,474,415
Revenue
$71,276
Expenses
$87,927
Net income
-$16,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.07$1.63$0.38$0.10$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.07$1.34$0.09$0.11$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.08$1.35$0.07$0.10$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.07$1.39$0.08$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.07$1.41$0.06$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.07$1.45$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.07$1.47$0.07$0.09$0.02
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.52$0.03