Civic Intelligence

Leslie Combs II Trust No 2

990 • Fiscal year 2020 • EIN 61-6152143

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

Organization ProfileN/A
300 West Vine Street 5th FloorLexington, KY 40507

(859) 253-6247

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

1.24x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-60%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$10,373

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-9.7%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,482,542

Down $33,577 (-2.2%) from 2019

Net Assets

Down

$1,410,988

Down $35,685 (-2.5%) from 2019

Liabilities

Up

$71,554

Up $2,108 (+3.0%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

Down

$57,767

Down $6,205 (-9.7%) from 2019

Expenses

Down

$92,690

Down $266 (-0.3%) from 2019

Net Income

Down

-$34,923

Down $5,939 (-20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2020

Assets$1,482,542
Liabilities$71,554
Net Assets$1,410,988
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

2020

Revenue$57,767
Expenses$92,690
Net Income-$34,923
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 14, 2021
Return Version
2020v4.1
Gross Receipts
$141,466
Mission and Program Overview

Mission

To provide funds for medical research and service

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,491,540$1,437,419▼ $54,121
Cap Stk Tr Prin Current Funds$1,446,673$1,410,988▼ $35,685
Savings and Temporary Cash Investments$24,579$45,123▲ $20,544
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,516,119$1,482,542▼ $33,577
Liabilities
Grants Payable$69,446$71,554▲ $2,108
Total Liabilities$69,446$71,554▲ $2,108
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,446,673$1,410,988▼ $35,685
Total Liabilities and Net Assets / Fund Balance$1,516,119$1,482,542▼ $33,577

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,437,419--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,446,673-▲ $57,005-$1,410,988
2019$1,474,415-▲ $63,972-$1,446,673
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleOtherTotal
-Trustee$10,373$10,373
P Keith NallyTrustee$10,373$10,373
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,767
Other Revenue
$0
Change in Net Assets
$-34,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,446
Other Expenses$23,244
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,446--$69,446
Fees for Services Management-$20,746-$20,746
Fees for Services Accounting-$2,300-$2,300
Other Expenses-$198-$198
Total Functional Expenses$69,446$23,244$0$92,690
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Markey Cancer FoundationLexington, KY501(c)(3)To Provide Funds for Medical Research and Services-
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

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”

Filing and Contact Details

Filer

Filer Name
LESLIE COMBS II TRUST #2
EIN
61-6152143
Phone
8592536247
Address
300 WEST VINE STREET 5TH FLOOR, LEXINGTON, KY 40507

Signing Officer

Name
Central Bank Trust Company
Title
Trustee
Phone
8592536247
Signed
2021-06-14
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 2,514. Basis adjustment of investment -3,276.”

Raw XML AppendixShowing 400 of 429 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/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02081747
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02075528
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt071768
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt071554
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310944925
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARKEY CANCER FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt069446
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023244
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01446673
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01410988
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt069446
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt057005
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt023437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01474415
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01446673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt069519
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063972
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01520309
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01474415
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt065103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01520709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01520309
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt040883
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062076
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01524340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01520709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt069283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088700
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01437419
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01437419
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt069446
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/ExplanationTxt3NONDIVIDEND DISTRIBUTIONS 2,514. BASIS ADJUSTMENT OF INVESTMENT -3,276.
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 XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01516119
IRS990/TotalAssetsEOYAmt01482542
IRS990/TotalAssetsGrp/BOYAmt01516119
IRS990/TotalAssetsGrp/EOYAmt01482542
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069446
IRS990/TotalFunctionalExpensesGrp/TotalAmt092690
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069446
IRS990/TotalLiabilitiesEOYAmt071554
IRS990/TotalLiabilitiesGrp/BOYAmt069446
IRS990/TotalLiabilitiesGrp/EOYAmt071554
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01446673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01410988
IRS990/TotalOtherCompensationAmt020746
IRS990/TotalProgramServiceExpensesAmt069446
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt057767
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057767
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01516119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01482542
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WEST VINE STREET 5TH FLOOR
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,482,542
Liabilities
$71,554
Net assets
$1,410,988
Revenue
$57,767
Expenses
$92,690
Net income
-$34,923
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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