Civic Intelligence

Marshall and Anne Barnes Educational Trust

990PF • Fiscal year 2015 • EIN 61-6154321

Dec 01, 2014 to Nov 30, 2015 • Filed on Jun 30, 2016

Organization Profile
315 East Union StHartford, KY 42347

(270) 298-3249

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.3%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$24,020

Up $2,908 (+14%) from 2014

Net Assets

$24,020

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$774

Up $46 (+6.3%) from 2014

Expenses

Down

$1,266

Down $46 (-3.5%) from 2014

Net Income

Up

-$492

Up $92 (+16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$30K$20K$10K$0Assets 2011: $23,151Liabilities 2011: $02011Assets 2012: $21,953Liabilities 2012: $02012Assets 2013: $21,696Liabilities 2013: $02013Assets 2014: $21,112Liabilities 2014: $02014Assets 2015: $24,020Liabilities 2015: $0Net Assets 2015: $24,0202015Assets 2016: $23,453Liabilities 2016: $0Net Assets 2016: $23,4532016Assets 2017: $22,815Liabilities 2017: $0Net Assets 2017: $22,8152017Assets 2018: $22,388Liabilities 2018: $0Net Assets 2018: $22,3882018Assets 2019: $21,888Liabilities 2019: $0Net Assets 2019: $21,8882019Assets 2020: $21,573Liabilities 2020: $0Net Assets 2020: $21,5732020Assets 2021: $21,941Liabilities 2021: $0Net Assets 2021: $21,9412021Assets 2022: $21,666Liabilities 2022: $0Net Assets 2022: $21,6662022Assets 2023: $21,956Liabilities 2023: $0Net Assets 2023: $21,9562023Assets 2024: $21,951Liabilities 2024: $0Net Assets 2024: $21,9512024Assets 2025: $21,745Liabilities 2025: $0Net Assets 2025: $21,7452025

Highlighted filing

2015

Assets$24,020
Liabilities$0
Net Assets$24,020
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$3.0K$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2011: $1,265Expenses 2011: $2,181Net Income 2011: -$9162011Revenue 2012: $1,128Expenses 2012: $2,325Net Income 2012: -$1,1972012Revenue 2013: $1,076Expenses 2013: $1,333Net Income 2013: -$2572013Revenue 2014: $728Expenses 2014: $1,312Net Income 2014: -$5842014Revenue 2015: $774Expenses 2015: $1,266Net Income 2015: -$4922015Revenue 2016: $639Expenses 2016: $1,714Net Income 2016: -$1,0752016Revenue 2017: $545Expenses 2017: $1,689Net Income 2017: -$1,1442017Revenue 2018: $713Expenses 2018: $1,695Net Income 2018: -$9822018Revenue 2019: $584Expenses 2019: $1,666Net Income 2019: -$1,0822019Revenue 2020: $776Expenses 2020: $1,705Net Income 2020: -$9292020Revenue 2021: $1,488Expenses 2021: $1,760Net Income 2021: -$2722021Revenue 2022: $400Expenses 2022: $1,394Net Income 2022: -$9942022Revenue 2023: $865Expenses 2023: $1,280Net Income 2023: -$4152023Revenue 2024: $910Expenses 2024: $1,702Net Income 2024: -$7922024Revenue 2025: $734Expenses 2025: $1,807Net Income 2025: -$1,0732025

Highlighted filing

2015

Revenue$774
Expenses$1,266
Net Income-$492
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Jun 30, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OHIO COUNTY BOARD OF EDUCATIONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marshall & Anne Barnes Educational Trust
EIN
61-6154321
Phone
2702983249
Address
315 EAST UNION ST, HARTFORD, KY 42347

Signing Officer

Name
Kathy Meredith
Title
Finance Officer
Phone
2702983249
Signed
2016-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
922 STATE STREET SUITE 100, BOWLING GREEN, KY 42102-0104
Preparer
James C Long CPA
Phone
2707820700
Raw XML Appendix275 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0441
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01252
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01405
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT FOR ERROR IN REPORT CASH BALANCE AND ASSET COST
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY MEREDITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02702983249
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL & ANNE BARNES EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0616154321
ReturnHeader/Filer/PhoneNum02702983249
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 EAST UNION ST
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042347
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0922 STATE STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0421020104
ReturnHeader/PreparerPersonGrp/PhoneNum02707820700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C LONG CPA
ReturnHeader/ReturnTs02016-07-11T12:18:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,020
Liabilities
$0
Net assets
$24,020
Revenue
$774
Expenses
$1,266
Net income
-$492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.73$1.81$1.07
2024Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.91$1.70$0.79
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.87$1.28$0.42
2022Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.40$1.39$0.99
2021Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.49$1.76$0.27
2020Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$0.78$1.71$0.93
2019Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.58$1.67$1.08
2018Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$0.71$1.70$0.98
2017Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$0.55$1.69$1.14
2016Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.64$1.71$1.08
2015Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$0.77$1.27$0.49
2014Summary only. Only limited summary data is available for this year.$21.1$0.00$0.73$1.31$0.58
2013Summary only. Only limited summary data is available for this year.$21.7$0.00$1.08$1.33$0.26
2012Summary only. Only limited summary data is available for this year.$22.0$0.00$1.13$2.33$1.20
2011Summary only. Only limited summary data is available for this year.$23.2$0.00$1.27$2.18$0.92