Civic Intelligence

Marshall and Anne Barnes Educational Trust

990PF • Fiscal year 2022 • EIN 61-6154321

Dec 01, 2021 to Nov 30, 2022 • Filed on Jan 09, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-249%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-1.3%

Faster asset growth than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-73%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$21,666

Down $275 (-1.3%) from 2021

Net Assets

Down

$21,666

Down $275 (-1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$400

Down $1,088 (-73%) from 2021

Expenses

Down

$1,394

Down $366 (-21%) from 2021

Net Income

Down

-$994

Down $722 (-265%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2022

Assets$21,666
Liabilities$0
Net Assets$21,666
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$400
Expenses$1,394
Net Income-$994
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Jan 9, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th 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
Treasurer
Phone
2702983249
Signed
2023-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram
Address
922 STATE STREET SUITE 100, BOWLING GREEN, KY 42101
Preparer
Shelly G Compton
Phone
2707820700
Raw XML Appendix263 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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ReturnHeader/BusinessOfficerGrp/PhoneNum02702983249
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-09
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0922 STATE STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042101
ReturnHeader/PreparerPersonGrp/PhoneNum02707820700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLY G COMPTON
ReturnHeader/ReturnTs02023-01-24T10:48:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEREDITH
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,666
Liabilities
$0
Net assets
$21,666
Revenue
$400
Expenses
$1,394
Net income
-$994
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