Civic Intelligence

Elmo G Herron Trust Under Will

990PF • Fiscal year 2022 • EIN 61-6289625

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile
300 West Vine Street 5th FloorLexington, KY 40507

(859) 253-6222

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-2768%

Higher net margin than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$1,920

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 136.0% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

26th percentile

-7.0%

Faster asset growth than 26% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$513,890

Down $38,976 (-7.0%) from 2021

Net Assets

Down

$513,890

Down $38,976 (-7.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin1st percentile

Revenue

Down

$1,412

Down $48,638 (-97%) from 2021

Expenses

Up

$40,490

Up $6,111 (+18%) from 2021

Net Income

Down

-$39,078

Down $54,749 (-349%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2010: $483,778Liabilities 2010: $0Net Assets 2010: $483,7782010Assets 2011: $495,890Liabilities 2011: $02011Assets 2012: $525,670Liabilities 2012: $02012Assets 2013: $513,503Liabilities 2013: $02013Assets 2014: $559,096Liabilities 2014: $0Net Assets 2014: $559,0962014Assets 2015: $543,313Liabilities 2015: $02015Assets 2018: $565,319Liabilities 2018: $0Net Assets 2018: $565,3192018Assets 2019: $545,336Liabilities 2019: $0Net Assets 2019: $545,3362019Assets 2020: $537,225Liabilities 2020: $0Net Assets 2020: $537,2252020Assets 2021: $552,866Liabilities 2021: $0Net Assets 2021: $552,8662021Assets 2022: $513,890Liabilities 2022: $0Net Assets 2022: $513,8902022Assets 2023: $477,466Liabilities 2023: $0Net Assets 2023: $477,4662023Assets 2024: $478,237Liabilities 2024: $0Net Assets 2024: $478,2372024

Highlighted filing

2022

Assets$513,890
Liabilities$0
Net Assets$513,890
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KExpenses 2010: $16,4812010Revenue 2011: $29,628Expenses 2011: $17,516Net Income 2011: $12,1122011Revenue 2012: $48,340Expenses 2012: $18,560Net Income 2012: $29,7802012Revenue 2013: $50,150Expenses 2013: $62,317Net Income 2013: -$12,1672013Revenue 2014: $53,486Expenses 2014: $7,893Net Income 2014: $45,5932014Revenue 2015: $51,456Expenses 2015: $67,239Net Income 2015: -$15,7832015Revenue 2018: $30,432Expenses 2018: $46,009Net Income 2018: -$15,5772018Revenue 2019: $20,711Expenses 2019: $40,757Net Income 2019: -$20,0462019Revenue 2020: $26,339Expenses 2020: $34,490Net Income 2020: -$8,1512020Revenue 2021: $50,050Expenses 2021: $34,379Net Income 2021: $15,6712021Revenue 2022: $1,412Expenses 2022: $40,490Net Income 2022: -$39,0782022Revenue 2023: $1,676Expenses 2023: $38,248Net Income 2023: -$36,5722023Revenue 2024: $37,451Expenses 2024: $36,725Net Income 2024: $7262024

Highlighted filing

2022

Revenue$1,412
Expenses$40,490
Net Income-$39,078
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENTRAL BANK TRUSTTrustee-$1,920-$1,920
Filing and Contact Details

Filer

Filer Name
Elmo G Herron Trust Under Will
EIN
61-6289625
Phone
8592536222
Address
300 WEST VINE STREET 5TH FLOOR, LEXINGTON, KY 40507

Signing Officer

Name
Anna Hovekamp
Title
Trustee
Phone
8592536222
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
250 WEST MAIN STREET SUITE 2900, LEXINGTON, KY 40507
Preparer
John Copeland
Phone
8592531100
Raw XML Appendix355 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CENTRAL BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 WEST VINE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEXINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08592538106
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE & EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOPKINS COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02210 LAFFOON TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042431
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033137
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022545
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012037
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06647
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012037
OtherDecreasesSchedule/OtherDecreasesDetail/Amt074
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03770
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0176
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0218
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0218
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA HOVEKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08592536222
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELMO G HERRON TRUST UNDER WILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTRAL BANK AND TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0ELMO
ReturnHeader/Filer/EIN0616289625
ReturnHeader/Filer/PhoneNum08592536222
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 WEST VINE STREET 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 WEST MAIN STREET SUITE 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592531100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN COPELAND
ReturnHeader/ReturnTs02023-05-12T08:58:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOVEKAMP
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$513,890
Liabilities
$0
Net assets
$513,890
Revenue
$1,412
Expenses
$40,490
Net income
-$39,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.37$0.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.02$0.38$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.01$0.40$0.39
2021Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.50$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.26$0.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.21$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.30$0.46$0.16
2015Summary only. Only limited summary data is available for this year.$5.43$0.00$0.51$0.67$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.53$0.08$0.46
2013Summary only. Only limited summary data is available for this year.$5.14$0.00$0.50$0.62$0.12
2012Summary only. Only limited summary data is available for this year.$5.26$0.00$0.48$0.19$0.30
2011Summary only. Only limited summary data is available for this year.$4.96$0.00$0.30$0.18$0.12
2010Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.16