Civic Intelligence

Elmo G Herron Trust Under Will

990PF • Fiscal year 2023 • EIN 61-6289625

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-2182%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,398

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 83.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$477,466

Down $36,424 (-7.1%) from 2022

Net Assets

Down

$477,466

Down $36,424 (-7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$1,676

Up $264 (+19%) from 2022

Expenses

Down

$38,248

Down $2,242 (-5.5%) from 2022

Net Income

Up

-$36,572

Up $2,506 (+6.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$477,466
Liabilities$0
Net Assets$477,466
Open 2023 Filing

Operations Trend

Revenue Growth65th 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

2023

Revenue$1,676
Expenses$38,248
Net Income-$36,572
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENTRAL BANK TRUSTTrustee-$1,398-$1,398
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
2024-05-09
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 Appendix351 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/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/Amt029192
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/TotalGrantOrContriPdDurYrAmt029192
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/AppliedToCurrentYearAmt023870
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06647
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03615
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06647
OtherDecreasesSchedule/OtherDecreasesDetail/Amt018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05590
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0166
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0287
TaxesSchedule/TaxesDetail/Amt1456
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0287
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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/SignatureDt02024-05-09
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN COPELAND
ReturnHeader/ReturnTs02024-05-13T09:19:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOVEKAMP
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,466
Liabilities
$0
Net assets
$477,466
Revenue
$1,676
Expenses
$38,248
Net income
-$36,572
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