Civic Intelligence

Joseph L Weir Trust

990 • Fiscal year 2013 • EIN 62-6172822

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 25, 2014

Organization ProfileN/A
4104 Hillsboro Rd37215

(615) 383-3211

Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.68x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

39th percentile

$5,544

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

63rd percentile

10.0%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,656,451

Up $408,221 (+18%) from 2012

Net Assets

Up

$2,612,709

Up $404,627 (+18%) from 2012

Liabilities

Up

$43,742

Up $3,594 (+9.0%) from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin40th percentile

Revenue

Up

$64,775

Up $5,877 (+10.0%) from 2012

Expenses

Up

$64,775

Up $5,877 (+10.0%) from 2012

Net Income

Flat

$0

Flat from 2012

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,033,060Liabilities 2010: $35,160Net Assets 2010: $1,997,9002010Assets 2012: $2,248,230Liabilities 2012: $40,148Net Assets 2012: $2,208,0822012Assets 2013: $2,656,451Liabilities 2013: $43,742Net Assets 2013: $2,612,7092013Assets 2014: $2,737,861Liabilities 2014: $55,638Net Assets 2014: $2,682,2232014Assets 2015: $2,870,380Liabilities 2015: $59,033Net Assets 2015: $2,811,3472015Assets 2016: $3,123,497Liabilities 2016: $65,055Net Assets 2016: $3,058,4422016Assets 2017: $3,078,336Liabilities 2017: $68,617Net Assets 2017: $3,009,7192017Assets 2018: $2,489,703Liabilities 2018: $69,850Net Assets 2018: $2,419,8532018Assets 2019: $2,887,891Liabilities 2019: $75,912Net Assets 2019: $2,811,9792019Assets 2020: $2,754,857Liabilities 2020: $72,933Net Assets 2020: $2,681,9242020Assets 2021: $3,213,714Liabilities 2021: $72,920Net Assets 2021: $3,140,7942021Assets 2022: $3,246,266Liabilities 2022: $75,338Net Assets 2022: $3,170,9282022Assets 2023: $3,236,860Liabilities 2023: $69,860Net Assets 2023: $3,167,0002023Assets 2024: $3,565,381Liabilities 2024: $220,762Net Assets 2024: $3,344,6192024

Highlighted filing

2013

Assets$2,656,451
Liabilities$43,742
Net Assets$2,612,709
Open 2013 Filing

Operations Trend

Revenue Growth63rd percentile

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

$300K$200K$100K$0Expenses 2010: $52,6402010Revenue 2012: $58,898Expenses 2012: $58,898Net Income 2012: $02012Revenue 2013: $64,775Expenses 2013: $64,775Net Income 2013: $02013Revenue 2014: $77,900Expenses 2014: $77,900Net Income 2014: $02014Revenue 2015: $82,607Expenses 2015: $82,607Net Income 2015: $02015Revenue 2016: $88,708Expenses 2016: $88,708Net Income 2016: $02016Revenue 2017: $92,744Expenses 2017: $92,744Net Income 2017: $02017Revenue 2018: $94,640Expenses 2018: $94,640Net Income 2018: $02018Revenue 2019: $100,425Expenses 2019: $100,425Net Income 2019: $02019Revenue 2020: $97,542Expenses 2020: $97,542Net Income 2020: $02020Revenue 2021: $100,254Expenses 2021: $100,254Net Income 2021: $02021Revenue 2022: $102,697Expenses 2022: $102,697Net Income 2022: $02022Revenue 2023: $108,833Expenses 2023: $108,833Net Income 2023: $02023Revenue 2024: $274,423Expenses 2024: $274,423Net Income 2024: $02024

Highlighted filing

2013

Revenue$64,775
Expenses$64,775
Net Income$0
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 25, 2014
Return Version
2013v3.0
Gross Receipts
$64,778
Mission and Program Overview

Mission

The trust provides benefits to the national cosmetology association.

The trust was established to provide income benefits to the national cosmetology association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,208,082$2,612,709▲ $404,627
Investments Other Securities$1,064,671$1,504,651▲ $439,980
Investments in Publicly Traded Securities$809,901$855,560▲ $45,659
Savings and Temporary Cash Investments$359,962$269,644▼ $90,318
Cash and Non-Interest-Bearing Accounts$10,759$15,959▲ $5,200
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,248,230$2,656,451▲ $408,221
Other Assets Total$2,937$10,637▲ $7,700
Liabilities
Other Liabilities$40,148$43,742▲ $3,594
Total Liabilities$40,148$43,742▲ $3,594
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,208,082$2,612,709▲ $404,627
Total Liabilities and Net Assets / Fund Balance$2,248,230$2,656,451▲ $408,221

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$143,600--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger PrinceTrusteePT$5,544$5,544
William J WareTrustee-$2,772$2,772
William W ScottTrustee-$2,772$2,772
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,775
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$64,775
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$64,775
Total Revenue per Form 990
$64,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,742
Other Expenses$21,033
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,742--$43,742
Fees for Services Management$9,740--$9,740
Fees for Services Accounting$8,101--$8,101
Travel$1,944--$1,944
Office Expenses$594--$594
Other Expenses$15--$15
Total Functional Expenses$64,775$0$0$64,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$64,775
Total Expenses per Audited Statements$64,775
Total Expenses per Form 990$64,775
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-5582607-501(c)6Scholarships$43,742
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Beneficiary - Net Income Realized$43,742
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 11

“The form 990 is made available to the board for review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
62-6172822
Phone
6153833211

Signing Officer

Name
Roger Prince
Title
Trustee
Phone
9013246292
Signed
2014-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Prince
Formed
1983
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Sherry S Perry
Phone
9017612720
Raw XML Appendix334 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01944
IRS990/TravelGrp/TotalAmt01944
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104104 HILLSBORO RD
IRS990/USAddress/City0NASHVILLE
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037215
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER PRINCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09013246292
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOSEPH L WEIR TRUST CO ROGER PRICE
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0626172822
ReturnHeader/Filer/PhoneNum06153833211
ReturnHeader/Filer/USAddress/AddressLine104104 HILLSBORO RD
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101661 AARON BRENNER DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY S PERRY
ReturnHeader/ReturnTs02014-09-10T13:21:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,656,451
Liabilities
$43,742
Net assets
$2,612,709
Revenue
$64,775
Expenses
$64,775
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.22$3.34$0.27$0.27$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.07$3.17$0.11$0.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.08$3.17$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.07$3.14$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.68$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.08$2.81$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.07$2.42$0.09$0.09$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.07$3.01$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.12$0.07$3.06$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.06$2.81$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.06$2.68$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.04$2.61$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$2.25$0.04$2.21$0.06$0.06$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.04$2.00$0.05