Civic Intelligence

Joseph L Weir Trust

990 • Fiscal year 2017 • EIN 62-6172822

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization ProfileN/A
4308 Castleman CourtNashville, TN 37215

(615) 383-3211

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.74x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$6,623

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.5%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,078,336

Down $45,161 (-1.4%) from 2016

Net Assets

Down

$3,009,719

Down $48,723 (-1.6%) from 2016

Liabilities

Up

$68,617

Up $3,562 (+5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin39th percentile

Revenue

Up

$92,744

Up $4,036 (+4.5%) from 2016

Expenses

Up

$92,744

Up $4,036 (+4.5%) from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2017

Assets$3,078,336
Liabilities$68,617
Net Assets$3,009,719
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$92,744
Expenses$92,744
Net Income$0
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$92,744
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$3,058,442$3,009,719▼ $48,723
Investments Other Securities$2,010,534$2,159,253▲ $148,719
Investments in Publicly Traded Securities$960,481$765,520▼ $194,961
Savings and Temporary Cash Investments$110,189$107,885▼ $2,304
Cash and Non-Interest-Bearing Accounts$32,718$36,820▲ $4,102
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,123,497$3,078,336▼ $45,161
Other Assets Total$9,575$8,858▼ $717
Liabilities
Other Liabilities$65,055$67,886▲ $2,831
Accounts Payable and Accrued Expenses-$731-
Total Liabilities$65,055$68,617▲ $3,562
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,058,442$3,009,719▼ $48,723
Total Liabilities and Net Assets / Fund Balance$3,123,497$3,078,336▼ $45,161

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$189,530--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger PrinceTrusteePT$6,623$6,623
William J WareTrustee-$3,312$3,312
William W ScottTrustee-$3,312$3,312
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$92,744
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,744
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$92,744
Total Revenue per Form 990
$92,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,886
Other Expenses$24,858
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,886--$67,886
Fees for Services Management$13,276--$13,276
Fees for Services Accounting$9,285--$9,285
Travel$1,588--$1,588
Interest$456--$456
Office Expenses$172--$172
Other Expenses$81--$81
Total Functional Expenses$92,744$0$0$92,744

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$92,744
Total Expenses per Audited Statements$92,744
Total Expenses per Form 990$92,744
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Cosmetology AssociationScottsdale, AZ-Scholarships$67,886
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$67,886
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 11B

“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

Filer Name
Joseph L Weir Trust
EIN
62-6172822
Phone
6153833211
Address
4308 CASTLEMAN COURT, NASHVILLE, TN 37215

Signing Officer

Name
Roger Prince
Title
Trustee
Phone
9013246292
Signed
2018-05-10
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

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DRIVE SUITE 300, MEMPHIS, TN 38120
Preparer
Benjamin D Collins
Phone
9017612720
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The modified cash method of accounting is used to prepare the 990.”

Raw XML AppendixShowing 400 of 445 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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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03113922
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0144705
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0142907
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02924773
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02971015
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt046042
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt046709
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03023436
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03067213
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0105820
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0107352
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03069478
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03113922
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0105820
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0107352
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067886
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL COSMETOLOGY ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt067886
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt092744
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BENEFICIARY - NET INCOME REALIZED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0191950
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1334560
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2194400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3193056
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4211300
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5181550
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6179880
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7155520
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8169927
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9157580
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10189530
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GENERAL ELECTRIC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXXON CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AT&T INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3KIMBERLY CLARK
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PHILLIP MORRIS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5WALGREENS BOOTS ALLIANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc6PEPSICO
IRS990ScheduleD/OtherSecuritiesGrp/Desc7KRAFT HEINZ COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/Desc8HALLIBURTON (HAL)
IRS990ScheduleD/OtherSecuritiesGrp/Desc9CATERPILLAR INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc10HOME DEPOT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt092744
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02159253
IRS990ScheduleD/TotalExpensesPerForm990Amt092744
IRS990ScheduleD/TotalLiabilityAmt067886
IRS990ScheduleD/TotalRevenuePerForm990Amt092744
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt092744
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt092744
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt067886
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL COSMETOLOGY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0135582607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015825 N 71ST ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SCOTTSDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085254
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MODIFIED CASH METHOD OF ACCOUNTING IS USED TO PREPARE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03123497
IRS990/TotalAssetsEOYAmt03078336
IRS990/TotalAssetsGrp/BOYAmt03123497
IRS990/TotalAssetsGrp/EOYAmt03078336
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt092744
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065055
IRS990/TotalLiabilitiesEOYAmt068617
IRS990/TotalLiabilitiesGrp/BOYAmt065055
IRS990/TotalLiabilitiesGrp/EOYAmt068617
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03058442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03009719
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt092744
IRS990/TotalReportableCompFromOrgAmt013247
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt092744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092744
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03078336
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01588
IRS990/TravelGrp/TotalAmt01588
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,078,336
Liabilities
$68,617
Net assets
$3,009,719
Revenue
$92,744
Expenses
$92,744
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