Civic Intelligence

The Kendall Berry Charitable Trust

990PF • Fiscal year 2015 • EIN 62-6384064

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 15, 2016

Organization Profile
816 Sneed Road WestFranklin, TN 37069-7030

(615) 373-8584

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

2.2%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$534,221

Up $11,578 (+2.2%) from 2014

Net Assets

Up

$534,221

Up $11,578 (+2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin60th percentile

Revenue

Up

$48,124

Up $12,895 (+37%) from 2014

Expenses

Up

$44,693

Up $2,791 (+6.7%) from 2014

Net Income

Up

$3,431

Up $10,104 (+151%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $576,829Liabilities 2010: $0Net Assets 2010: $576,8292010Assets 2011: $569,013Liabilities 2011: $0Net Assets 2011: $569,0132011Assets 2012: $576,565Liabilities 2012: $0Net Assets 2012: $576,5652012Assets 2013: $566,385Liabilities 2013: $0Net Assets 2013: $566,3852013Assets 2014: $522,643Liabilities 2014: $0Net Assets 2014: $522,6432014Assets 2015: $534,221Liabilities 2015: $0Net Assets 2015: $534,2212015Assets 2016: $514,940Liabilities 2016: $0Net Assets 2016: $514,9402016Assets 2017: $498,146Liabilities 2017: $0Net Assets 2017: $498,1462017Assets 2018: $486,121Liabilities 2018: $0Net Assets 2018: $486,1212018Assets 2019: $536,369Liabilities 2019: $0Net Assets 2019: $536,3692019Assets 2020: $557,692Liabilities 2020: $0Net Assets 2020: $557,6922020Assets 2021: $1,050,469Liabilities 2021: $0Net Assets 2021: $1,050,4692021Assets 2022: $1,039,806Liabilities 2022: $0Net Assets 2022: $1,039,8062022Assets 2023: $971,114Liabilities 2023: $12023

Highlighted filing

2015

Assets$534,221
Liabilities$0
Net Assets$534,221
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $34,8792010Expenses 2011: $37,1622011Expenses 2012: $38,9122012Revenue 2013: $32,192Expenses 2013: $42,616Net Income 2013: -$10,4242013Revenue 2014: $35,229Expenses 2014: $41,902Net Income 2014: -$6,6732014Revenue 2015: $48,124Expenses 2015: $44,693Net Income 2015: $3,4312015Revenue 2016: $25,358Expenses 2016: $44,140Net Income 2016: -$18,7822016Revenue 2017: $32,140Expenses 2017: $48,934Net Income 2017: -$16,7942017Revenue 2018: $37,124Expenses 2018: $49,149Net Income 2018: -$12,0252018Revenue 2019: $101,233Expenses 2019: $50,985Net Income 2019: $50,2482019Revenue 2020: $71,908Expenses 2020: $50,585Net Income 2020: $21,3232020Revenue 2021: $537,534Expenses 2021: $44,757Net Income 2021: $492,7772021Revenue 2022: $33,512Expenses 2022: $44,175Net Income 2022: -$10,6632022Revenue 2023: -$18,293Expenses 2023: $50,399Net Income 2023: -$68,6922023

Highlighted filing

2015

Revenue$48,124
Expenses$44,693
Net Income$3,431
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN BERRYTrustee-$0--
PRENTISS W BERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kendall Berry Charitable Trust
EIN
62-6384064
Address
816 SNEED ROAD WEST, FRANKLIN, TN 37069-7030

Signing Officer

Name
Alan Berry
Title
Trustee
Phone
6153738584
Signed
2016-04-15
Discuss with paid preparer
Yes

Preparer

Firm
THOMAS SPEIGHT & NOBLE CPA'S
Address
420 W WALNUT ST, BLYTHEVILLE, AR 72315-2726
Preparer
Kenneth B Thomas
Phone
8707625831
Raw XML Appendix333 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/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN BERRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0816 SNEED ROAD WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRANKLIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037069
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153738584
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LISTING ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0816 ANEED ROAD WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037069
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043605
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042570
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03915
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01167
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043605
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01035
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02880
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0700
OtherDecreasesSchedule/OtherDecreasesDetail/Amt140
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 ESTIMATED TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12014 BALANCE TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08888
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CORRECT STOCK BASIS
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153738584
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL BERRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0626384064
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 SNEED ROAD WEST
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370697030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710657716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS SPEIGHT & NOBLE CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 W WALNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLYTHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0723152726
ReturnHeader/PreparerPersonGrp/PhoneNum08707625831
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH B THOMAS
ReturnHeader/ReturnTs02016-05-09T08:25:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,221
Liabilities
$0
Net assets
$534,221
Revenue
$48,124
Expenses
$44,693
Net income
$3,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.97$0.00$0.02$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.54$0.04$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.07$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.10$0.05$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.04$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.05$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03