Civic Intelligence

Robert H Yoe III Charitable Trust

990PF • Fiscal year 2013 • EIN 63-6188780

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

7823 Stonehenge Drive37421

(423) 499-8758

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$70,230

Down $18,044 (-20%) from 2012

Net Assets

Down

$70,230

Down $18,044 (-20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$75,727

No earlier filing loaded for comparison.

Expenses

Down

$93,771

Down $3,044 (-3.1%) from 2012

Net Income

-$18,044

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $203,770Liabilities 2011: $0Net Assets 2011: $203,7702011Assets 2012: $88,274Liabilities 2012: $0Net Assets 2012: $88,2742012Assets 2013: $70,230Liabilities 2013: $0Net Assets 2013: $70,2302013Assets 2014: $16,297Liabilities 2014: $0Net Assets 2014: $16,2972014Assets 2015: $1,135Liabilities 2015: $0Net Assets 2015: $1,1352015Assets 2016: $10,592Liabilities 2016: $0Net Assets 2016: $10,5922016Assets 2017: $5,920Liabilities 2017: $0Net Assets 2017: $5,9202017Assets 2018: $247,069Liabilities 2018: $0Net Assets 2018: $247,0692018Assets 2019: $232,816Liabilities 2019: $0Net Assets 2019: $232,8162019Assets 2020: $175,080Liabilities 2020: $0Net Assets 2020: $175,0802020Assets 2021: $81,648Liabilities 2021: $0Net Assets 2021: $81,6482021Assets 2022: $34,173Liabilities 2022: $0Net Assets 2022: $34,1732022Assets 2023: $60,609Liabilities 2023: $0Net Assets 2023: $60,6092023Assets 2024: $523,035Liabilities 2024: $500,000Net Assets 2024: $23,0352024

Highlighted filing

2013

Assets$70,230
Liabilities$0
Net Assets$70,230

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $110,4842011Expenses 2012: $96,8152012Revenue 2013: $75,727Expenses 2013: $93,771Net Income 2013: -$18,0442013Revenue 2014: $20,327Expenses 2014: $74,260Net Income 2014: -$53,9332014Revenue 2015: $69,914Expenses 2015: $83,072Net Income 2015: -$13,1582015Revenue 2016: $71,001Expenses 2016: $61,544Net Income 2016: $9,4572016Revenue 2017: $44,000Expenses 2017: $48,672Net Income 2017: -$4,6722017Revenue 2018: $250,367Expenses 2018: $10,570Net Income 2018: $239,7972018Revenue 2019: $1,042Expenses 2019: $16,310Net Income 2019: -$15,2682019Revenue 2020: $62Expenses 2020: $57,798Net Income 2020: -$57,7362020Revenue 2021: $25,030Expenses 2021: $93,433Net Income 2021: -$68,4032021Revenue 2022: $25,054Expenses 2022: $124,881Net Income 2022: -$99,8272022Revenue 2023: $85,000Expenses 2023: $58,564Net Income 2023: $26,4362023Revenue 2024: $76Expenses 2024: $37,650Net Income 2024: -$37,5742024

Highlighted filing

2013

Revenue$75,727
Expenses$93,771
Net Income-$18,044
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT YOE IIITrusteePT$0--
BETH YOETrusteePT$0--
Filing and Contact Details

Filer

EIN
63-6188780

Signing Officer

Name
Robert H Yoe Iii
Title
Trustee
Phone
4234998758
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Steve Newlin CPA
Phone
4236485095
Raw XML Appendix258 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT YOE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH YOE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
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ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H YOE III
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ReturnHeader/BusinessOfficerGrp/PhoneNum04234998758
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10YOE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0YOEC
ReturnHeader/Filer/EIN0636188780
ReturnHeader/Filer/USAddress/AddressLine107823 STONEHENGE DRIVE
ReturnHeader/Filer/USAddress/City0CHATTANOOGA
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037421
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205679183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NEWLIN AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106116 SHALLOWFORD RD SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037421
ReturnHeader/PreparerPersonGrp/PhoneNum04236485095
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE NEWLIN CPA
ReturnHeader/ReturnTs02014-05-13T10:41:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$5.00$0.23$0.00$0.38$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.85$0.59$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.25$1.25$1.00
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.25$0.93$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.00$0.58$0.58
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.01$0.16$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$2.50$0.11$2.40
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.44$0.49$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.71$0.62$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.70$0.83$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.20$0.74$0.54
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.76$0.94$0.18
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.97
2011Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.10