Civic Intelligence

Emily Jones Pointer Gift Trust

990 • Fiscal year 2015 • EIN 64-6152964

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

PO Box 690Batesville, MS 38606

(662) 563-9311

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

1.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

3rd percentile

-94%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

31st percentile

-3.3%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$712,350

Down $24,444 (-3.3%) from 2014

Net Assets

Down

$678,083

Down $22,822 (-3.3%) from 2014

Liabilities

Down

$34,267

Down $1,622 (-4.5%) from 2014

Revenue

Down

$24,188

Down $6,644 (-22%) from 2014

Expenses

Down

$47,010

Down $1,729 (-3.5%) from 2014

Net Income

Down

-$22,822

Down $4,915 (-27%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $816,389Liabilities 2010: $4,024Net Assets 2010: $812,3652010Assets 2011: $821,162Liabilities 2011: $34,297Net Assets 2011: $786,8652011Assets 2012: $786,546Liabilities 2012: $33,572Net Assets 2012: $752,9742012Assets 2013: $753,860Liabilities 2013: $35,048Net Assets 2013: $718,8122013Assets 2014: $736,794Liabilities 2014: $35,889Net Assets 2014: $700,9052014Assets 2015: $712,350Liabilities 2015: $34,267Net Assets 2015: $678,0832015Assets 2016: $684,240Liabilities 2016: $28,697Net Assets 2016: $655,5432016Assets 2017: $670,862Liabilities 2017: $29,004Net Assets 2017: $641,8582017Assets 2018: $661,532Liabilities 2018: $30,356Net Assets 2018: $631,1762018Assets 2019: $637,914Liabilities 2019: $26,518Net Assets 2019: $611,3962019Assets 2020: $608,435Liabilities 2020: $28,804Net Assets 2020: $579,6312020Assets 2021: $612,428Liabilities 2021: $21,520Net Assets 2021: $590,9082021Assets 2022: $598,725Liabilities 2022: $27,044Net Assets 2022: $571,6812022Assets 2023: $583,164Liabilities 2023: $22,786Net Assets 2023: $560,3782023Assets 2024: $571,457Liabilities 2024: $26,462Net Assets 2024: $544,9952024

Highlighted filing

2015

Assets$712,350
Liabilities$34,267
Net Assets$678,083

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $17,9112010Expenses 2011: $47,4552011Revenue 2012: $19,357Expenses 2012: $53,248Net Income 2012: -$33,8912012Revenue 2013: $14,255Expenses 2013: $48,417Net Income 2013: -$34,1622013Revenue 2014: $30,832Expenses 2014: $48,739Net Income 2014: -$17,9072014Revenue 2015: $24,188Expenses 2015: $47,010Net Income 2015: -$22,8222015Revenue 2016: $21,209Expenses 2016: $43,749Net Income 2016: -$22,5402016Revenue 2017: $30,558Expenses 2017: $44,243Net Income 2017: -$13,6852017Revenue 2018: $35,539Expenses 2018: $46,221Net Income 2018: -$10,6822018Revenue 2019: $21,712Expenses 2019: $41,492Net Income 2019: -$19,7802019Revenue 2020: $11,140Expenses 2020: $42,905Net Income 2020: -$31,7652020Revenue 2021: $49,613Expenses 2021: $38,336Net Income 2021: $11,2772021Revenue 2022: $26,353Expenses 2022: $45,580Net Income 2022: -$19,2272022Revenue 2023: $27,512Expenses 2023: $38,815Net Income 2023: -$11,3032023Revenue 2024: $27,414Expenses 2024: $42,797Net Income 2024: -$15,3832024

Highlighted filing

2015

Revenue$24,188
Expenses$47,010
Net Income-$22,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 15, 2016
Return Version
2015v2.1
Gross Receipts
$268,930
Mission and Program Overview

Mission

To support 501c3 organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$700,905$678,083▼ $22,822
Investments Other Securities$587,812$366,633▼ $221,179
Investments in Publicly Traded Securities$140,231$333,190▲ $192,959
Cash and Non-Interest-Bearing Accounts$8,751$12,527▲ $3,776
Total Assets$736,794$712,350▼ $24,444
Liabilities
Other Liabilities$35,889$34,267▼ $1,622
Total Liabilities$35,889$34,267▼ $1,622
Net Assets / Fund Balance
Total Net Assets Fund Balance$700,905$678,083▼ $22,822
Total Liabilities and Net Assets / Fund Balance$736,794$712,350▼ $24,444

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$90,183--
Compensation and Service Providers

Board Members and Trustees

NameTitle
First Security BankTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,188
Other Revenue
$0
Change in Net Assets
$-22,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,552
Salaries, Compensation, and Employee Benefits$6,458
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$39,322--$39,322
Current Officers, Directors, Trustees, and Key Employees-$6,458-$6,458
Fees for Services Accounting-$1,230-$1,230
Total Functional Expenses$39,322$7,688$0$47,010
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
Distributions Payable$34,267
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 governing body review Part VI line 11

Form 990 will be provided to the trustee for review before filing. Further, it will be available upon request for the supported organizations.

Governing documents etc available to public Part VI line 19

Financial statements are made available upon request from the supported organizations.

Filing and Contact Details

Filer

Filer Name
Emily Jones Pointer Gift Trust
EIN
64-6152964
Address
PO BOX 690, BATESVILLE, MS 38606

Signing Officer

Name
First Security Bank
Title
Trust Officer
Phone
6625639311
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ms
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
William H Polk and Co Cpas
Address
105 PUBLIC SQUARE, Batesville, MS 38606
Preparer
Mickey Aldridge
Phone
6625638661
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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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4METHODIST CHILDRENS HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5MILLSAPS COLLEGE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DISTRIBUTIONS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt091587
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt191588
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt293275
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt390183
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHORT TERM GOVERNMENT PORTFOLIO
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DFA 1 YEAR FIXED
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DFA 2 YEAR GLOBAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DFA 5 YEAR GLOBAL
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE PROVIDED TO THE TRUSTEE FOR REVIEW BEFORE FILING. FURTHER, IT WILL BE AVAILABLE UPON REQUEST FOR THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FROM THE SUPPORTED ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06625639311
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILY JONES POINTER GIFT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0646152964
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 690
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640641856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM H POLK AND CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 PUBLIC SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Batesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038606
ReturnHeader/PreparerPersonGrp/PhoneNum06625638661
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICKEY ALDRIDGE
ReturnHeader/ReturnTs02016-04-16T08:07:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.26$5.45$0.27$0.43$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.23$5.60$0.28$0.39$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.27$5.72$0.26$0.46$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.12$0.22$5.91$0.50$0.38$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.08$0.29$5.80$0.11$0.43$0.32
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.27$6.11$0.22$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.30$6.31$0.36$0.46$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.29$6.42$0.31$0.44$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.84$0.29$6.56$0.21$0.44$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.34$6.78$0.24$0.47$0.23
2014Detailed filing. Detailed filing data is available for this year.$7.37$0.36$7.01$0.31$0.49$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.54$0.35$7.19$0.14$0.48$0.34
2012Summary only. Only limited summary data is available for this year.$7.87$0.34$7.53$0.19$0.53$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.34$7.87$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.04$8.12$0.18