Civic Intelligence

Jeanette B Mccay Irrevocable Trust

990PF • Fiscal year 2016 • EIN 65-6315837

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 24, 2017

PO Box 1111Englewood, FL 34295-1111

(941) 475-0202

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

26th percentile

-10.0%

Higher net margin than 26% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$10,691

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$789,672

Down $4,068 (-0.5%) from 2015

Net Assets

Down

$789,672

Down $4,068 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$40,855

Up $7,936 (+24%) from 2015

Expenses

Up

$44,923

Up $1,852 (+4.3%) from 2015

Net Income

Up

-$4,068

Up $6,084 (+60%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $788,860Liabilities 2010: $412Net Assets 2010: $788,4482010Assets 2011: $783,372Liabilities 2011: $4122011Assets 2012: $763,058Liabilities 2012: $4122012Assets 2013: $767,016Liabilities 2013: $0Net Assets 2013: $767,0162013Assets 2014: $804,561Liabilities 2014: $0Net Assets 2014: $804,5612014Assets 2015: $793,740Liabilities 2015: $0Net Assets 2015: $793,7402015Assets 2016: $789,672Liabilities 2016: $0Net Assets 2016: $789,6722016Assets 2017: $778,279Liabilities 2017: $0Net Assets 2017: $778,2792017Assets 2018: $775,093Liabilities 2018: $0Net Assets 2018: $775,0932018Assets 2019: $768,818Liabilities 2019: $0Net Assets 2019: $768,8182019Assets 2020: $759,688Liabilities 2020: $0Net Assets 2020: $759,6882020Assets 2021: $750,844Liabilities 2021: $12021Assets 2022: $736,468Liabilities 2022: $0Net Assets 2022: $736,4682022Assets 2023: $732,620Liabilities 2023: $12023

Highlighted filing

2016

Assets$789,672
Liabilities$0
Net Assets$789,672

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $34,6702010Revenue 2011: $30,980Expenses 2011: $35,238Net Income 2011: -$4,2582011Revenue 2012: $15,192Expenses 2012: $33,984Net Income 2012: -$18,7922012Revenue 2013: $40,402Expenses 2013: $36,032Net Income 2013: $4,3702013Revenue 2014: $79,574Expenses 2014: $43,315Net Income 2014: $36,2592014Revenue 2015: $32,919Expenses 2015: $43,071Net Income 2015: -$10,1522015Revenue 2016: $40,855Expenses 2016: $44,923Net Income 2016: -$4,0682016Revenue 2017: $31,686Expenses 2017: $43,079Net Income 2017: -$11,3932017Revenue 2018: $39,530Expenses 2018: $42,716Net Income 2018: -$3,1862018Revenue 2019: $37,136Expenses 2019: $43,411Net Income 2019: -$6,2752019Revenue 2020: $35,187Expenses 2020: $44,317Net Income 2020: -$9,1302020Revenue 2021: $36,197Expenses 2021: $44,569Net Income 2021: -$8,3722021Revenue 2022: $37,860Expenses 2022: $51,722Net Income 2022: -$13,8622022Revenue 2023: $42,233Expenses 2023: $45,521Net Income 2023: -$3,2882023

Highlighted filing

2016

Revenue$40,855
Expenses$44,923
Net Income-$4,068
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD B DEWITT AND ASSOCIATESTrustee-$10,691-$10,691
Filing and Contact Details

Filer

Filer Name
Jeanette B Mccay Irrevocavle Trust
EIN
65-6315837
Phone
9414750202
Address
PO BOX 1111, ENGLEWOOD, FL 34295-1111

Signing Officer

Name
Donald B Dewitt and Associates
Title
Trustee
Phone
9414750202
Signed
2017-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046889
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046889
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046889
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047245
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/DistributableAmountGrp/TotalTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0356
IRS990PF/FMVAssetsEOYAmt0908127
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0201
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0793740
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt071547
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0125143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0182313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0197431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0417531
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0399021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0508386
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0160226
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0160226
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0152875
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0793740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0908127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0793740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0793740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt019092
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt019092
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020415
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0959297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt045565
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0913732
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047245
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0944908
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0959297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD B DEWITT AND ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034295
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt029974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt029786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt029841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.031722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.026838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0944908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0793740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0922147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0814323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0787966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.126888
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032097
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032453
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0356
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032453
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DON DEWITT ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0579 S INDIANA AVE STE B-2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENGLEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034223
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09414750202
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0102 PROSPECT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014853
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032453
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/AppliedToCurrentYearAmt032453
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046889
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032453
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014436
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GLAXOSMITHKLINE INV FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/Amt1223
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.33$0.00$0.42$0.46$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.36$0.00$7.36$0.38$0.52$0.14
2021Summary only. Only limited summary data is available for this year.$7.51$0.00$0.36$0.45$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.35$0.44$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.69$0.00$7.69$0.37$0.43$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$0.40$0.43$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$0.32$0.43$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.41$0.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.33$0.43$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.80$0.43$0.36
2013Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.40$0.36$0.04
2012Summary only. Only limited summary data is available for this year.$7.63$0.00$0.15$0.34$0.19
2011Summary only. Only limited summary data is available for this year.$7.83$0.00$0.31$0.35$0.04
2010Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.88$0.35