Civic Intelligence

Jeanette B Mccay Irrevocable Trust

990PF • Fiscal year 2017 • EIN 65-6315837

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 14, 2018

Organization Profile
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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$11,373

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$778,279

Down $11,393 (-1.4%) from 2016

Net Assets

Down

$778,279

Down $11,393 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin11th percentile

Revenue

Down

$31,686

Down $9,169 (-22%) from 2016

Expenses

Down

$43,079

Down $1,844 (-4.1%) from 2016

Net Income

Down

-$11,393

Down $7,325 (-180%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2017

Assets$778,279
Liabilities$0
Net Assets$778,279
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

2017

Revenue$31,686
Expenses$43,079
Net Income-$11,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD B DEWITT AND ASSOCIATESTrustee-$11,373-$11,373
Filing and Contact Details

Filer

Filer Name
Jeanette B Mccay Irrevocable 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
2018-03-14
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
Raw XML Appendix277 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22005-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0GE CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1JP MORGAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2XEROX CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt010383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt115341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt06876
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt115000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-3507
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BURLINGTON NORTH SANTA FE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BERKSHIRE HATHAWAY FINANCE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4WAL MART STORES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5METLIFE INC 5.25% FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PHILLIPS 66 SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7AT &T
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt118562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt219139
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt314971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt423090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt59971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt622531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt724668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0372058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt019092
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt020148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt065000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt155171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FRANKLIN INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PIMCO INCOME C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PIMCO INCOME A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025404
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-3846
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010128
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-3846
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031686
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt035532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011373
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025404
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11393
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021890
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3846
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035532
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt035532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013029
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11393
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0778279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0789672
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0778279
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092411
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092411
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092411
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093122
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0711
IRS990PF/DistributableAmountGrp/TotalTaxAmt0711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0724
IRS990PF/FMVAssetsEOYAmt020148
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt044590
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0182313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0182313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0399021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0372058
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0160226
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0160226
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0778279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0778279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0778279
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0789672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0778279
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt019092
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt019092
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020148
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01890807
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0905332
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028362
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0945403
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093122
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01862445
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01890807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011373
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/AdjNetVlNoncharitableAssetsAmt060852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt029786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.026838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01862445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0944908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0793740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0922147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0814323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.130692
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030050
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030050
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/Amt030050
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/TotalGrantOrContriPdDurYrAmt030050
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/AppliedToCurrentYearAmt015614
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092411
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030050
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076797
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014436
TaxesSchedule/TaxesDetail/Amt0356
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD B DEWITT AND ASSOCIATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414750202
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEANETTE B MCCAY IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0656315837
ReturnHeader/Filer/PhoneNum09414750202
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1111
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342951111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01C196688A2CA714784FDFFC8C264CC80F338CE36
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:04:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273958690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEJANDRA M JUFFE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 PINE ST STE 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342234457
ReturnHeader/PreparerPersonGrp/PhoneNum09414757937
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEJANDRA JUFFE
ReturnHeader/ReturnTs02018-03-21T11:04:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$778,279
Liabilities
$0
Net assets
$778,279
Revenue
$31,686
Expenses
$43,079
Net income
-$11,393
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
2017Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.32$0.43$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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