Civic Intelligence

Jeanette B Mccay Irrevocable Trust

990PF • Fiscal year 2018 • EIN 65-6315837

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

25th percentile

-8.1%

Higher net margin than 25% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$11,946

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$775,093

Down $3,186 (-0.4%) from 2017

Net Assets

Down

$775,093

Down $3,186 (-0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin25th percentile

Revenue

Up

$39,530

Up $7,844 (+25%) from 2017

Expenses

Down

$42,716

Down $363 (-0.8%) from 2017

Net Income

Up

-$3,186

Up $8,207 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$775,093
Liabilities$0
Net Assets$775,093
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$39,530
Expenses$42,716
Net Income-$3,186
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD B DEWITT AND ASSOCIATESTrustee-$11,946-$11,946
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
2019-03-06

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
Raw XML Appendix268 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0325991
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt019092
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239767
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3186
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0775093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0778279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0775093
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047979
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047979
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0358
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0358
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044590
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0372058
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0160226
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0966739
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt013670
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047979
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029470
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034309
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015800
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD B DEWITT AND ASSOCIATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414750202
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-06
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/AtSubmissionCreationDeviceId0FA3463838DF3C9BECD8325E08ECB226E2301C8B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034966950C0FA5538C1DF343E326E4FA816957CDC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:38:57
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/PreparationDt02019-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEJANDRA JUFFE
ReturnHeader/ReturnTs02019-03-13T07:38:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,093
Liabilities
$0
Net assets
$775,093
Revenue
$39,530
Expenses
$42,716
Net income
-$3,186
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
2018Detailed filing. Detailed filing data is available for this year.$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
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