Civic Intelligence

Maynard Blackard Charitable Trust First National Bank Trustee

990PF • Fiscal year 2018 • EIN 73-6361109

Jun 01, 2017 to May 31, 2018 • Filed on Aug 02, 2018

P O Box 7Fort Smith, AR 72902

(479) 788-4340

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$4,576

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Down

$2,086,756

Down $252,262 (-11%) from 2016

Net Assets

Down

$2,086,756

Down $252,262 (-11%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue

Up

$250,777

Up $100,894 (+67%) from 2016

Expenses

Down

$422,873

Down $94,694 (-18%) from 2016

Net Income

Up

-$172,096

Up $195,588 (+53%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,653,835Liabilities 2012: $0Net Assets 2012: $2,653,8352012Assets 2013: $2,858,115Liabilities 2013: $1Net Assets 2013: $2,858,1152013Assets 2014: $2,785,570Liabilities 2014: $1Net Assets 2014: $2,785,5702014Assets 2015: $2,706,702Liabilities 2015: $1Net Assets 2015: $2,706,7022015Assets 2016: $2,339,018Liabilities 2016: $1Net Assets 2016: $2,339,0182016Assets 2018: $2,086,756Liabilities 2018: $0Net Assets 2018: $2,086,7562018Assets 2019: $1,720,351Liabilities 2019: $0Net Assets 2019: $1,720,3512019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$2,086,756
Liabilities$0
Net Assets$2,086,756

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $535,0142012Revenue 2013: $376,980Expenses 2013: $172,700Net Income 2013: $204,2802013Revenue 2014: $136,981Expenses 2014: $209,526Net Income 2014: -$72,5452014Revenue 2015: $117,653Expenses 2015: $196,521Net Income 2015: -$78,8682015Revenue 2016: $149,883Expenses 2016: $517,567Net Income 2016: -$367,6842016Revenue 2018: $250,777Expenses 2018: $422,873Net Income 2018: -$172,0962018Revenue 2019: $192,226Expenses 2019: $558,642Net Income 2019: -$366,4162019Revenue 2020: $79,362Expenses 2020: $1,799,723Net Income 2020: -$1,720,3612020

Highlighted filing

2018

Revenue$250,777
Expenses$422,873
Net Income-$172,096
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 2, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,576-$4,576
Filing and Contact Details

Filer

Filer Name
Maynard Blackard Charitable Trust
EIN
73-6361109
Phone
4797884340
Address
P O BOX 7, FORT SMITH, AR 72902

Signing Officer

Name
First National Bank
Title
Trustee
Phone
4797884342
Signed
2018-08-02

Preparer

Firm
Przybysz & Associates Cpas Pc
Address
4200 JENNY LIND RD STE B, FORT SMITH, AR 72901
Preparer
John Przybysz CPA
Phone
4796490888
Raw XML Appendix378 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF AMERICA CORP 2.6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK OF NEW YORK MELLON 2.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BERKSHIRE HATHAWAY INC 3.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CHEVRON CORP 1.79%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CISCO SYSTEMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COLGATE-PALMOLIVE CO 1.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8COSTCO WHSL CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY INTL DISCOVERY FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1T ROWE PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD STK MKT INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD 500 INDEX
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03004624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02986843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03258212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03412216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03307962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03027989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0408176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.366049
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0405815
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0408176
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02361
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0408176
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 7
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT SMITH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04797884340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt062378
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1279998
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FORT SMITH BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEBASTIAN COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04905 NORTH O STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 10953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 11495
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd272917
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0404773
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/AppliedToCurrentYearAmt0147870
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0339168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0638722
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0260306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0339168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017614
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0408176
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0260306
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0653796
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0393490
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012433
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09946
TaxesSchedule/TaxesDetail/Amt01091
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01091
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04797884342
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAYNARD BLACKARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST NATIONAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MAYN
ReturnHeader/Filer/EIN0736361109
ReturnHeader/Filer/PhoneNum04797884340
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 7
ReturnHeader/Filer/USAddress/CityNm0FORT SMITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084DABF8F88F1F256A6DD6A235194C0D0E6429AC7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId052C6E7457AF51357A2FEC8CA22AB5D4D25D241D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.205.197.34
ReturnHeader/FilingSecurityInformation/IPDt02018-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:54:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202759879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRZYBYSZ & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 JENNY LIND RD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT SMITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072901
ReturnHeader/PreparerPersonGrp/PhoneNum04796490888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PRZYBYSZ CPA
ReturnHeader/ReturnTs02018-08-02T15:54:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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