Civic Intelligence

Kittie Nash Groce Trust

990PF • Fiscal year 2018 • EIN 74-6226677

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

301 Dance DriveWest Columbia, TX 77486

(979) 345-4355

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$5,108,641

Up $60,945 (+1.2%) from 2017

Net Assets

Up

$5,108,641

Up $60,945 (+1.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$171,861

Up $18,076 (+12%) from 2017

Expenses

Down

$163,801

Down $162,321 (-50%) from 2017

Net Income

Up

$8,060

Up $180,397 (+105%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,394,440Liabilities 2010: $596Net Assets 2010: $1,393,8442010Assets 2011: $2,524,132Liabilities 2011: $0Net Assets 2011: $2,524,1322011Assets 2012: $2,934,156Liabilities 2012: $02012Assets 2013: $3,099,157Liabilities 2013: $0Net Assets 2013: $3,099,1572013Assets 2014: $3,680,333Liabilities 2014: $0Net Assets 2014: $3,680,3332014Assets 2015: $4,247,544Liabilities 2015: $02015Assets 2016: $4,041,444Liabilities 2016: $0Net Assets 2016: $4,041,4442016Assets 2017: $5,047,696Liabilities 2017: $0Net Assets 2017: $5,047,6962017Assets 2018: $5,108,641Liabilities 2018: $0Net Assets 2018: $5,108,6412018Assets 2019: $2,767,654Liabilities 2019: $0Net Assets 2019: $2,767,6542019Assets 2020: $4,746,010Liabilities 2020: $0Net Assets 2020: $4,746,0102020Assets 2021: $6,239,729Liabilities 2021: $0Net Assets 2021: $6,239,7292021Assets 2022: $6,558,712Liabilities 2022: $0Net Assets 2022: $6,558,7122022Assets 2023: $5,989,550Liabilities 2023: $0Net Assets 2023: $5,989,5502023Assets 2024: $4,942,129Liabilities 2024: $0Net Assets 2024: $4,942,1292024

Highlighted filing

2018

Assets$5,108,641
Liabilities$0
Net Assets$5,108,641

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $69,9722010Expenses 2011: $58,5672011Revenue 2012: $470,035Expenses 2012: $60,011Net Income 2012: $410,0242012Revenue 2013: $236,501Expenses 2013: $71,500Net Income 2013: $165,0012013Revenue 2014: $402,145Expenses 2014: $81,197Net Income 2014: $320,9482014Revenue 2015: $124,796Expenses 2015: $54,213Net Income 2015: $70,5832015Revenue 2016: $55,080Expenses 2016: $239,180Net Income 2016: -$184,1002016Revenue 2017: $153,785Expenses 2017: $326,122Net Income 2017: -$172,3372017Revenue 2018: $171,861Expenses 2018: $163,801Net Income 2018: $8,0602018Revenue 2019: $204,074Expenses 2019: $2,545,036Net Income 2019: -$2,340,9622019Revenue 2020: $2,743,379Expenses 2020: $765,025Net Income 2020: $1,978,3542020Revenue 2021: $2,196,111Expenses 2021: $702,585Net Income 2021: $1,493,5262021Revenue 2022: $1,181,145Expenses 2022: $862,162Net Income 2022: $318,9832022Revenue 2023: $342,005Expenses 2023: $911,167Net Income 2023: -$569,1622023Revenue 2024: $186,067Expenses 2024: $1,233,488Net Income 2024: -$1,047,4212024

Highlighted filing

2018

Revenue$171,861
Expenses$163,801
Net Income$8,060
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN DAMONTrustee-$0--
JOHN PHILLIPSTrustee-$0--
ROY LEDBETTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kittie Nash Groce Trust
EIN
74-6226677
Phone
9793454355
Address
301 Dance Drive, West Columbia, TX 77486

Signing Officer

Name
Roy Ledbetter
Title
Trustee
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Green & McElreath CPAs PLLC
Address
600 Travis St Ste 6150, Houston, TX 77002
Preparer
James B Ripple
Phone
7132281040
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN DAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROY LEDBETTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0301 DANCE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1301 DANCE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2301 DANCE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEST COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST COLUMBIA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277486
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0209683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0210284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0280500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0151409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0145014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0134144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt064051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04768230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04161862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03857572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02919490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03218933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02926945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0114000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.219875
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0114000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0114000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0114000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0402 Dance Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Columbia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077486
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John Phillips III
IRS990PF/StatementsRegardingActyGrp/PhoneNum09793453383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt157000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CENTRAL EMERGENCY MEDICAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COLUMBIA CHRISTIAN SENIOR CITIZEN C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 NORTH 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1629 EAST BERNARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177486
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0114000
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/AppliedToCurrentYearAmt01379
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0112621
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0237209
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0235830
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0112621
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt068954
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1147
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2513119
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt3234
LandEtcSchedule2/LandEtcGrp/BookValueAmt029399
LandEtcSchedule2/LandEtcGrp/BookValueAmt18039
LandEtcSchedule2/LandEtcGrp/BookValueAmt2117496
LandEtcSchedule2/LandEtcGrp/BookValueAmt32885
LandEtcSchedule2/LandEtcGrp/BookValueAmt4113842

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.19$1.23$1.05
2023Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.34$0.91$0.57
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$1.18$0.86$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$2.20$0.70$1.49
2020Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$2.74$0.77$1.98
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.20$2.55$2.34
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.17$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.15$0.33$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.06$0.24$0.18
2015Summary only. Only limited summary data is available for this year.$4.25$0.00$0.12$0.05$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.40$0.08$0.32
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.24$0.07$0.17
2012Summary only. Only limited summary data is available for this year.$2.93$0.00$0.47$0.06$0.41
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07