Civic Intelligence

Robert Posey Jr Revocable Trust

990PF • Fiscal year 2017 • EIN 74-6280780

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 24, 2018

P O Box 1372Alpine, TX 79831

(432) 940-5544

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

5267%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$100,496

Down $221,526 (-69%) from 2016

Net Assets

Down

$100,496

Down $221,526 (-69%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

-$4,980

Down $24,194 (-126%) from 2016

Expenses

Up

$257,313

Up $200,073 (+350%) from 2016

Net Income

Down

-$262,293

Down $224,267 (-590%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $322,022Liabilities 2016: $0Net Assets 2016: $322,0222016Assets 2017: $100,496Liabilities 2017: $0Net Assets 2017: $100,4962017

Highlighted filing

2017

Assets$100,496
Liabilities$0
Net Assets$100,496

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2016: $19,214Expenses 2016: $57,240Net Income 2016: -$38,0262016Revenue 2017: -$4,980Expenses 2017: $257,313Net Income 2017: -$262,2932017

Highlighted filing

2017

Revenue-$4,980
Expenses$257,313
Net Income-$262,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 24, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT STOVELLTrustee-$0--
PETE PETERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert Posey Jr Revocable Trust
EIN
74-6280780
Phone
4329405544
Address
P O BOX 1372, ALPINE, TX 79831

Signing Officer

Name
Bob Stovell
Title
Trustee
Phone
4328375312
Signed
2018-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Pace & Associates Cpas LLC
Address
P O BOX 809, ALPINE, TX 79831
Preparer
John F Pace
Phone
4328373371
Raw XML Appendix327 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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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355297
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0245582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076520
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250665
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0245582
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0355297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109715
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ROBERT POSEY CHARITABLE TRUST HAS ELECTED TO DISTRIBUTE ITS ASSETS TO THE PERMIAN BASIN AREA FOUNDATION FOR THEM TO FULFILL THE DONATIVE INTENT OF ROBERT POSEY AT A LESSER COST OF ADMINSTRATION.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0256180
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELTY INVESTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REAL ESTATE EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01314
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB STOVELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04328375312
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT POSEY JR REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0746280780
ReturnHeader/Filer/PhoneNum04329405544
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1372
ReturnHeader/Filer/USAddress/CityNm0ALPINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079831
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003AF0A3D3C8E9B2CA867F48E92366E98E3E8FB66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.65.155.202
ReturnHeader/FilingSecurityInformation/IPDt02018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:02:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453696852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PACE & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 809
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079831
ReturnHeader/PreparerPersonGrp/PhoneNum04328373371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F PACE
ReturnHeader/ReturnTs02018-08-27T15:15:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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