Civic Intelligence

Mary Kate Shannon Benevolent Trust

990 • Fiscal year 2017 • EIN 75-6676290

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

Organization ProfileN/A
PO Box 687Tazewell, VA 24651

(276) 979-0359

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

20th percentile

-8.2%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$54,979

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-7.6%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$7,029,102

Down $16,813 (-0.2%) from 2016

Net Assets

Down

$7,029,102

Down $16,813 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin20th percentile

Revenue

Down

$204,009

Down $16,842 (-7.6%) from 2016

Expenses

Up

$220,822

Up $9,775 (+4.6%) from 2016

Net Income

Down

-$16,813

Down $26,617 (-271%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,095,931Liabilities 2011: $0Net Assets 2011: $7,095,9312011Assets 2012: $7,151,040Liabilities 2012: $0Net Assets 2012: $7,151,0402012Assets 2013: $7,178,064Liabilities 2013: $0Net Assets 2013: $7,178,0642013Assets 2014: $6,935,083Liabilities 2014: $0Net Assets 2014: $6,935,0832014Assets 2015: $7,036,111Liabilities 2015: $0Net Assets 2015: $7,036,1112015Assets 2016: $7,045,915Liabilities 2016: $0Net Assets 2016: $7,045,9152016Assets 2017: $7,029,102Liabilities 2017: $0Net Assets 2017: $7,029,1022017Assets 2018: $7,039,459Liabilities 2018: $0Net Assets 2018: $7,039,4592018Assets 2019: $7,098,505Liabilities 2019: $0Net Assets 2019: $7,098,5052019Assets 2020: $7,147,147Liabilities 2020: $0Net Assets 2020: $7,147,1472020Assets 2021: $7,610,226Liabilities 2021: $0Net Assets 2021: $7,610,2262021Assets 2022: $7,602,314Liabilities 2022: $0Net Assets 2022: $7,602,3142022Assets 2023: $7,663,420Liabilities 2023: $0Net Assets 2023: $7,663,4202023Assets 2024: $7,987,818Liabilities 2024: $0Net Assets 2024: $7,987,8182024

Highlighted filing

2017

Assets$7,029,102
Liabilities$0
Net Assets$7,029,102
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $225,1762011Expenses 2012: $210,8852012Revenue 2013: $244,383Expenses 2013: $217,359Net Income 2013: $27,0242013Revenue 2014: -$45,411Expenses 2014: $197,570Net Income 2014: -$242,9812014Revenue 2015: $304,728Expenses 2015: $203,700Net Income 2015: $101,0282015Revenue 2016: $220,851Expenses 2016: $211,047Net Income 2016: $9,8042016Revenue 2017: $204,009Expenses 2017: $220,822Net Income 2017: -$16,8132017Revenue 2018: $235,604Expenses 2018: $225,247Net Income 2018: $10,3572018Revenue 2019: $286,831Expenses 2019: $227,785Net Income 2019: $59,0462019Revenue 2020: $288,636Expenses 2020: $239,994Net Income 2020: $48,6422020Revenue 2021: $691,673Expenses 2021: $228,594Net Income 2021: $463,0792021Revenue 2022: $214,047Expenses 2022: $221,959Net Income 2022: -$7,9122022Revenue 2023: $300,288Expenses 2023: $239,182Net Income 2023: $61,1062023Revenue 2024: $583,262Expenses 2024: $258,864Net Income 2024: $324,3982024

Highlighted filing

2017

Revenue$204,009
Expenses$220,822
Net Income-$16,813
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$2,062,095
Mission and Program Overview

Mission

To provide funds for various charitable organizations.

To provide funding for various charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,325,840$6,325,840→ $0
Investments Other Securities$5,342,601$5,277,346▼ $65,255
Investments in Publicly Traded Securities$1,565,403$1,606,179▲ $40,776
Rtn Earn Endowment Incm Other Fnds$720,075$703,262▼ $16,813
Savings and Temporary Cash Investments$137,911$145,577▲ $7,666
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$7,045,915$7,029,102▼ $16,813
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,045,915$7,029,102▼ $16,813
Total Liabilities and Net Assets / Fund Balance$7,045,915$7,029,102▼ $16,813

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,234,747--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleOtherTotal
-Trustee$54,979$54,979

Highest Paid Contractors

ContractorServicesLocationCompensation
National Bank Trust DepartmentThe trustee for the Mary Kate Shannon BePO Box 687, Tazewell, VA 24651$54,979
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$203,839
Other Revenue
$170
Change in Net Assets
$-16,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,037
Salaries, Compensation, and Employee Benefits$54,979
Other Expenses$5,806
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,037--$160,037
Current Officers, Directors, Trustees, and Key Employees-$54,979-$54,979
Fees for Services Accounting-$1,570-$1,570
Other Expenses-$196-$196
Total Functional Expenses$160,037$60,785$0$220,822
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Cancer SocietyGlen Allen, VA501c3To provide financial supportTo Provide financial support$53,346
Bluefield Virginia Rescue SquadBluefield, VA501c4To provide financial support$21,338
Holston United Methodist Home for Children IncGrennville, TN501c3To provide financial support$21,338
Mountain Mission SchoolGrundy, VA501c3To provide financial support$21,338
Salvation Army of BluefieldBluefield, WV509a1To provide financial support$21,338
Union Mission of Bluefield West VirginiaBluefield, WV501c3To provide financial support$21,338
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The organizations accountant prepares the return and submits it to the trust officer for approval before filing the return.”

Form 990, Part VI, Section C, line 19

“The trustee maintains an open file for each individual or organization to review.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“National Bank Trust Department - P.O. Box 687, Tazewell, VA 24651.”

Filing and Contact Details

Filer

Filer Name
Mary Kate Shannon Benevolent Trust
EIN
75-6676290
Phone
2769790359
Address
PO Box 687, Tazewell, VA 24651

Signing Officer

Name
Nellie Stillwell
Title
National Bank, Trust officer
Phone
2769790359
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nellie Stillwell
Formed
2004
Legal Domicile
Va
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kinser Tax & Accounting LLC
Address
PO Box 654, Tazewell, VA 24651-0654
Preparer
Jennifer H Kinser
Phone
2769882428
Raw XML Appendix398 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To provide financial support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To provide financial support
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Holston United Methodist Home for Children Inc
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IRS990ScheduleI/RecipientTable/RecipientEIN2580660607
IRS990ScheduleI/RecipientTable/RecipientEIN3550370708
IRS990ScheduleI/RecipientTable/RecipientEIN4510141765
IRS990ScheduleI/RecipientTable/RecipientEIN5131788491
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 188
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11 Hurley Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2900 Highland Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32203 Bluefield Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 170
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54240 Park Place Court
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Grennville
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Grundy
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Bluefield
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Bluefield
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Bluefield
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Glen Allen
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037743
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd124614
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd224701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd324701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd424605
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd522060
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organizations accountant prepares the return and submits it to the trust officer for approval before filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustee maintains an open file for each individual or organization to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2National Bank Trust Department - P.O. Box 687, Tazewell, VA 24651.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07045915
IRS990/TotalAssetsEOYAmt07029102
IRS990/TotalAssetsGrp/BOYAmt07045915
IRS990/TotalAssetsGrp/EOYAmt07029102
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160037
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220822
IRS990/TotalGrossUBIAmt0233595
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07045915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07029102
IRS990/TotalOtherCompensationAmt054979
IRS990/TotalProgramServiceExpensesAmt0160037
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-29586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204009
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0233595
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07045915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07029102
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0144 Main Street
IRS990/USAddress/CityNm0Tazewell
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024651
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nellie Stillwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0National Bank, Trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02769790359
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary Kate Shannon Benevolent Trust
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0756676290
ReturnHeader/Filer/PhoneNum02769790359
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 687
ReturnHeader/Filer/USAddress/CityNm0Tazewell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024651
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E27557DC6A5068DDD25B7D4F0E0293FFE9899600
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BEA45B3BAA07D8F605FC9802D9696A26C076473
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.184.71.133
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:34:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811194973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kinser Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 654
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tazewell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0246510654
ReturnHeader/PreparerPersonGrp/PhoneNum02769882428
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer H Kinser
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T13:46:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,029,102
Liabilities
$0
Net assets
$7,029,102
Revenue
$204,009
Expenses
$220,822
Net income
-$16,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.58$0.26$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.30$0.24$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.21$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.69$0.23$0.46
2020Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.29$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.29$0.23$0.06
2018Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.24$0.23$0.01
2017Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.22$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.30$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.05$0.20$0.24
2013Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.24$0.22$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$0.00$7.15$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$0.00$7.10$0.23