Civic Intelligence

Trust Under the Will of Dr Mary June Wall

990PF • Fiscal year 2023 • EIN 81-4661577

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 21, 2024

Organization Profile
228 Main StreetTazewell, VA 24651-6110

(276) 988-4830

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

30th percentile

-6.6%

Higher net margin than 30% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$49,923

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.5%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,924,818

Flat from 2023

Net Assets

$5,924,818

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin30th percentile

Revenue

Flat

$436,119

Flat from 2023

Expenses

Flat

$465,058

Flat from 2023

Net Income

Flat

-$28,939

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $88,933Liabilities 2019: $02019Assets 2020: $4,857,627Liabilities 2020: $0Net Assets 2020: $4,857,6272020Assets 2021: $4,711,322Liabilities 2021: $0Net Assets 2021: $4,711,3222021Assets 2022: $5,953,756Liabilities 2022: $0Net Assets 2022: $5,953,7562022Assets 2023: $5,924,818Liabilities 2023: $0Net Assets 2023: $5,924,8182023Assets 2023: $5,924,818Liabilities 2023: $12023Assets 2024: $5,688,145Liabilities 2024: $2,000Net Assets 2024: $5,686,1452024

Highlighted filing

2023

Assets$5,924,818
Liabilities$0
Net Assets$5,924,818
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $1,723Expenses 2019: $6,932Net Income 2019: -$5,2092019Revenue 2020: $4,788,068Expenses 2020: $19,374Net Income 2020: $4,768,6942020Revenue 2021: $161,116Expenses 2021: $307,471Net Income 2021: -$146,3552021Revenue 2022: $1,619,711Expenses 2022: $377,276Net Income 2022: $1,242,4352022Revenue 2023: $436,119Expenses 2023: $465,058Net Income 2023: -$28,9392023Revenue 2023: $436,119Expenses 2023: $465,058Net Income 2023: -$28,9392023Revenue 2024: $262,300Expenses 2024: $500,975Net Income 2024: -$238,6752024

Highlighted filing

2023

Revenue$436,119
Expenses$465,058
Net Income-$28,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$49,923-$49,923
Filing and Contact Details

Filer

Filer Name
Mary June Wall Charitable Trust
EIN
81-4661577
Phone
2769884830
Address
228 Main Street, Tazewell, VA 24651-6110

Signing Officer

Name
Joseph M Bowen
Title
Trustee
Phone
2769884830
Signed
2024-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Bowman Accounting Services LLC
Address
PO Box 856, Richlands, VA 24641
Preparer
Christopher E Bowman
Phone
2769646736
Raw XML Appendix350 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/StockNm0Equities Held by First Community Bank
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Emory & Henry College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hopewell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Outside Dreams Inc a Virginia Nonstock Corporation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0404 Holston Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2147 Bell St Suite 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3109 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Emory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chagrin Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Tazewell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0377433126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1243270950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2440222947
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3246516101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0355000
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/AppliedToCurrentYearAmt02615
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0352385
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0416511
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0355000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0413896
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0352385
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mary June Wall Estate
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0114 West Main Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tazewell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd024651
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0143429
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt0234200
LandEtcSchedule2/LandEtcGrp/BookValueAmt1464700
LandEtcSchedule2/LandEtcGrp/BookValueAmt210000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0157 acres North of Dial Rock Road
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1247 acres South of Dial Rock Road
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt25 acres North of Highway, wooded hillside
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0234200
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1464700
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt210000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0234200
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1464700
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt210000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Trust Attorney
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0995
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administration/Court Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Neel Farm Rent Received
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Rental Property Repairs Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04579
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt247373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4402
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Estate of Mary June Wall
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0114 Main Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Tazewell
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0246516110
TaxesSchedule/TaxesDetail/Amt01051
TaxesSchedule/TaxesDetail/Amt1642
TaxesSchedule/TaxesDetail/Amt255
TaxesSchedule/TaxesDetail/CategoryTxt0Real Estate Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt2Federal Investment Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0642
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt155
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph M Bowen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02769884830
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary June Wall Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0814661577
ReturnHeader/Filer/PhoneNum02769884830
ReturnHeader/Filer/USAddress/AddressLine1Txt0228 Main Street
ReturnHeader/Filer/USAddress/CityNm0Tazewell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0246516110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475651042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bowman Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 856
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024641
ReturnHeader/PreparerPersonGrp/PhoneNum02769646736
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher E Bowman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-21T04:10:26-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,924,818
Liabilities
$0
Net assets
$5,924,818
Revenue
$436,119
Expenses
$465,058
Net income
-$28,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.26$0.50$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.44$0.47$0.03
2023Summary only. Only limited summary data is available for this year.$5.92$0.00$0.44$0.47$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$1.62$0.38$1.24
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.16$0.31$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$4.79$0.02$4.77
2019Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.01$0.01