Civic Intelligence

The Elizabeth Buchert Charitable Trust

EIN 83-0841856 • Monterey, VA

c/o Brian Richardson PO Box 97Monterey, VA 24465
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$1,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$377,709

Up $11,808 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$377,709

Up $11,808 (+3.2%) from 2024

Revenue

Up

$26,020

Up $4,074 (+19%) from 2024

Expenses

Down

$14,212

Down $4,805 (-25%) from 2024

Net Income

Up

$11,808

Up $8,879 (+303%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2019: $290,557Liabilities 2019: $0Net Assets 2019: $290,5572019Assets 2020: $374,509Liabilities 2020: $0Net Assets 2020: $374,5092020Assets 2021: $352,748Liabilities 2021: $0Net Assets 2021: $352,7482021Assets 2022: $359,672Liabilities 2022: $0Net Assets 2022: $359,6722022Assets 2023: $362,972Liabilities 2023: $0Net Assets 2023: $362,9722023Assets 2024: $365,901Liabilities 2024: $0Net Assets 2024: $365,9012024Assets 2025: $377,709Liabilities 2025: $0Net Assets 2025: $377,7092025

Highlighted filing

2025

Assets$377,709
Liabilities$0
Net Assets$377,709

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $311,557Expenses 2019: $21,000Net Income 2019: $290,5572019Revenue 2020: $103,776Expenses 2020: $19,824Net Income 2020: $83,9522020Revenue 2021: -$881Expenses 2021: $20,880Net Income 2021: -$21,7612021Revenue 2022: $20,646Expenses 2022: $13,722Net Income 2022: $6,9242022Revenue 2023: $13,382Expenses 2023: $10,082Net Income 2023: $3,3002023Revenue 2024: $21,946Expenses 2024: $19,017Net Income 2024: $2,9292024Revenue 2025: $26,020Expenses 2025: $14,212Net Income 2025: $11,8082025

Highlighted filing

2025

Revenue$26,020
Expenses$14,212
Net Income$11,808

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian RichardsonTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
The Elizabeth Buchert Charitable Trust
EIN
83-0841856
Phone
5404682031
Address
c/o Brian Richardson PO Box 97, Monterey, VA 24465

Signing Officer

Name
Brian Richardson
Title
Trustee
Phone
5404682031
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Billingsley & Billingsley CPAs
Address
PO Box 523, Monterey, VA 24465
Preparer
Kim W Billingsley CPA
Phone
5404681150
Raw XML Appendix288 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/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08995
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt06353
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021882
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015348
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Rockefeller Capital investment advice
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03794
TaxesSchedule/TaxesDetail/Amt0436
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05404682031
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Elizabeth Buchert Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0830841856
ReturnHeader/Filer/PhoneNum05404682031
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Brian Richardson PO Box 97
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024465
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010561495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Billingsley & Billingsley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 523
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024465
ReturnHeader/PreparerPersonGrp/PhoneNum05404681150
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-08T07:58:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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