Civic Intelligence

The Elizabeth F Buchert Charitable Trust

990PF • Fiscal year 2019 • EIN 83-0841856

Aug 15, 2018 to Apr 30, 2019 • Filed on Oct 28, 2019

Organization Profile
c/o Brian Richardson PO Box 97Monterey, VA 24465

(540) 468-2031

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$1,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$290,557

No earlier filing loaded for comparison.

Net Assets

$290,557

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

$311,557

No earlier filing loaded for comparison.

Expenses

$21,000

No earlier filing loaded for comparison.

Net Income

$290,557

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$290,557
Liabilities$0
Net Assets$290,557
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$311,557
Expenses$21,000
Net Income$290,557
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 15, 2018 to Apr 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

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
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Billingsley & Billingsley CPAs
Address
PO Box 523, Monterey, VA 24465-0523
Preparer
Kim W Billingsley CPA
Phone
5404681150
Raw XML Appendix266 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/InitialReturnInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brian Richardson
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1promotetherapeutic useof animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Highland Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Blue Grass Resource Center
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0fee- exemption application
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0250
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Elizabeth Buchert Charitable Trust
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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/FilingSecurityInformation/AtSubmissionCreationDeviceId04C7A17B8D28E887988C8BAB477101EDD0352AE8E
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.118.145.52
ReturnHeader/FilingSecurityInformation/IPDt02019-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:11:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Billingsley & Billingsley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 523
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244650523
ReturnHeader/PreparerPersonGrp/PhoneNum05404681150
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-28T11:11:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-15
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,557
Liabilities
$0
Net assets
$290,557
Revenue
$311,557
Expenses
$21,000
Net income
$290,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.26$0.14$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.22$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.13$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.21$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.01$0.21$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$1.04$0.20$0.84
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$3.12$0.21$2.91