Civic Intelligence

Joyce and George Headford Charitable Trust

990PF • Fiscal year 2013 • EIN 87-6276685

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

37 Campbell Ave SW24011

(540) 266-7178

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

57th percentile

$2,832

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$529,233

Down $5,132 (-1.0%) from 2012

Net Assets

Down

$529,233

Down $5,132 (-1.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$26,825

No earlier filing loaded for comparison.

Expenses

Up

$31,957

Up $1,791 (+5.9%) from 2012

Net Income

-$5,132

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $501,698Liabilities 2011: $0Net Assets 2011: $501,6982011Assets 2012: $534,365Liabilities 2012: $0Net Assets 2012: $534,3652012Assets 2013: $529,233Liabilities 2013: $0Net Assets 2013: $529,2332013Assets 2014: $647,663Liabilities 2014: $0Net Assets 2014: $647,6632014Assets 2015: $694,523Liabilities 2015: $0Net Assets 2015: $694,5232015Assets 2016: $742,245Liabilities 2016: $0Net Assets 2016: $742,2452016Assets 2017: $755,102Liabilities 2017: $0Net Assets 2017: $755,1022017Assets 2018: $837,554Liabilities 2018: $0Net Assets 2018: $837,5542018Assets 2019: $809,322Liabilities 2019: $0Net Assets 2019: $809,3222019Assets 2020: $867,279Liabilities 2020: $0Net Assets 2020: $867,2792020Assets 2021: $852,479Liabilities 2021: $0Net Assets 2021: $852,4792021Assets 2022: $866,533Liabilities 2022: $0Net Assets 2022: $866,5332022Assets 2023: $888,252Liabilities 2023: $0Net Assets 2023: $888,2522023Assets 2024: $939,848Liabilities 2024: $0Net Assets 2024: $940,2372024

Highlighted filing

2013

Assets$529,233
Liabilities$0
Net Assets$529,233

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $30,3992011Expenses 2012: $30,1662012Revenue 2013: $26,825Expenses 2013: $31,957Net Income 2013: -$5,1322013Revenue 2014: $254,808Expenses 2014: $136,378Net Income 2014: $118,4302014Revenue 2015: $95,700Expenses 2015: $48,840Net Income 2015: $46,8602015Revenue 2016: $97,380Expenses 2016: $49,658Net Income 2016: $47,7222016Revenue 2017: $87,456Expenses 2017: $74,599Net Income 2017: $12,8572017Revenue 2018: $139,369Expenses 2018: $56,917Net Income 2018: $82,4522018Revenue 2019: $36,931Expenses 2019: $65,163Net Income 2019: -$28,2322019Revenue 2020: $114,601Expenses 2020: $56,644Net Income 2020: $57,9572020Revenue 2021: $50,095Expenses 2021: $64,895Net Income 2021: -$14,8002021Revenue 2022: $80,869Expenses 2022: $66,815Net Income 2022: $14,0542022Revenue 2023: $105,972Expenses 2023: $84,253Net Income 2023: $21,7192023Revenue 2024: $129,122Expenses 2024: $77,138Net Income 2024: $51,9842024

Highlighted filing

2013

Revenue$26,825
Expenses$31,957
Net Income-$5,132
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenn Feldmann Darby GoodlatTrustee-$2,832-$2,832
Filing and Contact Details

Filer

EIN
87-6276685

Signing Officer

Name
Charles E Troland
Title
Trustee
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Ruth Terry Dickerson
Phone
5402667178
Raw XML Appendix328 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3American Intermediate Bond Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4American Short Term Bond Fund
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Glenn Feldmann Darby Goodlat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1037 Campbell Ave SW
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Glenn Feldmann Darby & Goodlat
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Volunteer Fire Protection
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Volunteer Rescue Squad
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To assist in providing food and monthly supplies to low-income families in Saltville, Virginia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To provide medical care for ill children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To provide medical care for ill children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(a)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(a)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(a)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Roanoke County Vol Fire Dept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Cave Sp First Aid Res Sq
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Bread of Life Food Pantry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Shriner's Hopsital for Children Ohi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Shriner's Hospital for Children SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine104212 Old Cave Spring Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO 20181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12137 W Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine133229 Burnet Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14950 W Faris St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Roanoke
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Roanoke
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Saltville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode024018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode124018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode224370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode345229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode429605
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt027236
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01332
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027236
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05709
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06251
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Tax Exempt Interest
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02813
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02813
TaxesSchedule/TaxesDetail/Amt0169
TaxesSchedule/TaxesDetail/Amt1118
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0118
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles E Troland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10Joyce and George Headford Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine20Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0876276685
ReturnHeader/Filer/USAddress/AddressLine1037 Campbell Ave SW
ReturnHeader/Filer/USAddress/City0Roanoke
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode024011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Cole & Associates CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102118 Rosalind Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Roanoke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode024014
ReturnHeader/PreparerPersonGrp/PhoneNum05402667178
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ruth Terry Dickerson
ReturnHeader/ReturnTs02014-05-07T09:51:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$1.29$0.77$0.52
2023Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$1.06$0.84$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.81$0.67$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.50$0.65$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.15$0.57$0.58
2019Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.37$0.65$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.39$0.57$0.82
2017Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.87$0.75$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.97$0.50$0.48
2015Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.96$0.49$0.47
2014Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$2.55$1.36$1.18
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.27$0.32$0.05
2012Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.30
2011Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.30