Essa Culbertson Trust

990PF • Fiscal year 2020 • EIN 91-6071951

Aug 01, 2019 to Jul 31, 2020 • Filed on Oct 29, 2020

Organization Profile

Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-10%

Higher net margin than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

$5,728

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

-5.2%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$64,839

Down $3,561 (-5.2%) from 2019

Net Assets

Down

$64,839

Down $3,561 (-5.2%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin30th percentile

Revenue

Down

$34,737

Down $14,686 (-30%) from 2019

Expenses

Down

$38,298

Down $4,806 (-11%) from 2019

Net Income

Down

-$3,561

Down $9,880 (-156%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2020

Assets$64,839

Liabilities$0

Net Assets$64,839

Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2020

Revenue$34,737

Expenses$38,298

Net Income-$3,561

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2019 to Jul 31, 2020
Signed: Oct 29, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA N A	Trustee	-	$5,728	-	$5,728

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CITY CLERK CITY OF DAYTON	CARE & MAINTENANCE OF	PC	DAYTON, WA, US	$22,688

Filing and Contact Details

Filer

Filer Name: Essa Culbertson Trust
EIN: 91-6071951
Phone: 8003577094
Address: BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name: Bank of America N a
Title: Managing Director
Phone: 8003577094
Signed: 2020-10-29

Raw XML Appendix311 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.

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	320
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	480
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	15610
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	352
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3494
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	22688
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	27058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	26182
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	23564
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	22688
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	EISENHOWER & CARLSON, PLLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	333
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	333
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	7559
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	OTHER PROF FEES-CHARITABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	525
TaxesSchedule/TaxesDetail/Amt	0	288
TaxesSchedule/TaxesDetail/Amt	1	352
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8003577094
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ESSA CULBERTSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CULB
ReturnHeader/Filer/EIN	0	916071951
ReturnHeader/Filer/PhoneNum	0	8003577094
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	BANK OF AMERICA NA PO BOX 831
ReturnHeader/Filer/USAddress/CityNm	0	DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	752831041
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	1C5B544CCD7169260CEAFBA9E39CA90FFDC532CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	4003C195AF88430B8B8938CA809515BC7FB9FD97
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	171.159.194.10
ReturnHeader/ReturnTs	0	2020-10-29T15:00:54-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-08-01
ReturnHeader/TaxPeriodEndDt	0	2020-07-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $64,839
Liabilities: $0
Net assets: $64,839
Revenue: $34,737
Expenses: $38,298
Net income: -$3,561

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.81	$0.00	$4.81	$0.38	$0.30	$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.76	$0.00	$4.76	$0.13	$0.27	$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.78	$0.00	$4.78	$0.17	$0.26	$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.14	$0.00	$5.14	$0.69	$0.61	$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.13	$0.00	$5.13	$4.85	$0.39	$4.46
2020Detailed filing. Detailed filing data is available for this year.	$0.65	$0.00	$0.65	$0.35	$0.38	$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.68	$0.00	$0.68	$0.49	$0.43	$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.62	$0.00	$0.62	$0.16	$0.15	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.61	$0.00	$0.61	$0.25	$0.39	$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.75	$0.00	$0.75	$0.32	$0.39	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.24	$0.24	$0.00
2014Summary only. Only limited summary data is available for this year.	$0.82	$0.00		$0.28	$0.58	$0.31
2013Summary only. Only limited summary data is available for this year.	$1.10	$0.00		$0.52	$0.15	$0.36
2012Summary only. Only limited summary data is available for this year.	$0.77	$0.00		$0.31	$0.34	$0.03
2011Summary only. Only limited summary data is available for this year.	$0.79	$0.00		$0.24	$0.25	$0.01