Civic Intelligence

Dorothy D Trabits Stephens Foundation

990PF • Fiscal year 2019 • EIN 20-0308917

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 12, 2020

Organization Profile
P O Box 1287Mobile, AL 36633

(251) 432-1811

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,440,658

Down $26,601 (-1.8%) from 2018

Net Assets

Down

$1,440,622

Down $26,637 (-1.8%) from 2018

Liabilities

Up

$36

Up $36 from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin19th percentile

Revenue

Up

$138,939

Up $56,245 (+68%) from 2018

Expenses

Up

$165,576

Up $9,952 (+6.4%) from 2018

Net Income

Up

-$26,637

Up $46,293 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,615,036Liabilities 2010: $0Net Assets 2010: $1,615,0362010Assets 2011: $1,584,724Liabilities 2011: $12011Assets 2012: $1,505,380Liabilities 2012: $0Net Assets 2012: $1,505,3802012Assets 2013: $1,504,096Liabilities 2013: $0Net Assets 2013: $1,504,0962013Assets 2014: $1,550,632Liabilities 2014: $5,515Net Assets 2014: $1,545,1172014Assets 2015: $1,567,911Liabilities 2015: $0Net Assets 2015: $1,567,9112015Assets 2016: $1,492,412Liabilities 2016: $0Net Assets 2016: $1,492,4122016Assets 2017: $1,540,334Liabilities 2017: $145Net Assets 2017: $1,540,1892017Assets 2018: $1,467,259Liabilities 2018: $0Net Assets 2018: $1,467,2592018Assets 2019: $1,440,658Liabilities 2019: $36Net Assets 2019: $1,440,6222019Assets 2020: $1,391,467Liabilities 2020: $0Net Assets 2020: $1,391,4672020Assets 2021: $1,427,728Liabilities 2021: $733Net Assets 2021: $1,426,9952021Assets 2022: $1,396,633Liabilities 2022: $0Net Assets 2022: $1,396,6332022Assets 2023: $1,358,972Liabilities 2023: $0Net Assets 2023: $1,358,9722023Assets 2024: $1,339,803Liabilities 2024: $8Net Assets 2024: $1,339,7952024

Highlighted filing

2019

Assets$1,440,658
Liabilities$36
Net Assets$1,440,622
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $132,4942010Revenue 2011: $119,448Expenses 2011: $149,760Net Income 2011: -$30,3122011Expenses 2012: $139,4852012Revenue 2013: $140,529Expenses 2013: $141,813Net Income 2013: -$1,2842013Revenue 2014: $203,428Expenses 2014: $162,407Net Income 2014: $41,0212014Revenue 2015: $185,634Expenses 2015: $162,840Net Income 2015: $22,7942015Revenue 2016: $78,682Expenses 2016: $154,181Net Income 2016: -$75,4992016Revenue 2017: $216,422Expenses 2017: $168,645Net Income 2017: $47,7772017Revenue 2018: $82,694Expenses 2018: $155,624Net Income 2018: -$72,9302018Revenue 2019: $138,939Expenses 2019: $165,576Net Income 2019: -$26,6372019Revenue 2020: $98,518Expenses 2020: $147,673Net Income 2020: -$49,1552020Revenue 2021: $201,066Expenses 2021: $165,539Net Income 2021: $35,5272021Revenue 2022: $107,454Expenses 2022: $137,816Net Income 2022: -$30,3622022Revenue 2023: $123,533Expenses 2023: $161,194Net Income 2023: -$37,6612023Revenue 2024: $140,896Expenses 2024: $160,073Net Income 2024: -$19,1772024

Highlighted filing

2019

Revenue$138,939
Expenses$165,576
Net Income-$26,637
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T MCGOWIN IVTrustee-$0--
T K JACKSON IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy D Trabits Stephens
EIN
20-0308917
Phone
2514321811
Address
P O BOX 1287, MOBILE, AL 36633

Signing Officer

Name
William T Mcgowin Iv
Title
Trustee
Phone
2514321811
Signed
2020-08-12

Preparer

Firm
Mostellar & Shreve Llp
Address
23 MIDTOWN PARK W, MOBILE, AL 36606
Preparer
Lewis T Shreve CPA
Phone
2514760243
Raw XML Appendix342 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1T K JACKSON III
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL RESOURCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GOV'T ST UNITED METHODIST CHURCH
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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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078630
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05641
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05641
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010626
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07595
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033892
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026297
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt053375
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt053375
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER INVESTMENT EXPESES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019954
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019954
TaxesSchedule/TaxesDetail/Amt01089
TaxesSchedule/TaxesDetail/Amt11215
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIV SECURI
TaxesSchedule/TaxesDetail/CategoryTxt1PRIVATE FOUNDATION TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01089
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T MCGOWIN IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514321811
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY D TRABITS STEPHENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0200308917
ReturnHeader/Filer/PhoneNum02514321811
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1287
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036633
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631057374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSTELLAR & SHREVE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 MIDTOWN PARK W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514760243
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS T SHREVE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-12T08:20:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,440,658
Liabilities
$36
Net assets
$1,440,622
Revenue
$138,939
Expenses
$165,576
Net income
-$26,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.20$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.19$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.55$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.12$0.15$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13