Civic Intelligence

Dorothy D Trabits Stephens Foundation

990PF • Fiscal year 2022 • EIN 20-0308917

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-47%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,396,633

Down $31,095 (-2.2%) from 2021

Net Assets

Down

$1,396,633

Down $30,362 (-2.1%) from 2021

Liabilities

Down

$0

Down $733 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Down

$107,454

Down $93,612 (-47%) from 2021

Expenses

Down

$137,816

Down $27,723 (-17%) from 2021

Net Income

Down

-$30,362

Down $65,889 (-185%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$1,396,633
Liabilities$0
Net Assets$1,396,633
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$107,454
Expenses$137,816
Net Income-$30,362
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-07-24

Preparer

Firm
Mostellar & Shreve Llp
Address
23 MIDTOWN PARK W, MOBILE, AL 36606
Preparer
Lewis T Shreve CPA
Phone
2514760243
Raw XML Appendix313 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0228746
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0206922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0834415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0976122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS - ML 574-02072
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0255475
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt180787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt180787
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML 574-020702 SUPPLEMENTAL
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30362
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01396633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01426995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01396633
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077913
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0418
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037103
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01544881
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023730
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077913
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM T MCGOWIN IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1T K JACKSON III
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANIMAL ADVOCACY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOBILE BAYKEEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE COOKERY PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 N WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1743 MT SINAI AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21700 MCMEANS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3450 C GOVERNMENT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43811 OLD SHELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MCDOWELL HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WHISTLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BAY MINETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOBILE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt060000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04940
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt048940
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt048940
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INVESTMENT EXPESES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01740
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01740
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13460
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01381
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01381
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0733
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAXES PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019870
TaxesSchedule/TaxesDetail/Amt01207
TaxesSchedule/TaxesDetail/Amt1418
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIV SECURI
TaxesSchedule/TaxesDetail/CategoryTxt1PRIVATE FOUNDATION TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01207
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T MCGOWIN IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514321811
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-24
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS T SHREVE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-24T15:29:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGOWIN IV
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,396,633
Liabilities
$0
Net assets
$1,396,633
Revenue
$107,454
Expenses
$137,816
Net income
-$30,362
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