Civic Intelligence

Thomas W Mitchell and Betty S Mitchell Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-2802194

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 04, 2021

Organization Profile
100 Hand AvenueBay Minette, AL 36507

(251) 937-5561

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

57th percentile

5.3%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

63rd percentile

-0.7%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$401,614

Up $20,207 (+5.3%) from 2019

Net Assets

Up

$401,614

Up $20,207 (+5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Down

$28,570

Down $205 (-0.7%) from 2019

Expenses

Down

$8,363

Down $20,198 (-71%) from 2019

Net Income

Up

$20,207

Up $19,993 (+9343%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2010: $350,926Liabilities 2010: $0Net Assets 2010: $350,9262010Assets 2011: $370,235Liabilities 2011: $0Net Assets 2011: $370,2352011Assets 2012: $391,037Liabilities 2012: $0Net Assets 2012: $391,0372012Assets 2013: $412,318Liabilities 2013: $0Net Assets 2013: $412,3182013Assets 2014: $421,490Liabilities 2014: $0Net Assets 2014: $421,4902014Assets 2015: $413,306Liabilities 2015: $0Net Assets 2015: $413,3062015Assets 2016: $413,160Liabilities 2016: $0Net Assets 2016: $413,1602016Assets 2017: $421,098Liabilities 2017: $0Net Assets 2017: $421,0982017Assets 2018: $381,193Liabilities 2018: $0Net Assets 2018: $381,1932018Assets 2019: $381,407Liabilities 2019: $0Net Assets 2019: $381,4072019Assets 2020: $401,614Liabilities 2020: $0Net Assets 2020: $401,6142020Assets 2021: $398,932Liabilities 2021: $0Net Assets 2021: $398,9322021Assets 2022: $400,050Liabilities 2022: $0Net Assets 2022: $400,0502022Assets 2023: $399,353Liabilities 2023: $0Net Assets 2023: $399,3532023Assets 2024: $398,448Liabilities 2024: $0Net Assets 2024: $398,4482024

Highlighted filing

2020

Assets$401,614
Liabilities$0
Net Assets$401,614
Open 2020 Filing

Operations Trend

Revenue Growth63rd percentile

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

$100K$50K$0-$50KExpenses 2010: $1,7272010Expenses 2011: $2,6332011Expenses 2012: $1,4112012Revenue 2013: $22,758Expenses 2013: $1,477Net Income 2013: $21,2812013Revenue 2014: $24,622Expenses 2014: $15,450Net Income 2014: $9,1722014Revenue 2015: $25,117Expenses 2015: $33,301Net Income 2015: -$8,1842015Revenue 2016: $25,159Expenses 2016: $25,305Net Income 2016: -$1462016Revenue 2017: $23,072Expenses 2017: $15,134Net Income 2017: $7,9382017Revenue 2018: $27,373Expenses 2018: $67,278Net Income 2018: -$39,9052018Revenue 2019: $28,775Expenses 2019: $28,561Net Income 2019: $2142019Revenue 2020: $28,570Expenses 2020: $8,363Net Income 2020: $20,2072020Revenue 2021: $30,080Expenses 2021: $32,762Net Income 2021: -$2,6822021Revenue 2022: $30,734Expenses 2022: $29,616Net Income 2022: $1,1182022Revenue 2023: $30,835Expenses 2023: $31,532Net Income 2023: -$6972023Revenue 2024: $30,492Expenses 2024: $31,397Net Income 2024: -$9052024

Highlighted filing

2020

Revenue$28,570
Expenses$8,363
Net Income$20,207
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY S MITCHELLVice Chairma-$0--
JAMES H ROBERTSONChairman-$0--
BETTY LOU MITCHELL WILLSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Thomas W & Betty S Mitchell
EIN
20-2802194
Phone
2519375561
Address
100 HAND AVENUE, BAY MINETTE, AL 36507

Signing Officer

Name
Betty S Mitchell
Title
Vice Chairman
Phone
2519379594
Signed
2021-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Robertson Andreoli & Covington Pc
Address
100 HAND AVE, BAY MINETTE, AL 36507-4825
Preparer
James H Robertson
Phone
2519375561
Raw XML Appendix213 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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IRS990PF/FMVAssetsEOYAmt0631596
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0401614
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0622334
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092351
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09335
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0529983
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030650
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0612999
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0622334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BETTY S MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES H ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETTY LOU MITCHELL WILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2602 6TH STREET EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BAY MINETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BAY MINETTE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03975
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03975
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BAY MINETTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERTSON ANDREOLI & COVINGTON P
IRS990PF/StatementsRegardingActyGrp/PhoneNum02519375561
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0[email protected]
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt03975
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08621
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08621
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03975
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08621
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017704
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03365
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JOHN HANCOCK ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1JOHN HANCOCK ANNUITY OTHER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025184
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13365
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025184
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13365
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03975
TaxesSchedule/TaxesDetail/Amt01023
TaxesSchedule/TaxesDetail/CategoryTxt0FOUNDATION INCOME TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY S MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02519379594
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS W & BETTY S MITCHELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0202802194
ReturnHeader/Filer/PhoneNum02519375561
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 HAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0BAY MINETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTSON ANDREOLI & COVINGTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 HAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAY MINETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365074825
ReturnHeader/PreparerPersonGrp/PhoneNum02519375561
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H ROBERTSON
ReturnHeader/ReturnTs02021-08-04T15:05:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETTY S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MITCHELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$401,614
Liabilities
$0
Net assets
$401,614
Revenue
$28,570
Expenses
$8,363
Net income
$20,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.30$0.31$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.31$0.32$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.31$0.30$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.30$0.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.29$0.08$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.29$0.29$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.27$0.67$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$0.23$0.15$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.25$0.25$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.25$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.25$0.15$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.23$0.01$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.01
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.03
2010Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.02