Civic Intelligence

The Algos Education and Research Trust

990PF • Fiscal year 2016 • EIN 20-3323412

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profile
61 White AveFairhope, AL 36532

(251) 929-1266

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$35,874

Up $431 (+1.2%) from 2015

Net Assets

Up

$35,874

Up $431 (+1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$632

Down $574 (-48%) from 2015

Expenses

Down

$201

Down $3 (-1.5%) from 2015

Net Income

Down

$431

Down $571 (-57%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $26,775Liabilities 2011: $12011Assets 2012: $29,095Liabilities 2012: $0Net Assets 2012: $29,0952012Assets 2013: $28,834Liabilities 2013: $0Net Assets 2013: $28,8342013Assets 2014: $34,448Liabilities 2014: $0Net Assets 2014: $34,4482014Assets 2015: $35,443Liabilities 2015: $0Net Assets 2015: $35,4432015Assets 2016: $35,874Liabilities 2016: $0Net Assets 2016: $35,8742016Assets 2017: $38,396Liabilities 2017: $0Net Assets 2017: $38,3962017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$35,874
Liabilities$0
Net Assets$35,874
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $2,202Expenses 2011: $1,242Net Income 2011: $9602011Expenses 2012: $1,0512012Revenue 2013: $8,622Expenses 2013: $8,883Net Income 2013: -$2612013Revenue 2014: $9,551Expenses 2014: $3,937Net Income 2014: $5,6142014Revenue 2015: $1,206Expenses 2015: $204Net Income 2015: $1,0022015Revenue 2016: $632Expenses 2016: $201Net Income 2016: $4312016Revenue 2017: $2,652Expenses 2017: $130Net Income 2017: $2,5222017Revenue 2018: $0Expenses 2018: $38,396Net Income 2018: -$38,3962018

Highlighted filing

2016

Revenue$632
Expenses$201
Net Income$431
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS YEARWOODDirector/Tru-$0--
LISA YEARWOODDirector/Tru-$0--
Filing and Contact Details

Filer

Filer Name
The Algos Education and Research Tr
EIN
20-3323412
Phone
2519291266
Address
61 WHITE AVE, FAIRHOPE, AL 36532

Signing Officer

Name
Thomas Yearwood
Title
Director/trustee
Phone
2519291266
Signed
2017-08-31

Preparer

Firm
Hartmann Blackmon & Kilgore Pc
Address
PO BOX 1469, FAIRHOPE, AL 36533-1469
Preparer
Xavier Hartmann
Phone
2519282443
Raw XML Appendix312 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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt061 WHITE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAIRHOPE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036532
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS YEARWOOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum02519291266
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST AN APPLICATION FROM THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS YEARWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02519291266
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt061 WHITE AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FAIRHOPE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036532
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
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/DistributableAsAdjustedAmt01767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02720
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0953
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02720
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0198
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0198
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0NON-RECLAIMABLE FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS YEARWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02519291266
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALGOS EDUCATION AND RESEARCH TR
ReturnHeader/Filer/BusinessNameControlTxt0ALGO
ReturnHeader/Filer/EIN0203323412
ReturnHeader/Filer/PhoneNum02519291266
ReturnHeader/Filer/USAddress/AddressLine1Txt061 WHITE AVE
ReturnHeader/Filer/USAddress/CityNm0FAIRHOPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036532
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B367DDA049C17A73587EF8269481379846846A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D53B1135A7411D35F0F8D76038A2ED4485D1CC94
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631031732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTMANN BLACKMON & KILGORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1469
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRHOPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365331469
ReturnHeader/PreparerPersonGrp/PhoneNum02519282443
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0XAVIER HARTMANN
ReturnHeader/ReturnTs02017-08-30T13:21:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,874
Liabilities
$0
Net assets
$35,874
Revenue
$632
Expenses
$201
Net income
$431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$38.4$38.4
2017Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$2.65$0.13$2.52
2016Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$0.63$0.20$0.43
2015Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$1.21$0.20$1.00
2014Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$9.55$3.94$5.61
2013Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$8.62$8.88$0.26
2012Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$1.05
2011Summary only. Only limited summary data is available for this year.$26.8$0.00$2.20$1.24$0.96