Civic Intelligence

Julia G Melson Charitable Testamentary Trust

EIN 20-6724118 • Montgomery, AL

PO Box 2450Montgomery, AL 36102-2450
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.4%

Higher net margin than 42% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

81%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,747,399

Down $53,694 (-3.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin42nd percentile

Revenue

Down

$77,701

Down $10,864 (-12%) from 2022

Expenses

Down

$131,241

Down $11,277 (-7.9%) from 2022

Net Income

Up

-$53,540

Up $413 (+0.8%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,909,016Liabilities 2011: $02011Assets 2012: $1,869,099Liabilities 2012: $12012Assets 2013: $1,914,149Liabilities 2013: $0Net Assets 2013: $1,914,1492013Assets 2014: $1,912,361Liabilities 2014: $0Net Assets 2014: $1,912,3612014Assets 2015: $1,858,221Liabilities 2015: $0Net Assets 2015: $1,858,2212015Assets 2016: $1,792,967Liabilities 2016: $0Net Assets 2016: $1,792,9672016Assets 2017: $1,857,444Liabilities 2017: $0Net Assets 2017: $1,857,4442017Assets 2018: $1,833,549Liabilities 2018: $0Net Assets 2018: $1,833,5492018Assets 2019: $1,803,848Liabilities 2019: $12019Assets 2020: $1,753,662Liabilities 2020: $0Net Assets 2020: $1,753,6622020Assets 2021: $1,853,954Liabilities 2021: $0Net Assets 2021: $1,853,9542021Assets 2022: $1,801,093Liabilities 2022: $0Net Assets 2022: $1,801,0932022Assets 2023: $1,747,399Liabilities 2023: $12023

Highlighted filing

2023

Assets$1,747,399
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,145Expenses 2011: $169,992Net Income 2011: -$108,8472011Revenue 2012: $98,203Expenses 2012: $138,588Net Income 2012: -$40,3852012Revenue 2013: $183,906Expenses 2013: $137,537Net Income 2013: $46,3692013Revenue 2014: $152,103Expenses 2014: $154,983Net Income 2014: -$2,8802014Revenue 2015: $80,699Expenses 2015: $134,941Net Income 2015: -$54,2422015Revenue 2016: $69,096Expenses 2016: $135,723Net Income 2016: -$66,6272016Revenue 2017: $201,424Expenses 2017: $135,576Net Income 2017: $65,8482017Revenue 2018: $120,000Expenses 2018: $144,115Net Income 2018: -$24,1152018Revenue 2019: $108,025Expenses 2019: $137,963Net Income 2019: -$29,9382019Revenue 2020: $87,602Expenses 2020: $137,990Net Income 2020: -$50,3882020Revenue 2021: $256,641Expenses 2021: $155,478Net Income 2021: $101,1632021Revenue 2022: $88,565Expenses 2022: $142,518Net Income 2022: -$53,9532022Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023

Highlighted filing

2023

Revenue$77,701
Expenses$131,241
Net Income-$53,540
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,747,399
Liabilities
$1
Net assets
-
Revenue
$77,701
Expenses
$131,241
Net income
-$53,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.14$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.26$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.20$0.14$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.17$0.11
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN COXCo-Trustee-$0--
RICHARD P MORTHLANDCo-Trustee-$0--
KARLA CONWAYCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ALABAMASCHOLARSHIP FUNDPUBLIC CHARITYTUSCALOOSA, AL, US$16,500
Paid GrantCORNER PRESBYTERIAN CHURCHGENERAL SUPPORTCHURCHSELMA, AL, US$11,000
Paid GrantPRESBYTERIAN HOME FOR CHILDRENGENERAL SUPPORTPUBLIC CHARITYTALLADEGA, AL, US$11,000
Paid GrantPUBLIC LIBRARY SELMA AND DALLAS COUNTYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$11,000
Paid GrantWEST CENTRAL ALABAMA REHABILITATION CENTERGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$11,000
Paid GrantALABAMA SHERIFF'S BOYS & GIRLS RANCHGENERAL SUPPORTPUBLIC CHARITYMONTGOMERY, AL, US$5,500
Paid GrantBOARD OF EDUCATION CITY OF SELMAGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantBOY SCOUTS OF AMERICA - SELMA DISTRICTGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantGEORGE C WALLACE COMMUNITY COLLEGEGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantOLD DEPOT MUSEUMGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantSALVATION ARMYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantSTURDIVANT MUSEUMGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantUNITED WAY AGENCY SELMA AND DALLAS COUNTYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Paid GrantYOUNG MEN'S CHRISTIAN ASSOCIATIONGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,500
Filing and Contact Details

Filer

Filer Name
Julia G Melson Charitable
EIN
20-6724118
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
George C Smith
Title
Trust Officer
Phone
3342306100
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
3815 INTERSTATE CT, MONTGOMERY, AL 36109
Preparer
Gregory E Sellers CPA Aep
Phone
3342712200
Raw XML AppendixShowing 400 of 740 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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