Civic Intelligence

Phyllis D & Franklin P Mcdonald Fdn

990PF • Fiscal year 2023 • EIN 23-7102015

Mar 01, 2022 to Feb 28, 2023 • Filed on Jan 15, 2024

Organization Profile
Regions Bank Trust DepartmentMobile, AL 36633-1628

(251) 690-1441

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-846%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,321

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $157,770 (-100%) from 2022

Net Assets

Down

$0

Down $157,770 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$18,655

Up $1,794 (+11%) from 2022

Expenses

Up

$176,425

Up $162,097 (+1131%) from 2022

Net Income

Down

-$157,770

Down $160,303 (-6329%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$200K$150K$100K$50K$0Assets 2020: $157,904Liabilities 2020: $0Net Assets 2020: $157,9042020Assets 2021: $155,237Liabilities 2021: $0Net Assets 2021: $155,2372021Assets 2022: $157,770Liabilities 2022: $0Net Assets 2022: $157,7702022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$100K$0-$100K-$200KRevenue 2020: $7,781Expenses 2020: $14,590Net Income 2020: -$6,8092020Revenue 2021: $10,815Expenses 2021: $13,482Net Income 2021: -$2,6672021Revenue 2022: $16,861Expenses 2022: $14,328Net Income 2022: $2,5332022Revenue 2023: $18,655Expenses 2023: $176,425Net Income 2023: -$157,7702023

Highlighted filing

2023

Revenue$18,655
Expenses$176,425
Net Income-$157,770
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$1,321-$1,321
TK JACKSONDistribution Committee-$0--
JOHN C JOHNSONDistribution Committee-$0--
MITCHELL SHACKLEFORDDistribution Committee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis D & Franklin P Mcdonald Fdn
EIN
23-7102015
Phone
2516901441
Address
REGIONS BANK TRUST DEPARTMENT, MOBILE, AL 36633-1628

Signing Officer

Name
Roger Cole
Title
Trust Officer
Phone
2516901441
Signed
2024-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Wilkins Miller LLC
Address
PO BOX 70047, MOBILE, AL 36670
Preparer
Patricia M Bessonen
Phone
2514106700
Raw XML Appendix309 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03485
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03485
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0156513
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0156513
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0170057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0156513
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0156513
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010059
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0814
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0814
LiquidationExplanationStmt/ExplanationTxt0PROBATE COURT OF MOBILE, ALABAMA WAS PETITIONED AND APPROVED TERMINATION OF THE FOUNDATION ASSETS WERE LIQUIDATED AND CASH DISTRIBUTED TO CHARITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROBATE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0167
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXCISE TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02516901441
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS D & FRANKLIN P MCDONALD FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(ACCT #1255000919) REGIONS TRUST DEPT
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0237102015
ReturnHeader/Filer/PhoneNum02516901441
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366331628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270355040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKINS MILLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70047
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670
ReturnHeader/PreparerPersonGrp/PhoneNum02514106700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA M BESSONEN
ReturnHeader/ReturnTs02024-01-16T08:11:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLE
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$18,655
Expenses
$176,425
Net income
-$157,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$1.76$1.58
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.17$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.15$0.07