Civic Intelligence

The Ben May Charitable Trust

EIN 23-7145009 • Mobile, AL

25 W I-65 Service Rd NMobile, AL 36608
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$55,335

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

19th percentile

-3.0%

Faster asset growth than 19% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2021 to 2024

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,688,196

Up $520,337 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$31,688,196

Up $520,337 (+1.7%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin8th percentile

Revenue

Up

$1,149,004

Up $232,504 (+25%) from 2023

Expenses

Up

$1,746,272

Up $11,156 (+0.6%) from 2023

Net Income

Up

-$597,268

Up $221,348 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$40M$30M$20M$10M$0Assets 2020: $33,643,201Liabilities 2020: $0Net Assets 2020: $33,643,2012020Assets 2021: $34,681,853Liabilities 2021: $0Net Assets 2021: $34,681,8532021Assets 2022: $30,524,569Liabilities 2022: $0Net Assets 2022: $30,524,5692022Assets 2023: $31,167,859Liabilities 2023: $0Net Assets 2023: $31,167,8592023Assets 2024: $31,688,196Liabilities 2024: $0Net Assets 2024: $31,688,1962024

Highlighted filing

2024

Assets$31,688,196
Liabilities$0
Net Assets$31,688,196
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $1,165,007Expenses 2020: $1,781,933Net Income 2020: -$616,9262020Revenue 2021: $1,849,785Expenses 2021: $1,657,001Net Income 2021: $192,7842021Revenue 2022: $943,998Expenses 2022: $1,848,869Net Income 2022: -$904,8712022Revenue 2023: $916,500Expenses 2023: $1,735,116Net Income 2023: -$818,6162023Revenue 2024: $1,149,004Expenses 2024: $1,746,272Net Income 2024: -$597,2682024

Highlighted filing

2024

Revenue$1,149,004
Expenses$1,746,272
Net Income-$597,268
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,688,196
Liabilities
$0
Net assets
$31,688,196
Revenue
$1,149,004
Expenses
$1,746,272
Net income
-$597,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$1.15$1.75$0.60
2023Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$0.92$1.74$0.82
2022Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$0.94$1.85$0.90
2021Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$1.85$1.66$0.19
2020Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$1.17$1.78$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANCOCK WHITNEY BANKTrusteePT$55,335-$55,335
JOHN D PEEBLESDist. Committee Member-$25,000-$25,000
VIVIAN G JOHNSTON IIIDist. Committee Chairman-$25,000-$25,000
KEN NIEMEYERSecretary-$10,000-$10,000
WILLIAM B PEEBLESDist. Committee Member-$8,333-$8,333
VIVIAN G JOHNSTON VDist. Committee Member-$8,333-$8,333
LYNETTE P KOPPELDist. Committee Member-$0--
STEVEN KOPPELDist. Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
The Ben May Charitable Trust
EIN
23-7145009
Phone
2288224365
Address
25 W I-65 SERVICE RD N, MOBILE, AL 36608

Signing Officer

Name
Julie S Ehmka
Title
Trust Tax Manager
Phone
2516651665
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Zachary D Wolf
Phone
2513431200
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