Civic Intelligence

The Ben May Charitable Trust

990PF • Fiscal year 2021 • EIN 23-7145009

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 08, 2022

25 W I-65 Service Rd NMobile, AL 36608

(850) 444-3218

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

45th percentile

10%

Higher net margin than 45% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$57,011

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

31st percentile

3.1%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

59%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$34,681,853

Up $1,038,652 (+3.1%) from 2020

Net Assets

Up

$34,681,853

Up $1,038,652 (+3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,849,785

Up $684,778 (+59%) from 2020

Expenses

Down

$1,657,001

Down $124,932 (-7.0%) from 2020

Net Income

Up

$192,784

Up $809,710 (+131%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$34,681,853
Liabilities$0
Net Assets$34,681,853

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$1,849,785
Expenses$1,657,001
Net Income$192,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 8, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANCOCK WHITNEY BANKTrusteePT$57,011-$57,011
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
ALLISON H 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
8504443218
Address
25 W I-65 SERVICE RD N, MOBILE, AL 36608

Signing Officer

Name
Julie S Ehmka
Title
Trust Tax Manager
Phone
2516651665
Signed
2022-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
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