Civic Intelligence

The Ben May Charitable Trust

990PF • Fiscal year 2023 • EIN 23-7145009

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

25 W I-65 Service Rd NMobile, AL 36608

(251) 665-1635

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$53,060

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

39th percentile

2.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-2.9%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$31,167,859

Up $643,290 (+2.1%) from 2022

Net Assets

Up

$31,167,859

Up $643,290 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$916,500

Down $27,498 (-2.9%) from 2022

Expenses

Down

$1,735,116

Down $113,753 (-6.2%) from 2022

Net Income

Up

-$818,616

Up $86,255 (+9.5%) from 2022

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

2023

Assets$31,167,859
Liabilities$0
Net Assets$31,167,859

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

2023

Revenue$916,500
Expenses$1,735,116
Net Income-$818,616
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANCOCK WHITNEY BANKTrusteePT$53,060-$53,060
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
2516651635
Address
25 W I-65 SERVICE RD N, MOBILE, AL 36608

Signing Officer

Name
Julie S Ehmka
Title
Trust Tax Manager
Phone
2516651665
Signed
2024-04-30
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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