Civic Intelligence

Lillian S Woolford Charitable Trust

990PF • Fiscal year 2020 • EIN 27-6361094

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 02, 2021

Organization Profile
PO Box 1628Mobile, AL 36633

(251) 690-1440

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,545

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$488,697

Up $7,872 (+1.6%) from 2015

Net Assets

Up

$488,697

Up $7,872 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$55,670

Up $18,395 (+49%) from 2015

Expenses

Up

$31,237

Up $4,079 (+15%) from 2015

Net Income

Up

$24,433

Up $14,316 (+142%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2012: $462,891Liabilities 2012: $0Net Assets 2012: $462,8912012Assets 2013: $456,440Liabilities 2013: $0Net Assets 2013: $456,4402013Assets 2014: $470,708Liabilities 2014: $0Net Assets 2014: $470,7082014Assets 2015: $480,825Liabilities 2015: $0Net Assets 2015: $480,8252015Assets 2020: $488,697Liabilities 2020: $0Net Assets 2020: $488,6972020Assets 2021: $503,130Liabilities 2021: $0Net Assets 2021: $503,1302021Assets 2022: $519,282Liabilities 2022: $0Net Assets 2022: $519,2822022Assets 2023: $494,223Liabilities 2023: $0Net Assets 2023: $494,2232023Assets 2024: $500,458Liabilities 2024: $0Net Assets 2024: $500,4582024Assets 2025: $510,799Liabilities 2025: $0Net Assets 2025: $510,7992025

Highlighted filing

2020

Assets$488,697
Liabilities$0
Net Assets$488,697
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2012: $31,5122012Expenses 2013: $30,6152013Revenue 2014: $35,823Expenses 2014: $21,555Net Income 2014: $14,2682014Revenue 2015: $37,275Expenses 2015: $27,158Net Income 2015: $10,1172015Revenue 2020: $55,670Expenses 2020: $31,237Net Income 2020: $24,4332020Revenue 2021: $47,742Expenses 2021: $33,309Net Income 2021: $14,4332021Revenue 2022: $43,655Expenses 2022: $27,503Net Income 2022: $16,1522022Revenue 2023: $2,569Expenses 2023: $27,628Net Income 2023: -$25,0592023Revenue 2024: $36,217Expenses 2024: $29,982Net Income 2024: $6,2352024Revenue 2025: $42,313Expenses 2025: $31,972Net Income 2025: $10,3412025

Highlighted filing

2020

Revenue$55,670
Expenses$31,237
Net Income$24,433
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 2, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$3,545-$3,545
Filing and Contact Details

Filer

Filer Name
Lillian S Woolford Charitable Trust
EIN
27-6361094
Phone
2516901440
Address
PO BOX 1628, MOBILE, AL 36633

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
2516901440
Signed
2021-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Crow Shields Bailey Pc
Address
3742 PROFESSIONAL PARKWAY, MOBILE, AL 36609
Preparer
Sherri Deighton
Phone
2513431012
Raw XML Appendix318 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTH ALABAMA BOTANICAL AND HORTICULTURAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05151 MUSEUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026596
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07447
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02044
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028009
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01413
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07447
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06034
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0155
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0155
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1331
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON MUTUAL FUNDS
TaxesSchedule/TaxesDetail/CategoryTxt1TAX PAID ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02516901440
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LILLIAN S WOOLFORD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0276361094
ReturnHeader/Filer/PhoneNum02516901440
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1628
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036633
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630968374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROW SHIELDS BAILEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03742 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036609
ReturnHeader/PreparerPersonGrp/PhoneNum02513431012
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI DEIGHTON
ReturnHeader/ReturnTs02021-02-03T15:09:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,697
Liabilities
$0
Net assets
$488,697
Revenue
$55,670
Expenses
$31,237
Net income
$24,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.42$0.32$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.36$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.03$0.28$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.44$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.48$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.56$0.31$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.37$0.27$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.36$0.22$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.31
2012Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.32