Civic Intelligence

Verlie P and John L Harper Charitable Trust 1312000419

990PF • Fiscal year 2011 • EIN 30-6046872

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

Regions Bank Trust Dept P O Box 28836652-2886
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$36,387

Higher top officer pay than 94% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,735,173

No earlier filing loaded for comparison.

Net Assets

$3,735,173

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$223,723

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,735,173Liabilities 2011: $0Net Assets 2011: $3,735,1732011Assets 2016: $3,479,284Liabilities 2016: $0Net Assets 2016: $3,479,2842016Assets 2017: $3,357,128Liabilities 2017: $0Net Assets 2017: $3,357,1282017Assets 2018: $3,223,026Liabilities 2018: $0Net Assets 2018: $3,223,0262018Assets 2020: $3,194,316Liabilities 2020: $0Net Assets 2020: $3,194,3162020Assets 2021: $3,226,975Liabilities 2021: $0Net Assets 2021: $3,226,9752021Assets 2022: $3,071,601Liabilities 2022: $0Net Assets 2022: $3,071,6012022Assets 2023: $2,950,183Liabilities 2023: $0Net Assets 2023: $2,950,1832023Assets 2024: $2,884,125Liabilities 2024: $0Net Assets 2024: $2,884,1252024

Highlighted filing

2011

Assets$3,735,173
Liabilities$0
Net Assets$3,735,173

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $223,7232011Revenue 2016: $101,323Expenses 2016: $245,853Net Income 2016: -$144,5302016Revenue 2017: $121,740Expenses 2017: $243,378Net Income 2017: -$121,6382017Revenue 2018: $113,929Expenses 2018: $247,719Net Income 2018: -$133,7902018Revenue 2020: $316,353Expenses 2020: $239,388Net Income 2020: $76,9652020Revenue 2021: $279,963Expenses 2021: $248,361Net Income 2021: $31,6022021Revenue 2022: $107,775Expenses 2022: $263,136Net Income 2022: -$155,3612022Revenue 2023: $119,771Expenses 2023: $241,299Net Income 2023: -$121,5282023Revenue 2024: $177,179Expenses 2024: $242,681Net Income 2024: -$65,5022024

Highlighted filing

2011

Revenue-
Expenses$223,723
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$36,387-$36,387
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJENNINGS CHAPEL UMC LIVING MEMORIAL C/O W F CAMP TREASURERSUPPORT OF RECIPIENT'S FUNCTIONSEXEMPTNORTHPORT, AL, US$45,199
Paid GrantUNITED METHODIST CHILDRENS HOME LINDA C MOORE CFOSUPPORT OF RECIPIENT'S FUNCTIONSEXEMPTMONTGOMERY, AL, US$42,666
Paid GrantALABAMA SHERIFF'S YOUTH RANCH (ALABAMA BOYS AND GIRLS RANCHSUPPORT OF RECIPIENT'S FUNCTIONSEXEMPTMONTGOMERY, AL, US$42,666
Paid GrantJENNINGS CHAPEL UNITED METHODIST CHURCH CEMETERY ASSOCIATIONSUPPORT OF RECIPIENT'S FUNCTIONSEXEMPTNORTHPORT, AL, US$35,066
Paid GrantREHOBETH METHODIST CHURCH ATTN MR JAMES A SHELTONSUPPORT OF RECIPIENT'S FUNCTIONSEXEMPTEQUALITY, AL, US$15,000
Filing and Contact Details

Filer

EIN
30-6046872
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2248203R104 - JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2350540R409 - LABORATORY CORP AM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24577081102 - MATTELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25580645109 - MCGRAW HILL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2661166W101 - MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27653396F101 - NEXTERA ENERGY IN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28655844108 - NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29674599105 - OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3068389X105 - ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31713448108 - PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32718172109 - PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3374005P104 - PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34742718109 - PROCTER & GAMBLE C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35744320102 - PRUDENTIAL FINANCI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36747525103 - QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37806857108 - SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38855030102 - STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39857477103 - STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40863667101 - STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41883556102 -THERMO FISHER SCIEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4288579Y101 - 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4389417E109 - TRAVELERS COMPANIE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44913017109 - UNITED TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4592343V104 - VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4692826C839 - VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47931142103 - WAL MART STORES IN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48931422109 - WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49881624209 - TEVA PHARMACEUTICA
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0536931
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0551426
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0149675
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1116687
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2118859
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3121504
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4141937
InvestmentsOtherSchedule2/InvestmentsOther/BookValue5257867
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0723622403 - PIONEER BOND FD Y
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1314172636 - FEDERATED KAUFMAN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem272375Q405 - PIONEER MID CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem372387T793 - PIONEER SEL MID GR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem472387W762 - PIONEER GRWTH OPP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5315920686 - FIDELITY ADV DIVER
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0154306
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1105308
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2106436
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3127653
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV4115173
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV5151976
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount091302
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount08032
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount037
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount016376
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0115747
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0115747
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm029109
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss091302
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-107472
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm03800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss03800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01352929
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0223723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0118649
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
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