Civic Intelligence

Andrew Shugart Charitable Trust

990PF • Fiscal year 2020 • EIN 31-6637982

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization Profile
450 Iris DriveGardendale, AL 35071

(205) 907-9118

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

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$68,089

Up $850 (+1.3%) from 2019

Net Assets

Up

$68,089

Up $850 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$5,163

Up $1,593 (+45%) from 2019

Expenses

Up

$4,313

Up $172 (+4.2%) from 2019

Net Income

Up

$850

Up $1,421 (+249%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$80K$60K$40K$20K$0Assets 2019: $67,239Liabilities 2019: $0Net Assets 2019: $67,2392019Assets 2020: $68,089Liabilities 2020: $0Net Assets 2020: $68,0892020Assets 2021: $73,013Liabilities 2021: $0Net Assets 2021: $73,0132021Assets 2022: $78,491Liabilities 2022: $0Net Assets 2022: $78,4912022Assets 2023: $77,178Liabilities 2023: $0Net Assets 2023: $77,1782023Assets 2024: $79,808Liabilities 2024: $0Net Assets 2024: $79,8082024

Highlighted filing

2020

Assets$68,089
Liabilities$0
Net Assets$68,089
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $3,570Expenses 2019: $4,141Net Income 2019: -$5712019Revenue 2020: $5,163Expenses 2020: $4,313Net Income 2020: $8502020Revenue 2021: $10,120Expenses 2021: $5,196Net Income 2021: $4,9242021Revenue 2022: $11,462Expenses 2022: $5,984Net Income 2022: $5,4782022Revenue 2023: $4,527Expenses 2023: $5,840Net Income 2023: -$1,3132023Revenue 2024: $8,279Expenses 2024: $5,649Net Income 2024: $2,6302024

Highlighted filing

2020

Revenue$5,163
Expenses$4,313
Net Income$850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW C SHUGARTTrustee-$0--
JAMES GIBSON ROGERSTrustee-$0--
ROGER H HARPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andrew Shugart Charitable Trust
EIN
31-6637982
Phone
2059079118
Address
450 IRIS DRIVE, GARDENDALE, AL 35071

Signing Officer

Name
Andrew C Shugart
Title
Trustee
Phone
2056311416
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Till Hester Eyer & Brown Pc
Address
2700 HIGHWAY 280 E SUITE 400, BIRMINGHAM, AL 35223
Preparer
Michael W Morman
Phone
2058719855
Raw XML Appendix280 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05124
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04298
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt067239
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELITY INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt068089
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0113532
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW C SHUGART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02056311416
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW SHUGART CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0316637982
ReturnHeader/Filer/PhoneNum02059079118
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 IRIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0GARDENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630936973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TILL HESTER EYER & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 HIGHWAY 280 E SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035223
ReturnHeader/PreparerPersonGrp/PhoneNum02058719855
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W MORMAN
ReturnHeader/ReturnTs02021-04-15T09:26:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHUGART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$68,089
Liabilities
$0
Net assets
$68,089
Revenue
$5,163
Expenses
$4,313
Net income
$850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$8.28$5.65$2.63
2023Detailed filing. Detailed filing data is available for this year.$77.2$0.00$77.2$4.53$5.84$1.31
2022Detailed filing. Detailed filing data is available for this year.$78.5$0.00$78.5$11.5$5.98$5.48
2021Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$10.1$5.20$4.92
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$5.16$4.31$0.85
2019Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$3.57$4.14$0.57