Civic Intelligence

Ruby Stephenson Testamentary Trust

990PF • Fiscal year 2018 • EIN 31-6642084

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
1901 6th Avenue N - 28th FloorBirmingham, AL 35203

(800) 276-5822

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-176%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$283

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$53,343

Down $1,469 (-2.7%) from 2016

Net Assets

Down

$53,343

Down $1,469 (-2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$1,500

Up $997 (+198%) from 2016

Expenses

Down

$4,133

Down $561 (-12%) from 2016

Net Income

Up

-$2,633

Up $1,558 (+37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2016: $54,812Liabilities 2016: $0Net Assets 2016: $54,8122016Assets 2018: $53,343Liabilities 2018: $0Net Assets 2018: $53,3432018Assets 2019: $49,556Liabilities 2019: $0Net Assets 2019: $49,5562019Assets 2020: $51,386Liabilities 2020: $0Net Assets 2020: $51,3862020Assets 2021: $44,063Liabilities 2021: $0Net Assets 2021: $44,0632021Assets 2022: $41,707Liabilities 2022: $0Net Assets 2022: $41,7072022Assets 2024: $39,139Liabilities 2024: $0Net Assets 2024: $39,1392024

Highlighted filing

2018

Assets$53,343
Liabilities$0
Net Assets$53,343
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2016: $503Expenses 2016: $4,694Net Income 2016: -$4,1912016Revenue 2018: $1,500Expenses 2018: $4,133Net Income 2018: -$2,6332018Revenue 2019: $1,960Expenses 2019: $6,539Net Income 2019: -$4,5792019Revenue 2020: $2,313Expenses 2020: $494Net Income 2020: $1,8192020Revenue 2021: $4,824Expenses 2021: $11,094Net Income 2021: -$6,2702021Revenue 2022: $819Expenses 2022: $2,919Net Income 2022: -$2,1002022Revenue 2024: $1,886Expenses 2024: $1,998Net Income 2024: -$1122024

Highlighted filing

2018

Revenue$1,500
Expenses$4,133
Net Income-$2,633
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$283-$283
Filing and Contact Details

Filer

Filer Name
Ruby Stephenson Testamentary Trust
EIN
31-6642084
Phone
8002765822
Address
1901 6TH AVENUE N - 28TH FLOOR, BIRMINGHAM, AL 35203

Signing Officer

Name
Regions Trust
Title
Trustee
Signed
2019-11-14

Preparer

Firm
Cornman Bryan Watts & Elliott Cpas Pllc
Address
PO BOX 384, MAYFIELD, KY 42066-1801
Preparer
John C Elliott CPA
Phone
2702474190
Raw XML Appendix331 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/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICANT SUBMITS A ONE PAGE "APPLICATION FOR AID" FORM PROVIDED BY THE ANNIE GARDNER FOUNDATION. THE FORM REQUESTS BASIC PERSONAL & FAMILY INFORMATION TO ASSIST IN DETERMINING THE APPLICANT'S ELIGIBILITY (SEE ATTACHED)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANNIE GARDNER FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02702475803
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0SOUTH 6TH AND COLLEGE STREETS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MAYFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd042066
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIGENT RESIDENTS OF GRAVES COUNTY, KENTUCKY HAVING UNPAID HOSPITAL BILLS FROM A HOSPITAL LOCATED IN GRAVES COUNTY, KENTUCKY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02796
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ANNIE GARDNER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0620 SOUTH 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAYFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042066
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02796
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0ANNIE GARDNER FOUNDATI
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0CHARITABLE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SERVES AS SCREENING AGENCY FOR THO
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02796
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02697
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt02715
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt02715
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02796
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02697
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02796
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt016
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt1838
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUBY STEPHENSON TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUBY
ReturnHeader/Filer/EIN0316642084
ReturnHeader/Filer/PhoneNum08002765822
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 6TH AVENUE N - 28TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA0CB497A5F6178F8BED01B118583D54BF623A56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090D1625D87ECC2C093744FF57E8FD03C076E641F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.9.60.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:44:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460659133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNMAN BRYAN WATTS & ELLIOTT CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 384
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0420661801
ReturnHeader/PreparerPersonGrp/PhoneNum02702474190
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02019-11-14T17:44:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,343
Liabilities
$0
Net assets
$53,343
Revenue
$1,500
Expenses
$4,133
Net income
-$2,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$1.89$2.00$0.11
2022Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$0.82$2.92$2.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.00$44.1$4.82$11.1$6.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.4$0.00$51.4$2.31$0.49$1.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$0.00$49.6$1.96$6.54$4.58
2018Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$1.50$4.13$2.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.8$0.50$4.69$4.19