Civic Intelligence

Ruby Stephenson Testamentary Trust

990PF • Fiscal year 2021 • EIN 31-6642084

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
PO Box 10885Birmingham, AL 35202

(205) 820-2992

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-130%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

109%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$44,063

Down $7,323 (-14%) from 2020

Net Assets

Down

$44,063

Down $7,323 (-14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$4,824

Up $2,511 (+109%) from 2020

Expenses

Up

$11,094

Up $10,600 (+2146%) from 2020

Net Income

Down

-$6,270

Down $8,089 (-445%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st 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 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

2021

Assets$44,063
Liabilities$0
Net Assets$44,063
Open 2021 Filing

Operations Trend

Revenue Growth85th 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 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

2021

Revenue$4,824
Expenses$11,094
Net Income-$6,270
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruby Stephenson Testamentary Trust
EIN
31-6642084
Phone
2058202992
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Trust
Title
Trustee
Phone
2058202992
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cornman Bryan Watts & Elliott Cpas Pllc
Address
PO BOX 178, HICKORY, KY 42051
Preparer
John C Elliott CPA
Phone
2702474190
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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/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/AppliedToPriorYearsAmt05323
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02769
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02714
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08092
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02714
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02769
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01052
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt07
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02058202992
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUBY STEPHENSON TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUBY
ReturnHeader/Filer/EIN0316642084
ReturnHeader/Filer/PhoneNum02058202992
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460659133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNMAN BRYAN WATTS & ELLIOTT CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 178
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042051
ReturnHeader/PreparerPersonGrp/PhoneNum02702474190
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02022-11-14T11:27:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REGIONS TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,063
Liabilities
$0
Net assets
$44,063
Revenue
$4,824
Expenses
$11,094
Net income
-$6,270
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
2021Detailed filing. Detailed filing data is available for this year.$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
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