Civic Intelligence

Ruby Stephenson Testamentary Trust

990PF • Fiscal year 2023 • EIN 31-6642084

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-143%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.0%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

115%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$39,187

Down $2,520 (-6.0%) from 2022

Net Assets

Down

$39,187

Down $2,520 (-6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Up

$1,757

Up $938 (+115%) from 2022

Expenses

Up

$4,267

Up $1,348 (+46%) from 2022

Net Income

Down

-$2,510

Down $410 (-20%) from 2022

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 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 2023: $39,187Liabilities 2023: $0Net Assets 2023: $39,1872023Assets 2024: $39,139Liabilities 2024: $0Net Assets 2024: $39,1392024

Highlighted filing

2023

Assets$39,187
Liabilities$0
Net Assets$39,187
Open 2023 Filing

Operations Trend

Revenue Growth90th 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 2023: $1,757Expenses 2023: $4,267Net Income 2023: -$2,5102023Revenue 2024: $1,886Expenses 2024: $1,998Net Income 2024: -$1122024

Highlighted filing

2023

Revenue$1,757
Expenses$4,267
Net Income-$2,510
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-15

Preparer

Firm
Cornman Bryan Watts & Elliott Cpas Pllc
Address
PO BOX 178, HICKORY, KY 42051
Preparer
John C Elliott CPA
Phone
2702474190
Raw XML Appendix307 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/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/AppliedToYear1Amt02202
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02202
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ALLOCABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0118
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt117
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02058202992
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C ELLIOTT CPA
ReturnHeader/ReturnTs02024-11-14T17:28:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,187
Liabilities
$0
Net assets
$39,187
Revenue
$1,757
Expenses
$4,267
Net income
-$2,510
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
2023Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$1.76$4.27$2.51
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
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