Civic Intelligence

Samuel L Rogers Charitable Trust A

990PF • Fiscal year 2018 • EIN 37-6203739

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

Organization Profile
PO Box 10885Birmingham, AL 35202

(205) 420-6213

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

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

78th percentile

$964

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

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

Asset Growth

44th percentile

-0.9%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$84,497

Down $800 (-0.9%) from 2017

Net Assets

Down

$84,497

Down $800 (-0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$2,915

Down $3,404 (-54%) from 2017

Expenses

Down

$3,685

Down $4,036 (-52%) from 2017

Net Income

Up

-$770

Up $632 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2011: $81,105Liabilities 2011: $0Net Assets 2011: $81,1052011Assets 2012: $81,281Liabilities 2012: $0Net Assets 2012: $81,2812012Assets 2013: $84,688Liabilities 2013: $0Net Assets 2013: $84,6882013Assets 2014: $87,420Liabilities 2014: $0Net Assets 2014: $87,4202014Assets 2015: $89,003Liabilities 2015: $0Net Assets 2015: $89,0032015Assets 2016: $86,796Liabilities 2016: $0Net Assets 2016: $86,7962016Assets 2017: $85,297Liabilities 2017: $0Net Assets 2017: $85,2972017Assets 2018: $84,497Liabilities 2018: $0Net Assets 2018: $84,4972018Assets 2019: $84,318Liabilities 2019: $0Net Assets 2019: $84,3182019Assets 2020: $83,609Liabilities 2020: $0Net Assets 2020: $83,6092020Assets 2021: $87,835Liabilities 2021: $0Net Assets 2021: $87,8352021Assets 2022: $78,057Liabilities 2022: $0Net Assets 2022: $78,0572022Assets 2023: $73,691Liabilities 2023: $0Net Assets 2023: $73,6912023Assets 2024: $72,489Liabilities 2024: $0Net Assets 2024: $72,4892024

Highlighted filing

2018

Assets$84,497
Liabilities$0
Net Assets$84,497
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $7,9522011Expenses 2012: $5,8822012Revenue 2013: $8,120Expenses 2013: $4,713Net Income 2013: $3,4072013Revenue 2014: $8,071Expenses 2014: $5,361Net Income 2014: $2,7102014Revenue 2015: $4,848Expenses 2015: $3,603Net Income 2015: $1,2452015Revenue 2016: $1,423Expenses 2016: $3,556Net Income 2016: -$2,1332016Revenue 2017: $6,319Expenses 2017: $7,721Net Income 2017: -$1,4022017Revenue 2018: $2,915Expenses 2018: $3,685Net Income 2018: -$7702018Revenue 2019: $3,130Expenses 2019: $3,301Net Income 2019: -$1712019Revenue 2020: $4,001Expenses 2020: $4,706Net Income 2020: -$7052020Revenue 2021: $7,459Expenses 2021: $3,235Net Income 2021: $4,2242021Revenue 2022: -$4,482Expenses 2022: $5,323Net Income 2022: -$9,8052022Revenue 2023: $2,463Expenses 2023: $6,836Net Income 2023: -$4,3732023Revenue 2024: $5,691Expenses 2024: $6,890Net Income 2024: -$1,1992024

Highlighted filing

2018

Revenue$2,915
Expenses$3,685
Net Income-$770
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$964-$964
Filing and Contact Details

Filer

Filer Name
Samuel L Rogers Charitable Trust a
EIN
37-6203739
Phone
2054206213
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
David Dwyer
Title
Trust Administrator
Phone
8002765822
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
David W White
Phone
2174236000
Raw XML Appendix370 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/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 10885
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08002765822
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE CHARITABLE CONTRIBUTIONS TO THE UNITED METHODIST CHURCH AND THE YMCA OF CLINTON, ILLINOIS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03526
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YMCA OF CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0308 EAST MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1417 SOUTH ALEXANDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061727
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161727
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0928
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03526
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0774
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03526
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04145
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1519
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1519
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DWYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08002765822
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL L ROGERS CHARITABLE TRUST A
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0376203739
ReturnHeader/Filer/PhoneNum02054206213
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013072B5327704AFE78EAAF6E340FF10F8103D22E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.215.21.213
ReturnHeader/FilingSecurityInformation/IPDt02019-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:05:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 S WATER STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062523
ReturnHeader/PreparerPersonGrp/PhoneNum02174236000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W WHITE
ReturnHeader/ReturnTs02019-05-14T16:47:14-05:00
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
$84,497
Liabilities
$0
Net assets
$84,497
Revenue
$2,915
Expenses
$3,685
Net income
-$770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.5$0.00$72.5$5.69$6.89$1.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.7$0.00$73.7$2.46$6.84$4.37
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$78.1$0.00$78.1$4.48$5.32$9.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.8$0.00$87.8$7.46$3.24$4.22
2020Detailed filing. Detailed filing data is available for this year.$83.6$0.00$83.6$4.00$4.71$0.71
2019Detailed filing. Detailed filing data is available for this year.$84.3$0.00$84.3$3.13$3.30$0.17
2018Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$2.92$3.69$0.77
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$85.3$0.00$85.3$6.32$7.72$1.40
2016Detailed filing. Detailed filing data is available for this year.$86.8$0.00$86.8$1.42$3.56$2.13
2015Detailed filing. Detailed filing data is available for this year.$89.0$0.00$89.0$4.85$3.60$1.25
2014Detailed filing. Detailed filing data is available for this year.$87.4$0.00$87.4$8.07$5.36$2.71
2013Detailed filing. Detailed filing data is available for this year.$84.7$0.00$84.7$8.12$4.71$3.41
2012Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$5.88
2011Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$7.95