Civic Intelligence

Anna Fox Kennedy Trust

990 • Fiscal year 2019 • EIN 37-6264615

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization ProfileN/A
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

53rd percentile

16%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$16,530

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

1.4%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,222,350

Up $16,588 (+1.4%) from 2018

Net Assets

Up

$1,222,350

Up $16,588 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin53rd percentile

Revenue

Up

$104,989

Up $34,823 (+50%) from 2018

Expenses

Down

$88,237

Down $2,292 (-2.5%) from 2018

Net Income

Up

$16,752

Up $37,115 (+182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,274,810Liabilities 2011: $0Net Assets 2011: $1,274,8102011Assets 2012: $1,279,530Liabilities 2012: $0Net Assets 2012: $1,279,5302012Assets 2013: $1,355,959Liabilities 2013: $0Net Assets 2013: $1,355,9592013Assets 2014: $1,391,061Liabilities 2014: $0Net Assets 2014: $1,391,0612014Assets 2015: $1,331,233Liabilities 2015: $0Net Assets 2015: $1,331,2332015Assets 2016: $1,252,607Liabilities 2016: $0Net Assets 2016: $1,252,6072016Assets 2017: $1,225,719Liabilities 2017: $0Net Assets 2017: $1,225,7192017Assets 2018: $1,205,762Liabilities 2018: $0Net Assets 2018: $1,205,7622018Assets 2019: $1,222,350Liabilities 2019: $0Net Assets 2019: $1,222,3502019Assets 2020: $1,220,044Liabilities 2020: $0Net Assets 2020: $1,220,0442020Assets 2021: $1,195,259Liabilities 2021: $0Net Assets 2021: $1,195,2592021Assets 2022: $1,147,506Liabilities 2022: $0Net Assets 2022: $1,147,5062022Assets 2023: $1,117,097Liabilities 2023: $0Net Assets 2023: $1,117,0972023

Highlighted filing

2019

Assets$1,222,350
Liabilities$0
Net Assets$1,222,350
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KRevenue 2011: $89,198Expenses 2011: $85,481Net Income 2011: $3,7172011Revenue 2012: $95,551Expenses 2012: $86,938Net Income 2012: $8,6132012Revenue 2013: $165,633Expenses 2013: $89,851Net Income 2013: $75,7822013Revenue 2014: $132,410Expenses 2014: $94,633Net Income 2014: $37,7772014Revenue 2015: $32,976Expenses 2015: $95,658Net Income 2015: -$62,6822015Revenue 2016: $15,747Expenses 2016: $93,692Net Income 2016: -$77,9452016Revenue 2017: $70,154Expenses 2017: $93,396Net Income 2017: -$23,2422017Revenue 2018: $70,166Expenses 2018: $90,529Net Income 2018: -$20,3632018Revenue 2019: $104,989Expenses 2019: $88,237Net Income 2019: $16,7522019Revenue 2020: $87,730Expenses 2020: $90,138Net Income 2020: -$2,4082020Revenue 2021: $67,014Expenses 2021: $92,083Net Income 2021: -$25,0692021Revenue 2022: $51,027Expenses 2022: $98,776Net Income 2022: -$47,7492022Revenue 2023: $72,164Expenses 2023: $102,088Net Income 2023: -$29,9242023

Highlighted filing

2019

Revenue$104,989
Expenses$88,237
Net Income$16,752
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Gross Receipts
$573,779
Mission and Program Overview

Mission

Net income is to be paid 1/2 to rossville united methodist church of rossville, il, and 1/2 to st james united methodist church of danville il

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,205,762$1,222,350▲ $16,588
Investments in Publicly Traded Securities$1,176,128$1,175,216▼ $912
Savings and Temporary Cash Investments$29,634$47,134▲ $17,500
Total Assets$1,205,762$1,222,350▲ $16,588
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,205,762$1,222,350▲ $16,588
Total Liabilities and Net Assets / Fund Balance$1,205,762$1,222,350▲ $16,588
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$16,530$16,530
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$104,986
Other Revenue
$3
Change in Net Assets
$16,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,216
Salaries, Compensation, and Employee Benefits$16,530
Other Expenses$4,491
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,216--$67,216
Current Officers, Directors, Trustees, and Key Employees-$16,530-$16,530
Fees for Service Investment Mgmnt Fees-$2,248-$2,248
Fees for Services Accounting-$1,200-$1,200
Other Expenses$15$7-$7
All Other Expenses-$3-$3
Total Functional Expenses$67,231$21,006$0$88,237
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rossville United Methodist ChurchRossville, IL170(b)(1)(A)(i)To Support the Rossville United Methodist Church$33,608
St James United Methodist ChurchDanville, IL170(b)(1)(A)(i)To Support the St. James United Methodist Church$33,608
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee, as sole member of the governing body, prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Regions bank trustee fees are based on published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Anna Fox Kennedy Trust
EIN
37-6264615
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhouseccopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13, and 14

“While the anna kennedy fox tua does not have a conflict of interest policy, a written whistleblower policy, or a written document retention & destruction policy, regions bank, the corporate trustee, does have all of the above policies. All bank policies are monitored by the bank's management.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $178.46 cost basis adjustment ($342.46).”

Raw XML Appendix324 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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IRS990/GrantsToOrganizationsInd0true
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt028895
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01176128
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01175216
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-164
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2STATE AG FEES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0590
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1428
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IRS990/OtherRevenueMiscGrp/Desc0cash in lieu of shares
IRS990/OtherRevenueMiscGrp/ExclusionAmt03
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IRS990/OtherRevenueTotalAmt03
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IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleI/RecipientTable/CashGrantAmt133608
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)(i)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ROSSVILLE UNITED METHODIST CHURCH
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROSSVILLE UNITED METHODIST CHURCH
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST DISTRIBUTES THE ENTIRE NET INCOME TO ONLY ST JAMES UNITED METHODIST CHURCH AND ROSSVILLE UNITED METHODIST CHURCH AS DIRECTED IN THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE ANNA KENNEDY FOX TUA DOES NOT HAVE A CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE, DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGIONS BANK TRUSTEE FEES ARE BASED ON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND TIMING DIFFERENCE $178.46 COST BASIS ADJUSTMENT ($342.46).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13, AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
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ReturnHeader/BusinessOfficerGrp/PhoneNum02054207753
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/ReturnTs02020-05-08T13:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,222,350
Liabilities
$0
Net assets
$1,222,350
Revenue
$104,989
Expenses
$88,237
Net income
$16,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.05$0.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.07$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.09$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.09$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.07$0.09$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.02$0.09$0.08
2015Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.03$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.13$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.17$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.09$0.09$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)2 • $1M-$5M nonprofits