Civic Intelligence

Calvin P & Irma B Bentley Charitable Fnd

990PF • Fiscal year 2018 • EIN 38-6043873

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 10, 2019

Organization Profile
PO Box 10566 - Gw Trust Tax DeptBirmingham, AL 35296

(205) 297-6713

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

24th percentile

-8.7%

Higher net margin than 24% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$7,551

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$920,379

Down $4,546 (-0.5%) from 2017

Net Assets

Down

$920,379

Down $4,546 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin24th percentile

Revenue

Up

$51,846

Up $1,796 (+3.6%) from 2017

Expenses

Up

$56,344

Up $49 (+0.1%) from 2017

Net Income

Up

-$4,498

Up $1,747 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $758,391Liabilities 2010: $0Net Assets 2010: $758,3912010Assets 2011: $832,006Liabilities 2011: $0Net Assets 2011: $832,0062011Assets 2012: $852,166Liabilities 2012: $0Net Assets 2012: $852,1662012Assets 2013: $889,907Liabilities 2013: $0Net Assets 2013: $889,9072013Assets 2014: $937,500Liabilities 2014: $0Net Assets 2014: $937,5002014Assets 2015: $921,748Liabilities 2015: $0Net Assets 2015: $921,7482015Assets 2016: $931,206Liabilities 2016: $0Net Assets 2016: $931,2062016Assets 2017: $924,925Liabilities 2017: $0Net Assets 2017: $924,9252017Assets 2018: $920,379Liabilities 2018: $0Net Assets 2018: $920,3792018Assets 2019: $914,913Liabilities 2019: $0Net Assets 2019: $914,9132019Assets 2020: $935,506Liabilities 2020: $0Net Assets 2020: $935,5062020Assets 2021: $1,003,052Liabilities 2021: $0Net Assets 2021: $1,003,0522021Assets 2022: $1,021,794Liabilities 2022: $0Net Assets 2022: $1,021,7942022Assets 2023: $988,732Liabilities 2023: $0Net Assets 2023: $988,7322023Assets 2024: $1,007,335Liabilities 2024: $0Net Assets 2024: $1,007,3352024Assets 2025: $1,053,786Liabilities 2025: $0Net Assets 2025: $1,053,7862025

Highlighted filing

2018

Assets$920,379
Liabilities$0
Net Assets$920,379
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $48,8832010Expenses 2011: $34,6422011Expenses 2012: $36,4412012Revenue 2013: $73,146Expenses 2013: $35,405Net Income 2013: $37,7412013Revenue 2014: $99,708Expenses 2014: $52,115Net Income 2014: $47,5932014Revenue 2015: $48,363Expenses 2015: $64,115Net Income 2015: -$15,7522015Revenue 2016: $72,374Expenses 2016: $61,531Net Income 2016: $10,8432016Revenue 2017: $50,050Expenses 2017: $56,295Net Income 2017: -$6,2452017Revenue 2018: $51,846Expenses 2018: $56,344Net Income 2018: -$4,4982018Revenue 2019: $54,037Expenses 2019: $59,269Net Income 2019: -$5,2322019Revenue 2020: $80,191Expenses 2020: $58,073Net Income 2020: $22,1182020Revenue 2021: $134,346Expenses 2021: $70,186Net Income 2021: $64,1602021Revenue 2022: $89,620Expenses 2022: $68,929Net Income 2022: $20,6912022Revenue 2023: $33,067Expenses 2023: $65,946Net Income 2023: -$32,8792023Revenue 2024: $79,575Expenses 2024: $62,902Net Income 2024: $16,6732024Revenue 2025: $115,676Expenses 2025: $70,979Net Income 2025: $44,6972025

Highlighted filing

2018

Revenue$51,846
Expenses$56,344
Net Income-$4,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 10, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKTrusteePT$7,551-$7,551
JEROME T MOORE JRDist Cmtee-$0--
CALVIN B MOOREDist Cmtee-$0--
DAVIS BREWERDist Cmtee-$0--
ALAN BREWERDist Cmte-$0--
MARTHA BREWERDist Cmte-$0--
Filing and Contact Details

Filer

Filer Name
Calvin P & Irma B Bentley Charitable Fnd
EIN
38-6043873
Phone
2052976713
Address
PO BOX 10566 - GW TRUST TAX DEPT, BIRMINGHAM, AL 35296

Signing Officer

Name
Compass Bank- Trust Officer
Title
Trust Officer
Phone
2052976713
Signed
2019-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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Filings

Displayed year

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

Open filing
Assets
$920,379
Liabilities
$0
Net assets
$920,379
Revenue
$51,846
Expenses
$56,344
Net income
-$4,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.07$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.08$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.07$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.06$0.01
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.92$0.00$0.92$0.05$0.06$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.05