Civic Intelligence

Gladys Neubauer Trust

990PF • Fiscal year 2022 • EIN 42-6521712

Mar 01, 2021 to Feb 28, 2022 • Filed on Jan 11, 2023

Organization Profile
PO Box 10885Birmingham, AL 35202

(800) 276-5822

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$5,821

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

52nd percentile

8.9%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$293,866

Down $17,959 (-5.8%) from 2019

Net Assets

Down

$293,866

Down $17,959 (-5.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Up

$19,029

Up $4,295 (+29%) from 2019

Expenses

Up

$23,259

Up $3,452 (+17%) from 2019

Net Income

Up

-$4,230

Up $843 (+17%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2012: $305,499Liabilities 2012: $02012Assets 2013: $326,259Liabilities 2013: $0Net Assets 2013: $326,2592013Assets 2014: $318,670Liabilities 2014: $0Net Assets 2014: $318,6702014Assets 2015: $321,540Liabilities 2015: $0Net Assets 2015: $321,5402015Assets 2016: $324,517Liabilities 2016: $0Net Assets 2016: $324,5172016Assets 2017: $300,661Liabilities 2017: $0Net Assets 2017: $300,6612017Assets 2018: $316,898Liabilities 2018: $0Net Assets 2018: $316,8982018Assets 2019: $311,825Liabilities 2019: $0Net Assets 2019: $311,8252019Assets 2022: $293,866Liabilities 2022: $0Net Assets 2022: $293,8662022Assets 2023: $286,694Liabilities 2023: $0Net Assets 2023: $286,6942023Assets 2024: $292,986Liabilities 2024: $0Net Assets 2024: $292,9862024

Highlighted filing

2022

Assets$293,866
Liabilities$0
Net Assets$293,866
Open 2022 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $18,972Expenses 2012: $20,999Net Income 2012: -$2,0272012Expenses 2013: $21,1452013Revenue 2014: $14,639Expenses 2014: $22,228Net Income 2014: -$7,5892014Revenue 2015: $24,287Expenses 2015: $21,417Net Income 2015: $2,8702015Revenue 2016: $8,724Expenses 2016: $5,747Net Income 2016: $2,9772016Revenue 2017: $17,016Expenses 2017: $40,872Net Income 2017: -$23,8562017Revenue 2018: $22,028Expenses 2018: $5,791Net Income 2018: $16,2372018Revenue 2019: $14,734Expenses 2019: $19,807Net Income 2019: -$5,0732019Revenue 2022: $19,029Expenses 2022: $23,259Net Income 2022: -$4,2302022Revenue 2023: $17,002Expenses 2023: $24,174Net Income 2023: -$7,1722023Revenue 2024: $27,847Expenses 2024: $21,555Net Income 2024: $6,2922024

Highlighted filing

2022

Revenue$19,029
Expenses$23,259
Net Income-$4,230
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jan 11, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,821-$5,821
Filing and Contact Details

Filer

Filer Name
Gladys Neubauer Trust
EIN
42-6521712
Phone
8002765822
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
8002765822
Signed
2023-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
Raw XML Appendix288 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC APPLICATION FORMS - SEE ATTACHED STATEMENT FOR PART IX-A.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08002765822
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 10885
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01825 LOGAN AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018821
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017372
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017730
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016281
TaxesSchedule/TaxesDetail/Amt0137
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08002765822
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS NEUBAUER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0426521712
ReturnHeader/Filer/PhoneNum08002765822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420728423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507041290
ReturnHeader/PreparerPersonGrp/PhoneNum03192333318
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-18T14:23:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMEND
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,866
Liabilities
$0
Net assets
$293,866
Revenue
$19,029
Expenses
$23,259
Net income
-$4,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.28$0.22$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.17$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.19$0.23$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.15$0.20$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.22$0.06$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.17$0.41$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.09$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.24$0.21$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.15$0.22$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.21
2012Summary only. Only limited summary data is available for this year.$3.05$0.00$0.19$0.21$0.02