Civic Intelligence

Harold P Dugdale Charitable Trust American Natl Bank Ttee

990PF • Fiscal year 2013 • EIN 43-6071666

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization Profile
PO Box 38763166

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$33,944

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,271,467

Up $60,857 (+2.8%) from 2012

Net Assets

Up

$2,271,467

Up $60,857 (+2.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin75th percentile

Revenue

$268,917

No earlier filing loaded for comparison.

Expenses

Up

$207,475

Up $23,300 (+13%) from 2012

Net Income

$61,442

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,167,756Liabilities 2010: $0Net Assets 2010: $2,167,7562010Assets 2011: $2,304,927Liabilities 2011: $0Net Assets 2011: $2,304,9272011Assets 2012: $2,210,610Liabilities 2012: $0Net Assets 2012: $2,210,6102012Assets 2013: $2,271,467Liabilities 2013: $0Net Assets 2013: $2,271,4672013Assets 2014: $2,217,747Liabilities 2014: $0Net Assets 2014: $2,217,7472014Assets 2015: $2,183,836Liabilities 2015: $02015Assets 2017: $2,056,160Liabilities 2017: $0Net Assets 2017: $2,056,1602017Assets 2018: $2,026,684Liabilities 2018: $0Net Assets 2018: $2,026,6842018Assets 2019: $2,068,346Liabilities 2019: $0Net Assets 2019: $2,068,3462019Assets 2020: $1,988,961Liabilities 2020: $0Net Assets 2020: $1,988,9612020Assets 2021: $2,029,461Liabilities 2021: $0Net Assets 2021: $2,029,4612021Assets 2022: $2,227,211Liabilities 2022: $0Net Assets 2022: $2,227,2112022Assets 2023: $2,134,057Liabilities 2023: $0Net Assets 2023: $2,134,0572023Assets 2024: $2,071,736Liabilities 2024: $0Net Assets 2024: $2,071,7362024

Highlighted filing

2013

Assets$2,271,467
Liabilities$0
Net Assets$2,271,467
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $133,8992010Expenses 2011: $175,5532011Expenses 2012: $184,1752012Revenue 2013: $268,917Expenses 2013: $207,475Net Income 2013: $61,4422013Revenue 2014: $202,271Expenses 2014: $254,523Net Income 2014: -$52,2522014Revenue 2015: $210,801Expenses 2015: $244,609Net Income 2015: -$33,8082015Revenue 2017: $158,975Expenses 2017: $122,888Net Income 2017: $36,0872017Revenue 2018: $110,920Expenses 2018: $139,840Net Income 2018: -$28,9202018Revenue 2019: $175,192Expenses 2019: $133,911Net Income 2019: $41,2812019Revenue 2020: $35,505Expenses 2020: $115,230Net Income 2020: -$79,7252020Revenue 2021: $159,264Expenses 2021: $117,626Net Income 2021: $41,6382021Revenue 2022: $333,331Expenses 2022: $135,579Net Income 2022: $197,7522022Revenue 2023: $45,708Expenses 2023: $138,826Net Income 2023: -$93,1182023Revenue 2024: $76,964Expenses 2024: $139,273Net Income 2024: -$62,3092024

Highlighted filing

2013

Revenue$268,917
Expenses$207,475
Net Income$61,442
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$33,944-$33,944
Filing and Contact Details

Filer

EIN
43-6071666
Phone
3144182643

Signing Officer

Name
U S Bank Na
Title
Trustee
Phone
3144182643
Signed
2014-05-01
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES DJ US REAL ESTATE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SPDR DJ WILSHIRE INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AMERICAN EXPRESS CO
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0220132
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0268917
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0872
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0220132
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08486
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033944
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0165500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0165500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0872
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt048784
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt061442
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01316430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0220132
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0239910
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,271,467
Liabilities
$0
Net assets
$2,271,467
Revenue
$268,917
Expenses
$207,475
Net income
$61,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.33$0.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.18$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.12$0.04
2015Summary only. Only limited summary data is available for this year.$2.18$0.00$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.20$0.25$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.27$0.21$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.13