Civic Intelligence

The Herman and Emmie Bolden Charitable Trust

990PF • Fiscal year 2021 • EIN 45-5585842

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 16, 2022

Organization Profile
P O Box 11426Birmingham, AL 35202

(205) 264-5590

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

70%

Higher net margin than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$26,874

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,187,616

Up $297,278 (+16%) from 2020

Net Assets

$2,187,616

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Down

$423,388

Down $589,671 (-58%) from 2020

Expenses

Up

$126,110

Up $53,371 (+73%) from 2020

Net Income

Down

$297,278

Down $643,042 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2013: $2,808,787Liabilities 2013: $02013Assets 2014: $2,610,531Liabilities 2014: $0Net Assets 2014: $2,610,5312014Assets 2015: $2,380,685Liabilities 2015: $02015Assets 2016: $1,568,793Liabilities 2016: $02016Assets 2020: $1,890,338Liabilities 2020: $02020Assets 2021: $2,187,616Liabilities 2021: $0Net Assets 2021: $2,187,6162021Assets 2022: $2,133,256Liabilities 2022: $0Net Assets 2022: $2,133,2562022Assets 2023: $13,837,186Liabilities 2023: $0Net Assets 2023: $13,837,1862023Assets 2024: $13,645,637Liabilities 2024: $0Net Assets 2024: $13,645,6372024Assets 2025: $13,181,164Liabilities 2025: $0Net Assets 2025: $13,181,1642025

Highlighted filing

2021

Assets$2,187,616
Liabilities$0
Net Assets$2,187,616
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: -$883Expenses 2013: $527,160Net Income 2013: -$528,0432013Revenue 2014: $334,072Expenses 2014: $531,900Net Income 2014: -$197,8282014Revenue 2015: $267,378Expenses 2015: $479,439Net Income 2015: -$212,0612015Revenue 2016: -$277,170Expenses 2016: $534,547Net Income 2016: -$811,7172016Revenue 2020: $1,013,059Expenses 2020: $72,739Net Income 2020: $940,3202020Revenue 2021: $423,388Expenses 2021: $126,110Net Income 2021: $297,2782021Revenue 2022: $105,638Expenses 2022: $159,998Net Income 2022: -$54,3602022Revenue 2023: $11,901,346Expenses 2023: $197,416Net Income 2023: $11,703,9302023Revenue 2024: $373,507Expenses 2024: $565,056Net Income 2024: -$191,5492024Revenue 2025: $449,636Expenses 2025: $914,109Net Income 2025: -$464,4732025

Highlighted filing

2021

Revenue$423,388
Expenses$126,110
Net Income$297,278
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 16, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$26,874-$26,874
Filing and Contact Details

Filer

Filer Name
Herman & Emmie Bolden Charitable
EIN
45-5585842
Phone
2052645590
Address
P O BOX 11426, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
2052645590
Signed
2022-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda L Sibley CPA
Phone
3348346640
Raw XML Appendix304 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SYSCO CORPORATION 3.3%
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01991179
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS PRIVATE WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0LAJ SIMS TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 MILAN PARKWAY SECOND FLOOR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02052645590
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BOLDEN CHARITABLE TRUST DOES NOT DIRECTLY HOLD CHARITABLE ACTIVITIES. INSTEAD, THE CHARITABLE TRUST MAKES DONATIONS TO NUMEROUS CHARITIES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICATION AND FORMAT ARE UNRESTRICTED.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS ARE DONATED FOR RELIGIOUS, LITERARY, SCIENTIFIC, EDUCATIONAL, OR CHARITABLE PURPOSES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE - GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EVERGREEN FIRST UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UAB COMPREHENSIVE CANCER CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13800 COLONADE PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2118 DESPLOUS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31824 6TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1STE 140
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EVERGREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335233
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095121
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0101519
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0254333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0243090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0442984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0442984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0629705
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101403
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0254333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0243090
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121337
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019818
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01072689
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01052871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF HERMAN D BOLDEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0REGIONS BANK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 11426
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0342000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03210
TaxesSchedule/TaxesDetail/Amt0205
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0205
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS PRIVATE WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052645590
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN & EMMIE BOLDEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/0 REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0455585842
ReturnHeader/Filer/PhoneNum02052645590
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11426
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630781330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRIDGE BORDEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 COMMERCE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348346640
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L SIBLEY CPA
ReturnHeader/ReturnTs02022-08-17T18:36:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,187,616
Liabilities
$0
Net assets
$2,187,616
Revenue
$423,388
Expenses
$126,110
Net income
$297,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.45$0.91$0.46
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.37$0.57$0.19
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$11.9$0.20$11.7
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.42$0.13$0.30
2020Summary only. Only limited summary data is available for this year.$1.89$0.00$1.01$0.07$0.94
2016Summary only. Only limited summary data is available for this year.$1.57$0.00$0.28$0.53$0.81
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$0.27$0.48$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.33$0.53$0.20
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.00$0.53$0.53