Civic Intelligence

Mildred Alderson Trust

990PF • Fiscal year 2021 • EIN 54-6426438

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
2828 Emerywood ParkwayRichmond, VA 23294

(804) 672-8862

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

32%

Higher net margin than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$1,887

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

3.4%

Faster asset growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

35%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$194,986

Up $6,363 (+3.4%) from 2020

Net Assets

Up

$194,986

Up $6,363 (+3.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin75th percentile

Revenue

Up

$20,006

Up $5,199 (+35%) from 2020

Expenses

Up

$13,643

Up $100 (+0.7%) from 2020

Net Income

Up

$6,363

Up $5,099 (+403%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2011: $209,402Liabilities 2011: $02011Assets 2012: $209,966Liabilities 2012: $02012Assets 2013: $202,671Liabilities 2013: $02013Assets 2014: $202,946Liabilities 2014: $320Net Assets 2014: $202,6262014Assets 2015: $200,855Liabilities 2015: $0Net Assets 2015: $200,8552015Assets 2016: $194,187Liabilities 2016: $0Net Assets 2016: $194,1872016Assets 2017: $191,398Liabilities 2017: $0Net Assets 2017: $191,3982017Assets 2018: $190,141Liabilities 2018: $0Net Assets 2018: $190,1412018Assets 2019: $186,809Liabilities 2019: $0Net Assets 2019: $186,8092019Assets 2020: $188,623Liabilities 2020: $0Net Assets 2020: $188,6232020Assets 2021: $194,986Liabilities 2021: $0Net Assets 2021: $194,9862021Assets 2022: $191,946Liabilities 2022: $0Net Assets 2022: $191,9462022Assets 2023: $185,938Liabilities 2023: $0Net Assets 2023: $185,9382023Assets 2024: $188,069Liabilities 2024: $0Net Assets 2024: $188,0692024

Highlighted filing

2021

Assets$194,986
Liabilities$0
Net Assets$194,986
Open 2021 Filing

Operations Trend

Revenue Growth70th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $12,096Expenses 2011: $12,135Net Income 2011: -$392011Revenue 2012: $12,683Expenses 2012: $12,119Net Income 2012: $5642012Revenue 2013: $4,936Expenses 2013: $12,231Net Income 2013: -$7,2952013Revenue 2014: $12,290Expenses 2014: $12,335Net Income 2014: -$452014Revenue 2015: $11,861Expenses 2015: $13,632Net Income 2015: -$1,7712015Revenue 2016: $6,719Expenses 2016: $13,387Net Income 2016: -$6,6682016Revenue 2017: $10,013Expenses 2017: $12,802Net Income 2017: -$2,7892017Revenue 2018: $12,440Expenses 2018: $13,697Net Income 2018: -$1,2572018Revenue 2019: $10,390Expenses 2019: $13,722Net Income 2019: -$3,3322019Revenue 2020: $14,807Expenses 2020: $13,543Net Income 2020: $1,2642020Revenue 2021: $20,006Expenses 2021: $13,643Net Income 2021: $6,3632021Revenue 2022: $11,953Expenses 2022: $14,993Net Income 2022: -$3,0402022Revenue 2023: $7,007Expenses 2023: $13,015Net Income 2023: -$6,0082023Revenue 2024: $15,024Expenses 2024: $12,893Net Income 2024: $2,1312024

Highlighted filing

2021

Revenue$20,006
Expenses$13,643
Net Income$6,363
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA BAPTIST FOUNDATIONInstitutional Trustee-$1,887-$1,887
Filing and Contact Details

Filer

Filer Name
Mildred Alderson Trust
EIN
54-6426438
Phone
8046728862
Address
2828 EMERYWOOD PARKWAY, RICHMOND, VA 23294

Signing Officer

Name
Todd J Fuller
Title
Trustee
Phone
8046728862
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Brooks E Nelson
Phone
8046735700
Raw XML Appendix276 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0194986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VBF 8.0% TARGET PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0271514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06065
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0700
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013643
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VBF LEGACY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VBF LEGACY FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013941
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06363
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0194986
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012907
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012907
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013157
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/DistributableAmountGrp/TotalTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VIRGINIA BAPTIST FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02828 EMERYWOOD PARKWAY
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0700
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010713
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011413
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010713
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/Amt1163
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1163
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD J FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08046728862
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED ALDERSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALDE
ReturnHeader/Filer/EIN0546426438
ReturnHeader/Filer/PhoneNum08046728862
ReturnHeader/Filer/USAddress/AddressLine1Txt02828 EMERYWOOD PARKWAY
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023294
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH 10TH ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046735700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BROOKS E NELSON
ReturnHeader/ReturnTs02022-05-13T13:50:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$194,986
Liabilities
$0
Net assets
$194,986
Revenue
$20,006
Expenses
$13,643
Net income
$6,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.20$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.10$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.07$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$0.05$0.12$0.07
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.13$0.12$0.01
2011Summary only. Only limited summary data is available for this year.$2.09$0.00$0.12$0.12$0.00