Civic Intelligence

The Cole Foundation Trust

990PF • Fiscal year 2015 • EIN 56-2547408

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
C/O Regions Bank PO Box 1628Mobile, AL 36633-1628

(251) 690-1440

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

35th percentile

-3.2%

Higher net margin than 35% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

47th percentile

-0.2%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-8.7%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$814,062

Down $1,647 (-0.2%) from 2014

Net Assets

Down

$814,062

Down $1,647 (-0.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin35th percentile

Revenue

Down

$56,823

Down $5,386 (-8.7%) from 2014

Expenses

Down

$58,646

Down $2,374 (-3.9%) from 2014

Net Income

Down

-$1,823

Down $3,012 (-253%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2011: $796,118Liabilities 2011: $02011Assets 2012: $775,839Liabilities 2012: $12012Assets 2013: $814,366Liabilities 2013: $0Net Assets 2013: $814,3662013Assets 2014: $815,709Liabilities 2014: $0Net Assets 2014: $815,7092014Assets 2015: $814,062Liabilities 2015: $0Net Assets 2015: $814,0622015Assets 2016: $782,016Liabilities 2016: $0Net Assets 2016: $782,0162016Assets 2017: $772,860Liabilities 2017: $0Net Assets 2017: $772,8602017Assets 2018: $789,433Liabilities 2018: $0Net Assets 2018: $789,4332018Assets 2019: $778,271Liabilities 2019: $0Net Assets 2019: $778,2712019Assets 2020: $769,972Liabilities 2020: $0Net Assets 2020: $769,9722020Assets 2021: $874,493Liabilities 2021: $0Net Assets 2021: $874,4932021Assets 2022: $827,891Liabilities 2022: $0Net Assets 2022: $827,8912022Assets 2023: $809,930Liabilities 2023: $0Net Assets 2023: $809,9302023Assets 2024: $826,422Liabilities 2024: $0Net Assets 2024: $826,4222024

Highlighted filing

2015

Assets$814,062
Liabilities$0
Net Assets$814,062
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,977Expenses 2011: $45,838Net Income 2011: $18,1392011Revenue 2012: $38,795Expenses 2012: $59,242Net Income 2012: -$20,4472012Revenue 2013: $99,586Expenses 2013: $60,866Net Income 2013: $38,7202013Revenue 2014: $62,209Expenses 2014: $61,020Net Income 2014: $1,1892014Revenue 2015: $56,823Expenses 2015: $58,646Net Income 2015: -$1,8232015Revenue 2016: $26,041Expenses 2016: $58,238Net Income 2016: -$32,1972016Revenue 2017: $42,515Expenses 2017: $50,078Net Income 2017: -$7,5632017Revenue 2018: $67,940Expenses 2018: $51,313Net Income 2018: $16,6272018Revenue 2019: $41,110Expenses 2019: $52,193Net Income 2019: -$11,0832019Revenue 2020: $35,395Expenses 2020: $43,582Net Income 2020: -$8,1872020Revenue 2021: $149,337Expenses 2021: $44,916Net Income 2021: $104,4212021Revenue 2022: $5,478Expenses 2022: $51,996Net Income 2022: -$46,5182022Revenue 2023: $38,411Expenses 2023: $56,404Net Income 2023: -$17,9932023Revenue 2024: $72,070Expenses 2024: $55,527Net Income 2024: $16,5432024

Highlighted filing

2015

Revenue$56,823
Expenses$58,646
Net Income-$1,823
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT P COLETrustee-$0--
LAURA JC MENARDTrustee-$0--
ROGER E COLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cole Foundation Trust
EIN
56-2547408
Phone
2516901440
Address
C/O REGIONS BANK PO BOX 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Roger E Cole
Title
Trustee
Phone
2514318309
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PRUDENTIAL FINANCIAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COGNIZANT TECH SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48REGAL ENTMT GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HOLLYFRONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MEDTRONICS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WASTE MGNT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ALPHABET INC - CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ALPHABET INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MICROCHIP TECH INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FHLMC #J16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FNMA 5% 3/15/16
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$814,062
Liabilities
$0
Net assets
$814,062
Revenue
$56,823
Expenses
$58,646
Net income
-$1,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.72$0.56$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.38$0.56$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.05$0.52$0.47
2021Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$1.49$0.45$1.04
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.35$0.44$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.41$0.52$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.68$0.51$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.43$0.50$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.26$0.58$0.32
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.57$0.59$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.62$0.61$0.01
2013Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$1.00$0.61$0.39
2012Summary only. Only limited summary data is available for this year.$7.76$0.00$0.39$0.59$0.20
2011Summary only. Only limited summary data is available for this year.$7.96$0.00$0.64$0.46$0.18