Civic Intelligence

The Cole Foundation Trust

990PF • Fiscal year 2023 • EIN 56-2547408

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
CO Regions Bank PO Box 1628Mobile, AL 36633-1628

(251) 690-1415

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-47%

Higher net margin than 13% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

601%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$809,930

Down $17,961 (-2.2%) from 2022

Net Assets

Down

$809,930

Down $17,961 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin13th percentile

Revenue

Up

$38,411

Up $32,933 (+601%) from 2022

Expenses

Up

$56,404

Up $4,408 (+8.5%) from 2022

Net Income

Up

-$17,993

Up $28,525 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$809,930
Liabilities$0
Net Assets$809,930
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$38,411
Expenses$56,404
Net Income-$17,993
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Filer

Filer Name
The Cole Foundation Trust
EIN
56-2547408
Phone
2516901415
Address
CO REGIONS BANK PO BOX 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Roger E Cole
Title
Trustee
Phone
2514318309
Signed
2024-05-06
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
Raw XML AppendixShowing 400 of 837 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37FANNIE MAE POOL FN AU6743 4% 01 OCT 2043 - 396.93 PAR
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45FANNIE MAE POOL FN FM1456 2.5% 01 SEP 2028 - 1448.28 PAR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4655688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt475091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt484473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt504691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5553419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5619438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt572049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt583431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt604540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC - 78 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC - 107 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARTISAN DEVELOPING WORLD FUND - 921.475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ARTISAN MID CAP FUND - 590.291 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BARON EMERGING MARKETS FUND - 2541.36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK INC - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORP - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHIPOTLE MEXICAN GRILL INC - 1 SHS

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$809,930
Liabilities
$0
Net assets
$809,930
Revenue
$38,411
Expenses
$56,404
Net income
-$17,993
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