Civic Intelligence

Hattie Lou Page Educational Trust Fund

990PF • Fiscal year 2012 • EIN 58-1395920

Sep 01, 2011 to Aug 31, 2012 • Filed on Dec 19, 2012

Organization Profile
PO Box 37038025-0370
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

89th percentile

$1,888

Higher top officer pay than 89% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$143,635

Down $5,392 (-3.6%) from 2011

Net Assets

$143,635

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,165

Down $104 (-1.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2011: $149,027Liabilities 2011: $02011Assets 2012: $143,635Liabilities 2012: $0Net Assets 2012: $143,6352012Assets 2013: $139,437Liabilities 2013: $0Net Assets 2013: $139,4372013Assets 2014: $137,805Liabilities 2014: $0Net Assets 2014: $137,8052014Assets 2015: $135,514Liabilities 2015: $0Net Assets 2015: $135,5142015Assets 2016: $132,408Liabilities 2016: $0Net Assets 2016: $132,4082016Assets 2017: $133,460Liabilities 2017: $0Net Assets 2017: $133,4602017Assets 2018: $133,397Liabilities 2018: $0Net Assets 2018: $133,3972018Assets 2019: $135,734Liabilities 2019: $12019Assets 2020: $133,965Liabilities 2020: $0Net Assets 2020: $133,9652020Assets 2021: $128,035Liabilities 2021: $0Net Assets 2021: $128,0352021Assets 2022: $112,763Liabilities 2022: $12022Assets 2023: $109,868Liabilities 2023: $12023Assets 2024: $103,462Liabilities 2024: $12024Assets 2025: $101,418Liabilities 2025: $0Net Assets 2025: $101,4182025

Highlighted filing

2012

Assets$143,635
Liabilities$0
Net Assets$143,635
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KRevenue 2011: $4,220Expenses 2011: $10,269Net Income 2011: -$6,0492011Expenses 2012: $10,1652012Expenses 2013: $9,8832013Revenue 2014: $8,266Expenses 2014: $9,898Net Income 2014: -$1,6322014Revenue 2015: $7,781Expenses 2015: $10,072Net Income 2015: -$2,2912015Revenue 2016: $6,944Expenses 2016: $10,050Net Income 2016: -$3,1062016Revenue 2017: $10,954Expenses 2017: $9,902Net Income 2017: $1,0522017Revenue 2018: $9,558Expenses 2018: $9,621Net Income 2018: -$632018Revenue 2019: $11,924Expenses 2019: $9,587Net Income 2019: $2,3372019Revenue 2020: $6,868Expenses 2020: $8,637Net Income 2020: -$1,7692020Revenue 2021: $2,888Expenses 2021: $8,818Net Income 2021: -$5,9302021Revenue 2022: -$6,419Expenses 2022: $8,853Net Income 2022: -$15,2722022Revenue 2023: $4,615Expenses 2023: $7,650Net Income 2023: -$3,0352023Revenue 2024: $1,816Expenses 2024: $8,222Net Income 2024: -$6,4062024Revenue 2025: $6,752Expenses 2025: $8,799Net Income 2025: -$2,0472025

Highlighted filing

2012

Revenue-
Expenses$10,165
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Dec 19, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST CITIZENS NATIONAL BANKTrustee-$1,888-$1,888
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FUND SCHOLARSHIPSPUBLICDYERSBURG, TN, US$7,858
Filing and Contact Details

Filer

EIN
58-1395920
Raw XML Appendix287 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FIDELITY ADVISOR SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FIDELITY ADVISOR NEW INSIGHT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SAB CAPITAL MARKETS LP
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InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV025951
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5392
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice044566
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm02288
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02307
IRS990PF/BalanceSheets/CapitalStockBOY0137651
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IRS990PF/BalanceSheets/CashBOY02817
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY010000
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome027
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue027
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0152656
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0154111
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07562
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0146549
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct05027
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards01) NEEDY AS DETERMINED BY THE ACT FAMILY FINANCIAL STATEMENT. 2) DYER COUNTY STUDENTS OR ENROLLED AT DYERSBURG STATE COMMUNITY COLLEGE. 3) ENGAGED IN MEDICAL OR NURSING STUDY.
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear107858
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07563
IRS990PF/UndistributedIncome/QualifyingDistributions07858
IRS990PF/UndistributedIncome/UndistributedIncomeCY07563
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07858
TaxesSchedule/Taxes/Amount019
TaxesSchedule/Taxes/Category0INCOME TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0581395920
ReturnHeader/Filer/Name/BusinessNameLine10HATTIE LOU PAGE EDUCATIONAL TRUST
ReturnHeader/Filer/NameControl0HATT
ReturnHeader/Filer/Phone07312854410
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 370
ReturnHeader/Filer/USAddress/City0DYERSBURG
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0380250370
ReturnHeader/Officer/DateSigned02012-12-19
ReturnHeader/Officer/Name0FIRST CITIZENS NATIONAL BANK
ReturnHeader/Officer/Phone07312854410
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-12-18
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALEXANDER THOMPSON ARNOLD PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10185 N CHURCH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DYERSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode038024
ReturnHeader/Preparer/Name0A STEVEN CARMICHAEL
ReturnHeader/Preparer/Phone07312857900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-31T15:39:35-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,635
Liabilities
$0
Net assets
$143,635
Revenue
-
Expenses
$10,165
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.09$0.02
2024Summary only. Only limited summary data is available for this year.$1.03$0.00$0.02$0.08$0.06
2023Summary only. Only limited summary data is available for this year.$1.10$0.00$0.05$0.08$0.03
2022Summary only. Only limited summary data is available for this year.$1.13$0.00$0.06$0.09$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.07$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.10$0.10$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.11$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.08$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.04$0.10$0.06