Civic Intelligence

The Alberti Educational Trust

990PF • Fiscal year 2016 • EIN 58-1973221

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 16, 2017

Organization Profile
PO Box 640Jonesboro, LA 71251-0640

(318) 259-4406

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

493%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$928,090

Down $10,885 (-1.2%) from 2015

Net Assets

Down

$928,090

Down $10,885 (-1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin74th percentile

Revenue

Up

$8,965

Up $7,453 (+493%) from 2015

Expenses

Down

$7,550

Down $10,810 (-59%) from 2015

Net Income

Up

$1,415

Up $18,263 (+108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2010: $790,662Liabilities 2010: $0Net Assets 2010: $790,6622010Assets 2011: $865,542Liabilities 2011: $0Net Assets 2011: $865,5422011Assets 2012: $922,720Liabilities 2012: $0Net Assets 2012: $922,7202012Assets 2013: $905,837Liabilities 2013: $0Net Assets 2013: $905,8372013Assets 2014: $967,940Liabilities 2014: $12014Assets 2015: $938,975Liabilities 2015: $0Net Assets 2015: $938,9752015Assets 2016: $928,090Liabilities 2016: $0Net Assets 2016: $928,0902016Assets 2017: $906,922Liabilities 2017: $0Net Assets 2017: $906,9222017Assets 2018: $888,506Liabilities 2018: $0Net Assets 2018: $888,5062018Assets 2019: $868,276Liabilities 2019: $0Net Assets 2019: $868,2762019Assets 2020: $862,957Liabilities 2020: $0Net Assets 2020: $862,9572020Assets 2021: $820,447Liabilities 2021: $0Net Assets 2021: $820,4472021Assets 2022: $813,937Liabilities 2022: $12022Assets 2023: $800,989Liabilities 2023: $12023Assets 2024: $785,209Liabilities 2024: $0Net Assets 2024: $785,2092024

Highlighted filing

2016

Assets$928,090
Liabilities$0
Net Assets$928,090
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KExpenses 2010: $10,0002010Expenses 2011: $5,1502011Expenses 2012: $9,5002012Revenue 2013: $2,372Expenses 2013: $8,900Net Income 2013: -$6,5282013Revenue 2014: $76,963Expenses 2014: $6,250Net Income 2014: $70,7132014Revenue 2015: $1,512Expenses 2015: $18,360Net Income 2015: -$16,8482015Revenue 2016: $8,965Expenses 2016: $7,550Net Income 2016: $1,4152016Revenue 2017: $2,087Expenses 2017: $10,800Net Income 2017: -$8,7132017Revenue 2018: $1,958Expenses 2018: $9,632Net Income 2018: -$7,6742018Revenue 2019: $2,420Expenses 2019: $11,250Net Income 2019: -$8,8302019Revenue 2020: $2,225Expenses 2020: $6,900Net Income 2020: -$4,6752020Revenue 2021: $1,459Expenses 2021: $11,500Net Income 2021: -$10,0412021Revenue 2022: $1,934Expenses 2022: $10,175Net Income 2022: -$8,2412022Revenue 2023: $4,226Expenses 2023: $7,425Net Income 2023: -$3,1992023Revenue 2024: $4,428Expenses 2024: $9,925Net Income 2024: -$5,4972024

Highlighted filing

2016

Revenue$8,965
Expenses$7,550
Net Income$1,415
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO ANN TEATTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Alberti Educational Trust
EIN
58-1973221
Phone
3182594406
Address
PO BOX 640, JONESBORO, LA 71251-0640

Signing Officer

Name
Jo Ann Teat
Title
Trustee
Phone
3182594406
Signed
2017-08-16

Preparer

Firm
Kenneth D Folden and Company Cpas
Address
302 8TH STREET, JONESBORO, LA 71251
Preparer
Kenneth D Folden CPA
Phone
3182597316
Raw XML Appendix284 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JO ANN TEAT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7QUITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd071251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd171247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd271251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd371251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd471226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd571268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd671251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd771268
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06750
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/AppliedToYear1Amt06750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045752
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06750
IRS990PF/UndistributedIncomeGrp/Taxable2Amt039883
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045752
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046633
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD TAXES AND PENALTIES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07516
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN ON STOCK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07516
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JO ANN TEAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03182594406
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERTI EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0581973221
ReturnHeader/Filer/PhoneNum03182594406
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 640
ReturnHeader/Filer/USAddress/CityNm0JONESBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0712510640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00BB837DB6F385191FFF42EB654D419ADC5B15E8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2897BDA540E6C4F0A47631A56430E235B934CCB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721169261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH D FOLDEN AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 8TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JONESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071251
ReturnHeader/PreparerPersonGrp/PhoneNum03182597316
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH D FOLDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-16T17:07:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$928,090
Liabilities
$0
Net assets
$928,090
Revenue
$8,965
Expenses
$7,550
Net income
$1,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.04$0.10$0.05
2023Summary only. Only limited summary data is available for this year.$8.01$0.00$0.04$0.07$0.03
2022Summary only. Only limited summary data is available for this year.$8.14$0.00$0.02$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$0.01$0.12$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.02$0.11$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$0.02$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.02$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.09$0.08$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$0.02$0.18$0.17
2014Summary only. Only limited summary data is available for this year.$9.68$0.00$0.77$0.06$0.71
2013Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.02$0.09$0.07
2012Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.10
2011Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.05
2010Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.10