Civic Intelligence

Badgley Memorial Fund (Pre 1969 Charitable

990PF • Fiscal year 2016 • EIN 58-6025557

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 22, 2017

Regions Bank Trust Dept P O Box 288Mobile, AL 36652-2886

(251) 690-1024

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

2nd percentile

-605%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

60th percentile

$9,630

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 156.8% of source-year revenue.

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

Asset Growth

23rd percentile

-5.6%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

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

Assets

Down

$624,277

Down $37,296 (-5.6%) from 2015

Net Assets

$624,277

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,142

Down $62,066 (-91%) from 2015

Expenses

Down

$43,302

Down $259 (-0.6%) from 2015

Net Income

Down

-$37,160

Down $61,807 (-251%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $569,756Liabilities 2011: $02011Assets 2012: $620,290Liabilities 2012: $02012Assets 2013: $628,295Liabilities 2013: $02013Assets 2014: $640,039Liabilities 2014: $02014Assets 2015: $661,573Liabilities 2015: $02015Assets 2016: $624,277Liabilities 2016: $0Net Assets 2016: $624,2772016Assets 2017: $606,911Liabilities 2017: $0Net Assets 2017: $606,9112017Assets 2018: $585,632Liabilities 2018: $0Net Assets 2018: $585,6322018Assets 2019: $576,581Liabilities 2019: $0Net Assets 2019: $576,5812019Assets 2020: $544,566Liabilities 2020: $0Net Assets 2020: $544,5662020Assets 2021: $570,641Liabilities 2021: $0Net Assets 2021: $570,6412021Assets 2022: $543,180Liabilities 2022: $12022Assets 2023: $536,819Liabilities 2023: $12023

Highlighted filing

2016

Assets$624,277
Liabilities$0
Net Assets$624,277

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $56,292Expenses 2011: $31,763Net Income 2011: $24,5292011Revenue 2012: $81,221Expenses 2012: $30,850Net Income 2012: $50,3712012Revenue 2013: $40,332Expenses 2013: $32,397Net Income 2013: $7,9352013Revenue 2014: $52,223Expenses 2014: $37,343Net Income 2014: $14,8802014Revenue 2015: $68,208Expenses 2015: $43,561Net Income 2015: $24,6472015Revenue 2016: $6,142Expenses 2016: $43,302Net Income 2016: -$37,1602016Revenue 2017: $25,984Expenses 2017: $42,931Net Income 2017: -$16,9472017Revenue 2018: $22,449Expenses 2018: $43,258Net Income 2018: -$20,8092018Revenue 2019: $26,378Expenses 2019: $35,431Net Income 2019: -$9,0532019Revenue 2020: $12,939Expenses 2020: $44,729Net Income 2020: -$31,7902020Revenue 2021: $71,722Expenses 2021: $45,657Net Income 2021: $26,0652021Revenue 2022: $21,270Expenses 2022: $48,693Net Income 2022: -$27,4232022Revenue 2023: $22,757Expenses 2023: $29,041Net Income 2023: -$6,2842023

Highlighted filing

2016

Revenue$6,142
Expenses$43,302
Net Income-$37,160
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 22, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,630-$9,630
RALPH RODGERSTrustee-$0--
LEIGH BROOKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Badgley Memorial Fund (pre 1969 Charitable
EIN
58-6025557
Phone
2516901024
Address
REGIONS BANK TRUST DEPT P O BOX 288, MOBILE, AL 36652-2886

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2017-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt362355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt406152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt454533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt484193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt495485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt502117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5349216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5451040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5569490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt566032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt583940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt606338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17"COGNIZANT TECHNOLOGY SOLUTION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20"EATON CORP PLC ISIN:IE00B8KQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACEBOOK INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32"LYONDELLBASELL INDUSTRIES - C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MERCK & CO. INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NEXTERA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THERMO FISHER SCIENTIFIC, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD MID-CAP INDEX FUND-AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54"VANGUARD SMALL CAP INDEXFUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55"VANGUARD TOTAL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WHOLE FOODS MKT INC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt077564
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-05-13

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.37$0.00$0.23$0.29$0.06
2022Summary only. Only limited summary data is available for this year.$5.43$0.00$0.21$0.49$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.72$0.46$0.26
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.13$0.45$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.26$0.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.22$0.43$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.26$0.43$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.06$0.43$0.37
2015Summary only. Only limited summary data is available for this year.$6.62$0.00$0.68$0.44$0.25
2014Summary only. Only limited summary data is available for this year.$6.40$0.00$0.52$0.37$0.15
2013Summary only. Only limited summary data is available for this year.$6.28$0.00$0.40$0.32$0.08
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$0.81$0.31$0.50
2011Summary only. Only limited summary data is available for this year.$5.70$0.00$0.56$0.32$0.25
Peer Organizations

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