Civic Intelligence

Bulloch-Meriwether Scholarship Fund FBO Orphans % Trust Co of Georgia

990PF • Fiscal year 2021 • EIN 58-6026000

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(404) 813-2219

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$690

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

120%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$79,876

Down $1,578 (-1.9%) from 2020

Net Assets

Down

$79,876

Down $1,578 (-1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Up

$3,603

Up $1,966 (+120%) from 2020

Expenses

Up

$5,187

Up $203 (+4.1%) from 2020

Net Income

Up

-$1,584

Up $1,763 (+53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2011: $86,174Liabilities 2011: $02011Assets 2012: $82,144Liabilities 2012: $02012Assets 2013: $80,130Liabilities 2013: $02013Assets 2014: $89,272Liabilities 2014: $02014Assets 2015: $87,144Liabilities 2015: $02015Assets 2019: $84,790Liabilities 2019: $02019Assets 2020: $81,454Liabilities 2020: $0Net Assets 2020: $81,4542020Assets 2021: $79,876Liabilities 2021: $0Net Assets 2021: $79,8762021Assets 2022: $77,463Liabilities 2022: $0Net Assets 2022: $77,4632022Assets 2023: $74,906Liabilities 2023: $0Net Assets 2023: $74,9062023Assets 2024: $95,598Liabilities 2024: $0Net Assets 2024: $95,5982024

Highlighted filing

2021

Assets$79,876
Liabilities$0
Net Assets$79,876
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$40K$20K$0-$20KRevenue 2011: -$15,564Expenses 2011: $3,907Net Income 2011: -$19,4712011Revenue 2012: $393Expenses 2012: $4,423Net Income 2012: -$4,0302012Revenue 2013: $2,446Expenses 2013: $4,462Net Income 2013: -$2,0162013Revenue 2014: $13,968Expenses 2014: $4,823Net Income 2014: $9,1452014Revenue 2015: $3,320Expenses 2015: $5,448Net Income 2015: -$2,1282015Revenue 2019: $4,718Expenses 2019: $5,048Net Income 2019: -$3302019Revenue 2020: $1,637Expenses 2020: $4,984Net Income 2020: -$3,3472020Revenue 2021: $3,603Expenses 2021: $5,187Net Income 2021: -$1,5842021Revenue 2022: $3,635Expenses 2022: $6,030Net Income 2022: -$2,3952022Revenue 2023: $2,831Expenses 2023: $5,382Net Income 2023: -$2,5512023Revenue 2024: $26,130Expenses 2024: $5,448Net Income 2024: $20,6822024

Highlighted filing

2021

Revenue$3,603
Expenses$5,187
Net Income-$1,584
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrustee-$690-$690
Filing and Contact Details

Filer

Filer Name
Tr Bullochmeriwether Fund Ua
EIN
58-6026000
Phone
4048132219
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4048132219
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML Appendix359 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 919798
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04048132219
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED METHODIST CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN GUS BROWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01967 LAKESIDE PARKWAY BLDG 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUCKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030084
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02845
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01979
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01979
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTION POSTED IN 2022
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTION POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04048132219
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR BULLOCHMERIWETHER FUND UA
ReturnHeader/Filer/BusinessNameControlTxt0MERI
ReturnHeader/Filer/EIN0586026000
ReturnHeader/Filer/PhoneNum04048132219
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02022-04-26T11:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,876
Liabilities
$0
Net assets
$79,876
Revenue
$3,603
Expenses
$5,187
Net income
-$1,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.6$0.00$95.6$26.1$5.45$20.7
2023Detailed filing. Detailed filing data is available for this year.$74.9$0.00$74.9$2.83$5.38$2.55
2022Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$3.64$6.03$2.40
2021Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$3.60$5.19$1.58
2020Detailed filing. Detailed filing data is available for this year.$81.5$0.00$81.5$1.64$4.98$3.35
2019Summary only. Only limited summary data is available for this year.$84.8$0.00$4.72$5.05$0.33
2015Summary only. Only limited summary data is available for this year.$87.1$0.00$3.32$5.45$2.13
2014Summary only. Only limited summary data is available for this year.$89.3$0.00$14.0$4.82$9.15
2013Summary only. Only limited summary data is available for this year.$80.1$0.00$2.45$4.46$2.02
2012Summary only. Only limited summary data is available for this year.$82.1$0.00$0.39$4.42$4.03
2011Summary only. Only limited summary data is available for this year.$86.2$0.00$15.6$3.91$19.5