Civic Intelligence

Loretta Haley Mcknight Charitable Trust

990PF • Fiscal year 2017 • EIN 58-6222875

May 01, 2016 to Apr 30, 2017 • Filed on Jul 27, 2017

Organization Profile
2813 Old Dawson RoadAlbany, GA 31707

(229) 438-2450

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

29th percentile

-5.1%

Higher net margin than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$37,819

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,771,098

Down $9,789 (-0.3%) from 2016

Net Assets

Down

$3,769,266

Down $11,621 (-0.3%) from 2016

Liabilities

Up

$1,832

Up $1,832 from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin29th percentile

Revenue

Down

$229,132

Down $47,978 (-17%) from 2016

Expenses

Down

$240,753

Down $14,656 (-5.7%) from 2016

Net Income

Down

-$11,621

Down $33,322 (-154%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,663,933Liabilities 2011: $0Net Assets 2011: $3,663,9332011Assets 2012: $3,587,086Liabilities 2012: $0Net Assets 2012: $3,587,0862012Assets 2013: $3,501,408Liabilities 2013: $0Net Assets 2013: $3,501,4082013Assets 2014: $3,594,315Liabilities 2014: $0Net Assets 2014: $3,594,3152014Assets 2015: $3,759,186Liabilities 2015: $0Net Assets 2015: $3,759,1862015Assets 2016: $3,780,887Liabilities 2016: $0Net Assets 2016: $3,780,8872016Assets 2017: $3,771,098Liabilities 2017: $1,832Net Assets 2017: $3,769,2662017Assets 2018: $3,734,616Liabilities 2018: $962Net Assets 2018: $3,733,6542018Assets 2020: $3,682,102Liabilities 2020: $2,877Net Assets 2020: $3,679,2252020Assets 2021: $3,697,189Liabilities 2021: $2,157Net Assets 2021: $3,695,0322021Assets 2022: $3,835,650Liabilities 2022: $1,6352022Assets 2023: $3,643,074Liabilities 2023: $346Net Assets 2023: $3,642,7282023Assets 2024: $3,508,947Liabilities 2024: $12024Assets 2025: $3,368,300Liabilities 2025: $0Net Assets 2025: $3,368,3002025

Highlighted filing

2017

Assets$3,771,098
Liabilities$1,832
Net Assets$3,769,266
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $225,5192011Expenses 2012: $235,7932012Expenses 2013: $230,6652013Revenue 2014: $332,228Expenses 2014: $239,321Net Income 2014: $92,9072014Revenue 2015: $421,689Expenses 2015: $256,818Net Income 2015: $164,8712015Revenue 2016: $277,110Expenses 2016: $255,409Net Income 2016: $21,7012016Revenue 2017: $229,132Expenses 2017: $240,753Net Income 2017: -$11,6212017Revenue 2018: $202,256Expenses 2018: $237,868Net Income 2018: -$35,6122018Revenue 2020: $186,541Expenses 2020: $237,807Net Income 2020: -$51,2662020Revenue 2021: $262,912Expenses 2021: $247,105Net Income 2021: $15,8072021Revenue 2022: $406,704Expenses 2022: $267,721Net Income 2022: $138,9832022Revenue 2023: $79,734Expenses 2023: $271,021Net Income 2023: -$191,2872023Revenue 2024: $101,866Expenses 2024: $235,647Net Income 2024: -$133,7812024Revenue 2025: $94,511Expenses 2025: $235,158Net Income 2025: -$140,6472025

Highlighted filing

2017

Revenue$229,132
Expenses$240,753
Net Income-$11,621
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrust Committee-$37,819-$37,819
EMILY JEAN MCAFEETrustee-$0--
GAYLE CHAPMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Loretta H Mcknight Charitable Trust
EIN
58-6222875
Phone
2294382450
Address
2813 OLD DAWSON ROAD, ALBANY, GA 31707

Signing Officer

Name
G Edmund Nobles
Title
Trustee
Phone
2294382450
Signed
2017-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
PO BOX 71549 2303 DAWSON ROAD, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WELLS FARGO & CO
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,771,098
Liabilities
$1,832
Net assets
$3,769,266
Revenue
$229,132
Expenses
$240,753
Net income
-$11,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.09$0.24$0.14
2024Summary only. Only limited summary data is available for this year.$3.51$0.00$0.10$0.24$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.08$0.27$0.19
2022Summary only. Only limited summary data is available for this year.$3.84$0.00$0.41$0.27$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.26$0.25$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.19$0.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.20$0.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.23$0.24$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.28$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.42$0.26$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.33$0.24$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23
2012Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.23