Civic Intelligence

Loretta Haley Mcknight Charitable Trust

990PF • Fiscal year 2020 • EIN 58-6222875

May 01, 2019 to Apr 30, 2020 • Filed on Aug 20, 2020

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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$37,317

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$3,682,102

Down $52,514 (-1.4%) from 2018

Net Assets

Down

$3,679,225

Down $54,429 (-1.5%) from 2018

Liabilities

Up

$2,877

Up $1,915 (+199%) from 2018

Revenue

Down

$186,541

Down $15,715 (-7.8%) from 2018

Expenses

Down

$237,807

Down $61 (-0.0%) from 2018

Net Income

Down

-$51,266

Down $15,654 (-44%) from 2018

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,682,102
Liabilities$2,877
Net Assets$3,679,225

Operations Trend

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

2020

Revenue$186,541
Expenses$237,807
Net Income-$51,266
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 20, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrust Committee-$37,317-$37,317
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
2020-08-20
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/EOYFMVAmt2919393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308409
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3410490
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3814161
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4316963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4419648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4514067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4689577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4731097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4827835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4915465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5010504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5125733
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EQUITY RESIDENTIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES US REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MASTERCARD INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MONDELEZ INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MSC INDUSTRIAL DIRECT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PROCTER & GAMBLE CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITED HEALTH GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VICTORY RS SM CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ZOETIS INC
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESCO INTERNATIONAL GROWTH FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PGIM QMA SMALL-CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0101701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1265275
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt075730
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186541
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186541
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt239473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt239473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0398364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1645322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt239473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P

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Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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