Civic Intelligence

Loretta Haley Mcknight Charitable Trust

990PF • Fiscal year 2022 • EIN 58-6222875

May 01, 2021 to Apr 30, 2022 • Filed on Sep 01, 2022

2813 Old Dawson RoadAlbany, GA 31707

(229) 500-5670

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$44,891

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

62nd percentile

3.7%

Faster asset growth than 62% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$3,835,650

Flat from 2022

Net Assets

$3,834,015

No earlier filing loaded for comparison.

Liabilities

Flat

$1,635

Flat from 2022

Revenue

Flat

$406,704

Flat from 2022

Expenses

Flat

$267,721

Flat from 2022

Net Income

Flat

$138,983

Flat from 2022

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: $1,635Net Assets 2022: $3,834,0152022Assets 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

2022

Assets$3,835,650
Liabilities$1,635
Net Assets$3,834,015

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 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

2022

Revenue$406,704
Expenses$267,721
Net Income$138,983
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrust Committee-$44,891-$44,891
EMILY JEAN MCAFEETrustee-$0--
GAYLE CHAPMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Loretta H Mcknight Charitable Trust
EIN
58-6222875
Phone
2295005670
Address
2813 OLD DAWSON ROAD, ALBANY, GA 31707

Signing Officer

Name
Regions Trust Department
Title
Trustee
Phone
2295005670
Signed
2022-09-01
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/EOYFMVAmt1314524
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512525
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4619078
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5021447
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DOMINION RESOURCES INC/VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GOLDMAN SACHS GROUP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HILTON WORLDWIDE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROCTER & GAMBLE CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0733703
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0687071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0128589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1170413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2133878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3265148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt496652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt580114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt661394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7207565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt839658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BARON EMERGING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES S&P SMALL-CAP 600 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JOHCM INTERNATIONAL SELECT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VICTORY RS SMALL CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOUBLELINE EMERGING MARKETS FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD EMERGING MARKETS BOND FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1201803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2130465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3245528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt493287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt570657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt654171
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt833940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0103339
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0303365
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0406704
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0406704
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0303365
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt044891
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044891
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0214639
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0214639
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103339
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103339
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0138983
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01370480
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0303365
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0359461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047243
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0205503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1861612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1234470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1234470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt271623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0202775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11096082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0303365
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0138983
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03834015
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03695032

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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
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.83$0.41$0.27$0.14
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
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