Civic Intelligence

Loretta Haley Mcknight Charitable Trust

990PF • Fiscal year 2024 • EIN 58-6222875

May 01, 2023 to Apr 30, 2024 • Filed on Aug 09, 2024

Organization Profile
2327 Lake Park DriveAlbany, GA 31707

(229) 883-8028

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-131%

Higher net margin than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$39,314

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 38.6% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Flat

$3,508,947

Flat from 2024

Net Assets

$3,508,947

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Flat

$101,866

Flat from 2024

Expenses

Flat

$235,647

Flat from 2024

Net Income

Flat

-$133,781

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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: $0Net Assets 2024: $3,508,9472024Assets 2024: $3,508,947Liabilities 2024: $12024Assets 2025: $3,368,300Liabilities 2025: $0Net Assets 2025: $3,368,3002025

Highlighted filing

2024

Assets$3,508,947
Liabilities$0
Net Assets$3,508,947
Open 2024 Filing

Operations Trend

Revenue Growth69th 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 2024: $101,866Expenses 2024: $235,647Net Income 2024: -$133,7812024Revenue 2025: $94,511Expenses 2025: $235,158Net Income 2025: -$140,6472025

Highlighted filing

2024

Revenue$101,866
Expenses$235,647
Net Income-$133,781
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Aug 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrust Committee-$39,314-$39,314
MARC MCAFEETrustee-$0--
GAYLE CHAPMANTrustee-$0--
HALEY CHAPMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Loretta H Mcknight Charitable Trust
EIN
58-6222875
Phone
2298838028
Address
2327 LAKE PARK DRIVE, ALBANY, GA 31707

Signing Officer

Name
Marc Mcafee
Title
Trustee
Phone
2298838028
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
2911 MEREDYTH DR PO BOX 71549, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03508947
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,508,947
Liabilities
$0
Net assets
$3,508,947
Revenue
$101,866
Expenses
$235,647
Net income
-$133,781
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
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.10$0.24$0.13
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
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