Civic Intelligence

Frieda Schrader Charitable Trust 8011002882

990PF • Fiscal year 2018 • EIN 61-6514042

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$8,402

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$695,909

Up $2,862 (+0.4%) from 2017

Net Assets

Up

$695,909

Up $2,862 (+0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin54th percentile

Revenue

Down

$50,261

Down $58,595 (-54%) from 2017

Expenses

Down

$47,631

Down $2,108 (-4.2%) from 2017

Net Income

Down

$2,630

Down $56,487 (-96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2013: $574,326Liabilities 2013: $02013Assets 2014: $570,034Liabilities 2014: $02014Assets 2015: $579,793Liabilities 2015: $02015Assets 2017: $693,047Liabilities 2017: $0Net Assets 2017: $693,0472017Assets 2018: $695,909Liabilities 2018: $0Net Assets 2018: $695,9092018Assets 2019: $700,906Liabilities 2019: $0Net Assets 2019: $700,9062019Assets 2020: $689,643Liabilities 2020: $0Net Assets 2020: $689,6432020Assets 2021: $702,143Liabilities 2021: $0Net Assets 2021: $702,1432021Assets 2022: $651,550Liabilities 2022: $0Net Assets 2022: $651,5502022Assets 2023: $691,691Liabilities 2023: $0Net Assets 2023: $691,6912023Assets 2024: $692,100Liabilities 2024: $0Net Assets 2024: $692,1002024

Highlighted filing

2018

Assets$695,909
Liabilities$0
Net Assets$695,909
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $826,181Expenses 2013: $38,782Net Income 2013: $787,3992013Revenue 2014: $38,847Expenses 2014: $42,677Net Income 2014: -$3,8302014Revenue 2015: $53,779Expenses 2015: $43,551Net Income 2015: $10,2282015Revenue 2017: $108,856Expenses 2017: $49,739Net Income 2017: $59,1172017Revenue 2018: $50,261Expenses 2018: $47,631Net Income 2018: $2,6302018Revenue 2019: $91,096Expenses 2019: $86,075Net Income 2019: $5,0212019Revenue 2020: $42,131Expenses 2020: $53,327Net Income 2020: -$11,1962020Revenue 2021: $61,170Expenses 2021: $48,551Net Income 2021: $12,6192021Revenue 2022: -$629Expenses 2022: $50,072Net Income 2022: -$50,7012022Revenue 2023: $89,921Expenses 2023: $49,716Net Income 2023: $40,2052023Revenue 2024: $52,665Expenses 2024: $52,212Net Income 2024: $4532024

Highlighted filing

2018

Revenue$50,261
Expenses$47,631
Net Income$2,630
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$8,402-$8,402
Filing and Contact Details

Filer

Filer Name
Frieda Schrader Charitable Trust
EIN
61-6514042
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2241349
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2731696
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt609013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6132327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt621956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt631178
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7037166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt027332
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022900
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050261
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050261
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06722
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037104
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037104
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027286
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027332
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0279867
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$695,909
Liabilities
$0
Net assets
$695,909
Revenue
$50,261
Expenses
$47,631
Net income
$2,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.53$0.52$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.90$0.50$0.40
2022Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.01$0.50$0.51
2021Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.61$0.49$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.42$0.53$0.11
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.91$0.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.50$0.48$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$1.09$0.50$0.59
2015Summary only. Only limited summary data is available for this year.$5.80$0.00$0.54$0.44$0.10
2014Summary only. Only limited summary data is available for this year.$5.70$0.00$0.39$0.43$0.04
2013Summary only. Only limited summary data is available for this year.$5.74$0.00$8.26$0.39$7.87