Civic Intelligence

Mary E Brenneisen Charitable Foundation Regions Bank Trustee (2155000439)

990PF • Fiscal year 2020 • EIN 61-6556885

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 02, 2020

Organization Profile
6200 Poplar AvenueMemphis, TN 38119

(901) 580-5700

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

1st percentile

-1174%

Higher net margin than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$7,417

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$6,028,022

No earlier filing loaded for comparison.

Net Assets

$6,028,022

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

$28,220

No earlier filing loaded for comparison.

Expenses

$359,426

No earlier filing loaded for comparison.

Net Income

-$331,206

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,028,022Liabilities 2020: $0Net Assets 2020: $6,028,0222020Assets 2021: $5,873,613Liabilities 2021: $8,500Net Assets 2021: $5,865,1132021Assets 2022: $5,849,320Liabilities 2022: $0Net Assets 2022: $5,849,3202022Assets 2023: $5,771,473Liabilities 2023: $0Net Assets 2023: $5,771,4732023Assets 2024: $5,575,691Liabilities 2024: $0Net Assets 2024: $5,575,6912024

Highlighted filing

2020

Assets$6,028,022
Liabilities$0
Net Assets$6,028,022
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2020: $28,220Expenses 2020: $359,426Net Income 2020: -$331,2062020Revenue 2021: $178,038Expenses 2021: $340,959Net Income 2021: -$162,9212021Revenue 2022: $175,333Expenses 2022: $5,160Net Income 2022: $170,1732022Revenue 2023: $153,182Expenses 2023: $231,029Net Income 2023: -$77,8472023Revenue 2024: $147,162Expenses 2024: $342,944Net Income 2024: -$195,7822024

Highlighted filing

2020

Revenue$28,220
Expenses$359,426
Net Income-$331,206
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$7,417-$7,417
Filing and Contact Details

Filer

Filer Name
Mary E Brenneisen Charitable Foundation
EIN
61-6556885
Phone
9015805700
Address
6200 POPLAR AVENUE, MEMPHIS, TN 38119

Signing Officer

Name
Vp Trust Specialist
Title
VP, Trust Specialist
Phone
9015805710
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Connie Lanham
Phone
9017612720
Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT RESEARCH AND TEACHING IN A FIELD OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON UNIVERSITY SCHOOL OF LAW CO OFFICE OF PLANNED GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0299152
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0299152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0179057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0295492
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035474
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026858
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028077
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0267415
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0S S LIPSCOMB 50% PARTNERSHIP INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PTSHP DISTR DUE FROM S S LIPSCOMB
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16168
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RENTAL EXP - LAND HELD DIRECTLY - INSURANCE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6RENTAL EXP - LAND HELD DIRECTLY - MGMT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2545
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3292
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt416
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt53500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-874
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2545
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3292
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6570
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt078
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022279
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VP TRUST SPECIALIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, TRUST SPECIALIST
ReturnHeader/BusinessOfficerGrp/PhoneNum09015805710
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY E BRENNEISEN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK TRUSTEE (2155000439)
ReturnHeader/Filer/BusinessNameControlTxt0BREN
ReturnHeader/Filer/EIN0616556885
ReturnHeader/Filer/PhoneNum09015805700
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 POPLAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0631EA8AB8171549DAC36E865A5B6E8498775A2C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC659B9C376E71A58A2841DC5DC0A61DC9CB0466
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.136.84.170
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:03:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE LANHAM
ReturnHeader/ReturnTs02020-11-13T14:18:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,028,022
Liabilities
$0
Net assets
$6,028,022
Revenue
$28,220
Expenses
$359,426
Net income
-$331,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.15$0.34$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.15$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.18$0.01$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.87$0.01$5.87$0.18$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.03$0.36$0.33