Civic Intelligence

Herman Wolfgrace Wolf Aarons Trust

990PF • Fiscal year 2021 • EIN 62-6036028

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 26, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

80th percentile

42%

Higher net margin than 80% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$14,002

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

44th percentile

4.3%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

64%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$897,826

Up $36,942 (+4.3%) from 2020

Net Assets

Up

$897,826

Up $36,942 (+4.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin80th percentile

Revenue

Up

$87,897

Up $34,291 (+64%) from 2020

Expenses

Up

$50,955

Up $591 (+1.2%) from 2020

Net Income

Up

$36,942

Up $33,700 (+1039%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2014: $822,444Liabilities 2014: $02014Assets 2015: $838,458Liabilities 2015: $02015Assets 2019: $857,642Liabilities 2019: $02019Assets 2020: $860,884Liabilities 2020: $0Net Assets 2020: $860,8842020Assets 2021: $897,826Liabilities 2021: $0Net Assets 2021: $897,8262021Assets 2022: $846,815Liabilities 2022: $0Net Assets 2022: $846,8152022Assets 2023: $828,166Liabilities 2023: $0Net Assets 2023: $828,1662023Assets 2024: $860,179Liabilities 2024: $0Net Assets 2024: $860,1792024

Highlighted filing

2021

Assets$897,826
Liabilities$0
Net Assets$897,826
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50K-$100KRevenue 2014: $87,180Expenses 2014: $27,320Net Income 2014: $59,8602014Revenue 2015: $53,190Expenses 2015: $37,176Net Income 2015: $16,0142015Revenue 2019: $46,410Expenses 2019: $47,057Net Income 2019: -$6472019Revenue 2020: $53,606Expenses 2020: $50,364Net Income 2020: $3,2422020Revenue 2021: $87,897Expenses 2021: $50,955Net Income 2021: $36,9422021Revenue 2022: $2,373Expenses 2022: $53,384Net Income 2022: -$51,0112022Revenue 2023: $35,592Expenses 2023: $54,241Net Income 2023: -$18,6492023Revenue 2024: $87,423Expenses 2024: $55,410Net Income 2024: $32,0132024

Highlighted filing

2021

Revenue$87,897
Expenses$50,955
Net Income$36,942
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$14,002-$14,002
Filing and Contact Details

Filer

Filer Name
Herman Wolfgrace Wolf Aarons Trust
EIN
62-6036028
Phone
9015805700
Address
6200 POPLAR AVENUE, MEMPHIS, TN 38119

Signing Officer

Name
Frank Lombardo
Title
Trustee
Phone
9015805700
Signed
2022-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Bryan D Grissom Jr
Phone
9017612720
Raw XML Appendix272 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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TaxesSchedule/TaxesDetail/Amt0330
TaxesSchedule/TaxesDetail/Amt1636
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0330
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK LOMBARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09015805700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN WOLFGRACE WOLF AARONS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt02111003750
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0626036028
ReturnHeader/Filer/PhoneNum09015805700
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 POPLAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038119
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/PreparationDt02022-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D GRISSOM JR
ReturnHeader/ReturnTs02022-04-06T14:18:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOMBARDO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$897,826
Liabilities
$0
Net assets
$897,826
Revenue
$87,897
Expenses
$50,955
Net income
$36,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.87$0.55$0.32
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.36$0.54$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.02$0.53$0.51
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.88$0.51$0.37
2020Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.54$0.50$0.03
2019Summary only. Only limited summary data is available for this year.$8.58$0.00$0.46$0.47$0.01
2015Summary only. Only limited summary data is available for this year.$8.38$0.00$0.53$0.37$0.16
2014Summary only. Only limited summary data is available for this year.$8.22$0.00$0.87$0.27$0.60