Civic Intelligence

Herman Wolfgrace Wolf Aarons Trust

990PF • Fiscal year 2024 • EIN 62-6036028

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 24, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$13,444

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

146%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$860,179

Up $32,013 (+3.9%) from 2023

Net Assets

Up

$860,179

Up $32,013 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin84th percentile

Revenue

Up

$87,423

Up $51,831 (+146%) from 2023

Expenses

Up

$55,410

Up $1,169 (+2.2%) from 2023

Net Income

Up

$32,013

Up $50,662 (+272%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2024

Assets$860,179
Liabilities$0
Net Assets$860,179
Open 2024 Filing

Operations Trend

Revenue Growth91st 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

2024

Revenue$87,423
Expenses$55,410
Net Income$32,013
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$13,444-$13,444
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
2025-03-24
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 Appendix264 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK LOMBARDO
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ReturnHeader/BusinessOfficerGrp/PhoneNum09015805700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D GRISSOM JR
ReturnHeader/ReturnTs02025-04-14T08:33:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$860,179
Liabilities
$0
Net assets
$860,179
Revenue
$87,423
Expenses
$55,410
Net income
$32,013
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