Civic Intelligence

Dr J E Green Educational Trust

990 • Fiscal year 2021 • EIN 62-6185748

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization ProfileN/A
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

40th percentile

6.3%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$14,081

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

31st percentile

0.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$724,752

Up $4,372 (+0.6%) from 2020

Net Assets

Up

$724,752

Up $4,372 (+0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin40th percentile

Revenue

Down

$63,635

Down $8,836 (-12%) from 2020

Expenses

Up

$59,607

Up $1,308 (+2.2%) from 2020

Net Income

Down

$4,028

Down $10,144 (-72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2011: $664,427Liabilities 2011: $0Net Assets 2011: $664,4272011Assets 2012: $728,494Liabilities 2012: $0Net Assets 2012: $728,4942012Assets 2013: $726,585Liabilities 2013: $0Net Assets 2013: $726,5852013Assets 2014: $742,915Liabilities 2014: $0Net Assets 2014: $742,9152014Assets 2015: $741,934Liabilities 2015: $0Net Assets 2015: $741,9342015Assets 2016: $730,405Liabilities 2016: $0Net Assets 2016: $730,4052016Assets 2017: $726,547Liabilities 2017: $0Net Assets 2017: $726,5472017Assets 2018: $707,127Liabilities 2018: $0Net Assets 2018: $707,1272018Assets 2019: $703,278Liabilities 2019: $0Net Assets 2019: $703,2782019Assets 2020: $720,380Liabilities 2020: $0Net Assets 2020: $720,3802020Assets 2021: $724,752Liabilities 2021: $0Net Assets 2021: $724,7522021Assets 2022: $715,545Liabilities 2022: $0Net Assets 2022: $715,5452022Assets 2023: $676,214Liabilities 2023: $0Net Assets 2023: $676,2142023Assets 2024: $659,924Liabilities 2024: $0Net Assets 2024: $659,9242024

Highlighted filing

2021

Assets$724,752
Liabilities$0
Net Assets$724,752
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $114,735Expenses 2011: $48,399Net Income 2011: $66,3362011Expenses 2012: $49,9422012Revenue 2013: $49,318Expenses 2013: $51,227Net Income 2013: -$1,9092013Revenue 2014: $72,682Expenses 2014: $56,352Net Income 2014: $16,3302014Revenue 2015: $55,846Expenses 2015: $56,827Net Income 2015: -$9812015Revenue 2016: $45,189Expenses 2016: $56,718Net Income 2016: -$11,5292016Revenue 2017: $53,518Expenses 2017: $57,376Net Income 2017: -$3,8582017Revenue 2018: $38,539Expenses 2018: $57,959Net Income 2018: -$19,4202018Revenue 2019: $57,138Expenses 2019: $60,987Net Income 2019: -$3,8492019Revenue 2020: $72,471Expenses 2020: $58,299Net Income 2020: $14,1722020Revenue 2021: $63,635Expenses 2021: $59,607Net Income 2021: $4,0282021Revenue 2022: $51,932Expenses 2022: $61,306Net Income 2022: -$9,3742022Revenue 2023: $18,849Expenses 2023: $58,685Net Income 2023: -$39,8362023Revenue 2024: $37,068Expenses 2024: $58,266Net Income 2024: -$21,1982024

Highlighted filing

2021

Revenue$63,635
Expenses$59,607
Net Income$4,028
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.1
Gross Receipts
$182,083
Mission and Program Overview

Mission

Distribute to original charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$720,380$724,752▲ $4,372
Investments in Publicly Traded Securities$705,079$712,142▲ $7,063
Savings and Temporary Cash Investments$15,301$12,610▼ $2,691
Total Assets$720,380$724,752▲ $4,372
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,380$724,752▲ $4,372
Total Liabilities and Net Assets / Fund Balance$720,380$724,752▲ $4,372
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$14,081$14,081
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,635
Other Revenue
$0
Change in Net Assets
$4,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,754
Salaries, Compensation, and Employee Benefits$14,081
Other Expenses$1,772
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,754--$43,754
Current Officers, Directors, Trustees, and Key Employees-$14,081-$14,081
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$386-$386
Other Expenses-$253-$253
Total Functional Expenses$43,754$15,853$0$59,607
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Organization's process to review form 990. No review was or will be conducted.”

Form 990, Part VI, Line 12C

“Enforcement of conflicts policy per bank policy”

Form 990, Part VII, Line 19

“Governing documents disclosure explanation. No documents available to the public.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Organization's process to review form 990. No review was or will be conducted.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Enforcement of conflicts policy per bank policy”

Form 990, Page 6, Part VI, Line 19

“Documents available upon written request”

Filing and Contact Details

Filer

Filer Name
Dr J E Green Educational Trust
EIN
62-6185748
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2022-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
1999
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“All other accomplishments distribute to original charities”

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment $344”

Raw XML Appendix364 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OTHER ACCOMPLISHMENTS DISTRIBUTE TO ORIGINAL CHARITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF CONFLICTS POLICY PER BANK POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION. NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PROCESS TO REVIEW FORM 990. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENFORCEMENT OF CONFLICTS POLICY PER BANK POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COST BASIS ADJUSTMENT $344
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0724752
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0724752
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IRS990/TotalProgramServiceExpensesAmt043754
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IRS990/TotalRevenueGrp/ExclusionAmt063635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063635
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0720380
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0724752
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IRS990/USAddress/ZIPCd035211
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IRS990/VotingMembersIndependentCnt00
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR J E GREEN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GREE
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ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T14:00:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$724,752
Liabilities
$0
Net assets
$724,752
Revenue
$63,635
Expenses
$59,607
Net income
$4,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.37$0.58$0.21
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.19$0.59$0.40
2022Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.52$0.61$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.64$0.60$0.04
2020Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.72$0.58$0.14
2019Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.57$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.39$0.58$0.19
2017Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.54$0.57$0.04
2016Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.45$0.57$0.12
2015Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.56$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.73$0.56$0.16
2013Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.49$0.51$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.00$7.28$0.50
2011Summary only. Only limited summary data is available for this year.$6.64$0.00$6.64$1.15$0.48$0.66