Civic Intelligence

Compass Bank Employee Benefit Plan and Trust

990 • Fiscal year 2018 • EIN 63-0782534

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
PO Box 10566 - Gw Trust Tax DeptBirmingham, AL 35296

(713) 831-5601

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

31st percentile

0.2%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$15,956,361

Up $167,763 (+1.1%) from 2017

Net Assets

Up

$15,956,361

Up $167,763 (+1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin31st percentile

Revenue

Up

$89,643,635

Up $8,173,512 (+10%) from 2017

Expenses

Up

$89,462,202

Up $8,146,348 (+10%) from 2017

Net Income

Up

$181,433

Up $27,164 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$30M$20M$10M$0Assets 2010: $11,322,953Liabilities 2010: $0Net Assets 2010: $11,322,9532010Assets 2011: $10,878,706Liabilities 2011: $0Net Assets 2011: $10,878,7062011Assets 2012: $16,627,082Liabilities 2012: $0Net Assets 2012: $16,627,0822012Assets 2013: $13,048,053Liabilities 2013: $0Net Assets 2013: $13,048,0532013Assets 2014: $14,311,318Liabilities 2014: $0Net Assets 2014: $14,311,3182014Assets 2015: $13,370,980Liabilities 2015: $0Net Assets 2015: $13,370,9802015Assets 2016: $15,644,488Liabilities 2016: $0Net Assets 2016: $15,644,4882016Assets 2017: $15,788,598Liabilities 2017: $0Net Assets 2017: $15,788,5982017Assets 2018: $15,956,361Liabilities 2018: $0Net Assets 2018: $15,956,3612018Assets 2019: $21,214,599Liabilities 2019: $0Net Assets 2019: $21,214,5992019Assets 2020: $19,388,932Liabilities 2020: $0Net Assets 2020: $19,388,9322020

Highlighted filing

2018

Assets$15,956,361
Liabilities$0
Net Assets$15,956,361
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$100M$50M$0-$50MExpenses 2010: $68,207,4622010Expenses 2011: $65,713,2952011Expenses 2012: $70,914,7982012Revenue 2013: $73,623,153Expenses 2013: $77,202,182Net Income 2013: -$3,579,0292013Revenue 2014: $85,917,445Expenses 2014: $84,654,180Net Income 2014: $1,263,2652014Revenue 2015: $73,787,353Expenses 2015: $74,727,691Net Income 2015: -$940,3382015Revenue 2016: $77,411,602Expenses 2016: $75,138,094Net Income 2016: $2,273,5082016Revenue 2017: $81,470,123Expenses 2017: $81,315,854Net Income 2017: $154,2692017Revenue 2018: $89,643,635Expenses 2018: $89,462,202Net Income 2018: $181,4332018Revenue 2019: $89,987,100Expenses 2019: $88,113,080Net Income 2019: $1,874,0202019Revenue 2020: $89,672,268Expenses 2020: $88,807,373Net Income 2020: $864,8952020

Highlighted filing

2018

Revenue$89,643,635
Expenses$89,462,202
Net Income$181,433
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.0
Gross Receipts
$89,643,635
Mission and Program Overview

Mission

Employee Health Plan - Self Insured Plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,788,598$15,956,361▲ $167,763
Rtn Earn Endowment Incm Other Fnds$15,788,598$15,956,361▲ $167,763
Total Assets$15,788,598$15,956,361▲ $167,763
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,788,598$15,956,361▲ $167,763
Total Liabilities and Net Assets / Fund Balance$15,788,598$15,956,361▲ $167,763
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,380,597
Investment Income
$263,038
Other Revenue
$0
Change in Net Assets
$181,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,717,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$83,745,112--$83,745,112
All Other Expenses$5,637,492--$5,637,492
Other Expenses-$34,894-$34,894
Total Functional Expenses$89,382,604$79,598$0$89,462,202
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Section A, Line 1

“The trust document outlines how the trust is administered and the duties and powers of the trustee.”

Form 990, Page 7, Part VII, Section A, Line1

“Trustee fees were paid outside of the plan by the plan administrator.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Meetings are documented by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Meetings are documented by the governing body.”

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

“A review was not conducted, however, a copy of the return is provided at the time of filing.”

Form 990, Page 6, Part VI, Line 19

“These items are not available to the public.”

Form 990, Page 7, Part VII, Section A

“Compass Bank WMG - Trustee, 40 hours”

Filing and Contact Details

Filer

Filer Name
Compass Bank Employee Benefit Plan & Trust
EIN
63-0782534
Phone
7138315601
Address
PO BOX 10566 - GW TRUST TAX DEPT, BIRMINGHAM, AL 35296

Signing Officer

Name
Brad Honer
Title
Trust Officer
Phone
7138315601
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Honer
Formed
1979
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST, PROVIDENCE, RI 02903
Preparer
Christopher L Gillam
Phone
4014573848
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 10, PART IX, LINE 11(C) - Accounting Expense

“A tax prep fee was paid outside the plan by the plan administrator.”

EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3B

“YES”

Explanation for Form 990, Part XI, Line 9

“2017 income posted in 2018 - 14,476; 2018 income posted in 2019 - ($28,147 less ($1 ) rounding) = $13,670”

Raw XML Appendix292 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.

Path#Value
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IRS990/BenefitsToMembersGrp/ProgramServicesAmt083745112
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IRS990/BooksInCareOfDetail/PhoneNum07138315601
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IRS990/CYOtherRevenueAmt00
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IRS990/Desc0CLAIM PAYMENTS MADE FOR THE BENEFIT OF THE PLAN PARTICIPANTS
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0263038
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0263038
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt015956361
IRS990/NetUnrelatedBusTxblIncmAmt0262038
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-13670
IRS990/OtherExpensesGrp/Desc0TAXES (UBIT) - ESTIMATES
IRS990/OtherExpensesGrp/Desc1TAXES - (UBIT) BALANCES DUE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134894
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IRS990/OtherExpensesGrp/TotalAmt134894
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0COBRA CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt263778621
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt075628727
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0118283
IRS990/PYOtherExpensesAmt05687127
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0181433
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015788598
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt015788598
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trust document outlines how the trust is administered and the duties and powers of the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustee fees were paid outside of the plan by the plan administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A tax prep fee was paid outside the plan by the plan administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meetings are documented by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings are documented by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A review was not conducted, however, a copy of the return is provided at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7These items are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Compass Bank WMG - Trustee, 40 hours
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92017 INCOME POSTED IN 2018 - 14,476; 2018 INCOME POSTED IN 2019 - ($28,147 LESS ($1 ) ROUNDING) = $13,670
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 7, PART VII, SECTION A, LINE1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 10, PART IX, LINE 11(c) - Accounting Expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 5, PART V, LINE 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07138315601
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMPASS BANK EMPLOYEE BENEFIT PLAN & TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L GILLAM
ReturnHeader/ReturnTs02019-11-15T15:00:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,956,361
Liabilities
$0
Net assets
$15,956,361
Revenue
$89,643,635
Expenses
$89,462,202
Net income
$181,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$89.7$88.8$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$90.0$88.1$1.87
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$89.6$89.5$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$81.5$81.3$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$77.4$75.1$2.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$73.8$74.7$0.94
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$85.9$84.7$1.26
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$73.6$77.2$3.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.00$16.6$70.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$65.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$68.2