Civic Intelligence

Visitation Auxiliary Inc.

990 • Fiscal year 2019 • EIN 63-0809327

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

2300A Springhill AvenueMobile, AL 36607

(251) 471-4106

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

9.0%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$37,760

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

7.6%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$336,681

Up $23,652 (+7.6%) from 2018

Net Assets

Up

$325,468

Up $21,642 (+7.1%) from 2018

Liabilities

Up

$11,213

Up $2,010 (+22%) from 2018

Revenue

Up

$240,310

Up $27,616 (+13%) from 2018

Expenses

Up

$218,668

Up $267 (+0.1%) from 2018

Net Income

Up

$21,642

Up $27,349 (+479%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $197,215Liabilities 2010: $14,061Net Assets 2010: $183,1542010Assets 2011: $183,415Liabilities 2011: $13,856Net Assets 2011: $169,5592011Assets 2012: $278,223Liabilities 2012: $10,347Net Assets 2012: $267,8762012Assets 2013: $258,848Liabilities 2013: $11,865Net Assets 2013: $246,9832013Assets 2014: $259,473Liabilities 2014: $11,482Net Assets 2014: $247,9912014Assets 2015: $277,670Liabilities 2015: $11,646Net Assets 2015: $266,0242015Assets 2016: $310,708Liabilities 2016: $12,338Net Assets 2016: $298,3702016Assets 2017: $321,358Liabilities 2017: $11,825Net Assets 2017: $309,5332017Assets 2018: $313,029Liabilities 2018: $9,203Net Assets 2018: $303,8262018Assets 2019: $336,681Liabilities 2019: $11,213Net Assets 2019: $325,4682019Assets 2020: $320,431Liabilities 2020: $12,449Net Assets 2020: $307,9822020Assets 2021: $454,427Liabilities 2021: $11,880Net Assets 2021: $442,5472021Assets 2022: $478,740Liabilities 2022: $13,629Net Assets 2022: $465,1112022Assets 2023: $506,741Liabilities 2023: $12,908Net Assets 2023: $493,8332023Assets 2024: $590,990Liabilities 2024: $12,461Net Assets 2024: $578,5292024

Highlighted filing

2019

Assets$336,681
Liabilities$11,213
Net Assets$325,468

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $268,4282010Expenses 2011: $277,3012011Expenses 2012: $221,4842012Revenue 2013: $271,414Expenses 2013: $292,307Net Income 2013: -$20,8932013Revenue 2014: $211,936Expenses 2014: $210,928Net Income 2014: $1,0082014Revenue 2015: $242,537Expenses 2015: $224,504Net Income 2015: $18,0332015Revenue 2016: $244,932Expenses 2016: $212,586Net Income 2016: $32,3462016Revenue 2017: $231,574Expenses 2017: $220,411Net Income 2017: $11,1632017Revenue 2018: $212,694Expenses 2018: $218,401Net Income 2018: -$5,7072018Revenue 2019: $240,310Expenses 2019: $218,668Net Income 2019: $21,6422019Revenue 2020: $173,646Expenses 2020: $191,132Net Income 2020: -$17,4862020Revenue 2021: $334,196Expenses 2021: $199,631Net Income 2021: $134,5652021Revenue 2022: $244,296Expenses 2022: $221,732Net Income 2022: $22,5642022Revenue 2023: $252,420Expenses 2023: $223,698Net Income 2023: $28,7222023Revenue 2024: $304,515Expenses 2024: $219,819Net Income 2024: $84,6962024

Highlighted filing

2019

Revenue$240,310
Expenses$218,668
Net Income$21,642
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$470,611
Mission and Program Overview

Mission

To support the sisters of the visitation monestary.

Support of visitation monestary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,977$189,162▼ $17,815
Inventories for Sale or Use$85,684$98,611▲ $12,927
Savings and Temporary Cash Investments-$30,687-
Land, Buildings, and Equipment, Net$20,368$18,221▼ $2,147
Total Assets$313,029$336,681▲ $23,652
Liabilities
Accounts Payable and Accrued Expenses$9,203$11,213▲ $2,010
Total Liabilities$9,203$11,213▲ $2,010
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$303,826$325,468▲ $21,642
Total Net Assets Fund Balance$303,826$325,468▲ $21,642
Total Liabilities and Net Assets / Fund Balance$313,029$336,681▲ $23,652

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$18,221$19,031$37,252
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Colleen BlackwellPresidentFT$37,760$37,760
Marguerite C ZoghbySec/treasFT$16,575$16,575
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$467
Other Revenue
$239,843
Change in Net Assets
$21,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$99,122
Grants and Similar Amounts Paid$68,326
Other Expenses$51,220
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,326--$68,326
Current Officers, Directors, Trustees, and Key Employees$54,335--$54,335
Comp Disqual Persons$37,743--$37,743
Office Expenses$13,739--$13,739
Occupancy$10,007--$10,007
Travel$7,736--$7,736
Payroll Taxes$7,044--$7,044
Advertising$3,193--$3,193
Fees for Services Accounting$3,050--$3,050
Depreciation Depletion$2,147--$2,147
Other Expenses$311--$311
Total Functional Expenses$218,668$0$0$218,668
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Visitation MonasteryMobile, AL170(b)(1)(a)(i)To Provide Financial Assistance to the Sisters of the Visitation Monastery for Operations.$65,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is provided to the board to review and sign before it is submitted to irs.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements are available upon request at the organization's office located at 2300a springhill avenue, mobile, al 36607.

Filing and Contact Details

Filer

Filer Name
Visitation Auxiliary Inc
EIN
63-0809327
Phone
2514714106
Address
2300A SPRINGHILL AVENUE, MOBILE, AL 36607

Signing Officer

Name
Colleen B Blackwell
Title
President
Phone
2514714106
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colleen B Blackwell
Formed
1981
Legal Domicile
Al
Voting Board Members
2
Independent Board Members
2
Employees
7
Volunteers
0

Preparer

Firm
Sheldon Rogers & Bryan Pc
Address
PO BOX 70226, MOBILE, AL 36670
Preparer
John J Sheldon CPA
Phone
2513451251
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There has been no change in the financial statement oversight committee process.

Raw XML Appendix336 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/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD TO REVIEW AND SIGN BEFORE IT IS SUBMITTED TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE LOCATED AT 2300A SPRINGHILL AVENUE, MOBILE, AL 36607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE HAS BEEN NO CHANGE IN THE FINANCIAL STATEMENT OVERSIGHT COMMITTEE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03520 SPRINGWOOD DR E
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036608
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0VISITATIONMONASTERYMOBILE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN B BLACKWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02514714106
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISITATION AUXILIARY INC
ReturnHeader/Filer/BusinessNameControlTxt0VISI
ReturnHeader/Filer/EIN0630809327
ReturnHeader/Filer/PhoneNum02514714106
ReturnHeader/Filer/USAddress/AddressLine1Txt02300A SPRINGHILL AVENUE
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09CC6FE47C6E49D3A76E0713339240EE1053CDC2C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03746AECB7E51583799B346756AEB907BE01A5E2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.114.152
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:34:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464120276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELDON ROGERS & BRYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670
ReturnHeader/PreparerPersonGrp/PhoneNum02513451251
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J SHELDON CPA
ReturnHeader/ReturnTs02020-11-20T15:39:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.12$5.79$3.05$2.20$0.85
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.13$4.94$2.52$2.24$0.29
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.14$4.65$2.44$2.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.12$4.43$3.34$2.00$1.35
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.12$3.08$1.74$1.91$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.11$3.25$2.40$2.19$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.09$3.04$2.13$2.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.21$0.12$3.10$2.32$2.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.11$0.12$2.98$2.45$2.13$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.12$2.66$2.43$2.25$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.11$2.48$2.12$2.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.12$2.47$2.71$2.92$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.10$2.68$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.14$1.70$2.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.14$1.83$2.68