Civic Intelligence

Trustee Forrest Cemetery Preserv Tst

990 • Fiscal year 2023 • EIN 63-0827251

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 30, 2024

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

(205) 420-7753

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

790%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$16,907

Higher top officer pay than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,112,930

Down $33,745 (-2.9%) from 2022

Net Assets

Down

$1,112,930

Down $33,745 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,100

Down $83,413 (-105%) from 2022

Expenses

Down

$28,292

Down $1,532 (-5.1%) from 2022

Net Income

Down

-$32,392

Down $81,881 (-165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $718,999Liabilities 2011: $0Net Assets 2011: $718,9992011Assets 2012: $773,903Liabilities 2012: $0Net Assets 2012: $773,9032012Assets 2013: $773,342Liabilities 2013: $0Net Assets 2013: $773,3422013Assets 2014: $778,922Liabilities 2014: $0Net Assets 2014: $778,9222014Assets 2015: $897,636Liabilities 2015: $0Net Assets 2015: $897,6362015Assets 2016: $903,403Liabilities 2016: $0Net Assets 2016: $903,4032016Assets 2017: $907,842Liabilities 2017: $0Net Assets 2017: $907,8422017Assets 2018: $992,762Liabilities 2018: $0Net Assets 2018: $992,7622018Assets 2019: $1,019,679Liabilities 2019: $0Net Assets 2019: $1,019,6792019Assets 2020: $1,032,381Liabilities 2020: $0Net Assets 2020: $1,032,3812020Assets 2021: $1,098,103Liabilities 2021: $0Net Assets 2021: $1,098,1032021Assets 2022: $1,146,675Liabilities 2022: $0Net Assets 2022: $1,146,6752022Assets 2023: $1,112,930Liabilities 2023: $0Net Assets 2023: $1,112,9302023Assets 2024: $1,136,103Liabilities 2024: $0Net Assets 2024: $1,136,1032024Assets 2025: $1,198,775Liabilities 2025: $0Net Assets 2025: $1,198,7752025

Highlighted filing

2023

Assets$1,112,930
Liabilities$0
Net Assets$1,112,930
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $33,105Expenses 2011: $24,238Net Income 2011: $8,8672011Revenue 2012: $67,288Expenses 2012: $12,315Net Income 2012: $54,9732012Revenue 2013: $34,157Expenses 2013: $34,640Net Income 2013: -$4832013Revenue 2014: $53,335Expenses 2014: $47,502Net Income 2014: $5,8332014Revenue 2015: $149,028Expenses 2015: $30,270Net Income 2015: $118,7582015Revenue 2016: $32,435Expenses 2016: $26,812Net Income 2016: $5,6232016Revenue 2017: $30,918Expenses 2017: $26,581Net Income 2017: $4,3372017Revenue 2018: $108,587Expenses 2018: $24,169Net Income 2018: $84,4182018Revenue 2019: $56,097Expenses 2019: $28,907Net Income 2019: $27,1902019Revenue 2020: $38,924Expenses 2020: $26,156Net Income 2020: $12,7682020Revenue 2021: $91,827Expenses 2021: $26,721Net Income 2021: $65,1062021Revenue 2022: $79,313Expenses 2022: $29,824Net Income 2022: $49,4892022Revenue 2023: -$4,100Expenses 2023: $28,292Net Income 2023: -$32,3922023Revenue 2024: $56,575Expenses 2024: $31,941Net Income 2024: $24,6342024Revenue 2025: $100,579Expenses 2025: $37,525Net Income 2025: $63,0542025

Highlighted filing

2023

Revenue-$4,100
Expenses$28,292
Net Income-$32,392
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$328,695
Mission and Program Overview

Mission

Asset management of a trust fund established by the forrest cemetery foundation, inc., for the purpose of maintenance and upkeep of the grounds and buildings of forrest cemetery, gadsden, al.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,146,675$1,112,930▼ $33,745
Investments in Publicly Traded Securities$1,124,526$1,092,889▼ $31,637
Savings and Temporary Cash Investments$22,149$20,041▼ $2,108
Total Assets$1,146,675$1,112,930▼ $33,745
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,146,675$1,112,930▼ $33,745
Total Liabilities and Net Assets / Fund Balance$1,146,675$1,112,930▼ $33,745
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
-Trustee$16,907$16,907

Board Members and Trustees

NameTitle
Marcia Bush-kendrickPresident
Susan LittleVice-president
George WhiteDirector
Judy DawsonSecretary
Ronnie McclureTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-4,100
Other Revenue
$0
Change in Net Assets
$-32,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,907
Grants and Similar Amounts Paid$10,956
Other Expenses$429
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$16,907-$16,907
Grants to Domestic Orgs$10,956--$10,956
Other Expenses-$239-$239
Fees for Service Investment Mgmnt Fees-$1-$1
Total Functional Expenses$10,956$17,336$0$28,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Forrest Cemetery Foundation IncGadsden, AL501(c)(3)Maintenance and Preservation of Forrest Cemetery, Gadsden, Al$10,956
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B , POLICIES, LINES 12 A, 13 and 14

“While the forrest cemetery preservation trust does not have a written conflict of interest policy, a written whistleblower policy or a written document retention and destruction policy, regions bank, the corporate trustee, does have such policies. All bank policies are monitored by the bank's management.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“Appointments to the board of directors shall be made by resolution of the board of commissioners of the city of gadsden. Vacancies shall be filled in the same manner.”

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

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

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

“The corporate trustee, as sole member of the governing body, prepares the form 990. Senior tax department staff reviews the return for accuarcy in content and calculations prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“N/A”

FORM 990, PAGE 6, PART VI, LINE 15B

“The corporate trustee fees are based upon published fee schedules”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Trustee Forrest Cemetery Preserv Tst
EIN
63-0827251
Phone
2054207753
Address
REGIONS BANK P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2024-01-30
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj ($104.14), amortization ($659.81), purchase accrued interest ($285.31). Cost basis adj ($304)”

Raw XML Appendix353 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/GrantsToIndividualsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0298509
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTENANCE AND PRESERVATION OF FORREST CEMETERY, GADSDEN, AL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SOLE PURPOSE OF THE DISTRIBUTIONS FROM THIS TRUST IS FOR MAINTENANCE, UPKEEP, AND PERPETUAL CARE OF THE GROUNDS AND BUILDINGS OF THE FORREST CEMETERY IN GADSDEN, AL. THE CEMETERY IS OWNED BY THE CITY, WHO MONITORS THE APPROPRIATE USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE FORREST CEMETERY PRESERVATION TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE, DOES HAVE SUCH POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPOINTMENTS TO THE BOARD OF DIRECTORS SHALL BE MADE BY RESOLUTION OF THE BOARD OF COMMISSIONERS OF THE CITY OF GADSDEN. VACANCIES SHALL BE FILLED IN THE SAME MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCUARCY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MUTUAL FUND TIMING ADJ ($104.14), AMORTIZATION ($659.81), PURCHASE ACCRUED INTEREST ($285.31). COST BASIS ADJ ($304)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B , POLICIES, LINES 12 a, 13 and 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630827092
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01146675
IRS990/TotalAssetsEOYAmt01112930
IRS990/TotalAssetsGrp/BOYAmt01146675
IRS990/TotalAssetsGrp/EOYAmt01112930
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017336
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010956
IRS990/TotalFunctionalExpensesGrp/TotalAmt028292
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01146675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01112930
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010956
IRS990/TotalReportableCompFromOrgAmt016907
IRS990/TotalRevenueGrp/ExclusionAmt0-4100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-4100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01146675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01112930
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum02054207753
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
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ReturnHeader/ReturnTs02024-02-13T12:00:42-06:00
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ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,112,930
Liabilities
$0
Net assets
$1,112,930
Revenue
-$4,100
Expenses
$28,292
Net income
-$32,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.04$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.03$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.09$0.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.02$0.08
2017Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.03$0.03$0.00
2016Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.03$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.15$0.03$0.12
2014Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.05$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.03$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.07$0.01$0.05
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.03$0.02$0.01