Civic Intelligence

Edge Endowment Fund C/O Troy Bank & Trust

990PF • Fiscal year 2016 • EIN 63-0834443

Oct 01, 2015 to Sep 30, 2016 • Filed on Dec 07, 2016

Organization Profile
PO Box 967Troy, AL 36081

(334) 566-4000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$28,040

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 41.7% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-7.5%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,852,399

Down $73,963 (-3.8%) from 2015

Net Assets

Down

$1,852,399

Down $73,963 (-3.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$67,279

Down $5,431 (-7.5%) from 2015

Expenses

Up

$141,242

Up $216 (+0.2%) from 2015

Net Income

Down

-$73,963

Down $5,647 (-8.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,220,246Liabilities 2011: $0Net Assets 2011: $2,220,2462011Assets 2012: $2,159,586Liabilities 2012: $0Net Assets 2012: $2,159,5862012Assets 2013: $2,085,264Liabilities 2013: $12013Assets 2014: $1,994,678Liabilities 2014: $0Net Assets 2014: $1,994,6782014Assets 2015: $1,926,362Liabilities 2015: $0Net Assets 2015: $1,926,3622015Assets 2016: $1,852,399Liabilities 2016: $0Net Assets 2016: $1,852,3992016Assets 2017: $1,788,878Liabilities 2017: $0Net Assets 2017: $1,788,8782017Assets 2019: $1,678,202Liabilities 2019: $0Net Assets 2019: $1,678,2022019Assets 2020: $1,594,823Liabilities 2020: $0Net Assets 2020: $1,594,8232020Assets 2021: $1,492,577Liabilities 2021: $0Net Assets 2021: $1,492,5772021Assets 2022: $1,425,290Liabilities 2022: $0Net Assets 2022: $1,425,2902022Assets 2023: $1,389,311Liabilities 2023: $12023Assets 2024: $1,356,495Liabilities 2024: $12024Assets 2025: $1,283,361Liabilities 2025: $0Net Assets 2025: $1,283,3612025

Highlighted filing

2016

Assets$1,852,399
Liabilities$0
Net Assets$1,852,399
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $133,5042011Expenses 2012: $123,4552012Revenue 2013: $55,918Expenses 2013: $130,240Net Income 2013: -$74,3222013Revenue 2014: $76,142Expenses 2014: $166,728Net Income 2014: -$90,5862014Revenue 2015: $72,710Expenses 2015: $141,026Net Income 2015: -$68,3162015Revenue 2016: $67,279Expenses 2016: $141,242Net Income 2016: -$73,9632016Revenue 2017: $74,770Expenses 2017: $138,291Net Income 2017: -$63,5212017Revenue 2019: $71,311Expenses 2019: $132,496Net Income 2019: -$61,1852019Revenue 2020: $45,197Expenses 2020: $128,576Net Income 2020: -$83,3792020Revenue 2021: $32,270Expenses 2021: $134,522Net Income 2021: -$102,2522021Revenue 2022: $66,079Expenses 2022: $133,585Net Income 2022: -$67,5062022Revenue 2023: $72,698Expenses 2023: $108,679Net Income 2023: -$35,9812023Revenue 2024: $61,944Expenses 2024: $94,760Net Income 2024: -$32,8162024Revenue 2025: $50,497Expenses 2025: $123,631Net Income 2025: -$73,1342025

Highlighted filing

2016

Revenue$67,279
Expenses$141,242
Net Income-$73,963
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Dec 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$28,040-$28,040
Filing and Contact Details

Filer

Filer Name
Edge Endowment Fund
EIN
63-0834443
Phone
3345664000
Address
PO BOX 967, TROY, AL 36081

Signing Officer

Name
Troy Bank Trust
Title
Trustee
Phone
3345664000
Signed
2016-12-07

Preparer

Firm
Gibson & Carden LLC
Address
PO BOX 667, TROY, AL 36081-0667
Preparer
Ross Jinright CPA
Phone
3345662690
Raw XML Appendix349 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02196978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02306778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02372985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02373320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02332603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02413319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0112418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227280
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0111744
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0112418
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0674
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0112418
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TROY BANK AND TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01000 US 231 SOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TROY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03345664000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0112162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INDIGENT CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TROY HOSPITAL BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EDGE REGIONAL MEDICAL CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036081
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112162
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109175
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03653
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0410
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112418
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03243
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03653
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03345664000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGE ENDOWMENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TROY BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0630834443
ReturnHeader/Filer/PhoneNum03345664000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 967
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631284979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIBSON & CARDEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0360810667
ReturnHeader/PreparerPersonGrp/PhoneNum03345662690
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS JINRIGHT CPA
ReturnHeader/ReturnTs02016-12-14T13:34:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,852,399
Liabilities
$0
Net assets
$1,852,399
Revenue
$67,279
Expenses
$141,242
Net income
-$73,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.05$0.12$0.07
2024Summary only. Only limited summary data is available for this year.$1.36$0.00$0.06$0.09$0.03
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.11$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.07$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03$0.13$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.05$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.07$0.13$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.17$0.09
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.06$0.13$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.13