Civic Intelligence

Edge Endowment Fund C/O Troy Bank & Trust

990PF • Fiscal year 2021 • EIN 63-0834443

Oct 01, 2020 to Sep 30, 2021 • Filed on Dec 01, 2021

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-317%

Higher net margin than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$27,059

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 83.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

10th percentile

-6.4%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,492,577

Down $102,246 (-6.4%) from 2020

Net Assets

Down

$1,492,577

Down $102,246 (-6.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$32,270

Down $12,927 (-29%) from 2020

Expenses

Up

$134,522

Up $5,946 (+4.6%) from 2020

Net Income

Down

-$102,252

Down $18,873 (-23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2021

Assets$1,492,577
Liabilities$0
Net Assets$1,492,577
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$32,270
Expenses$134,522
Net Income-$102,252
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Dec 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$27,059-$27,059
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
2021-12-01

Preparer

Firm
Gibson & Carden LLC
Address
PO BOX 667, TROY, AL 36081-0667
Preparer
Ross Jinright CPA
Phone
3345662690
Raw XML Appendix317 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TROY BANK & TRUST
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/Amt0103283
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/TotalGrantOrContriPdDurYrAmt0103283
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/AppliedToCurrentYearAmt0106418
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02766
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02186
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01294
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0106418
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04262
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04952
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02123
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02830
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0707
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03345664000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
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/PreparationDt02021-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS JINRIGHT CPA
ReturnHeader/ReturnTs02021-12-07T13:29:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OWENS
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,492,577
Liabilities
$0
Net assets
$1,492,577
Revenue
$32,270
Expenses
$134,522
Net income
-$102,252
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
Peer Organizations

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