Civic Intelligence

The Simpson Foundation C/O Alatrust Inc

990PF • Fiscal year 2016 • EIN 63-0925496

May 01, 2015 to Apr 30, 2016 • Filed on Sep 15, 2016

Organization Profile
PO Box 240548Montgomery, AL 36124-0548

(334) 386-2516

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

-112%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

64th percentile

$75,353

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 45.9% of source-year revenue.

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

Asset Growth

22nd percentile

-4.8%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,669,646

Down $183,455 (-4.8%) from 2015

Net Assets

Down

$3,669,646

Down $183,455 (-4.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$164,139

Down $59,335 (-27%) from 2015

Expenses

Down

$347,400

Down $56,105 (-14%) from 2015

Net Income

Down

-$183,261

Down $3,230 (-1.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,268,690Liabilities 2012: $12012Assets 2013: $4,114,428Liabilities 2013: $0Net Assets 2013: $4,114,4282013Assets 2014: $4,030,525Liabilities 2014: $0Net Assets 2014: $4,030,5252014Assets 2015: $3,853,101Liabilities 2015: $0Net Assets 2015: $3,853,1012015Assets 2016: $3,669,646Liabilities 2016: $0Net Assets 2016: $3,669,6462016Assets 2018: $3,175,724Liabilities 2018: $0Net Assets 2018: $3,175,7242018Assets 2019: $3,414,239Liabilities 2019: $0Net Assets 2019: $3,414,2392019Assets 2020: $3,171,079Liabilities 2020: $0Net Assets 2020: $3,171,0792020Assets 2021: $2,916,730Liabilities 2021: $0Net Assets 2021: $2,916,7302021Assets 2022: $2,800,799Liabilities 2022: $0Net Assets 2022: $2,800,7992022Assets 2023: $2,584,598Liabilities 2023: $0Net Assets 2023: $2,584,5982023Assets 2024: $2,281,603Liabilities 2024: $0Net Assets 2024: $2,281,6032024Assets 2025: $2,649,705Liabilities 2025: $0Net Assets 2025: $2,649,7052025

Highlighted filing

2016

Assets$3,669,646
Liabilities$0
Net Assets$3,669,646
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $149,518Expenses 2012: $331,300Net Income 2012: -$181,7822012Expenses 2013: $356,4062013Revenue 2014: $303,090Expenses 2014: $383,881Net Income 2014: -$80,7912014Revenue 2015: $223,474Expenses 2015: $403,505Net Income 2015: -$180,0312015Revenue 2016: $164,139Expenses 2016: $347,400Net Income 2016: -$183,2612016Revenue 2018: $164,093Expenses 2018: $398,034Net Income 2018: -$233,9412018Revenue 2019: $622,826Expenses 2019: $387,550Net Income 2019: $235,2762019Revenue 2020: $105,596Expenses 2020: $350,120Net Income 2020: -$244,5242020Revenue 2021: $71,376Expenses 2021: $321,034Net Income 2021: -$249,6582021Revenue 2022: $194,665Expenses 2022: $311,260Net Income 2022: -$116,5952022Revenue 2023: $77,592Expenses 2023: $298,417Net Income 2023: -$220,8252023Revenue 2024: $211,422Expenses 2024: $515,361Net Income 2024: -$303,9392024Revenue 2025: $791,072Expenses 2025: $422,807Net Income 2025: $368,2652025

Highlighted filing

2016

Revenue$164,139
Expenses$347,400
Net Income-$183,261
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
oakworth capital bankTrusteePT$75,353-$75,353
MARY HOGENTrustee-$23,451-$23,451
CHRIS STONETrustee-$23,451-$23,451
Filing and Contact Details

Filer

Filer Name
The Simpson Foundation
EIN
63-0925496
Phone
3343862516
Address
PO BOX 240548, MONTGOMERY, AL 36124-0548

Signing Officer

Name
oakworth capital bank
Title
trustee
Phone
3343862516
Signed
2016-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
3815 Interstate Ct, Montgomery, AL 36109
Preparer
Gregory E Sellers CPA Aep
Phone
3342712200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0timber sales
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt088318
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-183261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05594
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05400
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03675240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03853101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03669646
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0296092
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0290692
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0296092
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0291759
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt05400
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01067
IRS990PF/DistributableAmountGrp/TotalTaxAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01005
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01005
IRS990PF/FMVAssetsEOYAmt05802101
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02970861
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02970861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0592885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0343412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0373523
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01042607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01056565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01308738
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0755040
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0750000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02600171
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0882240
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0698785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01462569
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01519669
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01519669
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03853101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03669646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05802101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03853101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03669646
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03853101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03669646
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05924043
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01519065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01804948
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088861
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02600030
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0291759
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05835182
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05924043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt023451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt123451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt275353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY HOGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRIS STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2oakworth capital bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2tRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03141 Kingridge Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1290 STILT COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO box 240548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0glendale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PINE APPLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2montgomery
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd136768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd236124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0256509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0257576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0290674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0290207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0279435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0250421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0247523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05835182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06176362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06368687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06298802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06390120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05675588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0290000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.219794
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0288933
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0290000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01067
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0290000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07480 halcyon pointe suite 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0montgomery
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,669,646
Liabilities
$0
Net assets
$3,669,646
Revenue
$164,139
Expenses
$347,400
Net income
-$183,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.79$0.42$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.21$0.52$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.30$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.19$0.31$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.07$0.32$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.11$0.35$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.62$0.39$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.16$0.40$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.16$0.35$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.40$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.30$0.38$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.36
2012Summary only. Only limited summary data is available for this year.$4.27$0.00$0.15$0.33$0.18