Civic Intelligence

Obligation Inc.

990PF • Fiscal year 2016 • EIN 63-1154740

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

PO Box 26270Birmingham, AL 35260

(205) 822-0080

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

1.2%

Higher net margin than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$135,227

Down $28 (-0.0%) from 2015

Net Assets

Up

$135,227

Up $76 (+0.1%) from 2015

Liabilities

Down

$0

Down $104 (-100%) from 2015

Revenue

Up

$6,099

Up $2,249 (+58%) from 2015

Expenses

Up

$6,023

Up $1,683 (+39%) from 2015

Net Income

Up

$76

Up $566 (+116%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $134,743Liabilities 2011: $3762011Assets 2012: $128,422Liabilities 2012: $1042012Assets 2013: $132,525Liabilities 2013: $1042013Assets 2014: $135,745Liabilities 2014: $104Net Assets 2014: $135,6412014Assets 2015: $135,255Liabilities 2015: $104Net Assets 2015: $135,1512015Assets 2016: $135,227Liabilities 2016: $0Net Assets 2016: $135,2272016Assets 2019: $101,955Liabilities 2019: $0Net Assets 2019: $101,9552019Assets 2020: $94,819Liabilities 2020: $100Net Assets 2020: $94,7192020Assets 2021: $81,552Liabilities 2021: $100Net Assets 2021: $81,4522021Assets 2022: $68,788Liabilities 2022: $100Net Assets 2022: $68,6882022Assets 2023: $62,338Liabilities 2023: $14,716Net Assets 2023: $47,6222023Assets 2024: $42,363Liabilities 2024: $0Net Assets 2024: $42,3632024

Highlighted filing

2016

Assets$135,227
Liabilities$0
Net Assets$135,227

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $4,641Expenses 2011: $16,127Net Income 2011: -$11,4862011Revenue 2012: $4,113Expenses 2012: $10,162Net Income 2012: -$6,0492012Revenue 2013: $6,989Expenses 2013: $1,888Net Income 2013: $5,1012013Revenue 2014: $12,531Expenses 2014: $9,311Net Income 2014: $3,2202014Revenue 2015: $3,850Expenses 2015: $4,340Net Income 2015: -$4902015Revenue 2016: $6,099Expenses 2016: $6,023Net Income 2016: $762016Revenue 2019: $3,009Expenses 2019: $25,656Net Income 2019: -$22,6472019Revenue 2020: $763Expenses 2020: $7,999Net Income 2020: -$7,2362020Revenue 2021: $1,955Expenses 2021: $15,222Net Income 2021: -$13,2672021Revenue 2022: $2,280Expenses 2022: $15,044Net Income 2022: -$12,7642022Revenue 2023: $10,968Expenses 2023: $32,034Net Income 2023: -$21,0662023Revenue 2024: $9,083Expenses 2024: $14,342Net Income 2024: -$5,2592024

Highlighted filing

2016

Revenue$6,099
Expenses$6,023
Net Income$76
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM METROCKPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Obligation Inc
EIN
63-1154740
Phone
2058220080
Address
PO BOX 26270, BIRMINGHAM, AL 35260

Signing Officer

Name
Jim Metrock
Title
President
Phone
2058220080
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Horton Lee Burnett Et Al Pc
Address
3800 COLONNADE PKWY SUITE 500, BIRMINGHAM, AL 35243
Preparer
Patricia Oh
Phone
2059679744
Raw XML AppendixShowing 400 of 539 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02190
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02002-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12003-08-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22003-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32004-05-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42004-06-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52004-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62004-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72004-07-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82004-07-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92006-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102009-07-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112011-07-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122015-07-08
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt11432
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12685
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt026045
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14536
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2896
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt33434
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4432
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5355
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6927
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72160
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8108
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt93075
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt102428
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113705
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt123427
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt110
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt121097
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt23.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt026045
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14536
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2896
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33434
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4432
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5355
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6927
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt72160
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8108
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt93075
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt101214
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11685
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4HARD DRIVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5WORKSTATION DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6LASER PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7PROJECTOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8SPEAKERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LAPTOP COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11APPLE DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt048141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt052766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIDELITY 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PROCTOR AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EATON CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03644
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02455
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06099
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06099
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02190
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03644
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02455
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03644
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03644
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03644
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt076
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt052481
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02455
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06099
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06023
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01457
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EATON CORP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY 500 INDEX PREMIUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PROCTER AND GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02455
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt076
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0135227
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0135151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135227
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0143809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0125356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt087052
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt049883
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt051527
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02741
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01644
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01644
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt0104
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt041
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt041
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt054680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt054680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0135255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0135227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0143809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0135255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0135227
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0135151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0135227
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0135151
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0135227
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0127590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08415
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0119175
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01914
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06284
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0125676
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0127590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JIM METROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0707 PADEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VESTAVIA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt03644
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt012880
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt03512
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt03012
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt02712
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt03097
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt010948
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt02985
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt02560
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt02305
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt02447
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt011671
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt01735
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt06241
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt01248
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt02447
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt011671
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt01735
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt06241
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt01248
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt0135227
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt0538752
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0135255
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0135745
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0132525
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0135227
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt0538752
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0135255
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0135745
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0132525
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.014732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.009644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0125676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0117770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0134849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0129409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0129832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0128796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.145604
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02447
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02447
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02447
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0JIM METROCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0707 PADEN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VESTAVIA HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02058220080
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings