Civic Intelligence

The Ratliff Charitable Foundation

990PF • Fiscal year 2015 • EIN 63-1198327

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization Profile
1900 CRESTWOOD BOULEVARD No 300Birmingham, AL 35210

(205) 951-4423

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

76th percentile

9.5%

Faster asset growth than 76% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$9,771,239

Up $846,096 (+9.5%) from 2014

Net Assets

Up

$9,771,239

Up $846,096 (+9.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

Down

$1,376,008

Down $1,276,559 (-48%) from 2014

Expenses

Up

$529,912

Up $469,241 (+773%) from 2014

Net Income

Down

$846,096

Down $1,745,800 (-67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,299,531Liabilities 2011: $02011Assets 2012: $6,183,722Liabilities 2012: $12012Assets 2013: $6,333,247Liabilities 2013: $0Net Assets 2013: $6,333,2472013Assets 2014: $8,925,143Liabilities 2014: $0Net Assets 2014: $8,925,1432014Assets 2015: $9,771,239Liabilities 2015: $0Net Assets 2015: $9,771,2392015Assets 2016: $10,319,258Liabilities 2016: $0Net Assets 2016: $10,319,2582016Assets 2017: $15,149,645Liabilities 2017: $0Net Assets 2017: $15,149,6452017Assets 2018: $14,517,217Liabilities 2018: $0Net Assets 2018: $14,517,2172018Assets 2019: $13,014,767Liabilities 2019: $480,956Net Assets 2019: $12,533,8112019Assets 2020: $12,986,431Liabilities 2020: $1,006,906Net Assets 2020: $11,979,5252020Assets 2021: $13,598,347Liabilities 2021: $1,719,298Net Assets 2021: $11,879,0492021Assets 2022: $11,281,878Liabilities 2022: $2,820,836Net Assets 2022: $8,461,0422022Assets 2023: $11,019,181Liabilities 2023: $2,736,578Net Assets 2023: $8,282,6032023Assets 2024: $11,934,287Liabilities 2024: $3,250,677Net Assets 2024: $8,683,6102024

Highlighted filing

2015

Assets$9,771,239
Liabilities$0
Net Assets$9,771,239
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $161,133Expenses 2011: $236,344Net Income 2011: -$75,2112011Revenue 2012: $528,131Expenses 2012: $643,940Net Income 2012: -$115,8092012Revenue 2013: $438,981Expenses 2013: $289,456Net Income 2013: $149,5252013Revenue 2014: $2,652,567Expenses 2014: $60,671Net Income 2014: $2,591,8962014Revenue 2015: $1,376,008Expenses 2015: $529,912Net Income 2015: $846,0962015Revenue 2016: $814,273Expenses 2016: $266,254Net Income 2016: $548,0192016Revenue 2017: $5,719,414Expenses 2017: $889,027Net Income 2017: $4,830,3872017Revenue 2018: $700,627Expenses 2018: $1,333,055Net Income 2018: -$632,4282018Revenue 2019: $149,782Expenses 2019: $2,133,188Net Income 2019: -$1,983,4062019Revenue 2020: $1,321,337Expenses 2020: $1,875,623Net Income 2020: -$554,2862020Revenue 2021: $1,704,453Expenses 2021: $1,804,929Net Income 2021: -$100,4762021Revenue 2022: -$1,899,794Expenses 2022: $1,518,213Net Income 2022: -$3,418,0072022Revenue 2023: $1,075,075Expenses 2023: $1,253,514Net Income 2023: -$178,4392023Revenue 2024: $1,909,958Expenses 2024: $1,508,951Net Income 2024: $401,0072024

Highlighted filing

2015

Revenue$1,376,008
Expenses$529,912
Net Income$846,096
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T RATLIFF IIIPres/Treas/Director-$0--
CARL A LESSMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ratliff Charitable Foundation
EIN
63-1198327
Phone
2059514423
Address
1900 CRESTWOOD BOULEVARD No 300, BIRMINGHAM, AL 35210

Signing Officer

Name
Carl Lessman
Title
Director
Phone
2059514423
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Sovereign CPA Group LLC
Address
POST OFFICE BOX 361490, BIRMINGHAM, AL 35236
Preparer
Jeff W Maze CPA Ma
Phone
2054024245
Raw XML AppendixShowing 400 of 800 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2032111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NU SKIN ENTERPRISES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SABRE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VISA INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LINDSAY CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MSCI INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MSCI INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MASTERCARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ANTHEM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ANTHEM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CURTIS WRIGHT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DISNEY WALT CO DISNEY.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DISCOVERY COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BRITISH POUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TD AMERITRADE ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16TD AMERITRADE LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17TD AMERITRADE LT NOT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18NB PRIVATE DEBT ASP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19NB PRIVATE DEBT ASP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01157452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0846096
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09771239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08925143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09771239
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0472146
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0472146
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0472146
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0495320
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023174
IRS990PF/DistributableAmountGrp/TotalTaxAmt023174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010000
IRS990PF/FMVAssetsEOYAmt09551902
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05440989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06120710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05727601
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01442763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02950134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03123906
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08925143
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09771239
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02041391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0700395
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0700395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08925143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09771239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09551902
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08925143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09771239
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08925143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09771239
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010057249
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01168338
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07451044
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0150859
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01437867
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0495320
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09906390
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010057249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM T RATLIFF III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CARL A LESSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01900 CRESTWOOD BOULEVARD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11900 CRESTWOOD BOULEVARD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd135210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0476676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0488263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0276450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0632821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0230353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0467518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.003826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.034887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.094422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.034714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09906390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010454040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07924229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06702035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06635693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06427308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0254982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240588
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0254982
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0254982
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0254982
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/IndividualWithBooksNm0CARL LESSMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01900 CRESTWOOD BOULEVARD SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02059514479
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt712500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt812500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt97500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1312500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1412500

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,771,239
Liabilities
$0
Net assets
$9,771,239
Revenue
$1,376,008
Expenses
$529,912
Net income
$846,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$3.25$8.68$1.91$1.51$0.40
2023Detailed filing. Detailed filing data is available for this year.$11.0$2.74$8.28$1.08$1.25$0.18
2022Detailed filing. Detailed filing data is available for this year.$11.3$2.82$8.46$1.90$1.52$3.42
2021Detailed filing. Detailed filing data is available for this year.$13.6$1.72$11.9$1.70$1.80$0.10
2020Detailed filing. Detailed filing data is available for this year.$13.0$1.01$12.0$1.32$1.88$0.55
2019Detailed filing. Detailed filing data is available for this year.$13.0$0.48$12.5$0.15$2.13$1.98
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.70$1.33$0.63
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.72$0.89$4.83
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.81$0.27$0.55
2015Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$1.38$0.53$0.85
2014Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$2.65$0.06$2.59
2013Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.44$0.29$0.15
2012Summary only. Only limited summary data is available for this year.$6.18$0.00$0.53$0.64$0.12
2011Summary only. Only limited summary data is available for this year.$6.30$0.00$0.16$0.24$0.08