Civic Intelligence

Trinity Counseling Inc.

990 • Fiscal year 2013 • EIN 63-1253854

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

1025 Montgomery Hwy Suite 21435216

(205) 822-2730

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

99th percentile

$122,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

58th percentile

7.1%

Faster revenue growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$222,720

Up $70,723 (+47%) from 2012

Net Assets

Up

$217,772

Up $69,997 (+47%) from 2012

Liabilities

Up

$4,948

Up $726 (+17%) from 2012

Revenue

$413,336

No earlier filing loaded for comparison.

Expenses

Down

$344,352

Down $28,097 (-7.5%) from 2012

Net Income

$68,984

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $153,480Liabilities 2010: $3,781Net Assets 2010: $149,6992010Assets 2011: $145,496Liabilities 2011: $3,711Net Assets 2011: $141,7852011Assets 2012: $151,997Liabilities 2012: $4,222Net Assets 2012: $147,7752012Assets 2013: $222,720Liabilities 2013: $4,948Net Assets 2013: $217,7722013Assets 2014: $262,803Liabilities 2014: $5,857Net Assets 2014: $256,9462014Assets 2015: $239,463Liabilities 2015: $2,065Net Assets 2015: $237,3982015Assets 2016: $319,066Liabilities 2016: $1,185Net Assets 2016: $317,8812016Assets 2017: $375,725Liabilities 2017: $1,709Net Assets 2017: $374,0162017Assets 2018: $353,618Liabilities 2018: $2,482Net Assets 2018: $351,1362018Assets 2019: $391,187Liabilities 2019: $3,243Net Assets 2019: $387,9442019Assets 2020: $625,398Liabilities 2020: $62,904Net Assets 2020: $562,4942020Assets 2021: $681,549Liabilities 2021: $4,645Net Assets 2021: $676,9042021Assets 2022: $627,164Liabilities 2022: $4,022Net Assets 2022: $623,1422022Assets 2023: $671,921Liabilities 2023: $4,716Net Assets 2023: $667,2052023Assets 2024: $701,912Liabilities 2024: $861Net Assets 2024: $701,0512024

Highlighted filing

2013

Assets$222,720
Liabilities$4,948
Net Assets$217,772

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $339,5262010Revenue 2011: $360,125Expenses 2011: $367,766Net Income 2011: -$7,6412011Expenses 2012: $372,4492012Revenue 2013: $413,336Expenses 2013: $344,352Net Income 2013: $68,9842013Revenue 2014: $446,551Expenses 2014: $407,377Net Income 2014: $39,1742014Revenue 2015: $430,003Expenses 2015: $449,551Net Income 2015: -$19,5482015Revenue 2016: $597,263Expenses 2016: $516,780Net Income 2016: $80,4832016Revenue 2017: $660,411Expenses 2017: $604,276Net Income 2017: $56,1352017Revenue 2018: $736,498Expenses 2018: $759,378Net Income 2018: -$22,8802018Revenue 2019: $781,585Expenses 2019: $744,775Net Income 2019: $36,8102019Revenue 2020: $1,000,328Expenses 2020: $825,778Net Income 2020: $174,5502020Revenue 2021: $1,024,825Expenses 2021: $910,415Net Income 2021: $114,4102021Revenue 2022: $614,902Expenses 2022: $668,666Net Income 2022: -$53,7642022Revenue 2023: $759,578Expenses 2023: $715,515Net Income 2023: $44,0632023Revenue 2024: $845,085Expenses 2024: $811,239Net Income 2024: $33,8462024

Highlighted filing

2013

Revenue$413,336
Expenses$344,352
Net Income$68,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$418,073
Mission and Program Overview

Mission

Provision for counseling services to over 1800 people without regard to their ability to afford such services

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$114,230$145,963▲ $31,733
Cash and Non-Interest-Bearing Accounts$37,767$76,757▲ $38,990
Total Assets$151,997$222,720▲ $70,723
Liabilities
Accounts Payable and Accrued Expenses$4,222$4,948▲ $726
Total Liabilities$4,222$4,948▲ $726
Net Assets / Fund Balance
Unrestricted Net Assets$147,775$217,772▲ $69,997
Total Net Assets Fund Balance$147,775$217,772▲ $69,997
Total Liabilities and Net Assets / Fund Balance$151,997$222,720▲ $70,723

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$14,200$14,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Don RichardsPresidentFT$97,000$25,000$122,000
Arden RichardsVice PresideFT$48,000-$48,000
Julia DreherTreasurerPT$26,259-$26,259

Board Members and Trustees

NameTitle
Charles MatsosBoard Member
Henry PaineBoard Member
Jill MccoolBoard Member
John BancroftBoard Member
William WoodBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$93,189
Program Service Revenue
$265,593
Investment Income
$26,689
Other Revenue
$27,865
All Other Contributions
$93,189
Change in Net Assets
$68,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$209,637
Other Expenses$134,715
Total Fundraising Expense$3,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$203,642--$203,642
Occupancy$16,412--$16,412
Office Expenses$9,019--$9,019
Payroll Taxes$5,995--$5,995
Fees for Services Other$3,017--$3,017
Depreciation Depletion$2,391--$2,391
Insurance$216-$1,153$1,369
All Other Expenses$687-$518$1,205
Travel$916--$916
Other Expenses$631-$2,190$631
Fees for Services Legal$150--$150
Total Functional Expenses$340,491$0$3,861$344,352
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,602
Fundraising Direct Expenses$4,737
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,602$32,602-$32,602
Total Events$32,602$32,602$4,737$27,865
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Don richards arden richards president vice preside married

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 15A

Compensation was reviewed based on industry averages and approved by the board.

Form 990, Page 6, Part VI, Line 19

All required documents are kept on file and available for viewing during the year

Filing and Contact Details

Filer

EIN
63-1253854
Phone
2058222730

Signing Officer

Name
Arden Richards
Title
Vice President
Phone
2058222730
Signed
2014-08-15

Organization Details

Principal Officer
Arden Richards
Formed
2000
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
5
Employees
4

Preparer

Preparer
Kevin W Ulch
Phone
2058223933
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Fundraising efforts to provide funding for exempt purpose of providing counseling to patients regardless of their ability to afford such services

Form 990, Part XI, Line 9

Book / tax depreciation difference 2,391

Raw XML Appendix365 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032602
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUTUMN BENEFIT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027865
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04737
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04737
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EFFORTS TO PROVIDE FUNDING FOR EXEMPT PURPOSE OF PROVIDING COUNSELING TO PATIENTS REGARDLESS OF THEIR ABILITY TO AFFORD SUCH SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DON RICHARDS ARDEN RICHARDS PRESIDENT VICE PRESIDE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION WAS REVIEWED BASED ON INDUSTRY AVERAGES AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL REQUIRED DOCUMENTS ARE KEPT ON FILE AND AVAILABLE FOR VIEWING DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE 2,391
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0151997
IRS990/TotalAssetsEOYAmt0222720
IRS990/TotalAssetsGrp/BOYAmt0151997
IRS990/TotalAssetsGrp/EOYAmt0222720
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093189
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03861
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0340491
IRS990/TotalFunctionalExpensesGrp/TotalAmt0344352
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04222
IRS990/TotalLiabilitiesEOYAmt04948
IRS990/TotalLiabilitiesGrp/BOYAmt04222
IRS990/TotalLiabilitiesGrp/EOYAmt04948
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0217772
IRS990/TotalOtherCompensationAmt025000
IRS990/TotalProgramServiceExpensesAmt0340491
IRS990/TotalProgramServiceRevenueAmt0265593
IRS990/TotalReportableCompFromOrgAmt0171259
IRS990/TotalRevenueGrp/ExclusionAmt027865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0292282
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0413336
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0151997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0222720
IRS990/TravelGrp/ProgramServicesAmt0916
IRS990/TravelGrp/TotalAmt0916
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147775
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0217772
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101025 MONTGOMERY HWY SUITE 214
IRS990/USAddress/City0BIRMINGHAM
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode035216
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TRINITYCOUNSELINGBHAM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARDEN RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02058222730
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRINITY COUNSELING INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0631253854
ReturnHeader/Filer/PhoneNum02058222730
ReturnHeader/Filer/USAddress/AddressLine101025 MONTGOMERY HWY SUITE 214
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204013322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ULCH AND ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101025 MONTGOMERY HWY STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0352162830
ReturnHeader/PreparerPersonGrp/PhoneNum02058223933
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN W ULCH
ReturnHeader/ReturnTs02014-10-07T14:17:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.85$0.81$0.03
2023Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.76$0.72$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.62$0.61$0.67$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$1.02$0.91$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.06$0.56$1.00$0.83$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.78$0.74$0.04
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.74$0.76$0.02
2017Summary only. Only limited summary data is available for this year.$0.38$0.00$0.37$0.66$0.60$0.06
2016Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.60$0.52$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.43$0.45$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.26$0.45$0.41$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.41$0.34$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.37
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.14$0.36$0.37$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.34