Civic Intelligence

Kate Kinlock Middleton Memorial Tr Wa Fifteen UW FBO Robert Middleton

990EZ • Fiscal year 2017 • EIN 63-6020997

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 05, 2017

Regions Bank Trust Dept PO Box 2886Mobile, AL 36652-2886

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$2,235

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 43.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$132,925

Down $1,080 (-0.8%) from 2016

Net Assets

$132,925

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$5,112

Up $255 (+5.3%) from 2016

Expenses

Down

$6,190

Down $137 (-2.2%) from 2016

Net Income

Up

-$1,078

Up $392 (+27%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $139,162Liabilities 2011: $02011Assets 2012: $137,709Liabilities 2012: $02012Assets 2013: $137,491Liabilities 2013: $02013Assets 2014: $139,234Liabilities 2014: $02014Assets 2015: $135,661Liabilities 2015: $02015Assets 2016: $134,005Liabilities 2016: $02016Assets 2017: $132,925Liabilities 2017: $0Net Assets 2017: $132,9252017Assets 2018: $133,014Liabilities 2018: $0Net Assets 2018: $133,0142018Assets 2019: $134,299Liabilities 2019: $0Net Assets 2019: $134,2992019Assets 2020: $132,773Liabilities 2020: $0Net Assets 2020: $132,7732020Assets 2021: $134,062Liabilities 2021: $0Net Assets 2021: $134,0622021Assets 2022: $135,641Liabilities 2022: $0Net Assets 2022: $135,6412022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$132,925
Liabilities$0
Net Assets$132,925

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $6,094Expenses 2011: $8,774Net Income 2011: -$2,6802011Revenue 2012: $5,824Expenses 2012: $7,277Net Income 2012: -$1,4532012Revenue 2013: $6,530Expenses 2013: $6,595Net Income 2013: -$652013Revenue 2014: $5,331Expenses 2014: $3,528Net Income 2014: $1,8032014Revenue 2015: $5,513Expenses 2015: $9,304Net Income 2015: -$3,7912015Revenue 2016: $4,857Expenses 2016: $6,327Net Income 2016: -$1,4702016Revenue 2017: $5,112Expenses 2017: $6,190Net Income 2017: -$1,0782017Revenue 2018: $5,798Expenses 2018: $5,893Net Income 2018: -$952018Revenue 2019: $6,934Expenses 2019: $5,646Net Income 2019: $1,2882019Revenue 2020: $5,181Expenses 2020: $6,728Net Income 2020: -$1,5472020Revenue 2021: $7,536Expenses 2021: $6,264Net Income 2021: $1,2722021Revenue 2022: $8,409Expenses 2022: $6,825Net Income 2022: $1,5842022Revenue 2023: $1,655Expenses 2023: $137,296Net Income 2023: -$135,6412023

Highlighted filing

2017

Revenue$5,112
Expenses$6,190
Net Income-$1,078
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$10,444
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide a yearly memorial offering to christ church cathedral

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S EXEMPT PURPOSE ACHIEVEMENT IS PROVIDING AN OFFERING FOR FURTHER WORK OF CHRIST CHURCH CATHEDRAL$2,415$2,415
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUSTEETrustee-$2,235-$2,235
Filing and Contact Details

Filer

Filer Name
Robert Middleton Memorial Trust 1255000651
EIN
63-6020997
Phone
2516901024
Address
REGIONS BANK TRUST DEPT PO BOX 2886, MOBILE, AL 36652-2886

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2017-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix195 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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ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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