Civic Intelligence

Don M Smith-Diane Wendland Trust FBO Alabama

990PF • Fiscal year 2017 • EIN 63-6046292

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
PO Box 2450Montgomery, AL 36101-2450

(334) 230-6108

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,028

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

167%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$423,565

Up $18,150 (+4.5%) from 2016

Net Assets

Up

$423,565

Up $18,150 (+4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$45,057

Up $28,167 (+167%) from 2016

Expenses

Down

$26,813

Down $1,913 (-6.7%) from 2016

Net Income

Up

$18,244

Up $30,080 (+254%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2010: $399,232Liabilities 2010: $0Net Assets 2010: $399,2322010Assets 2011: $405,125Liabilities 2011: $12011Assets 2012: $406,643Liabilities 2012: $0Net Assets 2012: $406,6432012Assets 2013: $415,405Liabilities 2013: $0Net Assets 2013: $415,4052013Assets 2014: $420,359Liabilities 2014: $0Net Assets 2014: $420,3592014Assets 2015: $417,239Liabilities 2015: $0Net Assets 2015: $417,2392015Assets 2016: $405,415Liabilities 2016: $0Net Assets 2016: $405,4152016Assets 2017: $423,565Liabilities 2017: $0Net Assets 2017: $423,5652017Assets 2018: $424,042Liabilities 2018: $0Net Assets 2018: $424,0422018Assets 2019: $415,590Liabilities 2019: $0Net Assets 2019: $415,5902019Assets 2020: $410,114Liabilities 2020: $0Net Assets 2020: $410,1142020Assets 2021: $437,134Liabilities 2021: $0Net Assets 2021: $437,1342021Assets 2022: $428,193Liabilities 2022: $12022Assets 2023: $414,782Liabilities 2023: $12023

Highlighted filing

2017

Assets$423,565
Liabilities$0
Net Assets$423,565
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $23,3672010Revenue 2011: $31,278Expenses 2011: $25,385Net Income 2011: $5,8932011Expenses 2012: $26,1032012Revenue 2013: $36,986Expenses 2013: $28,201Net Income 2013: $8,7852013Revenue 2014: $31,066Expenses 2014: $26,112Net Income 2014: $4,9542014Revenue 2015: $26,624Expenses 2015: $29,770Net Income 2015: -$3,1462015Revenue 2016: $16,890Expenses 2016: $28,726Net Income 2016: -$11,8362016Revenue 2017: $45,057Expenses 2017: $26,813Net Income 2017: $18,2442017Revenue 2018: $31,645Expenses 2018: $31,029Net Income 2018: $6162018Revenue 2019: $18,848Expenses 2019: $27,385Net Income 2019: -$8,5372019Revenue 2020: $22,700Expenses 2020: $28,176Net Income 2020: -$5,4762020Revenue 2021: $45,021Expenses 2021: $18,001Net Income 2021: $27,0202021Revenue 2022: $14,556Expenses 2022: $23,497Net Income 2022: -$8,9412022Revenue 2023: $9,888Expenses 2023: $23,299Net Income 2023: -$13,4112023

Highlighted filing

2017

Revenue$45,057
Expenses$26,813
Net Income$18,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$5,028-$5,028
Filing and Contact Details

Filer

Filer Name
Don M Smith-diane Wendland Trust Fbo
EIN
63-6046292
Phone
3342306108
Address
PO BOX 2450, MONTGOMERY, AL 36101-2450

Signing Officer

Name
Robert Birmingham
Title
Trustee
Phone
3342306108
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101
Preparer
Rita O Brown
Phone
3348347660
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALABAMA 4-H CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0116 DUNCAN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUBURN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036849
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020890
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07858
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013032
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013032
OtherDecreasesSchedule/OtherDecreasesDetail/Amt094
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT FOR TAX PURPOSES AND NOT ON QUARTERLY STATEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04629
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITIES LITIGATION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04629
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BIRMINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306108
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DON M SMITH-DIANE WENDLAND TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALABAMA 4-H CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0636046292
ReturnHeader/Filer/PhoneNum03342306108
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361012450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.154.130.164
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:42:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036101
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02018-05-14T15:30:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,565
Liabilities
$0
Net assets
$423,565
Revenue
$45,057
Expenses
$26,813
Net income
$18,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.15$0.00$0.10$0.23$0.13
2022Summary only. Only limited summary data is available for this year.$4.28$0.00$0.15$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.45$0.18$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.23$0.28$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.19$0.27$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.32$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.45$0.27$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.17$0.29$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.27$0.30$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.31$0.26$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.37$0.28$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.26
2011Summary only. Only limited summary data is available for this year.$4.05$0.00$0.31$0.25$0.06
2010Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.23