Civic Intelligence

Louise Phillips Glanton Trust Fund

990EZ • Fiscal year 2017 • EIN 63-6049714

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 13, 2018

Organization ProfileN/A
100 Church DriveAuburn, AL 36830

(334) 887-9506

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

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

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.

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

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$498,057

Flat from 2017

Net Assets

$498,057

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Flat

$12,440

Flat from 2017

Expenses

Flat

$3,387

Flat from 2017

Net Income

Flat

$9,053

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$800K$600K$400K$200K$0Assets 2010: $375,352Net Assets 2010: $375,3522010Assets 2011: $392,604Liabilities 2011: $02011Assets 2012: $406,855Net Assets 2012: $406,8552012Assets 2013: $430,664Net Assets 2013: $430,6642013Assets 2014: $450,811Liabilities 2014: $0Net Assets 2014: $450,8112014Assets 2015: $419,358Liabilities 2015: $02015Assets 2016: $434,398Net Assets 2016: $434,3982016Assets 2017: $498,057Net Assets 2017: $498,0572017Assets 2017: $498,057Liabilities 2017: $02017Assets 2018: $479,971Net Assets 2018: $479,9712018Assets 2019: $555,194Liabilities 2019: $0Net Assets 2019: $555,1942019Assets 2020: $529,023Liabilities 2020: $0Net Assets 2020: $529,0232020Assets 2021: $624,911Liabilities 2021: $0Net Assets 2021: $624,9112021Assets 2022: $591,630Liabilities 2022: $0Net Assets 2022: $591,6302022Assets 2023: $593,824Liabilities 2023: $0Net Assets 2023: $593,8242023Assets 2024: $649,382Liabilities 2024: $0Net Assets 2024: $649,3822024

Highlighted filing

2017

Assets$498,057
Liabilities-
Net Assets$498,057
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $14,684Expenses 2010: $13,151Net Income 2010: $1,5332010Revenue 2011: $6,597Expenses 2011: $12,511Net Income 2011: -$5,9142011Revenue 2012: $14,242Expenses 2012: $11,717Net Income 2012: $2,5252012Revenue 2013: $27,757Expenses 2013: $16,308Net Income 2013: $11,4492013Revenue 2014: $15,512Expenses 2014: $13,103Net Income 2014: $2,4092014Revenue 2015: $17,447Expenses 2015: $11,224Net Income 2015: $6,2232015Revenue 2016: $9,012Expenses 2016: $15,296Net Income 2016: -$6,2842016Revenue 2017: $12,440Expenses 2017: $3,387Net Income 2017: $9,0532017Revenue 2017: $12,440Expenses 2017: $3,387Net Income 2017: $9,0532017Revenue 2018: $32,095Expenses 2018: $22,173Net Income 2018: $9,9222018Revenue 2019: $18,357Expenses 2019: $7,165Net Income 2019: $11,1922019Revenue 2020: $15,971Expenses 2020: $13,880Net Income 2020: $2,0912020Revenue 2021: $22,398Expenses 2021: $12,481Net Income 2021: $9,9172021Revenue 2022: $17,832Expenses 2022: $14,676Net Income 2022: $3,1562022Revenue 2023: $22,919Expenses 2023: $14,253Net Income 2023: $8,6662023Revenue 2024: $19,493Expenses 2024: $14,717Net Income 2024: $4,7762024

Highlighted filing

2017

Revenue$12,440
Expenses$3,387
Net Income$9,053
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 13, 2018
Return Version
2017v2.3
Gross Receipts
$59,637
Mission and Program Overview

Mission

Charitable educational & church related

Program Services

DescriptionGrantsExpenses
CHARITABLE EDUCATIONAL & CHURCH RELATED, INCLUDING WORLD RELIEF, COMMUNITY REFIEL & SUPPORT OF HOLY TRINITY EPISCOPAL CHURCH-$2,937
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT DUMASTrustee-$0--
DENNIS THRASHERTrustee-$0--
SUE HAYGOODTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Louise Phillips Glanton Trust Fund
EIN
63-6049714
Phone
3348879506
Address
100 CHURCH DRIVE, AUBURN, AL 36830

Signing Officer

Name
Dennis Thrasher
Title
Trustee
Phone
3348879506
Signed
2018-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery CPA Associates
Address
8228 OLD FEDERAL ROAD, MONTGOMERY, AL 36117-8010
Preparer
Richard B Younger CPA
Phone
3344626456
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Enterprise product 76-0568219 41 williams partners 20-2485124 2 enterprise product 76-0568219 1 total 44”

Form 990-ez, Part I, Line 20

“Cumulative unrealized g/l 54,606 ptp distributions 290 ptp loss lines -143 foreign tax paid -147”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02937
IRS990EZ/BooksInCareOfDetail/PersonNm0SUE HAYGOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum03348879506
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CHURCH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0434398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0498057
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt047197
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09053
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0434398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0498057
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-579
IRS990EZ/GrossReceiptsAmt059637
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012975
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0434398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0498057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0434398
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0498057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT DUMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS THRASHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE HAYGOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt054606
IRS990EZ/OtherRevenueTotalAmt044
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE EDUCATIONAL & CHURCH RELATED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE EDUCATIONAL & CHURCH RELATED, INCLUDING WORLD RELIEF, COMMUNITY REFIEL & SUPPORT OF HOLY TRINITY EPISCOPAL CHURCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02937
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt046618
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03387
IRS990EZ/TotalProgramServiceExpensesAmt02937
IRS990EZ/TotalRevenueAmt012440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0631012178
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02937
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENTERPRISE PRODUCT 76-0568219 41 WILLIAMS PARTNERS 20-2485124 2 ENTERPRISE PRODUCT 76-0568219 1 TOTAL 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CUMULATIVE UNREALIZED G/L 54,606 PTP DISTRIBUTIONS 290 PTP LOSS LINES -143 FOREIGN TAX PAID -147
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS THRASHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03348879506
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISE PHILLIPS GLANTON TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0636049714
ReturnHeader/Filer/PhoneNum03348879506
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CHURCH DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C196688A2CA714784FDFFC8C264CC80F338CE36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F6566B84D79D6CA44EC4D05B5CF094878D71A4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:09:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453552789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY CPA ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08228 OLD FEDERAL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361178010
ReturnHeader/PreparerPersonGrp/PhoneNum03344626456
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B YOUNGER CPA
ReturnHeader/ReturnTs02018-04-17T19:09:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$498,057
Liabilities
-
Net assets
$498,057
Revenue
$12,440
Expenses
$3,387
Net income
$9,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.00$6.49$0.19$0.15$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$0.23$0.14$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.18$0.15$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.22$0.12$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$0.16$0.14$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.18$0.07$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.22$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.12$0.03$0.09
2017Summary only. Only limited summary data is available for this year.$4.98$0.00$0.12$0.03$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$4.34$0.09$0.15$0.06
2015Summary only. Only limited summary data is available for this year.$4.19$0.00$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.16$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.31$4.31$0.28$0.16$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$4.07$0.14$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$3.93$0.00$0.07$0.13$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$3.75$0.15$0.13$0.02