Civic Intelligence

David R Dunlap Trust for Income Trustees

EIN 63-6067715 • Mobile, AL

Regions Bank Tr P O Drawer 162Mobile, AL 36633-1628
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-3180%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$84

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $52,013 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $52,013 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$1,636

Up $188 (+13%) from 2023

Expenses

Up

$53,668

Up $49,353 (+1144%) from 2023

Net Income

Down

-$52,032

Down $49,165 (-1715%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $56,949Liabilities 2011: $0Net Assets 2011: $56,9492011Assets 2012: $56,616Liabilities 2012: $0Net Assets 2012: $56,6162012Assets 2013: $58,457Liabilities 2013: $0Net Assets 2013: $58,4572013Assets 2014: $59,105Liabilities 2014: $0Net Assets 2014: $59,1052014Assets 2015: $60,403Liabilities 2015: $0Net Assets 2015: $60,4032015Assets 2016: $60,563Liabilities 2016: $0Net Assets 2016: $60,5632016Assets 2017: $56,051Liabilities 2017: $0Net Assets 2017: $56,0512017Assets 2018: $58,583Liabilities 2018: $0Net Assets 2018: $58,5832018Assets 2020: $54,139Liabilities 2020: $0Net Assets 2020: $54,1392020Assets 2021: $52,823Liabilities 2021: $0Net Assets 2021: $52,8232021Assets 2022: $54,896Liabilities 2022: $0Net Assets 2022: $54,8962022Assets 2023: $52,013Liabilities 2023: $0Net Assets 2023: $52,0132023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2011: $3,8482011Expenses 2012: $3,5332012Expenses 2013: $3,0092013Revenue 2014: $4,437Expenses 2014: $3,822Net Income 2014: $6152014Revenue 2015: $4,397Expenses 2015: $3,116Net Income 2015: $1,2812015Revenue 2016: $3,557Expenses 2016: $3,378Net Income 2016: $1792016Revenue 2017: $524Expenses 2017: $5,009Net Income 2017: -$4,4852017Revenue 2018: $4,250Expenses 2018: $1,728Net Income 2018: $2,5222018Revenue 2020: $2,160Expenses 2020: $4,997Net Income 2020: -$2,8372020Revenue 2021: $2,887Expenses 2021: $4,194Net Income 2021: -$1,3072021Revenue 2022: $4,661Expenses 2022: $2,578Net Income 2022: $2,0832022Revenue 2023: $1,448Expenses 2023: $4,315Net Income 2023: -$2,8672023Revenue 2024: $1,636Expenses 2024: $53,668Net Income 2024: -$52,0322024

Highlighted filing

2024

Revenue$1,636
Expenses$53,668
Net Income-$52,032
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,636
Expenses
$53,668
Net income
-$52,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.64$53.7$52.0
2023Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$1.45$4.32$2.87
2022Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$4.66$2.58$2.08
2021Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$2.89$4.19$1.31
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$2.16$5.00$2.84
2018Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$4.25$1.73$2.52
2017Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$0.52$5.01$4.49
2016Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$3.56$3.38$0.18
2015Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$4.40$3.12$1.28
2014Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$4.44$3.82$0.62
2013Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$3.01
2012Detailed filing. Detailed filing data is available for this year.$56.6$0.00$56.6$3.53
2011Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$3.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$84-$84
Filing and Contact Details

Filer

Filer Name
David R Dunlap Trust for Income Trustees
EIN
63-6067715
Phone
2516901179
Address
REGIONS BANK TR P O DRAWER 162, MOBILE, AL 36633-1628

Signing Officer

Name
Roger Cole
Title
Trust Officer
Phone
2514318309
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
Raw XML Appendix271 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/UndistributedIncomeGrp/UndistributedIncomePYAmt01062
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0384
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0384
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING THE YEAR, THE FOUNDATION MADE A DISTRIBUTION OF $52,399 UNDER IRC 507(B)(2) IN COMPLETE TERMINATION. THIS DISTRIBUTION WAS MADE ON AUGUST 2, 2023 TO KATE KINLOCH MIDDLETON FUND, A PRIVATE FOUNDATION. THE TRUSTEE OF THE DAVID R. DUNLAP TRUST FOR INCOME TRUSTEES AND THE KATE KINLOCH MIDDLETON FUND IS REGIONS BANK. PLEASE REFER TO THE ATTACHED STATEMENT.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROBATE COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRANSFER IN TERMINATION - SEE STATEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0388
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152399
OtherIncreasesSchedule/OtherIncreasesDetail/Amt019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME ADJUSTMENT - TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02514318309
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID R DUNLAP TRUST FOR INCOME TRUSTEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0#1255000688
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0636067715
ReturnHeader/Filer/PhoneNum02516901179
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK TR P O DRAWER 162
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366331628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J WILBERT JORDAN JR
ReturnHeader/ReturnTs02024-11-18T15:40:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

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