Civic Intelligence

David R Dunlap Trust for Income Trustees #1255000688

990PF • Fiscal year 2016 • EIN 63-6067715

Feb 01, 2015 to Jan 31, 2016 • Filed on Jun 02, 2016

Organization Profile
Regions Bank Tr P O Drawer 1628Mobile, AL 36633-1628

(251) 431-8309

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

5.0%

Higher net margin than 56% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$578

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$60,563

Up $160 (+0.3%) from 2015

Net Assets

Up

$60,563

Up $160 (+0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin56th percentile

Revenue

Down

$3,557

Down $840 (-19%) from 2015

Expenses

Up

$3,378

Up $262 (+8.4%) from 2015

Net Income

Down

$179

Down $1,102 (-86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2016

Assets$60,563
Liabilities$0
Net Assets$60,563
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$3,557
Expenses$3,378
Net Income$179
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Jun 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$578-$578
Filing and Contact Details

Filer

Filer Name
David R Dunlap Trust for Income Trustees
EIN
63-6067715
Phone
2514318309
Address
REGIONS BANK TR P O DRAWER 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Roger E Cole
Title
Trust Officer
Phone
2514318309
Signed
2016-06-02
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 Appendix345 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/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 NORTH WATER ST 28TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036602
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514318309
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KATE KINLOCH MIDDLETON FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO DRAWER 1628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036633
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01410
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/AppliedToCurrentYearAmt042
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02726
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02966
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02726
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME ADJUSTMENT - TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER E COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02514318309
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID R DUNLAP TRUST FOR INCOME TRUSTEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0#1255000688
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0636067715
ReturnHeader/Filer/PhoneNum02514318309
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK TR P O DRAWER 1628
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366331628
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/PreparationDt02016-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J WILBERT JORDAN JR
ReturnHeader/ReturnTs02016-06-10T10:56:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-02-01
ReturnHeader/TaxPeriodEndDt02016-01-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,563
Liabilities
$0
Net assets
$60,563
Revenue
$3,557
Expenses
$3,378
Net income
$179
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