Civic Intelligence

John a Peterson Charitable Trust

990 • Fiscal year 2015 • EIN 63-6069709

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 27, 2015

P O Box 2450Montgomery, AL 36102-2450

(334) 230-6105

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$30,215

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,714,639

Down $28,137 (-1.0%) from 2014

Net Assets

Down

$2,714,639

Down $28,137 (-1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$152,973

Down $289,771 (-65%) from 2014

Expenses

Up

$181,110

Up $933 (+0.5%) from 2014

Net Income

Down

-$28,137

Down $290,704 (-111%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,449,547Liabilities 2011: $0Net Assets 2011: $2,449,5472011Assets 2012: $2,542,957Liabilities 2012: $0Net Assets 2012: $2,542,9572012Assets 2013: $2,480,209Liabilities 2013: $0Net Assets 2013: $2,480,2092013Assets 2014: $2,742,776Liabilities 2014: $0Net Assets 2014: $2,742,7762014Assets 2015: $2,714,639Liabilities 2015: $0Net Assets 2015: $2,714,6392015Assets 2016: $2,632,685Liabilities 2016: $0Net Assets 2016: $2,632,6852016Assets 2017: $2,672,222Liabilities 2017: $0Net Assets 2017: $2,672,2222017Assets 2018: $2,606,340Liabilities 2018: $0Net Assets 2018: $2,606,3402018Assets 2019: $2,516,337Liabilities 2019: $0Net Assets 2019: $2,516,3372019Assets 2020: $2,419,540Liabilities 2020: $0Net Assets 2020: $2,419,5402020Assets 2021: $2,334,174Liabilities 2021: $0Net Assets 2021: $2,334,1742021Assets 2022: $2,360,428Liabilities 2022: $0Net Assets 2022: $2,360,4282022Assets 2023: $2,279,629Liabilities 2023: $0Net Assets 2023: $2,279,6292023Assets 2024: $2,255,574Liabilities 2024: $0Net Assets 2024: $2,255,5742024Assets 2025: $2,247,727Liabilities 2025: $0Net Assets 2025: $2,247,7272025

Highlighted filing

2015

Assets$2,714,639
Liabilities$0
Net Assets$2,714,639

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $148,6832011Expenses 2012: $44,1402012Expenses 2013: $153,8932013Revenue 2014: $442,744Expenses 2014: $180,177Net Income 2014: $262,5672014Revenue 2015: $152,973Expenses 2015: $181,110Net Income 2015: -$28,1372015Revenue 2016: $86,081Expenses 2016: $167,117Net Income 2016: -$81,0362016Revenue 2017: $213,489Expenses 2017: $174,892Net Income 2017: $38,5972017Revenue 2018: $106,703Expenses 2018: $174,965Net Income 2018: -$68,2622018Revenue 2019: $84,348Expenses 2019: $174,351Net Income 2019: -$90,0032019Revenue 2020: $152,814Expenses 2020: $249,611Net Income 2020: -$96,7972020Revenue 2021: $155,527Expenses 2021: $240,893Net Income 2021: -$85,3662021Revenue 2022: $210,203Expenses 2022: $183,949Net Income 2022: $26,2542022Revenue 2023: $85,236Expenses 2023: $166,035Net Income 2023: -$80,7992023Revenue 2024: $89,502Expenses 2024: $113,557Net Income 2024: -$24,0552024Revenue 2025: $168,258Expenses 2025: $176,105Net Income 2025: -$7,8472025

Highlighted filing

2015

Revenue$152,973
Expenses$181,110
Net Income-$28,137
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$891,171
Mission and Program Overview

Mission

NONE

Distribute funds to kiwanis international montgomery chapter, the organziation named in the trust document and exempt under irc section 501(c)(4)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,742,776$2,714,639▼ $28,137
Investments Other Securities$2,719,803$2,687,252▼ $32,551
Cash and Non-Interest-Bearing Accounts$22,973$27,387▲ $4,414
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,742,776$2,714,639▼ $28,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,742,776$2,714,639▼ $28,137
Total Liabilities and Net Assets / Fund Balance$2,742,776$2,714,639▼ $28,137

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$632,231--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$30,215$30,215
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$152,891
Other Revenue
$82
Change in Net Assets
$-28,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,000
Salaries, Compensation, and Employee Benefits$30,215
Other Expenses$895
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,000--$150,000
Current Officers, Directors, Trustees, and Key Employees-$30,215-$30,215
Fees for Services Accounting-$720-$720
Fees for Services Other-$175-$175
Total Functional Expenses$150,000$31,110$0$181,110
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
KIWANIS INT'L - MTGYMontgomery, AL501(c)(4)Distributions to Charitable Organziations in the River Region$150,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The organization is a charitable trust and is not required to have a governing body. The form 990 is reviewed by the trustee prior to its filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available upon request. The organization does not have a conflict of interest policy or financial statement, therefore this information is not available for inspection.

Filing and Contact Details

Filer

Filer Name
John a Peterson Charitable Trust
EIN
63-6069709
Phone
3342306105
Address
P O BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306105
Signed
2015-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank Trust Depart
Formed
1968
Legal Domicile
Al
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Jackson Thornton & Co Pc
Address
P O BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Rita O Brown
Phone
3348347660
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION WAS FOUNDED IN 1919 AS A 501(C)(4) ORGANIZATION. AT THE TIME THAT THE CHARITABLE TRUST WAS CREATED, IT WAS DETERMINED THAT THE SUPPORTED ORGANIZATION QUALIFIED AS A 501(C)(4) ORGANIZATION. THE CHARITABLE TRUST REVIEWS THE SUPPORTED ORGANIZATION'S PRIOR THREE YEARS OF FORM 990 WHICH INCLUDES MEMBERSHIP DUES AS THE MAIN FUNDING SOURCE OUTSIDE OF THE TRUST CONTRIBUTIONS. THE SUPPORTED ORGANIZATION HAS APPROXIMATELY 300 MEMBERS; THEREFORE IT IS REASONABLE TO ASSUME THAT THE ORGANIZATION HAS SATISFIED THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION DIRECTS THE FUNDS RECEIVED FROM THE CHARITABLE TRUST TO THE KIWANIS CLUB OF MONTGOMERY FOUNDATION WHICH IS A RELATED ORGANIZATION OF THE THE SUPPORTED ORGANIZATION. THIS FOUNDATION IS A 501(C)(3) ORGANIZATION WHOSE MISSION IS TO ASSIST YOUTH IN THE RIVER REGION ATTAIN VOCATIONAL AND SCHOLASTIC EXCELLENCE AND TO AID HANDICAPPED PERSONS IN REGAINING HAPPY AND USEFUL LIVES THROUGH GRANTS TO ORGANIZATIONS ORGANIZED FOR CHARITABLE, SCIENTIFIC RESEARCH, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE CHARITABLE TRUST MEETS ANNUALLY WITH THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION. AT THIS MEETING, THE TRUSTEES OF THE CHARITABLE TRUST REVIEW THE ACCOUNT INCLUDING THE INVESTMENT OBJECTIVE, ASSET ALLOCATION, INVESTMENT STRATEGY, PERFORMANCE, AND AN ECONOMIC OVERVIEW. IN ADDITION, THROUGHOUT THE YEAR, THE CHARITABLE TRUST PROVIDES PERIODIC STATEMENTS TO THE BOARD OF THE SUPPORTED ORGANIZATION FOR THEIR REVIEW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3DURING THE ANNUAL MEETING MENTIONED IN LINE 2, THE TRUSTEES OF THE CHARITABLE TRUST SOLICIT COMMENTS AND SUGGESTIONS FROM THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION REGARDING THE INVESTMENT OBJECTIVES AND POLICIES OF THE TRUST AND THE USE OF THE CHARITABLE TRUST'S INCOME AND ASSETS. THESE COMMENTS AND SUGGESTIONS ARE DISCUSSED AND DOCUMENTED IN THE MINUTES OF THE MEETING. IN ADDITION, THE CHARITABLE TRUST PROVIDES STATEMENTS ON A QUARTERLY BASIS TO THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION REVIEWS THESE STATEMENTS AND REPORTS BACK TO THE CHARITABLE TRUST REGARDING ANY COMMENTS OR SUGGESTIONS THE SUPPORTED ORGANIZATION HAS REGARDING THE INVESTMENTS OBJECTIVES AND POLICIES OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE CHARITABLE TRUST WAS BOTH RESPONSIVE AND ATTENTIVE TO THE KIWANIS CLUB, INTERNATIONAL (SUPPORTED ORGANIZATION IDENTIFIED IN PART I, LINE 11G). THE CHARITABLE TRUST WAS RESPONSIVE TO THE SUPPORTED AS DESCRIBED IN THE EXPLANATION FOR PART IV, SECTION D, LINE 2. THE CHARITABLE TRUST WAS ATTENTIVE TO THE KIWANIS CLUB BY PROVIDING MORE THAN 10% OF OF THE KIWANIS CLUB'S TOTAL SUPPORT. 10% OF THE KIWANIS CLUB'S TOTAL SUPPORT FOR ITS FISCAL YEAR ENDED 09/30/2013 WAS $34,500. THE AMOUNT OF DISTRIBUTIONS TO THE KIWANIS CLUB WAS $150,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION E, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03047328
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03058146
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt063043
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt097407
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02984285
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02960739
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt045710
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt045872
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03001618
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03012274
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0105057
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0105430
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03047328
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03058146
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0105057
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0105430
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630144686
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(4)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0150000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KIWANIS INT'L - MTGY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0150000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01290803
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1764218
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2632231
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TREASURY & FEDERAL AGENCY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02687252
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTIONS TO CHARITABLE ORGANZIATIONS IN THE RIVER REGION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KIWANIS INT'L - MTGY
IRS990ScheduleI/RecipientTable/RecipientEIN0630144686
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01695 PERRY HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTGOMERY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHARITABLE TRUST ONLY GRANTS FUNDS TO ITS SUPPORTED ORGANIZATION. THE TWO ENTITIES COMMUNICATE REGULARLY REGARDING THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST AND IS NOT REQUIRED TO HAVE A GOVERNING BODY. THE FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENT, THEREFORE THIS INFORMATION IS NOT AVAILABLE FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KIWANIS INTERNATIONAL MONTGOMERY CHAPTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630144686
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FORM FRIENDSHIPS, RENDER ALTRUISTIC SERVICE AND BUILD A BETTER COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01695 PERRY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0150000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KIWANIS INTERNATIONAL MONTGOMERY CHAPTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02742776
IRS990/TotalAssetsEOYAmt02714639
IRS990/TotalAssetsGrp/BOYAmt02742776
IRS990/TotalAssetsGrp/EOYAmt02714639
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031110
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181110
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02742776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02714639
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0150000
IRS990/TotalReportableCompFromOrgAmt030215
IRS990/TotalRevenueGrp/ExclusionAmt0152973
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152973
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02742776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02714639
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2450
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361022450
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306105
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN A PETERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0636069709
ReturnHeader/Filer/PhoneNum03342306105
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17$0.18$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.21$0.18$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.16$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.25$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.08$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.11$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.21$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.44$0.18$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.00$2.45$0.15