Civic Intelligence

Adaa Insurance Trust

EIN 63-6104223 • 501(c)9 • Montgomery, AL

Profile

To provide educational opportunities for dealer members on relevant and current topics.

1335 Carmichael WayMontgomery, AL 36106

n/A

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 2015

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

32nd percentile

-127%

Higher net margin than 32% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $25,585 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $25,585 (-100%) from 2014

Operations
Liabilities / Revenue80th percentileNet Margin32nd percentile

Revenue

Up

$20,214

Up $6,302 (+45%) from 2014

Expenses

Up

$45,799

Up $15,261 (+50%) from 2014

Net Income

Down

-$25,585

Down $8,959 (-54%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2010: $106,011Liabilities 2010: $0Net Assets 2010: $106,0112010Assets 2011: $82,757Liabilities 2011: $0Net Assets 2011: $82,7572011Assets 2012: $58,409Liabilities 2012: $0Net Assets 2012: $58,4092012Assets 2013: $42,213Liabilities 2013: $0Net Assets 2013: $42,2132013Assets 2014: $25,585Liabilities 2014: $0Net Assets 2014: $25,5852014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $28,8302010Expenses 2011: $30,8572011Revenue 2012: $6,223Expenses 2012: $30,571Net Income 2012: -$24,3482012Revenue 2013: $28,095Expenses 2013: $44,293Net Income 2013: -$16,1982013Revenue 2014: $13,912Expenses 2014: $30,538Net Income 2014: -$16,6262014Revenue 2015: $20,214Expenses 2015: $45,799Net Income 2015: -$25,5852015

Highlighted filing

2015

Revenue$20,214
Expenses$45,799
Net Income-$25,585
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$20,214
Expenses
$45,799
Net income
-$25,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$0.46$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.14$0.31$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.28$0.44$0.16
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.06$0.31$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 6, 2016
Return Version
2015v2.1
Gross Receipts
$20,214
Mission and Program Overview

Mission

To provide educational opportunities for dealer members on relevant and current topics.

Program Services

DescriptionGrantsExpenses
SEMINARS AND EDUCATION SPONSORSHIPS ON AUTOMOTIVE RELATED TOPICS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE BENTLEYChairman-$0--
TRACY JONESFirst Vice Chairman-$0--
JOHN MITCHELL JRSecond Vice Chairman-$0--
DONNY CROWESecretary-Treasurer-$0--
THOMAS DARTPresident-$0--
TY BULLARDDirector-$0--
ARCH SOLOMONDirector-$0--
MATT MILESDirector-$0--
KENDALL LOWE HAMILTONDirector-$0--
BRUCE PARKDirector-$0--
JOHN WOLFEDirector-$0--
TOMMY TOWNSENDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adaa Insurance Trust
EIN
63-6104223
Phone
3342714625
Address
1335 CARMICHAEL WAY, MONTGOMERY, AL 36106

Signing Officer

Name
Thomas R Dart
Title
President
Phone
3342714625
Signed
2016-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
7550 HALCYON SUMMIT DRIVE, MONTGOMERY, AL 36117
Preparer
Phyllis S Ingram CPA
Phone
3342716678
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income . Amount: 15.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences and meetings . Amount: 16,650. Description: administrative fee . Amount: 24,354. Total to form 990-ez, line 16: 41,004.”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03342714625
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01335 CARMICHAEL WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-25585
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IRS990EZ/FinalReturnInd0X
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IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025585
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025585
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025585
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE BENTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MITCHELL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNY CROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS DART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TY BULLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ARCH SOLOMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATT MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KENDALL LOWE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRUCE PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TOMMY TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041004
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DEALER MEMBERS ON RELEVANT AND CURRENT TOPICS.
IRS990EZ/ProgramServiceRevenueAmt020199
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEMINARS AND EDUCATION SPONSORSHIPS ON AUTOMOTIVE RELATED TOPICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt045799
IRS990EZ/TotalRevenueAmt020214
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0LEGAL FEES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0RUSHTON STAKELY JOHNSTON & GARRETT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-12-07
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0800
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0184 COMMERCE ST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0MONTGOMERY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0AL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd036104
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME . AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES AND MEETINGS . AMOUNT: 16,650. DESCRIPTION: ADMINISTRATIVE FEE . AMOUNT: 24,354. TOTAL TO FORM 990-EZ, LINE 16: 41,004.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS R DART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03342714625
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADAA INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AUTO
ReturnHeader/Filer/EIN0636104223
ReturnHeader/Filer/PhoneNum03342714625
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 CARMICHAEL WAY
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 HALCYON SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342716678
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHYLLIS S INGRAM CPA
ReturnHeader/ReturnTs02016-09-12T10:06:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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