Civic Intelligence

Annie C Bass Trust C

EIN 63-6125833 • Montgomery, AL

PO Box 2450Montgomery, AL 36102-2450
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • 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

7th percentile

-288%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$5,690

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 81.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.4%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-67%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$355,728

Down $20,197 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$355,728

Down $20,197 (-5.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$7,025

Down $14,229 (-67%) from 2023

Expenses

Down

$27,222

Down $9,282 (-25%) from 2023

Net Income

Down

-$20,197

Down $4,947 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2011: $375,985Liabilities 2011: $12011Assets 2012: $371,690Liabilities 2012: $12012Assets 2013: $381,208Liabilities 2013: $0Net Assets 2013: $381,2082013Assets 2014: $393,161Liabilities 2014: $0Net Assets 2014: $393,1612014Assets 2015: $388,500Liabilities 2015: $0Net Assets 2015: $388,5002015Assets 2018: $377,547Liabilities 2018: $0Net Assets 2018: $377,5472018Assets 2019: $373,619Liabilities 2019: $0Net Assets 2019: $373,6192019Assets 2020: $367,588Liabilities 2020: $0Net Assets 2020: $367,5882020Assets 2021: $385,830Liabilities 2021: $0Net Assets 2021: $385,8302021Assets 2022: $391,175Liabilities 2022: $0Net Assets 2022: $391,1752022Assets 2023: $375,925Liabilities 2023: $0Net Assets 2023: $375,9252023Assets 2024: $355,728Liabilities 2024: $0Net Assets 2024: $355,7282024

Highlighted filing

2024

Assets$355,728
Liabilities$0
Net Assets$355,728
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $26,874Expenses 2011: $25,531Net Income 2011: $1,3432011Revenue 2012: $23,016Expenses 2012: $27,311Net Income 2012: -$4,2952012Revenue 2013: $37,399Expenses 2013: $27,881Net Income 2013: $9,5182013Revenue 2014: $38,829Expenses 2014: $26,876Net Income 2014: $11,9532014Revenue 2015: $24,362Expenses 2015: $29,023Net Income 2015: -$4,6612015Revenue 2018: $14,480Expenses 2018: $22,276Net Income 2018: -$7,7962018Revenue 2019: $16,728Expenses 2019: $20,656Net Income 2019: -$3,9282019Revenue 2020: $15,500Expenses 2020: $21,531Net Income 2020: -$6,0312020Revenue 2021: $30,126Expenses 2021: $11,884Net Income 2021: $18,2422021Revenue 2022: $16,918Expenses 2022: $11,573Net Income 2022: $5,3452022Revenue 2023: $21,254Expenses 2023: $36,504Net Income 2023: -$15,2502023Revenue 2024: $7,025Expenses 2024: $27,222Net Income 2024: -$20,1972024

Highlighted filing

2024

Revenue$7,025
Expenses$27,222
Net Income-$20,197
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$355,728
Liabilities
$0
Net assets
$355,728
Revenue
$7,025
Expenses
$27,222
Net income
-$20,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.27$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.21$0.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.17$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.30$0.12$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.17$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.14$0.22$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.24$0.29$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.39$0.27$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.37$0.28$0.10
2012Summary only. Only limited summary data is available for this year.$3.72$0.00$0.23$0.27$0.04
2011Summary only. Only limited summary data is available for this year.$3.76$0.00$0.27$0.26$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$5,690-$5,690
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPIKE PIONEER MUSEUMCULTURALPUBLICTROY, AL, US$19,335
Filing and Contact Details

Filer

Filer Name
Annie C Bass Trust C
EIN
63-6125833
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
3342306100
Signed
2025-05-01

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda D Seay CPA
Phone
3348346640
Raw XML Appendix319 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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 MONROE ST SUITE 280
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS PRIVATE WALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03342306100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION HAD NO DIRECT CHARITABLE ACTIVITIES DURING THE TAX YEAR.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PIKE PIONEER MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036081
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019335
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017373
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07310
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019058
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt015539
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt015539
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024683
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt015539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07310
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0399
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ROUNDING ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0330
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0330
TaxesSchedule/TaxesDetail/Amt0106
TaxesSchedule/TaxesDetail/Amt1435
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0106
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS PRIVATE WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE C BASS TRUST C
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS PRIVATE WEALTH MGMT
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0636125833
ReturnHeader/Filer/PhoneNum03342306100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361022450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630781330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRIDGE BORDEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 COMMERCE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348346640
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA D SEAY CPA
ReturnHeader/ReturnTs02025-05-13T11:16:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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