Civic Intelligence

Annie C Bass Trust A

EIN 63-6125835 • 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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

12th percentile

-82%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$5,453

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-4.2%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$334,142

Down $15,915 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$334,142

Down $15,915 (-4.5%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin12th percentile

Revenue

Down

$6,211

Down $12,578 (-67%) from 2023

Expenses

Down

$22,126

Down $12,156 (-35%) from 2023

Net Income

Down

-$15,915

Down $422 (-2.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $350,795Liabilities 2011: $0Net Assets 2011: $350,7952011Assets 2012: $352,427Liabilities 2012: $0Net Assets 2012: $352,4272012Assets 2013: $362,173Liabilities 2013: $0Net Assets 2013: $362,1732013Assets 2014: $372,970Liabilities 2014: $0Net Assets 2014: $372,9702014Assets 2015: $371,182Liabilities 2015: $0Net Assets 2015: $371,1822015Assets 2018: $354,645Liabilities 2018: $0Net Assets 2018: $354,6452018Assets 2019: $350,645Liabilities 2019: $0Net Assets 2019: $350,6452019Assets 2020: $345,363Liabilities 2020: $0Net Assets 2020: $345,3632020Assets 2021: $362,403Liabilities 2021: $0Net Assets 2021: $362,4032021Assets 2022: $365,550Liabilities 2022: $0Net Assets 2022: $365,5502022Assets 2023: $350,057Liabilities 2023: $0Net Assets 2023: $350,0572023Assets 2024: $334,142Liabilities 2024: $0Net Assets 2024: $334,1422024

Highlighted filing

2024

Assets$334,142
Liabilities$0
Net Assets$334,142
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$40K$20K$0-$20KExpenses 2011: $24,0062011Expenses 2012: $24,4482012Revenue 2013: $35,353Expenses 2013: $25,607Net Income 2013: $9,7462013Revenue 2014: $36,812Expenses 2014: $26,015Net Income 2014: $10,7972014Revenue 2015: $23,008Expenses 2015: $24,796Net Income 2015: -$1,7882015Revenue 2018: $13,433Expenses 2018: $21,466Net Income 2018: -$8,0332018Revenue 2019: $15,433Expenses 2019: $19,433Net Income 2019: -$4,0002019Revenue 2020: $14,945Expenses 2020: $20,227Net Income 2020: -$5,2822020Revenue 2021: $28,167Expenses 2021: $11,127Net Income 2021: $17,0402021Revenue 2022: $16,141Expenses 2022: $12,994Net Income 2022: $3,1472022Revenue 2023: $18,789Expenses 2023: $34,282Net Income 2023: -$15,4932023Revenue 2024: $6,211Expenses 2024: $22,126Net Income 2024: -$15,9152024

Highlighted filing

2024

Revenue$6,211
Expenses$22,126
Net Income-$15,915
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$334,142
Liabilities
$0
Net assets
$334,142
Revenue
$6,211
Expenses
$22,126
Net income
-$15,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.06$0.22$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.19$0.34$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.16$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.28$0.11$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.15$0.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.13$0.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.37$0.26$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.35$0.26$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$5,337-$5,337
Filing and Contact Details

Filer

Filer Name
Annie C Bass Trust a
EIN
63-6125835
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
3342306100
Signed
2025-04-29

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda D Seay CPA
Phone
3348346640
Raw XML Appendix362 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/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0365730
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0363377
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05486
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018012
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0360244
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0365730
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS PRIVATE WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 MONROE ST SUITE 280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt019942
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt019942
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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 WEALTH 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/Amt014823
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN BIBLE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01865 BROADWAY-LEGACY DEPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0100239980
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014823
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/AppliedToCurrentYearAmt013227
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017792
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt012416
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt012416
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019942
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt012416
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04565
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06715
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0376
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ROUNDING ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0317
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0317
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt1219
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS PRIVATE WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE C BASS TRUST A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS BANK MONTGOMERY
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0636125835
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/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA D SEAY CPA
ReturnHeader/ReturnTs02025-05-02T11:30:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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