Civic Intelligence

Howard Scott Residuary Trust UW First Ala Bk

990 • Fiscal year 2012 • EIN 63-6143917

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Regions Bank Ttee P O Drawer 162836616-1628
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,550,647

Up $109,203 (+7.6%) from 2011

Net Assets

Up

$1,550,647

Up $109,203 (+7.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$103,627

Up $12,880 (+14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,513,252Liabilities 2010: $0Net Assets 2010: $1,513,2522010Assets 2011: $1,441,444Liabilities 2011: $0Net Assets 2011: $1,441,4442011Assets 2012: $1,550,647Liabilities 2012: $0Net Assets 2012: $1,550,6472012Assets 2013: $1,638,112Liabilities 2013: $0Net Assets 2013: $1,638,1122013Assets 2014: $1,644,656Liabilities 2014: $0Net Assets 2014: $1,644,6562014Assets 2015: $1,723,239Liabilities 2015: $0Net Assets 2015: $1,723,2392015Assets 2016: $1,708,081Liabilities 2016: $0Net Assets 2016: $1,708,0812016Assets 2017: $1,764,485Liabilities 2017: $0Net Assets 2017: $1,764,4852017Assets 2018: $1,868,949Liabilities 2018: $0Net Assets 2018: $1,868,9492018Assets 2019: $1,787,535Liabilities 2019: $0Net Assets 2019: $1,787,5352019Assets 2020: $1,709,111Liabilities 2020: $0Net Assets 2020: $1,709,1112020Assets 2021: $1,632,335Liabilities 2021: $0Net Assets 2021: $1,632,3352021Assets 2022: $1,712,217Liabilities 2022: $0Net Assets 2022: $1,712,2172022Assets 2023: $1,800,594Liabilities 2023: $0Net Assets 2023: $1,800,5942023Assets 2024: $1,693,603Liabilities 2024: $0Net Assets 2024: $1,693,6032024

Highlighted filing

2012

Assets$1,550,647
Liabilities$0
Net Assets$1,550,647

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $122,5422010Expenses 2011: $90,7472011Expenses 2012: $103,6272012Revenue 2013: $181,692Expenses 2013: $94,227Net Income 2013: $87,4652013Revenue 2014: $107,761Expenses 2014: $101,205Net Income 2014: $6,5562014Revenue 2015: $182,281Expenses 2015: $103,675Net Income 2015: $78,6062015Revenue 2016: $82,868Expenses 2016: $97,987Net Income 2016: -$15,1192016Revenue 2017: $168,112Expenses 2017: $111,708Net Income 2017: $56,4042017Revenue 2018: $209,240Expenses 2018: $105,820Net Income 2018: $103,4202018Revenue 2019: $22,071Expenses 2019: $103,559Net Income 2019: -$81,4882019Revenue 2020: $17,819Expenses 2020: $96,365Net Income 2020: -$78,5462020Revenue 2021: $20,408Expenses 2021: $97,168Net Income 2021: -$76,7602021Revenue 2022: $155,968Expenses 2022: $76,103Net Income 2022: $79,8652022Revenue 2023: $148,869Expenses 2023: $60,484Net Income 2023: $88,3852023Revenue 2024: $41,865Expenses 2024: $148,599Net Income 2024: -$106,7342024

Highlighted filing

2012

Revenue-
Expenses$103,627
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Gross Receipts
$430,376
Mission and Program Overview

Mission

To provide financial support to the town of chatom, alabama for the sole use and benefit of washington county library for the educational and cultural benefit of the residents of washington county, alabama.

Filing and Contact Details

Filer

EIN
63-6143917
Raw XML Appendix288 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE FINANCIAL SUPPORT TO THE TOWN OF CHATOM, ALABAMA FOR THE SOLE USE AND BENEFIT OF WASHINGTON COUNTY LIBRARY FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, ALABAMA.
IRS990/AddressPrincipalOfficerUS/AddressLine1011 N WATER STREET 28TH FL
IRS990/AddressPrincipalOfficerUS/City0MOBILE
IRS990/AddressPrincipalOfficerUS/State0AL
IRS990/AddressPrincipalOfficerUS/ZIPCode036602
IRS990/AnnualDisclosureCoveredPersons01
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IRS990/CompCurrentOfficersDirectors/Total022102
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IRS990/DescribedIn501C301
IRS990/Description0NET INCOME IS PAID TO THE TOWN OF CHATOM, ALABAMA, TO BE USED BY THE WASHINGTON COUNTY LIBRARY FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, ALABAMA
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IRS990/LessCostOthBasisSalesExpenses/Securities0190139
IRS990/LessRentalExpenses/Real016010
IRS990/LoanToOfficerOrDQP00
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IRS990/MissionDescription0TO PROVIDE FINANCIAL SUPPORT TO THE TOWN OF CHATOM, ALABAMA FOR THE SOLE USE AND BENEFIT OF WASHINGTON COUNTY LIBRARY FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, ALABAMA.
IRS990/MoreThan5000KToIndividuals00
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IRS990/NameOfPrincipalOfficerPerson0REGIONS BANK TRUST DEPT
IRS990/NbrIndependentVotingMembers01
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IRS990/NetGainOrLossInvestments/ExclusionAmount0213955
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0213955
IRS990/NetRentalIncomeOrLoss/ExclusionAmount0-7408
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn0-7408
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IRS990/OtherRevenueCurrentYear0-7408
IRS990/OtherRevenuePriorYear0320
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IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
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IRS990/ReconcilationRevenueExpenses0109242
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IRS990/Revenue00
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IRS990/SalariesEtcCurrentYear022102
IRS990/SalariesEtcPriorYear09272
IRS990ScheduleA/ContribBy35ControlledEntity00
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IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts080000
IRS990ScheduleA/SupportedOrgInformation/Amount080000
IRS990ScheduleA/SupportedOrgInformation/EIN0636003963
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10TOWN OF CHATOM AL FOR THE BENEFIT OF THE WASHINGTON CNTY LIBRARY
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IRS990ScheduleD/Land/BookValue01143183
IRS990ScheduleD/Land/InvestmentCostOrOtherBasis01143183
IRS990ScheduleD/TotalOfBookValueLandBuildings01143183
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE TRUSTEE MEETS WITH THE OFFICIALS OF THE LIBRARY ON A REGULAR BASIS AND DISCUSSES THE FINANCIAL NEEDS OF THE LIBRARY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 1057
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IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode036518
IRS990ScheduleI/RecipientTable/AmountOfCashGrant080000
IRS990ScheduleI/RecipientTable/IRCSection0TOWN OF CHATOM, AL
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, AL.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10TOWN OF CHATOM AL - WASHINGTON COUNTY LIBRARY
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations01
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ENTITY IS A TRUST HELD FOR MANAGEMENT BY REGIONS BANK TRUST DEPARTMENT. THE CERTIFIED PUBLIC ACCOUNTANTS ENGAGED BY THE TRUST DEPARTMENT PREPARE THE FORM 990 AND SUBMIT IT TO THE APPROPRIATE INDIVIDUALS FOR REVIEW AND FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUSTEE HAS ADOPTED ITS OWN CONFLICTS OF INTEREST AND SELF-DEALING POLICY TO GOVERN ALL OF ITS FIDUCIARY RELATIONSHIPS. THE TRUSTEE'S RELATIONSHIP WITH THE TRUST ARE SUBJECT TO AND GOVERNED BY THAT POLICY. THE TRUSTEE HAS A SEPARATE DEPARTMENT THAT DEALS WITH THESE COMPLIANCE ISSUES. EACH TRUST IS SUBJECT TO ANNUAL REVIEWS. THE TRUSTEE OFFERS COUNSEL AND TRAINING TO EMPLOYEES TO ENSURE COMPLIANCE, ASSISTANCE IN IDENTIFYING POTENTIAL MATTERS OF NONCOMPLIANCE AND TO ESCALATE THE RESOLUTION OF ANY POSSIBLE NONCOMPLIANCE PROBLEMS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE REQUIRED DISCLOSURE DOCUMENTATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3YEAR END TIMING DIFFERENCES -39.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 9:
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1011 NORTH WATER ST 28TH FL
IRS990/TheBooksAreInCareOf/AddressUS/City0MOBILE
IRS990/TheBooksAreInCareOf/AddressUS/State0AL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode036602
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10REGIONS BANK TRUST DEPARTMENT
IRS990/TheBooksAreInCareOf/TelephoneNumber02516901411
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IRS990/TotalRevenue/TotalRevenueColumn0212869
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IRS990/TransfersToExemptNonChrtblOrg00
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02003
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0636143917
ReturnHeader/Filer/Name/BusinessNameLine10HOWARD SCOTT RESIDUARY TRUST UW
ReturnHeader/Filer/NameControl0HOWA
ReturnHeader/Filer/Phone02516901411
ReturnHeader/Filer/USAddress/AddressLine10REGIONS BANK TTEE P O DRAWER 1628
ReturnHeader/Filer/USAddress/City0MOBILE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode0366161628
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0MARK P EILAND
ReturnHeader/Officer/Phone02514388083
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/EIN0630191630
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103800 AIRPORT BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MOBILE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0366081667
ReturnHeader/Preparer/Name0J WILBERT JORDAN JR
ReturnHeader/Preparer/Phone02513431200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T16:23:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.15$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.02$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.21$0.11$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.17$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.18$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.12