Civic Intelligence

Howard Scott Residuary Trust UW First Ala Bk

990 • Fiscal year 2014 • EIN 63-6143917

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 17, 2015

Regions Bank Ttee P O Drawer 1628Mobile, AL 36616-1628

(251) 690-1411

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.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$16,860

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,644,656

Up $6,544 (+0.4%) from 2013

Net Assets

Up

$1,644,656

Up $6,544 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$107,761

Down $73,931 (-41%) from 2013

Expenses

Up

$101,205

Up $6,978 (+7.4%) from 2013

Net Income

Down

$6,556

Down $80,909 (-93%) from 2013

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

2014

Assets$1,644,656
Liabilities$0
Net Assets$1,644,656

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

2014

Revenue$107,761
Expenses$101,205
Net Income$6,556
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 17, 2015
Return Version
2014v5.0
Gross Receipts
$279,899
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,638,112$1,644,656▲ $6,544
Land, Buildings, and Equipment, Net$1,148,419$1,186,414▲ $37,995
Investments in Publicly Traded Securities$223,023$258,557▲ $35,534
Cash and Non-Interest-Bearing Accounts$266,670$199,685▼ $66,985
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,638,112$1,644,656▲ $6,544
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,638,112$1,644,656▲ $6,544
Total Liabilities and Net Assets / Fund Balance$1,638,112$1,644,656▲ $6,544

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,186,414--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$16,860$16,860
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$114,082
Other Revenue
$-6,321
Change in Net Assets
$6,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Salaries, Compensation, and Employee Benefits$16,860
Other Expenses$4,345
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,000--$80,000
Current Officers, Directors, Trustees, and Key Employees-$16,860-$16,860
Fees for Services Accounting-$4,345-$4,345
Total Functional Expenses$80,000$21,205$0$101,205
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Chatom Al - Washington County LibraryChatom, ALTown of Chatom, AlFor the Educational and Cultural Benefit of the Residents of Washington County, Al.$80,000
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
Annual disclosure for covered persons
Yes
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
Yes
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 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.

Form 990, Part VI, Section B, Line 12C

The 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.

Form 990, Part VI, Section C, Line 19

The required disclosure documentation is provided upon request.

Filing and Contact Details

Filer

Filer Name
Howard Scott Residuary Trust Uw
EIN
63-6143917
Phone
2516901411
Address
REGIONS BANK TTEE P O DRAWER 1628, MOBILE, AL 36616-1628

Signing Officer

Name
Cullan B Duke
Title
Trust Officer
Phone
2514388083
Signed
2015-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank Trust Dept
Formed
2003
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Year end timing differences -12.

Raw XML Appendix304 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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IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Desc0NET 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/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016860
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-836
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt080000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080000
IRS990/GrantsToIndividualsInd00
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IRS990/GrossAmountSalesAssetsGrp/OtherAmt0115147
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0149206
IRS990/GrossReceiptsAmt0279899
IRS990/GrossRentsGrp/RealAmt010019
IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05756
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IRS990/LessRentalExpensesGrp/RealAmt016340
IRS990/LoanOutstandingInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0108555
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0108555
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-6321
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-6321
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-12
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST MAINTAINS A CLOSE AND WORKING RELATIONSHIP WITH THE TOWN OF CHATOM AND THE WASHINGTON COUNTY LIBRARY BOARD. EACH QUARTER, THE TRUSTEE DISCUSSES THE FINANCIAL RESULTS OF THE TRUST FOR THAT PERIOD WITH THE MEMBERS OF THE LIBRARY BOARD AND ON AN ANNUAL BASIS REVIEWS THE INVESTMENT STRATEGY AND THE CURRENT INVESTMENT RETURN RECEIVED ON THE MARKETABLE SECURITIES. THE FORESTER MANAGING THE TIMBERLANDS PERIODICALLY REVIEWS THE LEASE INCOME ON THE LAND, THE ANNUAL TIMBER HARVESTING PLANS AND FORESTRY MANAGEMENT ISSUES AS THIS IS A LONG TERM AND PERPETUAL INVESTMENT FOR THE LIBRARY. THE FORESTER IS ALWAYS LOOKING FOR OPPORTUNITIES TO CAPITALIZE ON CURRENT ACTIVITY IN THE TIMBER MARKET IN ORDER TO MAXIMIZE THE RETURN ON THE TIMBER. ANY FINANCIAL NEEDS OF THE LIBRARY ARE DISCUSSED WITH THE TRUSTEE AND DISTRIBUTIONS TO THE TOWN OF CHATOM FOR THE BENEFIT OF THE LIBRARY BOARD ARE ADJUSTED IN ACCORDANCE WITH THEIR NEEDS AND THE OVERALL LONG TERM INVESTMENT NATURE OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE WASHINGTON COUNTY LIBRARY BOARD REVIEWS THE INVESTMENT ACTIVITY WITH THE TRUSTEE ON A REGULAR BASIS. SINCE THE MAJOR ASSET OF THE TRUST IS TIMBERLANDS, THE LIBRARY BOARD ALSO HAS FREQUENT DISCUSSIONS WITH THE TRUST FORESTRY MANAGEMENT OFFICER OVER THE TIMBERLANDS. THE NEEDS OF THE LIBRARY BOARD AS IT RELATES TO THE EDUCATIONAL AND CULTURAL NEEDS OF THE RESIDENTS OF WASHINGTON COUNTY ARE REVIEWED AND INVESTMENT AND TIMBER MANAGEMENT DECISIONS ARE ADJUSTED IN ORDER TO MAXIMIZE THE RETURN ON THESE ASSETS AND MEET THE FINANCIAL NEEDS OF THE WASHINGTON COUNTY LIBRARY BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SOLE SUPPORTED ENTITY OF THE HOWARD SCOTT RESIDUARY TRUST IS THE TOWN OF CHATOM, ALABAMA FOR THE BENEFIT OF THE WASHINGTON COUNTY LIBRARY IN ORDER TO EXPAND THE EDUCATIONAL AND CULTURAL EXPERIENCES OF THE RESIDENTS OF WASHINGTON COUNTY, ALABAMA. BASED UPON THE LIBRARY'S FINANCIAL NEEDS FOR 2014, $80,000 WAS DISTRIBUTED TO THE TOWN OF CHATOM FOR THE LIBRARY. THIS FUNDING REPRESENTS A MAJOR PART OF THE LIBRARY'S ANNUAL OPERATING BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1(C)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0TOWN OF CHATOM, AL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, AL.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF CHATOM AL - WASHINGTON COUNTY LIBRARY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1057
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHATOM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036518
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE MEETS WITH THE OFFICIALS OF THE LIBRARY ON A REGULAR BASIS AND DISCUSSES THE FINANCIAL NEEDS OF THE LIBRARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THE REQUIRED DISCLOSURE DOCUMENTATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEAR END TIMING DIFFERENCES -12.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01638112
IRS990/TotalAssetsEOYAmt01644656
IRS990/TotalAssetsGrp/BOYAmt01638112
IRS990/TotalAssetsGrp/EOYAmt01644656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021205
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101205
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01638112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01644656
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt080000
IRS990/TotalReportableCompFromOrgAmt016860
IRS990/TotalRevenueGrp/ExclusionAmt0107761
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107761
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01638112
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01644656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 N WATER STREET 28TH FL
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036602
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CULLAN B DUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02514388083
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD SCOTT RESIDUARY TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0636143917
ReturnHeader/Filer/PhoneNum02516901411
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK TTEE P O DRAWER 1628
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366161628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J WILBERT JORDAN JR
ReturnHeader/ReturnTs02015-08-04T10:10:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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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