Civic Intelligence

A Sigmund Weil Testamentary Trust

990PF • Fiscal year 2018 • EIN 63-6147448

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6132

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,549

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,467,372

Up $4,521 (+0.3%) from 2017

Net Assets

Up

$1,467,372

Up $4,521 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin54th percentile

Revenue

Up

$112,945

Up $32,866 (+41%) from 2017

Expenses

Down

$107,336

Down $1,502 (-1.4%) from 2017

Net Income

Up

$5,609

Up $34,368 (+120%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,347,470Liabilities 2010: $0Net Assets 2010: $1,347,4702010Assets 2011: $1,389,333Liabilities 2011: $0Net Assets 2011: $1,389,3332011Assets 2012: $1,418,649Liabilities 2012: $0Net Assets 2012: $1,418,6492012Assets 2013: $1,451,974Liabilities 2013: $0Net Assets 2013: $1,451,9742013Assets 2014: $1,469,548Liabilities 2014: $0Net Assets 2014: $1,469,5482014Assets 2015: $1,468,276Liabilities 2015: $0Net Assets 2015: $1,468,2762015Assets 2016: $1,491,610Liabilities 2016: $0Net Assets 2016: $1,491,6102016Assets 2017: $1,462,851Liabilities 2017: $0Net Assets 2017: $1,462,8512017Assets 2018: $1,467,372Liabilities 2018: $0Net Assets 2018: $1,467,3722018Assets 2019: $1,469,266Liabilities 2019: $0Net Assets 2019: $1,469,2662019Assets 2020: $1,422,527Liabilities 2020: $0Net Assets 2020: $1,422,5272020Assets 2021: $1,416,019Liabilities 2021: $0Net Assets 2021: $1,416,0192021Assets 2022: $1,451,879Liabilities 2022: $0Net Assets 2022: $1,451,8792022Assets 2023: $1,622,351Liabilities 2023: $0Net Assets 2023: $1,622,3512023Assets 2024: $1,583,885Liabilities 2024: $0Net Assets 2024: $1,583,8852024

Highlighted filing

2018

Assets$1,467,372
Liabilities$0
Net Assets$1,467,372
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $58,4082010Expenses 2011: $59,7462011Expenses 2012: $71,3282012Revenue 2013: $94,995Expenses 2013: $61,158Net Income 2013: $33,8372013Revenue 2014: $118,388Expenses 2014: $100,814Net Income 2014: $17,5742014Revenue 2015: $113,894Expenses 2015: $115,230Net Income 2015: -$1,3362015Revenue 2016: $131,606Expenses 2016: $108,423Net Income 2016: $23,1832016Revenue 2017: $80,079Expenses 2017: $108,838Net Income 2017: -$28,7592017Revenue 2018: $112,945Expenses 2018: $107,336Net Income 2018: $5,6092018Revenue 2019: $109,831Expenses 2019: $108,680Net Income 2019: $1,1512019Revenue 2020: $61,651Expenses 2020: $107,475Net Income 2020: -$45,8242020Revenue 2021: $104,031Expenses 2021: $110,161Net Income 2021: -$6,1302021Revenue 2022: $146,424Expenses 2022: $109,896Net Income 2022: $36,5282022Revenue 2023: $282,266Expenses 2023: $111,590Net Income 2023: $170,6762023Revenue 2024: $77,843Expenses 2024: $116,164Net Income 2024: -$38,3212024

Highlighted filing

2018

Revenue$112,945
Expenses$107,336
Net Income$5,609
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$20,549-$20,549
Filing and Contact Details

Filer

Filer Name
A Sigmund Weil Testamentary Trust
EIN
63-6147448
Phone
3342306132
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Mona Flowers
Title
Trust Officer
Phone
3342306132
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Rita O Brown
Phone
3348347660
Raw XML Appendix344 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0869
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03342306100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGIA INSTITUTE OF TECHNOLOGY COLLEGE OF ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARRISON SCHOOL OF PHARMACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 NORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1217 WALKER BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SELMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030332
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136849
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085440
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014119
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt071321
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085440
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065002
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt071321
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0186
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11771
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT REPORTED ON TAX RETURN NOT ON QUARTERLY STATEMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1WASH SALES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0869
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0102
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONA FLOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306132
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A SIGMUND WEIL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEIL
ReturnHeader/Filer/EIN0636147448
ReturnHeader/Filer/PhoneNum03342306132
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361022450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.154.130.164
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:29:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02019-05-13T14:40:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,467,372
Liabilities
$0
Net assets
$1,467,372
Revenue
$112,945
Expenses
$107,336
Net income
$5,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.28$0.11$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.12$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06