Civic Intelligence

A Sigmund Weil Testamentary Trust

990PF • Fiscal year 2019 • EIN 63-6147448

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

PO Box 2450Montgomery, AL 36195

(334) 230-6132

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$20,524

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.1%

Faster asset growth than 41% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-2.8%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,469,266

Up $1,894 (+0.1%) from 2018

Net Assets

Up

$1,469,266

Up $1,894 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$109,831

Down $3,114 (-2.8%) from 2018

Expenses

Up

$108,680

Up $1,344 (+1.3%) from 2018

Net Income

Down

$1,151

Down $4,458 (-79%) from 2018

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: $1,347,470Liabilities 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

2019

Assets$1,469,266
Liabilities$0
Net Assets$1,469,266

Operations Trend

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

2019

Revenue$109,831
Expenses$108,680
Net Income$1,151
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$20,524-$20,524
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEORGIA INSTITUTE OF TECHNOLOGY COLLEGE OF ENGINEERINGEDUCATIONAL-ATLANTA, GA, US$21,360
Paid GrantHARRISON SCHOOL OF PHARMACYEDUCATIONAL-AUBURN, AL, US$21,360
Paid GrantST PAUL'S EPISCOPAL CHURCHRELIGIOUS-SELMA, AL, US$21,360
Paid GrantTHE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDACIVIC-JACKSONVILLE, FL, US$21,360
Filing and Contact Details

Filer

Filer Name
A Sigmund Weil Testamentary Trust
EIN
63-6147448
Phone
3342306132
Address
PO BOX 2450, MONTGOMERY, AL 36195

Signing Officer

Name
Mona Flowers
Title
Trust Officer
Phone
3342306132
Signed
2020-05-13
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 Appendix367 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/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS PRIVATE WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 MONROE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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/AppliedToCurrentYearAmt020438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065002
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082145
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/UndistributedIncomeCYAmt061707
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065002
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0146
OtherDecreasesSchedule/OtherDecreasesDetail/Amt153
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT REPORTED ON TAX RETURN NOT ON QUARTERLY STATEMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1WASH SALES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt072
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS SETTLEMENT LITIGATION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0387
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0942
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0392
TaxesSchedule/TaxesDetail/Amt1960
TaxesSchedule/TaxesDetail/Amt2117
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2AD VALOREM TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2117
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONA FLOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306132
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
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/ZIPCd036195
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.154.130.164
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:07:56
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/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02020-05-29T17:01:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$1.58$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