Civic Intelligence

Thomas B and Michael F Barnett Memorial Charitable Foundation

990PF • Fiscal year 2018 • EIN 63-6159417

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

PO Box 1625Mobile, AL 36633

(251) 375-7807

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-134%

Higher net margin than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$6,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.6%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$853,059

Down $40,772 (-4.6%) from 2017

Net Assets

Down

$853,059

Down $40,772 (-4.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$28,980

Down $100,714 (-78%) from 2017

Expenses

Down

$67,891

Down $45,310 (-40%) from 2017

Net Income

Down

-$38,911

Down $55,404 (-336%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,109,254Liabilities 2011: $02011Assets 2012: $1,050,572Liabilities 2012: $02012Assets 2013: $1,011,885Liabilities 2013: $02013Assets 2014: $965,734Liabilities 2014: $0Net Assets 2014: $965,7342014Assets 2015: $919,605Liabilities 2015: $02015Assets 2016: $877,338Liabilities 2016: $0Net Assets 2016: $877,3382016Assets 2017: $893,831Liabilities 2017: $0Net Assets 2017: $893,8312017Assets 2018: $853,059Liabilities 2018: $0Net Assets 2018: $853,0592018Assets 2019: $828,561Liabilities 2019: $02019Assets 2020: $813,816Liabilities 2020: $0Net Assets 2020: $813,8162020Assets 2021: $825,683Liabilities 2021: $0Net Assets 2021: $825,6832021Assets 2022: $796,979Liabilities 2022: $0Net Assets 2022: $796,9792022Assets 2023: $730,064Liabilities 2023: $0Net Assets 2023: $730,0642023Assets 2024: $686,214Liabilities 2024: $0Net Assets 2024: $686,2142024

Highlighted filing

2018

Assets$853,059
Liabilities$0
Net Assets$853,059

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $12,870Expenses 2011: $181,137Net Income 2011: -$168,2672011Revenue 2012: $30,342Expenses 2012: $89,125Net Income 2012: -$58,7832012Revenue 2013: $27,187Expenses 2013: $65,874Net Income 2013: -$38,6872013Revenue 2014: $28,188Expenses 2014: $74,339Net Income 2014: -$46,1512014Revenue 2015: $24,385Expenses 2015: $70,514Net Income 2015: -$46,1292015Revenue 2016: $31,862Expenses 2016: $74,129Net Income 2016: -$42,2672016Revenue 2017: $129,694Expenses 2017: $113,201Net Income 2017: $16,4932017Revenue 2018: $28,980Expenses 2018: $67,891Net Income 2018: -$38,9112018Revenue 2019: $15,999Expenses 2019: $38,864Net Income 2019: -$22,8652019Revenue 2020: $9,451Expenses 2020: $24,196Net Income 2020: -$14,7452020Revenue 2021: $72,796Expenses 2021: $60,947Net Income 2021: $11,8492021Revenue 2022: $18,443Expenses 2022: $47,147Net Income 2022: -$28,7042022Revenue 2023: -$1,531Expenses 2023: $64,879Net Income 2023: -$66,4102023Revenue 2024: $25,267Expenses 2024: $69,119Net Income 2024: -$43,8522024

Highlighted filing

2018

Revenue$28,980
Expenses$67,891
Net Income-$38,911
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OAKWORTH CAPITAL BANKTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Thomas Benton Barnett Charitable Fdn
EIN
63-6159417
Phone
2513757807
Address
PO BOX 1625, MOBILE, AL 36633

Signing Officer

Name
Katie P Smith Trust Officer
Title
Trust Officer
Phone
8663287887
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hieronymus Cpas LLC
Address
PO BOX 7006, MOBILE, AL 36670
Preparer
Mark E Hieronymus
Phone
2516809848
Raw XML Appendix372 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMS; LETTERS TO OUTLINE REQUESTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATIE P SMITH OAKWORTH CAPITAL BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02513757807
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1625
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036633
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt148000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAPITAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MCGILL-TOOLEN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT MICHAEL CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 OLD SHELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111732 HIGBEE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAIRHOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136532
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051900
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/AppliedToCurrentYearAmt046768
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt057338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084633
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt057338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05929
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05132
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086427
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081295
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0120000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE POLICY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0120000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0206511
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0511
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11350
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUED DIVIDENDS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK/TAX DIFFERENCE IN CAPITAL GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt47240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTMARK BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AMERITRADE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2KESTRA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3OAKWORTH TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4MORGAN STANLEY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt47240
TaxesSchedule/TaxesDetail/Amt0489
TaxesSchedule/TaxesDetail/Amt11240
TaxesSchedule/TaxesDetail/Amt2932
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22016 TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0489
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11240
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2932
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE P SMITH TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08663287887
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS BENTON BARNETT CHARITABLE FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OAKWORTH CAPITAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0636159417
ReturnHeader/Filer/PhoneNum02513757807
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1625
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036633
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFC16C50FD1AD172F85B66F844BD3AA70FA762CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0102A108029EF6891612FC57B7D14C77E5DDE107E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.85.226.202
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:35:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471975520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIERONYMUS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670
ReturnHeader/PreparerPersonGrp/PhoneNum02516809848
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E HIERONYMUS
ReturnHeader/ReturnTs02019-11-15T15:18:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$0.69$0.00$0.69$0.03$0.07$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.00$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.05$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.02$0.01
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.03$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.13$0.11$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.02$0.07$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.03$0.07$0.05
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.03$0.09$0.06
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.01$0.18$0.17