Civic Intelligence

Thomas B and Michael F Barnett Memorial Charitable Foundation

990PF • Fiscal year 2020 • EIN 63-6159417

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-156%

Higher net margin than 5% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$6,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 63.5% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-41%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$813,816

Down $14,745 (-1.8%) from 2019

Net Assets

$813,816

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Down

$9,451

Down $6,548 (-41%) from 2019

Expenses

Down

$24,196

Down $14,668 (-38%) from 2019

Net Income

Up

-$14,745

Up $8,120 (+36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2020

Assets$813,816
Liabilities$0
Net Assets$813,816
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

2020

Revenue$9,451
Expenses$24,196
Net Income-$14,745
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

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

Filer

Filer Name
The Thomas B and Michael F Barnett
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
2021-11-11
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 Appendix354 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/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/IndividualWithBooksNm0OAKWORTH CAPITAL BANK TRUST DEPART
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1625
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036633
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02513757807
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Amt09100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST MICHAELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1L'ARCHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011732 ST MICHAEL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1151 S ANN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136604
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010100
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/AppliedToCurrentYearAmt010100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt057338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024477
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029609
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062960
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/EOYFMVAmt0200951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07794
TaxesSchedule/TaxesDetail/Amt0302
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0302
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE P SMITH TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08663287887
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE THOMAS B AND MICHAEL F BARNETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL CHARITABLE FOUNDATION
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/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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E HIERONYMUS
ReturnHeader/ReturnTs02021-11-15T15:08:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH TRUST OFFICER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$813,816
Liabilities
$0
Net assets
$813,816
Revenue
$9,451
Expenses
$24,196
Net income
-$14,745
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