Civic Intelligence

C D Helen & Jeff Glaze Foundation

990PF • Fiscal year 2018 • EIN 63-6174358

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization Profile
PO Box 1628Mobile, AL 36633

(251) 438-8260

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$4,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,367,000

Up $297,646 (+5.9%) from 2017

Net Assets

Up

$5,367,000

Up $297,646 (+5.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin78th percentile

Revenue

Up

$422,013

Up $240,579 (+133%) from 2017

Expenses

Up

$314,859

Up $8,328 (+2.7%) from 2017

Net Income

Up

$107,154

Up $232,251 (+186%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,922,140Liabilities 2011: $0Net Assets 2011: $4,922,1402011Assets 2012: $4,869,157Liabilities 2012: $0Net Assets 2012: $4,869,1572012Assets 2013: $5,053,943Liabilities 2013: $12013Assets 2014: $5,065,771Liabilities 2014: $0Net Assets 2014: $5,065,7712014Assets 2015: $5,280,375Liabilities 2015: $0Net Assets 2015: $5,280,3752015Assets 2016: $5,184,122Liabilities 2016: $0Net Assets 2016: $5,184,1222016Assets 2017: $5,069,354Liabilities 2017: $0Net Assets 2017: $5,069,3542017Assets 2018: $5,367,000Liabilities 2018: $0Net Assets 2018: $5,367,0002018Assets 2019: $5,081,682Liabilities 2019: $0Net Assets 2019: $5,081,6822019Assets 2020: $5,055,442Liabilities 2020: $0Net Assets 2020: $5,055,4422020Assets 2021: $5,187,012Liabilities 2021: $0Net Assets 2021: $5,187,0122021Assets 2022: $5,218,945Liabilities 2022: $0Net Assets 2022: $5,218,9452022Assets 2023: $5,121,251Liabilities 2023: $0Net Assets 2023: $5,121,2512023Assets 2024: $5,118,586Liabilities 2024: $0Net Assets 2024: $5,118,5862024Assets 2025: $5,139,252Liabilities 2025: $0Net Assets 2025: $5,139,2522025

Highlighted filing

2018

Assets$5,367,000
Liabilities$0
Net Assets$5,367,000
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $324,9872011Expenses 2012: $278,6962012Revenue 2013: $476,758Expenses 2013: $299,103Net Income 2013: $177,6552013Revenue 2014: $355,196Expenses 2014: $347,850Net Income 2014: $7,3462014Revenue 2015: $498,435Expenses 2015: $298,047Net Income 2015: $200,3882015Revenue 2016: $192,694Expenses 2016: $300,515Net Income 2016: -$107,8212016Revenue 2017: $181,434Expenses 2017: $306,531Net Income 2017: -$125,0972017Revenue 2018: $422,013Expenses 2018: $314,859Net Income 2018: $107,1542018Revenue 2019: $327,315Expenses 2019: $300,398Net Income 2019: $26,9172019Revenue 2020: $286,755Expenses 2020: $313,265Net Income 2020: -$26,5102020Revenue 2021: $465,824Expenses 2021: $333,918Net Income 2021: $131,9062021Revenue 2022: $381,977Expenses 2022: $340,321Net Income 2022: $41,6562022Revenue 2023: $203,436Expenses 2023: $300,743Net Income 2023: -$97,3072023Revenue 2024: $306,464Expenses 2024: $307,684Net Income 2024: -$1,2202024Revenue 2025: $354,987Expenses 2025: $335,711Net Income 2025: $19,2762025

Highlighted filing

2018

Revenue$422,013
Expenses$314,859
Net Income$107,154
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFERY A HEADVice President/Secretary-$4,000-$4,000
CARRIE ODOMTreasurer-$4,000-$4,000
WILLIAM S MCFADDENPresident-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Cd Helen and Jeff Glaze
EIN
63-6174358
Phone
2514388260
Address
PO BOX 1628, MOBILE, AL 36633

Signing Officer

Name
John M Sirmon
Title
Treasurer
Phone
2513431200
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Clifton T Jackson
Phone
2513431200
Raw XML AppendixShowing 400 of 999 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm046625HHL7 JP MORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1369622SM8 GENEAL ELECTRIC CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261747YCJ2 MORGAN STANLEY SERIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm374432QBP9 PRUDENTIAL FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm412673PAC9 CA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5931142CZ4 WAL MART STORES INC 3.25% 10/25/10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6054937AF4 BB&T CORP 5.25% 11/01/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7459200HA2 IBM 2.9% 11/01/11
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8548661CT2 LOWE'S COMPANIES 3.75% 11/22/1010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9931142DH3 WALMART STORES 2.55% 4/11/2013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1036962G6S8 GENERAL ELECTRIC CAPITAL COPR SERIES 3.1% 1/8/2013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1114912L5X5 CATERPILLAR FINANCIAL SVCS 3.75% 11/26/2013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12539830AY5 LOCKHEED MARTIN 3.35% 9/9/2011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1326442CAK0 DUKE ENERGY CAROLINAS 3.9% 5/19/11
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt074357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225198
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425339
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt551190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt651829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750903
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt877164
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt972881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1075221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1177153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1276343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1377528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt077110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt152309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325736
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt550588
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt651372
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt876291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt972384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1073322
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1176213
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1275417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1376445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt724232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt918257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1221501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1313109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1437818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15272835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1698772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1717565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt209615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2213079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2314818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2414406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25151152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2622143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2820137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2918600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3023008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3123844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3225973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3320910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3419679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3513614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36392431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3722569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3820089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3913652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4012609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4124590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4221535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4311797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt449825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4693844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4738094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4819053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4926261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5018876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5150704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5225241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5325293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5431630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5512648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56135026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5719099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58258864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt033749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt525893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt732100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt825054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1014971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1126040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1325353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1464603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15281490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16138917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1714216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1813176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1915731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2012910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2114940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2227788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2323701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2423855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25132724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2719710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2827704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2924600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3028067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3126039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3226484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3324814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3425660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3525971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36400486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3745895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3820402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3914396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4015288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4127391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4225769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4413972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4512770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46130828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4733518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4823573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4927375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5015881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5153940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5227478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5324645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5430920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5515052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56133988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5718831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58279197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246625H100 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3744320102 PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5883556102 THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6913017109 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm992343V104 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1009247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1158933Y105 MERCK & CO. INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12172967424 CITIGROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13438516106 HONEYWELL INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14037833100 APPLE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15008882771 INVESCO INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16339128100 JP MORGAN MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17151020104 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21N53745100 LYONDELLBASELL INDUSTRIES- CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2230303M102 FACEBOOK INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23867914103 SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24192446102 COGNIZANT TECHNOLOGY SOLUTIONS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2504314H600 ARTISAN MID CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm260206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2765339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28437076102 HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31H1467J104 CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3402079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3502079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36062828M876 BARON EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38143658300 CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4030219G108 EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42445658107 JB HUNT TRANSPORTATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44697435105 PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45009158106 AIR PRODS & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4692647Q405 VICTORY RS SMALL CAP GROWTH FUND CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48212015101 CONTINENTAL RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4926875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5038141G104 GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5291324P102 UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53911312106 UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54931142103 WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55125269100 CF INDUSTRIES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56875921306 PFIM QMA SMALL-CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57745867101 PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5800770G847 ADVISERS INVT TR JOHCM INTL SI I
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01044140
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01037248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0258046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt329654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0031999998 AMSOUTH TIMBER COMPANY TE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RE3417004 PIONEER ROAD PARCEL MOBILE,AL 36582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RE4784006 LOT 9 NORTH FOREST SUB SATSUMA,AL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3RE4828001 AL PORT AREA LOTS & RESERVED PARCELS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0204946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt091120
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0298441
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020990
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt011462
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0422013
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0422013
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0298441
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0252500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0252500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt091120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt091120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0107154
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02795724
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020990
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020990
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0298441
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0394619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt022327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044654
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02906
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0287465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0314859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0422013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0422013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034965
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062359
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02497283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0252276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0252276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02749559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0298441
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0107154
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0190492
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05367000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05069354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05367000
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0283640
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0283640
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0283640
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0287586
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03946
IRS990PF/DistributableAmountGrp/TotalTaxAmt03946
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03946
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03946
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03946
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04548
IRS990PF/FMVAssetsEOYAmt05791166
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0144799
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0855510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0855510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01007307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0810377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0808203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02428200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02352273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02762559
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0316138
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0304700
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0327646
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05069354
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05367000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05069354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05367000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05791166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05069354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05367000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05069354
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05367000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01172910
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01044140
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01037248
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05839300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0422429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05054836
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087590
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0362035
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0287586
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05751710
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05839300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFERY A HEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM S MCFADDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARRIE ODOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,367,000
Liabilities
$0
Net assets
$5,367,000
Revenue
$422,013
Expenses
$314,859
Net income
$107,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.35$0.34$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.31$0.31$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.38$0.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.47$0.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.29$0.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.33$0.30$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.42$0.31$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.18$0.31$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.19$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.50$0.30$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.36$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$5.05$0.00$0.48$0.30$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.28
2011Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.32