Civic Intelligence

Ida Belle Young Revocable Trust Dated 03/13/1995

990PF • Fiscal year 2017 • EIN 63-6192903

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 23, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

106%

Higher net margin than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,384,434

Down $314,904 (-12%) from 2016

Net Assets

Down

$2,384,434

Down $314,904 (-12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$297,345

Up $128,525 (+30%) from 2016

Expenses

Down

$17,559

Down $501,522 (-97%) from 2016

Net Income

Up

-$314,904

Up $630,047 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,626,110Liabilities 2010: $0Net Assets 2010: $6,626,1102010Assets 2011: $5,197,083Liabilities 2011: $0Net Assets 2011: $5,197,0832011Assets 2012: $3,997,122Liabilities 2012: $0Net Assets 2012: $3,997,1222012Assets 2013: $3,693,961Liabilities 2013: $0Net Assets 2013: $3,693,9612013Assets 2014: $3,650,338Liabilities 2014: $0Net Assets 2014: $3,650,3382014Assets 2015: $3,644,289Liabilities 2015: $0Net Assets 2015: $3,644,2892015Assets 2016: $2,699,338Liabilities 2016: $0Net Assets 2016: $2,699,3382016Assets 2017: $2,384,434Liabilities 2017: $0Net Assets 2017: $2,384,4342017Assets 2018: $1,883,501Liabilities 2018: $0Net Assets 2018: $1,883,5012018Assets 2019: $1,880,726Liabilities 2019: $0Net Assets 2019: $1,880,7262019Assets 2020: $1,874,368Liabilities 2020: $0Net Assets 2020: $1,874,3682020Assets 2021: $1,868,402Liabilities 2021: $0Net Assets 2021: $1,868,4022021Assets 2022: $1,864,619Liabilities 2022: $0Net Assets 2022: $1,864,6192022Assets 2023: $1,865,889Liabilities 2023: $0Net Assets 2023: $1,865,8892023Assets 2024: $1,868,042Liabilities 2024: $0Net Assets 2024: $1,868,0422024

Highlighted filing

2017

Assets$2,384,434
Liabilities$0
Net Assets$2,384,434
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,399,4622010Expenses 2011: $1,168,6632011Expenses 2012: $362,3592012Revenue 2013: $21,327Expenses 2013: $324,488Net Income 2013: -$303,1612013Revenue 2014: $15,727Expenses 2014: $59,350Net Income 2014: -$43,6232014Revenue 2015: $15,136Expenses 2015: $21,185Net Income 2015: -$6,0492015Revenue 2016: -$425,870Expenses 2016: $519,081Net Income 2016: -$944,9512016Revenue 2017: -$297,345Expenses 2017: $17,559Net Income 2017: -$314,9042017Revenue 2018: $9,206Expenses 2018: $510,139Net Income 2018: -$500,9332018Revenue 2019: $8,551Expenses 2019: $11,326Net Income 2019: -$2,7752019Revenue 2020: $4,707Expenses 2020: $11,065Net Income 2020: -$6,3582020Revenue 2021: $3,924Expenses 2021: $9,890Net Income 2021: -$5,9662021Revenue 2022: $6,925Expenses 2022: $10,708Net Income 2022: -$3,7832022Revenue 2023: $14,112Expenses 2023: $12,842Net Income 2023: $1,2702023Revenue 2024: $14,849Expenses 2024: $12,696Net Income 2024: $2,1532024

Highlighted filing

2017

Revenue-$297,345
Expenses$17,559
Net Income-$314,904
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ida Belle Young Revocable Trust
EIN
63-6192903
Phone
3342306132
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306132
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
3815 INTERSTATE CT, MONTGOMERY, AL 36109
Preparer
Gregory E Sellers CPA Aep
Phone
3342712200
Raw XML Appendix322 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0413876
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0348621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0348621
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0348621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0413876
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt065
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0603
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0603
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GROUNDS MAINTENANCE ON REAL ESTATE HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIABILITY INSURANCE ON REAL ESTATE HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAX SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt232
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INSURANCE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0156
TaxesSchedule/TaxesDetail/Amt04827
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306132
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IDA BELLE YOUNG REVOCABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DATED 03/13/1995
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0636192903
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/AtSubmissionFilingDeviceId089E4078D96924F68035E39B007CC9A07CD56B6BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02018-02-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:32:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 INTERSTATE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036109
ReturnHeader/PreparerPersonGrp/PhoneNum03342712200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY E SELLERS CPA AEP
ReturnHeader/ReturnTs02018-03-05T17:04:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,384,434
Liabilities
$0
Net assets
$2,384,434
Revenue
-$297,345
Expenses
$17,559
Net income
-$314,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.01$0.51$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.30$0.02$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.43$0.52$0.94
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.02$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.02$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.02$0.32$0.30
2012Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.36
2011Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$1.17
2010Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$2.40