Civic Intelligence

Aldridge Park & Gardens Endowment Fund

990EZ • Fiscal year 2018 • EIN 63-6196637

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

P O Box 11647Birmingham, AL 35202

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$6

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$533

Up $109 (+26%) from 2017

Net Assets

Up

$533

Up $109 (+26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$116

Up $32 (+38%) from 2017

Expenses

Down

$6

Down $201 (-97%) from 2017

Net Income

Up

$110

Up $233 (+189%) from 2017

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $10,040Liabilities 2011: $02011Assets 2012: $938Liabilities 2012: $02012Assets 2013: $912Liabilities 2013: $02013Assets 2014: $868Liabilities 2014: $02014Assets 2015: $733Liabilities 2015: $02015Assets 2016: $549Liabilities 2016: $0Net Assets 2016: $5492016Assets 2017: $424Liabilities 2017: $0Net Assets 2017: $4242017Assets 2018: $533Liabilities 2018: $0Net Assets 2018: $5332018Assets 2019: $542Liabilities 2019: $0Net Assets 2019: $5422019

Highlighted filing

2018

Assets$533
Liabilities$0
Net Assets$533

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $10,077Expenses 2011: $26Net Income 2011: $10,0512011Revenue 2012: $932Expenses 2012: $10,045Net Income 2012: -$9,1132012Revenue 2013: $84Expenses 2013: $111Net Income 2013: -$272013Revenue 2014: $77Expenses 2014: $111Net Income 2014: -$342014Revenue 2015: $69Expenses 2015: $211Net Income 2015: -$1422015Revenue 2016: $24Expenses 2016: $209Net Income 2016: -$1852016Revenue 2017: $84Expenses 2017: $207Net Income 2017: -$1232017Revenue 2018: $116Expenses 2018: $6Net Income 2018: $1102018Revenue 2019: $16Expenses 2019: $6Net Income 2019: $102019

Highlighted filing

2018

Revenue$116
Expenses$6
Net Income$110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.0
Gross Receipts
$525
Mission and Program Overview

Mission

Support the city of hoover, alabama's operation and maintenance of the aldridge park and gardens.

Program Services

DescriptionGrantsExpenses
SUPPORT THE CITY OF HOOVER, ALABAMA'S OPERATION AND MAINTENANCE OF THE ALDRIDGE PARK AND GARDENS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$6-$6
GARY IVEYTrustee & Mayor Of Hoover, Al-$0--
Filing and Contact Details

Filer

Filer Name
Aldridge Park & Gardens Endowment
EIN
63-6196637
Phone
2516901024
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

ROUNDING 1

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990EZ/BooksInCareOfDetail/PhoneNum02054207753
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 MILAN PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0409
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0110
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InvestmentIncomeAmt012
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY IVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGIONS BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE & MAYOR OF HOOVER, AL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE CITY OF HOOVER, ALABAMA'S OPERATION AND MAINTENANCE OF THE ALDRIDGE PARK AND GARDENS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE CITY OF HOOVER, ALABAMA'S OPERATION AND MAINTENANCE OF THE ALDRIDGE PARK AND GARDENS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06
IRS990EZ/SaleOfAssetsGrossAmt0513
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06
IRS990EZ/TotalRevenueAmt0116
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MAYOR OF THE SUPPORTED ORGANIZATION, THE CITY OF HOOVER, ACTS AS CO-TRUSTEE OF THIS TRUST. THROUGH THIS RELATIONSHIP THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS TRUST PAYS TO OR FOR THE BENEFIT OF THE CITY OF HOOVER SO MUCH OF THE INCOME FROM THE TRUST TO MAINTAIN AND IMPROVE ALDRIDGE PARK AND GARDENS WITH THE CITY. IN THE CURRENT YEAR, THE TRUST HAD NO NET INCOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THIS ENDOWMENT IS CURRENTLY FUNDED WITH ENOUGH ASSETS TO PAY A MINIMAL TRUSTEE FEE. THE TRUSTEE IS TO MAINTAIN TAX EXEMPT STATUS FOR FUTURE FUNDING OF THE ENDOWMENT UPON THE LAST TO DIE OF EDGAR G. ALDRIDGE AND KAY S. ALDRIDGE FROM THE EDGAR ALDRIDGE CRUT, EIN: 63 -6195624. AT THAT TIME, THE ENDOWMENT WILL HAVE INCOME AND WILL MAINTAIN THE ALDRIDGE PARK AND GARDENS FOR THE CITY OF HOOVER, AL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ONCE THIS ENDOWMENT IS FUNDED, THE ENDOWMENT WILL ENGAGE IN THE MAINTENANCE OF THE GARDENS, INSTEAD OF THE CITY OF HOOVER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE SUPPORTED ORGANIZATION IS THE CITY OF HOOVER, AL. THERE ARE TWO CO -TRUSTEES FOR THIS TRUST. A CORPORATE TRUSTEE AND AN INDIVIDUAL TRUSTE E. THE CITY OF HOOVER HAS THE RIGHT TO DISMISS OR REMOVE THE INDIVIDUA L TRUSTEE AT ANY TIME AND TO APPOINT A SUCCESSOR INDIVIDUAL TRUTEE. TH E CO-TRUSTEE THAT THE CITY HAS APPOINTED IS THE MAYOR OF HOOVER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5WHILE THE SUPPORTED ORGANIZATION DOES NOT HAVE THE POWER TO APPOINT A MAJORITY OF THE TRUSTEES, THEY DO HAVE THE POWER TO APPOINT FIFTY PERC ENT OF THE TRUSTEES. THEREFORE, THE SUPPORTED ORGANIZAITON HAS EQUAL CONTROL OVER THIS TRUST AND HOW IT IS TO BE OPERATED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 1C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1 (CONTINUED)
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CITY OF HOOVER
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02516901024
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALDRIDGE PARK & GARDENS ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0ALDR
ReturnHeader/Filer/EIN0636196637
ReturnHeader/Filer/PhoneNum02516901024
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A1F408391ABFBF3A9B470EB80C1DF016965E2B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-07T09:01:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings