Civic Intelligence

E a Roberts Charitable Trust #1255000599

990PF • Fiscal year 2020 • EIN 63-6215720

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 12, 2020

Organization Profile
PO Box 2527Mobile, AL 36652

(251) 690-1179

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$169,035

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

6th percentile

-9.6%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

95%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$26,069,818

Down $2,756,571 (-9.6%) from 2019

Net Assets

Down

$26,069,818

Down $2,747,163 (-9.5%) from 2019

Liabilities

Down

$0

Down $9,408 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Up

$3,789,877

Up $1,846,586 (+95%) from 2019

Expenses

Down

$1,438,846

Down $164,550 (-10%) from 2019

Net Income

Up

$2,351,031

Up $2,011,136 (+592%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40M$30M$20M$10M$0Assets 2012: $24,546,110Liabilities 2012: $0Net Assets 2012: $24,546,1102012Assets 2013: $25,017,883Liabilities 2013: $12013Assets 2014: $27,171,419Liabilities 2014: $0Net Assets 2014: $27,171,4192014Assets 2015: $28,238,299Liabilities 2015: $0Net Assets 2015: $28,238,2992015Assets 2016: $26,754,799Liabilities 2016: $0Net Assets 2016: $26,754,7992016Assets 2017: $27,659,403Liabilities 2017: $0Net Assets 2017: $27,659,4032017Assets 2018: $28,182,834Liabilities 2018: $0Net Assets 2018: $28,182,8342018Assets 2019: $28,826,389Liabilities 2019: $9,408Net Assets 2019: $28,816,9812019Assets 2020: $26,069,818Liabilities 2020: $0Net Assets 2020: $26,069,8182020Assets 2021: $33,808,310Liabilities 2021: $0Net Assets 2021: $33,808,3102021Assets 2022: $33,272,196Liabilities 2022: $0Net Assets 2022: $33,272,1962022Assets 2023: $30,031,649Liabilities 2023: $0Net Assets 2023: $30,031,6492023Assets 2024: $32,806,002Liabilities 2024: $12024Assets 2025: $32,600,537Liabilities 2025: $0Net Assets 2025: $32,600,5372025

Highlighted filing

2020

Assets$26,069,818
Liabilities$0
Net Assets$26,069,818
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,267,4392012Revenue 2013: $1,468,913Expenses 2013: $1,294,690Net Income 2013: $174,2232013Revenue 2014: $2,393,752Expenses 2014: $1,345,599Net Income 2014: $1,048,1532014Revenue 2015: $2,151,759Expenses 2015: $1,428,066Net Income 2015: $723,6932015Revenue 2016: $1,679,643Expenses 2016: $1,508,483Net Income 2016: $171,1602016Revenue 2017: $2,158,493Expenses 2017: $1,481,544Net Income 2017: $676,9492017Revenue 2018: $2,339,008Expenses 2018: $1,442,712Net Income 2018: $896,2962018Revenue 2019: $1,943,291Expenses 2019: $1,603,396Net Income 2019: $339,8952019Revenue 2020: $3,789,877Expenses 2020: $1,438,846Net Income 2020: $2,351,0312020Revenue 2021: $1,306,683Expenses 2021: $1,552,132Net Income 2021: -$245,4492021Revenue 2022: $2,896,513Expenses 2022: $1,784,869Net Income 2022: $1,111,6442022Revenue 2023: $1,013,146Expenses 2023: $1,825,693Net Income 2023: -$812,5472023Revenue 2024: $1,107,098Expenses 2024: $1,653,365Net Income 2024: -$546,2672024Revenue 2025: $2,030,439Expenses 2025: $1,730,990Net Income 2025: $299,4492025

Highlighted filing

2020

Revenue$3,789,877
Expenses$1,438,846
Net Income$2,351,031
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$169,035-$169,035
REGIONS BANK TRUST DEPARTMENTCustodian-$56,345-$56,345
MR TK JACKSON IIIDirector-$0--
MR JOHN C JOHNSONDirector-$0--
MR R MITCHELL SHACKLEFORD IIIDirector-$0--
MR ALLEN H LADDDirector-$0--
ANGUS R COOPER IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
E a Roberts Charitable Trust
EIN
63-6215720
Phone
2516901179
Address
PO BOX 2527, MOBILE, AL 36652

Signing Officer

Name
Scott Heggeman
Title
Trust Advisor
Phone
2516901179
Signed
2020-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Russell Thompson Butler & Houston Llp
Address
PO BOX 70106, MOBILE, AL 36670
Preparer
Robert J Houston
Phone
2514735550
Raw XML AppendixShowing 400 of 416 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR TK JACKSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MR JOHN C JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MR R MITCHELL SHACKLEFORD III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MR ALLEN H LADD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ANGUS R COOPER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41850 CONCEPTION STREET ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52065 OLD SHELL ROAD
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS INCOME IS PART OF THE ORGANIZATION'S REQUIRED DISTRIBUTIONS TO UMS WRIGHT PREPARATORY SCHOOL AND INFIRMARY HEALTH SYSTEMS
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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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/IndividualWithBooksNm0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 NORTH WATER STREET 28TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02516901179
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/GrantOrContributionPdDurYrGrp/Amt0572181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1572181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INFIRMARY HEALTH SYSTEM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UMS-WRIGHT PREPATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165 NORTH MOBILE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01144362
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/AppliedToCurrentYearAmt095268
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01144362
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01385518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01239630
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01290250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01144362
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02604
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02604
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05098194
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS IAW SFAS NO. 124
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13197
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TIMBER FUND PARTNERSHIP INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CLASS ACTION SETTLEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11743
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13197
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13197
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09408
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BELLE ROBERTS TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt045000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HEGGEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02516901179
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E A ROBERTS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EARO
ReturnHeader/Filer/EIN0636215720
ReturnHeader/Filer/PhoneNum02516901179
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2527
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036652
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A36FD1469FEE3A96604401E54571046873C26CDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A36FD1469FEE3A96604401E54571046873C26CDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.85.231.146
ReturnHeader/FilingSecurityInformation/IPDt02020-08-12

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,069,818
Liabilities
$0
Net assets
$26,069,818
Revenue
$3,789,877
Expenses
$1,438,846
Net income
$2,351,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.03$1.73$0.30
2024Summary only. Only limited summary data is available for this year.$32.8$0.00$1.11$1.65$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$1.01$1.83$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$33.3$2.90$1.78$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$1.31$1.55$0.25
2020Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$3.79$1.44$2.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.01$28.8$1.94$1.60$0.34
2018Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$2.34$1.44$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.00$27.7$2.16$1.48$0.68
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.68$1.51$0.17
2015Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$2.15$1.43$0.72
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.39$1.35$1.05
2013Summary only. Only limited summary data is available for this year.$25.0$0.00$1.47$1.29$0.17
2012Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.27