Civic Intelligence

Nan H Altmayer Charitable Trust Regions Bank Trustee

990PF • Fiscal year 2015 • EIN 63-6229763

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 13, 2015

Organization Profile
Post Office Drawer 1628Mobile, AL 36633-1628

(251) 438-8260

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$445

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$56,269

Down $300 (-0.5%) from 2014

Net Assets

$56,269

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Down

$2,080

Down $80,673 (-97%) from 2014

Expenses

Down

$2,368

Down $502,663 (-100%) from 2014

Net Income

Up

-$288

Up $421,990 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$15M$10M$5.0M$0Assets 2011: $380,928Liabilities 2011: $02011Assets 2012: $437,119Liabilities 2012: $0Net Assets 2012: $437,1192012Assets 2013: $480,471Liabilities 2013: $0Net Assets 2013: $480,4712013Assets 2014: $56,569Liabilities 2014: $02014Assets 2015: $56,269Liabilities 2015: $0Net Assets 2015: $56,2692015Assets 2016: $57,190Liabilities 2016: $0Net Assets 2016: $57,1902016Assets 2017: $8,391,152Liabilities 2017: $0Net Assets 2017: $8,391,1522017Assets 2018: $8,251,616Liabilities 2018: $0Net Assets 2018: $8,251,6162018Assets 2019: $8,137,126Liabilities 2019: $0Net Assets 2019: $8,137,1262019Assets 2020: $7,808,990Liabilities 2020: $0Net Assets 2020: $7,808,9902020Assets 2021: $11,807,078Liabilities 2021: $0Net Assets 2021: $11,807,0782021Assets 2022: $11,804,708Liabilities 2022: $0Net Assets 2022: $11,804,7082022Assets 2023: $11,521,415Liabilities 2023: $0Net Assets 2023: $11,521,4152023Assets 2024: $11,672,400Liabilities 2024: $0Net Assets 2024: $11,672,4002024Assets 2025: $11,461,245Liabilities 2025: $0Net Assets 2025: $11,461,2452025

Highlighted filing

2015

Assets$56,269
Liabilities$0
Net Assets$56,269
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $25,216Expenses 2011: $49,130Net Income 2011: -$23,9142011Expenses 2012: $52,2342012Expenses 2013: $16,7212013Revenue 2014: $82,753Expenses 2014: $505,031Net Income 2014: -$422,2782014Revenue 2015: $2,080Expenses 2015: $2,368Net Income 2015: -$2882015Revenue 2016: $2,482Expenses 2016: $1,549Net Income 2016: $9332016Revenue 2017: $8,347,875Expenses 2017: $11,064Net Income 2017: $8,336,8112017Revenue 2018: $232,821Expenses 2018: $376,028Net Income 2018: -$143,2072018Revenue 2019: $284,817Expenses 2019: $398,983Net Income 2019: -$114,1662019Revenue 2020: $284,801Expenses 2020: $612,212Net Income 2020: -$327,4112020Revenue 2021: $4,424,732Expenses 2021: $426,812Net Income 2021: $3,997,9202021Revenue 2022: $786,925Expenses 2022: $787,716Net Income 2022: -$7912022Revenue 2023: $326,022Expenses 2023: $606,691Net Income 2023: -$280,6692023Revenue 2024: $822,399Expenses 2024: $677,453Net Income 2024: $144,9462024Revenue 2025: $513,509Expenses 2025: $723,376Net Income 2025: -$209,8672025

Highlighted filing

2015

Revenue$2,080
Expenses$2,368
Net Income-$288
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$445-$445
Filing and Contact Details

Filer

Filer Name
Nan H Altmayer Charitable Trust
EIN
63-6229763
Phone
2514388260
Address
POST OFFICE DRAWER 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Wade Faulkner
Title
Administrative Officer
Phone
2514388260
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Gilbert F Dukes Jr
Phone
2513431200
Raw XML Appendix352 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06697
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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/IndividualWithBooksNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 NORTH WATER STREET 28TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036602
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514381415
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WADE FAULKNER TRUST OFFICER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02516901415
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0REGIONS BANK TRUST DEPT PO DRAWER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt01628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0366331628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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/AppliedToCurrentYearAmt01442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0492527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0505814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0492527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013287
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0505814
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0507218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK - TAX TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt0534
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WADE FAULKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02514388260
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAN H ALTMAYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0NANH
ReturnHeader/Filer/EIN0636229763
ReturnHeader/Filer/PhoneNum02514388260
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE DRAWER 1628
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366331628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GILBERT F DUKES JR
ReturnHeader/ReturnTs02015-12-21T10:15:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,269
Liabilities
$0
Net assets
$56,269
Revenue
$2,080
Expenses
$2,368
Net income
-$288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.51$0.72$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.82$0.68$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$0.33$0.61$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.79$0.79$0.00
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$4.42$0.43$4.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$0.28$0.61$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.28$0.40$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.23$0.38$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.00$8.39$8.35$0.01$8.34
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.08$0.51$0.42
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.05
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.03$0.05$0.02