Civic Intelligence

Behl Trust UW FBO Alma College Guaranty Bank & Trust Co Ttee

EIN 72-6099159 • New Orleans, LA

701 Poydras St 3200New Orleans, LA 70139
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

14th percentile

-70%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,380

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.1%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$394,211

Down $34,795 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$394,211

Down $34,795 (-8.1%) from 2023

Revenue

Up

$49,535

Up $23,893 (+93%) from 2023

Expenses

Up

$84,241

Up $50,277 (+148%) from 2023

Net Income

Down

-$34,706

Down $26,384 (-317%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $463,248Liabilities 2020: $0Net Assets 2020: $463,2482020Assets 2021: $504,426Liabilities 2021: $0Net Assets 2021: $504,4262021Assets 2022: $437,277Liabilities 2022: $0Net Assets 2022: $437,2772022Assets 2023: $429,006Liabilities 2023: $0Net Assets 2023: $429,0062023Assets 2024: $394,211Liabilities 2024: $0Net Assets 2024: $394,2112024

Highlighted filing

2024

Assets$394,211
Liabilities$0
Net Assets$394,211

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2020: $8,006Expenses 2020: $25,708Net Income 2020: -$17,7022020Revenue 2021: $75,627Expenses 2021: $33,800Net Income 2021: $41,8272021Revenue 2022: -$8,943Expenses 2022: $58,453Net Income 2022: -$67,3962022Revenue 2023: $25,642Expenses 2023: $33,964Net Income 2023: -$8,3222023Revenue 2024: $49,535Expenses 2024: $84,241Net Income 2024: -$34,7062024

Highlighted filing

2024

Revenue$49,535
Expenses$84,241
Net Income-$34,706

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANCOCK WHITNEY BANKCo-TrusteePT$5,581-$5,581
GREGORY S ERWINCo-Trustee-$1,004-$1,004
Filing and Contact Details

Filer

Filer Name
Behl Trust Uw Fbo Alma College
EIN
72-6099159
Phone
2259236295
Address
701 POYDRAS ST 3200, NEW ORLEANS, LA 70139

Signing Officer

Name
Jan Hilborn
Title
Trust Officer
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rozier Mckay & Willis Cpas
Address
1407 PETERMAN DR, ALEXANDRIA, LA 71301
Preparer
Steven E Kimball
Phone
3184421608
Raw XML Appendix347 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEHL TRUST UW FBO ALMA COLLEGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GUARANTY BANK & TRUST CO TTEE
ReturnHeader/Filer/BusinessNameControlTxt0BEHL
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROZIER MCKAY & WILLIS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01407 PETERMAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN E KIMBALL
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ReturnHeader/ReturnTs02023-11-08T07:09:05-08:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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