Civic Intelligence

Omelia Foundation Charitable Tr Ua 082597 No 47-0076-00-1

990PF • Fiscal year 2011 • EIN 72-6183452

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

Organization Profile
C/O Regions Bank Trust Dept PO Box36652-2886
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,790,949

Flat from 2011

Net Assets

$1,790,949

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$106,981

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,816,777Liabilities 2010: $0Net Assets 2010: $1,816,7772010Assets 2011: $1,790,949Liabilities 2011: $0Net Assets 2011: $1,790,9492011Assets 2011: $1,790,949Liabilities 2011: $12011Assets 2012: $1,721,722Liabilities 2012: $02012Assets 2013: $1,676,281Liabilities 2013: $02013Assets 2014: $1,665,154Liabilities 2014: $02014Assets 2015: $1,636,360Liabilities 2015: $02015Assets 2019: $3,607,675Liabilities 2019: $02019Assets 2020: $3,424,411Liabilities 2020: $0Net Assets 2020: $3,424,4112020Assets 2021: $3,620,174Liabilities 2021: $0Net Assets 2021: $3,620,1742021Assets 2022: $3,400,335Liabilities 2022: $0Net Assets 2022: $3,400,3352022Assets 2023: $3,242,730Liabilities 2023: $0Net Assets 2023: $3,242,7302023Assets 2024: $3,207,780Liabilities 2024: $0Net Assets 2024: $3,207,7802024

Highlighted filing

2011

Assets$1,790,949
Liabilities$0
Net Assets$1,790,949
Open 2011 Filing

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $102,0592010Expenses 2011: $106,9812011Revenue 2011: $83,831Expenses 2011: $106,981Net Income 2011: -$23,1502011Revenue 2012: $78,309Expenses 2012: $142,075Net Income 2012: -$63,7662012Revenue 2013: $94,052Expenses 2013: $132,844Net Income 2013: -$38,7922013Revenue 2014: $131,566Expenses 2014: $136,191Net Income 2014: -$4,6252014Revenue 2015: $113,303Expenses 2015: $138,612Net Income 2015: -$25,3092015Revenue 2019: $180,148Expenses 2019: $313,994Net Income 2019: -$133,8462019Revenue 2020: $167,164Expenses 2020: $350,520Net Income 2020: -$183,3562020Revenue 2021: $488,154Expenses 2021: $308,031Net Income 2021: $180,1232021Revenue 2022: $73,610Expenses 2022: $292,833Net Income 2022: -$219,2232022Revenue 2023: $173,027Expenses 2023: $330,364Net Income 2023: -$157,3372023Revenue 2024: $357,842Expenses 2024: $402,292Net Income 2024: -$44,4502024

Highlighted filing

2011

Revenue-
Expenses$106,981
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,139-$11,139
THOMAS H O'MELIA JRDistr Comm Member-$0--
APPLETON H O'MELIADistr Comm Member-$0--
APPLETON O'MELIA WESTONDistr Comm Member-$0--
VIRGINIA O'MELIA MACPHERSONDistr Comm Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ALABAMACHARITABLEPUBLICTUSCALOOSA, AL, US$16,000
Paid GrantSACRED HEART CHURCHRELIGIOUSPUBLICGROVE HILL, AL, US$10,000
Paid GrantUNIV OF AL AT BIRMINGHAMCHARITABLEPUBLICBIRMINGHAM, AL, US$8,000
Paid GrantST JUDE CHILDREN'SCHARITABLEPUBLICMEMPHIS, TN, US$5,000
Paid GrantGROVE HILL VOLUNTEERCHARITABLEPUBLICGROVE HILL, AL, US$5,000
Paid GrantCAMP RAP A HOPECHARITABLEPUBLICMOBILE, AL, US$5,000
Paid GrantUMS-WRIGHT PREPARATORY SCHOOLCHARITABLEPUBLICMOBILE, AL, US$5,000
Paid GrantBAYSIDE ACADEMYEDUCATIONALPUBLICDAPHNE, AL, US$5,000
Paid GrantCHILDREN'S HOSPITALCHARITABLEPUBLICMOBILE, AL, US$5,000
Paid GrantTHE MORTON FOUNDATIONCHARITABLEPUBLICCOLUMBUS, OH, US$3,000
Paid GrantCHILDREN'S ADVOCACY CENTERCHARITABLEPUBLICMOBILE, AL, US$3,000
Paid GrantGROVE HILL CULTURAL ARTS CENTERCHARITABLEPUBLICGROVE HILL, AL, US$3,000
Paid GrantCARE ALABAMACHARITABLEPUBLICALEXANDER CITY, AL, US$2,000
Paid GrantVISITATION MONASTERYCHARITABLEPUBLICMOBILE, AL, US$2,000
Paid GrantCOFFEEVILLE VOLUNTEER FIRE DEPTCHARITABLEPUBLICCOFFEEVILLE, AL, US$2,000
Paid GrantST FRANCIS OF ASSISI PARISHRELIGIOUSPUBLICTuscaloosa, AL, US$2,000
Paid GrantPRICHARD PREPARATORYEDUCATIONALPUBLICEIGHT MILE, AL, US$2,000
Paid GrantMOBILE ASSOC FOR THE BLINDCHARITABLEPUBLICMOBILE, AL, US$2,000
Paid GrantST MARY'S HOMECHARITABLEPUBLICMOBILE, AL, US$1,000
Paid GrantMCGILL-TOOLEN HIGH SCHOOLCHARITABLEPUBLICMOBILE, AL, US$1,000
Paid GrantGROVE HILL PUBLIC LIBRARYCHARITABLEPUBLICGROVE HILL, AL, US$1,000
Paid GrantST MARY CATHOLIC SCHOOLCHARITABLEPUBLICMOBILE, AL, US$1,000
Paid GrantCLARKE COUNTY DEVELOPMENT FUNDCHARITABLEPUBLICGROVE HILL, AL, US$1,000
Paid GrantGEORGETOWN PREPARATORY SCHOOLEDUCATIONALPUBLICNORTH BETHESDA, MD, US$1,000
Paid GrantMCKEMIE PLACECHARITABLEPUBLICMOBILE, AL, US$1,000
Paid GrantFULL LIFE AHEADCHARITABLEPUBLICBIRMINGHAM, AL, US$1,000
Paid GrantMARY'S SHELTERRELIGIOUSPUBLICElberta, AL, US$1,000
Paid GrantMARYMOUNT UNIVERSITYEDUCATIONALPUBLICArlington, VA, US$1,000
Filing and Contact Details

Filer

EIN
72-6183452
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CVS/CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JUNIPER NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30THERMO FISCHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31FIDELITY ADV DIVERS INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MFS RESH INTL FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33OPPENHEIMER MAIN ST SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41TEVA PHARMACEUTICAL INDS SPONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42PIONEER SELECT MID CAP GRTH Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44AUTO DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48MCGRAW HILL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50NEXTRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53VISA INC CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54TEVA PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56BROADCOM CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57EMERSON ELECTRIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59LABORATORY CORP AMER HLDG COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62HASBRO INC
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0149951
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0151695
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount036218
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount047394
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount046
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0173
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount083831
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA083831
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm047394
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm011139
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss011139
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss095000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm033762
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss036218
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-23150
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0780379
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm046
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss046
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss047394
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome069797
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0266
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps095800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0106981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome081202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses083831
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011981
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01816777
IRS990PF/BalanceSheets/CapitalStockEOY01790949
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0275307
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0345373
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0344157
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01303995
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01094836
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01124669
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0102404
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0149951
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0151695
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0135071
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0200789
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0200789
IRS990PF/BalanceSheets/TotalAssetsBOY01816777
IRS990PF/BalanceSheets/TotalAssetsEOY01790949
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01821310

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,790,949
Liabilities
$0
Net assets
$1,790,949
Revenue
-
Expenses
$106,981
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.17$0.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.07$0.29$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.49$0.31$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.17$0.35$0.18
2019Summary only. Only limited summary data is available for this year.$3.61$0.00$0.18$0.31$0.13
2015Summary only. Only limited summary data is available for this year.$1.64$0.00$0.11$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$1.67$0.00$0.13$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.09$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.08$0.14$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.11
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.08$0.11$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.10