Civic Intelligence

Whatley Charitable Trust Co Compass Bank -

990PF • Fiscal year 2011 • EIN 72-6185747

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 07, 2011

Organization Profile
P O Box 10566 - Wmg Tax Dept35296
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$9,445

Higher top officer pay than 88% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

58th percentile

1.9%

Faster asset growth than 58% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$554,919

Up $10,344 (+1.9%) from 2010

Net Assets

Up

$554,919

Up $10,344 (+1.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$43,995

Up $25,810 (+142%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2010: $544,575Liabilities 2010: $0Net Assets 2010: $544,5752010Assets 2011: $554,919Liabilities 2011: $0Net Assets 2011: $554,9192011Assets 2012: $561,105Liabilities 2012: $0Net Assets 2012: $561,1052012Assets 2013: $570,180Liabilities 2013: $0Net Assets 2013: $570,1802013Assets 2014: $566,834Liabilities 2014: $0Net Assets 2014: $566,8342014Assets 2015: $605,198Liabilities 2015: $0Net Assets 2015: $605,1982015Assets 2016: $606,567Liabilities 2016: $0Net Assets 2016: $606,5672016Assets 2017: $595,239Liabilities 2017: $0Net Assets 2017: $595,2392017Assets 2019: $589,200Liabilities 2019: $0Net Assets 2019: $589,2002019Assets 2020: $601,788Liabilities 2020: $12020Assets 2021: $619,357Liabilities 2021: $0Net Assets 2021: $619,3572021Assets 2022: $636,199Liabilities 2022: $0Net Assets 2022: $636,1992022Assets 2023: $744,395Liabilities 2023: $0Net Assets 2023: $744,3952023Assets 2025: $795,669Liabilities 2025: $0Net Assets 2025: $795,6692025

Highlighted filing

2011

Assets$554,919
Liabilities$0
Net Assets$554,919
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $18,1852010Expenses 2011: $43,9952011Expenses 2012: $33,5072012Expenses 2013: $49,7282013Revenue 2014: $49,313Expenses 2014: $52,659Net Income 2014: -$3,3462014Revenue 2015: $90,674Expenses 2015: $52,310Net Income 2015: $38,3642015Revenue 2016: $36,134Expenses 2016: $34,765Net Income 2016: $1,3692016Revenue 2017: $34,116Expenses 2017: $46,319Net Income 2017: -$12,2032017Revenue 2019: $41,082Expenses 2019: $47,561Net Income 2019: -$6,4792019Revenue 2020: $47,819Expenses 2020: $35,686Net Income 2020: $12,1332020Revenue 2021: $83,004Expenses 2021: $64,981Net Income 2021: $18,0232021Revenue 2022: $33,025Expenses 2022: $14,420Net Income 2022: $18,6052022Revenue 2023: $130,851Expenses 2023: $22,521Net Income 2023: $108,3302023Revenue 2025: $39,942Expenses 2025: $51,813Net Income 2025: -$11,8712025

Highlighted filing

2011

Revenue-
Expenses$43,995
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 7, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKTrusteePT$9,445-$9,445
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLINUS PAULING INSTITUTEGENERAL CONTRIBUTIONN/ACORVALLIS, OR, US$8,500
Paid GrantCOMPASSION & CHOICESGENERAL CONTRIBUTIONN/ADENVER, CO, US$8,500
Paid GrantFREEDOM FROM RELIGIONGENERAL CONTRIBUTIONN/AMADISON, WI, US$6,000
Paid GrantBIRMINGHAM FESTIVALGENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$6,000
Paid GrantPUBLIC CITIZEN FOUNDATIONGENERAL CONTRIBUTIONN/AWASHINGTON, DC, US$3,000
Paid GrantWBHM 903GENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$1,400
Paid GrantTHE CAHABA RIVER SOCIETYGENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$1,000
Filing and Contact Details

Filer

EIN
72-6185747
Raw XML AppendixShowing 400 of 929 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JACOBS ENGINEERING GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19LABORATORY CORP OF AMERICA
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47CAMERON INTERNATIONAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53NIKE INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60BANK OF NEW YORK
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90T ROWE PRICE MID CAP VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92INVESCO VK SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94ANDARKO PETROLEUM CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100POLO RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105ORACLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108VISA INC
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome015621
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome038717
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0ROUNDING ADJ
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome054339
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA054339
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm038717
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0945
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09445
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps034400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss034400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm015621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss015621
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses010344
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0191326
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss038717
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome045688
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss06
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps035345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss043995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome054338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses054339
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09595
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0544575
IRS990PF/BalanceSheets/CapitalStockEOY0554919
IRS990PF/BalanceSheets/CashBOY06
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0538121
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0549321
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0634103
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY06448
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05598
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05598
IRS990PF/BalanceSheets/TotalAssetsBOY0544575
IRS990PF/BalanceSheets/TotalAssetsEOY0554919
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0639701
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0544575
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0554919
IRS990PF/BalanceSheets/TotalNetAssetsBOY0544575
IRS990PF/BalanceSheets/TotalNetAssetsEOY0554919
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome038717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis019906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11716
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3891
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5953
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis62117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8842
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis91349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101869
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis115324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis131731
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141793
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1528422
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161406
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171813
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis181880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis193234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis201115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis212278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis222277
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis235409
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis241977

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Filings

Displayed year

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

Open filing
Assets
$554,919
Liabilities
$0
Net assets
$554,919
Revenue
-
Expenses
$43,995
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.40$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$1.31$0.23$1.08
2022Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.33$0.14$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.83$0.65$0.18
2020Summary only. Only limited summary data is available for this year.$6.02$0.00$0.48$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.41$0.48$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.34$0.46$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.36$0.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.91$0.52$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.49$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.50
2012Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34
2011Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.18