Civic Intelligence

Whatley Charitable Trust Co Compass Bank -

990PF • Fiscal year 2012 • EIN 72-6185747

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 26, 2012

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.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

88th percentile

$9,389

Higher top officer pay than 88% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$561,105

Up $6,186 (+1.1%) from 2011

Net Assets

Up

$561,105

Up $6,186 (+1.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$33,507

Down $10,488 (-24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2012

Assets$561,105
Liabilities$0
Net Assets$561,105
Open 2012 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

2012

Revenue-
Expenses$33,507
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKTrusteePT$9,389-$9,389
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLINUS PAULING INSTITUTEGENERAL CONTRIBUTIONN/ACORVALLIS, OR, US$7,000
Paid GrantCOMPASSION & CHOICESGENERAL CONTRIBUTIONN/ADENVER, CO, US$7,000
Paid GrantFREEDOM FROM RELIGIONGENERAL CONTRIBUTIONN/AMADISON, WI, US$5,000
Paid GrantTHE CAHABA RIVER SOCIETYGENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$1,000
Paid GrantWBHM 903GENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$1,000
Filing and Contact Details

Filer

EIN
72-6185747
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94AMERICAN EXPRESS COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109BEAM INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm026709
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0939
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09389
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps021000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss021000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012983
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses06186
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0198304
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss026709
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome029996
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps047
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps021986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss033507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome039692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses039693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09696
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012507
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0554919
IRS990PF/BalanceSheets/CapitalStockEOY0561105
IRS990PF/BalanceSheets/CashEOY09000
IRS990PF/BalanceSheets/CashEOYFMV09000
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0549321
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0546617
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0604926
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05598
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05488
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05488
IRS990PF/BalanceSheets/TotalAssetsBOY0554919
IRS990PF/BalanceSheets/TotalAssetsEOY0561105
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0619414
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0554919
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0561105
IRS990PF/BalanceSheets/TotalNetAssetsBOY0554919
IRS990PF/BalanceSheets/TotalNetAssetsEOY0561105
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome026709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01869
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis217475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis51921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis67202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73707
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis87906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis97501
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis131989
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis151958
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1820206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19718
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis202073
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis211678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23377
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis242178
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis258297
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis271849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis282080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis291813

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,105
Liabilities
$0
Net assets
$561,105
Revenue
-
Expenses
$33,507
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