Civic Intelligence

Whatley Charitable Trust Co Compass Bank -

990PF • Fiscal year 2013 • EIN 72-6185747

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 23, 2013

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

62nd percentile

$9,725

Higher top officer pay than 62% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$570,180

Up $9,075 (+1.6%) from 2012

Net Assets

Up

$570,180

Up $9,075 (+1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$49,728

Up $16,221 (+48%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2013

Assets$570,180
Liabilities$0
Net Assets$570,180
Open 2013 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

2013

Revenue-
Expenses$49,728
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 23, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKTrusteePT$9,725-$9,725
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIRMINGHAM FESTIVAL THEATERGENERAL CONTRIBUTIONN/ABIRMINGHAM, AL, US$12,000
Paid GrantLINUS PAULING INSTITUTEGENERAL CONTRIBUTIONN/ACORVALLIS, OR, US$7,000
Paid GrantCOMPASSION & CHOICESGENERAL CONTRIBUTIONN/ADENVER, CO, US$7,000
Paid GrantPUBLIC CITIZEN FOUNDATIONGENERAL CONTRIBUTIONN/AWASHINGTON, DC, US$6,000
Paid GrantFREEDOM FROM RELIGION FOUNDATIONGENERAL 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/NameOfStock106QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110OCWEN FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111VANGUARD S/T BOND INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112TRIMBLE NAVIGATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113URBAN OUTFITTERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114V F CORPORATION
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome012974
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome058803
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA058803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0563
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08753
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss039000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012974
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012974
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses09075
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0257167
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome049393
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses058803
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss010728
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05488
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05182
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0570180
IRS990PF/BalanceSheets/TotalNetAssetsBOY0561105
IRS990PF/BalanceSheets/TotalNetAssetsEOY0570180
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome045829
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01826
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12352
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21896
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4845
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis58314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis64526
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis102024
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis111843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121924

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$570,180
Liabilities
$0
Net assets
$570,180
Revenue
-
Expenses
$49,728
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