Civic Intelligence

Belle G Roberts Charitable Tr

990PF • Fiscal year 2021 • EIN 72-6214520

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 27, 2021

PO Drawer 1628Mobile, AL 36633-1628

(251) 431-8309

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

57th percentile

18%

Higher net margin than 57% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$148,757

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

28th percentile

1.7%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$14,105,197

Up $235,108 (+1.7%) from 2020

Net Assets

$14,105,197

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,309,740

Down $256,119 (-16%) from 2020

Expenses

Up

$1,073,232

Up $66,729 (+6.6%) from 2020

Net Income

Down

$236,508

Down $322,848 (-58%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $12,212,549Liabilities 2012: $02012Assets 2013: $12,051,735Liabilities 2013: $02013Assets 2014: $12,213,290Liabilities 2014: $02014Assets 2015: $12,908,832Liabilities 2015: $02015Assets 2016: $13,480,169Liabilities 2016: $02016Assets 2020: $13,870,089Liabilities 2020: $02020Assets 2021: $14,105,197Liabilities 2021: $0Net Assets 2021: $14,105,1972021Assets 2022: $15,291,172Liabilities 2022: $0Net Assets 2022: $15,291,1722022Assets 2023: $15,267,441Liabilities 2023: $0Net Assets 2023: $15,267,4412023Assets 2024: $15,099,257Liabilities 2024: $0Net Assets 2024: $15,099,2572024Assets 2025: $15,336,986Liabilities 2025: $0Net Assets 2025: $15,336,9862025

Highlighted filing

2021

Assets$14,105,197
Liabilities$0
Net Assets$14,105,197

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,118,060Expenses 2012: $905,123Net Income 2012: $212,9372012Revenue 2013: $731,630Expenses 2013: $892,764Net Income 2013: -$161,1342013Revenue 2014: $1,043,327Expenses 2014: $879,438Net Income 2014: $163,8892014Revenue 2015: $1,669,733Expenses 2015: $975,407Net Income 2015: $694,3262015Revenue 2016: $1,599,518Expenses 2016: $1,025,092Net Income 2016: $574,4262016Revenue 2020: $1,565,859Expenses 2020: $1,006,503Net Income 2020: $559,3562020Revenue 2021: $1,309,740Expenses 2021: $1,073,232Net Income 2021: $236,5082021Revenue 2022: $2,323,824Expenses 2022: $1,140,932Net Income 2022: $1,182,8922022Revenue 2023: $1,128,752Expenses 2023: $1,152,483Net Income 2023: -$23,7312023Revenue 2024: $893,694Expenses 2024: $1,050,137Net Income 2024: -$156,4432024Revenue 2025: $1,299,126Expenses 2025: $1,061,397Net Income 2025: $237,7292025

Highlighted filing

2021

Revenue$1,309,740
Expenses$1,073,232
Net Income$236,508
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 27, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$148,757-$148,757
ALLEN LADDDist. Comm-$300-$300
TK JACKSON IIIDist. Comm-$300-$300
ANGUS COOPERDist. Comm-$200-$200
JOHN C JOHNSONDist. Comm-$200-$200
MITCHELL SHACKLEFORDDist. Comm-$200-$200
Filing and Contact Details

Filer

Filer Name
Belle G Roberts Charitable Tr
EIN
72-6214520
Phone
2514318309
Address
PO DRAWER 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Roger Cole
Title
Trustee
Phone
2514318309
Signed
2021-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
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Filings

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Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $10M-$25M nonprofits