Civic Intelligence

William Birnbaum Trust

990PF • Fiscal year 2018 • EIN 73-6336624

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

PO Box 100Russellville, AR 72811

(479) 356-7011

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-229%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$3,147

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 53.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Down

$268,560

Down $36,639 (-12%) from 2015

Net Assets

$268,560

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$5,937

Down $10,869 (-65%) from 2015

Expenses

Up

$19,504

Up $1,134 (+6.2%) from 2015

Net Income

Down

-$13,567

Down $12,003 (-767%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $312,610Liabilities 2011: $02011Assets 2012: $305,318Liabilities 2012: $02012Assets 2013: $305,299Liabilities 2013: $02013Assets 2014: $306,760Liabilities 2014: $02014Assets 2015: $305,199Liabilities 2015: $02015Assets 2018: $268,560Liabilities 2018: $0Net Assets 2018: $268,5602018Assets 2019: $265,331Liabilities 2019: $0Net Assets 2019: $265,3312019Assets 2020: $251,041Liabilities 2020: $0Net Assets 2020: $251,0412020Assets 2021: $242,530Liabilities 2021: $0Net Assets 2021: $242,5302021Assets 2022: $249,226Liabilities 2022: $0Net Assets 2022: $249,2262022Assets 2023: $235,044Liabilities 2023: $0Net Assets 2023: $235,0442023Assets 2024: $236,484Liabilities 2024: $0Net Assets 2024: $236,4842024

Highlighted filing

2018

Assets$268,560
Liabilities$0
Net Assets$268,560

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $43,099Expenses 2011: $30,814Net Income 2011: $12,2852011Revenue 2012: $12,327Expenses 2012: $19,614Net Income 2012: -$7,2872012Revenue 2013: $20,389Expenses 2013: $20,405Net Income 2013: -$162013Revenue 2014: $23,037Expenses 2014: $21,534Net Income 2014: $1,5032014Revenue 2015: $16,806Expenses 2015: $18,370Net Income 2015: -$1,5642015Revenue 2018: $5,937Expenses 2018: $19,504Net Income 2018: -$13,5672018Revenue 2019: $8,637Expenses 2019: $12,070Net Income 2019: -$3,4332019Revenue 2020: $10,627Expenses 2020: $24,915Net Income 2020: -$14,2882020Revenue 2021: $20,950Expenses 2021: $29,410Net Income 2021: -$8,4602021Revenue 2022: $16,745Expenses 2022: $10,549Net Income 2022: $6,1962022Revenue 2023: $11,720Expenses 2023: $25,902Net Income 2023: -$14,1822023Revenue 2024: $15,082Expenses 2024: $13,642Net Income 2024: $1,4402024

Highlighted filing

2018

Revenue$5,937
Expenses$19,504
Net Income-$13,567
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,147-$3,147
Filing and Contact Details

Filer

Filer Name
William Birnbaum Trust
EIN
73-6336624
Phone
4793567011
Address
PO BOX 100, RUSSELLVILLE, AR 72811

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
4793567010
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Shoptaw Labahn & Company Pa
Address
915 W MAIN STREET SUITE B, RUSSELLVILLE, AR 72801
Preparer
Lori a Melton
Phone
4799673600
Raw XML Appendix374 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0315490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0322976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0317838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248515
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016357
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt057
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016357
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RUSSELLVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072811
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04793567011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt03 CHARITIES RECEIVED FUNDS FOR GENERAL ACTIVITY SUPPORT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt014396
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05758
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15758
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22879
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS FOR ANIMAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDS TO PROVIDE ANIMAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDS TO PROVIDE ANIMAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUMANE SOCIETY OF PULASKI COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HUMANE SOCIETY OF SEBASTIAN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RUSSELLVILLE ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HUMANE SOCIETY OF PULASKI COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1HUMANE SOCIETY OF SEBASTIAN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2RUSSELLVILLE ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 21260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 10953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23115 S MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 21260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO BOX 10953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt23115 S MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RUSSELLVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd272802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014395
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08323
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08034
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014695
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016357
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06372
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08034
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0101
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PRIOR TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt053
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt053
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01695
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01695
TaxesSchedule/TaxesDetail/Amt0127
TaxesSchedule/TaxesDetail/Amt1140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0127
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1140
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04793567010
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM BIRNBAUM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt07111000035
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0736336624
ReturnHeader/Filer/PhoneNum04793567011
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0RUSSELLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072811
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0078C3AEDBCD95BD89105C30290F5B377C25E3F4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF0A40F68FAB2E02DF151BF957C3DBD8655C6A30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.76.93.252
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:38:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710698607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHOPTAW LABAHN & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0915 W MAIN STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RUSSELLVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072801
ReturnHeader/PreparerPersonGrp/PhoneNum04799673600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MELTON
ReturnHeader/ReturnTs02019-05-13T16:38:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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