Civic Intelligence

William Birnbaum Trust

990PF • Fiscal year 2021 • EIN 73-6336624

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 28, 2022

1907 West Main StreetRussellville, AR 72801

(479) 356-7016

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-40%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$3,554

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.4%

Faster asset growth than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

97%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$242,530

Down $8,511 (-3.4%) from 2020

Net Assets

Down

$242,530

Down $8,511 (-3.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$20,950

Up $10,323 (+97%) from 2020

Expenses

Up

$29,410

Up $4,495 (+18%) from 2020

Net Income

Up

-$8,460

Up $5,828 (+41%) from 2020

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

2021

Assets$242,530
Liabilities$0
Net Assets$242,530

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

2021

Revenue$20,950
Expenses$29,410
Net Income-$8,460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 28, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,554-$3,554
Filing and Contact Details

Filer

Filer Name
William Birnbaum Trust
EIN
73-6336624
Phone
4793567016
Address
1907 WEST MAIN STREET, RUSSELLVILLE, AR 72801

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
4793567010
Signed
2022-03-28
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
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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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04793567016
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/Expenses1Amt022861
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24572
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/TotalGrantOrContriPdDurYrAmt022860
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/AppliedToCurrentYearAmt016225
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05443
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06074
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06074
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027742
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06074
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06074
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05443
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0142
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherDecreasesSchedule/OtherDecreasesDetail/Amt051
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01806
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0460
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt067
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04793567010
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM BIRNBAUM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt07111000035
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0736336624
ReturnHeader/Filer/PhoneNum04793567016
ReturnHeader/Filer/USAddress/AddressLine1Txt01907 WEST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0RUSSELLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072801
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/PreparationDt02022-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MELTON
ReturnHeader/ReturnTs02022-04-05T17:57:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORRELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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