Civic Intelligence

Benjamin & Marie Harrell Irrevocable

990PF • Fiscal year 2023 • EIN 75-6522140

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 12, 2024

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

615%

Higher net margin than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$21,202

Higher top officer pay than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

15th percentile

-7.6%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,316,576

Down $107,521 (-7.6%) from 2022

Net Assets

Down

$1,316,576

Down $107,521 (-7.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$17,383

Up $32,187 (+65%) from 2022

Expenses

Down

$89,459

Down $120,138 (-57%) from 2022

Net Income

Up

-$106,842

Up $152,325 (+59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,278,793Liabilities 2020: $0Net Assets 2020: $1,278,7932020Assets 2021: $1,683,985Liabilities 2021: $0Net Assets 2021: $1,683,9852021Assets 2022: $1,424,097Liabilities 2022: $0Net Assets 2022: $1,424,0972022Assets 2023: $1,316,576Liabilities 2023: $0Net Assets 2023: $1,316,5762023Assets 2024: $1,302,732Liabilities 2024: $0Net Assets 2024: $1,302,7322024

Highlighted filing

2023

Assets$1,316,576
Liabilities$0
Net Assets$1,316,576
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2020: $54,637Expenses 2020: $136,980Net Income 2020: -$82,3432020Revenue 2021: $523,420Expenses 2021: $115,922Net Income 2021: $407,4982021Revenue 2022: -$49,570Expenses 2022: $209,597Net Income 2022: -$259,1672022Revenue 2023: -$17,383Expenses 2023: $89,459Net Income 2023: -$106,8422023Revenue 2024: $83,790Expenses 2024: $97,379Net Income 2024: -$13,5892024

Highlighted filing

2023

Revenue-$17,383
Expenses$89,459
Net Income-$106,842
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$21,202-$21,202
Filing and Contact Details

Filer

Filer Name
Benjamin & Marie Harrell Irrevocable
EIN
75-6522140
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18112117P109 BUREAU VERITAS SA -
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Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316,576
Liabilities
$0
Net assets
$1,316,576
Revenue
-$17,383
Expenses
$89,459
Net income
-$106,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02$0.09$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.21$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.52$0.12$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.14$0.08