Civic Intelligence

Haywood Bellingrath Bartlett Charitable Trust

990PF • Fiscal year 2023 • EIN 84-6854274

Jan 01, 2023 to Dec 31, 2023 • Filed on May 16, 2024

Organization Profile
PO Box 240158Montgomery, AL 36124

(334) 277-3060

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

5.1%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,200,054

Down $92,356 (-0.9%) from 2022

Net Assets

Down

$10,200,054

Down $92,356 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin16th percentile

Revenue

Up

$332,263

Up $16,249 (+5.1%) from 2022

Expenses

Up

$424,618

Up $258,685 (+156%) from 2022

Net Income

Down

-$92,355

Down $242,436 (-162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $10,142,329Liabilities 2021: $0Net Assets 2021: $10,142,3292021Assets 2022: $10,292,410Liabilities 2022: $0Net Assets 2022: $10,292,4102022Assets 2023: $10,200,054Liabilities 2023: $0Net Assets 2023: $10,200,0542023Assets 2024: $10,407,040Liabilities 2024: $0Net Assets 2024: $10,407,0402024

Highlighted filing

2023

Assets$10,200,054
Liabilities$0
Net Assets$10,200,054
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $10,291,492Expenses 2021: $149,163Net Income 2021: $10,142,3292021Revenue 2022: $316,014Expenses 2022: $165,933Net Income 2022: $150,0812022Revenue 2023: $332,263Expenses 2023: $424,618Net Income 2023: -$92,3552023Revenue 2024: $353,951Expenses 2024: $146,966Net Income 2024: $206,9852024

Highlighted filing

2023

Revenue$332,263
Expenses$424,618
Net Income-$92,355
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAYWOOD B BARTLETT JRTrustee-$0--
JOHN P LIVINGSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Haywood Bellingrath Bartlett
EIN
84-6854274
Phone
3342773060
Address
PO BOX 240158, MONTGOMERY, AL 36124

Signing Officer

Name
Haywood B Bartlett Jr
Title
Trustee
Phone
3342773060
Signed
2024-05-16

Preparer

Firm
Livings Lambert Duffee & Mackin Pc
Address
9541 WYNLAKES PLACE, MONTGOMERY, AL 36117
Preparer
Steve Duffee
Phone
3342773060
Raw XML Appendix239 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUBURN
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt04489
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAYWOOD B BARTLETT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342773060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAYWOOD BELLINGRATH BARTLETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HAYW
ReturnHeader/Filer/EIN0846854274
ReturnHeader/Filer/PhoneNum03342773060
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 240158
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842974204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIVINGS LAMBERT DUFFEE & MACKIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09541 WYNLAKES PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342773060
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE DUFFEE
ReturnHeader/ReturnTs02024-05-17T10:27:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAYWOOD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTLETT JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,200,054
Liabilities
$0
Net assets
$10,200,054
Revenue
$332,263
Expenses
$424,618
Net income
-$92,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.35$0.15$0.21
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.33$0.42$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.32$0.17$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$10.3$0.15$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00