Civic Intelligence

Madeline Hunter Babbitt Trust Co Arizona Bank & Trust

990PF • Fiscal year 2017 • EIN 86-6213247

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 01, 2018

Organization Profile
2036 E Camelback RdPhoenix, AZ 85016

(602) 381-2071

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

29th percentile

-3.1%

Higher net margin than 29% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$13,388

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

33rd percentile

-0.5%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,750,189

Down $29,750 (-0.5%) from 2016

Net Assets

Down

$5,750,189

Down $29,750 (-0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin29th percentile

Revenue

Down

$413,109

Down $250,170 (-38%) from 2016

Expenses

Down

$425,848

Down $5,070 (-1.2%) from 2016

Net Income

Down

-$12,739

Down $245,100 (-105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,472,026Liabilities 2010: $0Net Assets 2010: $5,472,0262010Assets 2011: $5,428,823Liabilities 2011: $0Net Assets 2011: $5,428,8232011Assets 2012: $5,619,418Liabilities 2012: $02012Assets 2013: $5,635,876Liabilities 2013: $02013Assets 2014: $5,608,564Liabilities 2014: $0Net Assets 2014: $5,608,5642014Assets 2015: $5,551,006Liabilities 2015: $0Net Assets 2015: $5,551,0062015Assets 2016: $5,779,939Liabilities 2016: $0Net Assets 2016: $5,779,9392016Assets 2017: $5,750,189Liabilities 2017: $0Net Assets 2017: $5,750,1892017Assets 2018: $6,271,054Liabilities 2018: $0Net Assets 2018: $6,271,0542018Assets 2019: $6,319,227Liabilities 2019: $0Net Assets 2019: $6,319,2272019Assets 2020: $6,482,036Liabilities 2020: $0Net Assets 2020: $6,482,0362020Assets 2021: $6,777,055Liabilities 2021: $0Net Assets 2021: $6,777,0552021Assets 2022: $7,176,531Liabilities 2022: $0Net Assets 2022: $7,176,5312022Assets 2023: $6,861,564Liabilities 2023: $0Net Assets 2023: $6,861,5642023Assets 2024: $6,976,618Liabilities 2024: $0Net Assets 2024: $6,976,6182024

Highlighted filing

2017

Assets$5,750,189
Liabilities$0
Net Assets$5,750,189
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $559,0742010Expenses 2011: $514,1962011Revenue 2012: $711,641Expenses 2012: $507,027Net Income 2012: $204,6142012Revenue 2013: $376,152Expenses 2013: $356,226Net Income 2013: $19,9262013Revenue 2014: $335,343Expenses 2014: $353,602Net Income 2014: -$18,2592014Revenue 2015: $346,050Expenses 2015: $400,405Net Income 2015: -$54,3552015Revenue 2016: $663,279Expenses 2016: $430,918Net Income 2016: $232,3612016Revenue 2017: $413,109Expenses 2017: $425,848Net Income 2017: -$12,7392017Revenue 2018: $964,162Expenses 2018: $462,262Net Income 2018: $501,9002018Revenue 2019: $401,185Expenses 2019: $332,274Net Income 2019: $68,9112019Revenue 2020: $317,270Expenses 2020: $164,469Net Income 2020: $152,8012020Revenue 2021: $313,229Expenses 2021: $13,298Net Income 2021: $299,9312021Revenue 2022: $403,450Expenses 2022: $9,150Net Income 2022: $394,3002022Revenue 2023: $499,339Expenses 2023: $826,225Net Income 2023: -$326,8862023Revenue 2024: $533,433Expenses 2024: $433,395Net Income 2024: $100,0382024

Highlighted filing

2017

Revenue$413,109
Expenses$425,848
Net Income-$12,739
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arizona Bank TrustTrustee-$13,388-$13,388
Filing and Contact Details

Filer

Filer Name
Madeline Hunter Babbitt Trust
EIN
86-6213247
Phone
6023812071
Address
2036 E Camelback Rd, Phoenix, AZ 85016

Signing Officer

Name
Joseph Azar
Title
Trustee
Signed
2018-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Levitan Tax Consulting Pc
Address
5010 E Shea Boulevard A-101, Scottsdale, AZ 85254
Preparer
Terry L Levitan CPA
Phone
6022964116
Raw XML Appendix313 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep services
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02200
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12739
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0830539
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013388
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4125000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04,157.549 shs DFA Emerging Markets
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13,911.343 shs DFA US Small Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29,240.246 shs DFA US Core Equity II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33,944.867 shs DFA International Small-Cap Value
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4125,000 units Discover Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc57,789.855 shs DFA Int'l Value Port III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Capital Gain Dividends
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019309
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0353678
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0361666
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07988
IRS990PF/DistributableAmountGrp/TotalTaxAmt07988
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05012
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IRS990PF/FMVAssetsEOYAmt07745415
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt045850
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02036 E Camelback Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Phoenix
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Arizona Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum06023812060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0398734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Program support, meals, and emergency shelters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Vincent De Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02945 East Bell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085032
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0398734
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/AppliedToCurrentYearAmt0353678
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0353678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0199918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0199918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211551
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027142
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0412122
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058444
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0411469
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0353025
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16309
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 Estimated Excise Tax Paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Excise tax paid - 2015 990-PF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0260
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02298
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0municipal interest received
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011266
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Fidelity Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011266
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Azar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Madeline Hunter Babbitt Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Arizona Bank & Trust
ReturnHeader/Filer/BusinessNameControlTxt0MADE
ReturnHeader/Filer/EIN0866213247
ReturnHeader/Filer/PhoneNum06023812071
ReturnHeader/Filer/USAddress/AddressLine1Txt02036 E Camelback Rd
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVITAN TAX CONSULTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05010 E Shea Boulevard A-101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085254
ReturnHeader/PreparerPersonGrp/PhoneNum06022964116
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry L Levitan CPA
ReturnHeader/ReturnTs02018-02-05T12:32:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,750,189
Liabilities
$0
Net assets
$5,750,189
Revenue
$413,109
Expenses
$425,848
Net income
-$12,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.53$0.43$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.50$0.83$0.33
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.40$0.01$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.31$0.01$0.30
2020Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.32$0.16$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.40$0.33$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.96$0.46$0.50
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.41$0.43$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.66$0.43$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.35$0.40$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34$0.35$0.02
2013Summary only. Only limited summary data is available for this year.$5.64$0.00$0.38$0.36$0.02
2012Summary only. Only limited summary data is available for this year.$5.62$0.00$0.71$0.51$0.20
2011Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.51
2010Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.56