Civic Intelligence

Madeline Hunter Babbitt Trust Co Arizona Bank & Trust

990PF • Fiscal year 2018 • EIN 86-6213247

Oct 01, 2017 to Sep 30, 2018 • 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

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$14,289

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

74th percentile

9.1%

Faster asset growth than 74% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,271,054

Up $520,865 (+9.1%) from 2017

Net Assets

Up

$6,271,054

Up $520,865 (+9.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Up

$964,162

Up $551,053 (+133%) from 2017

Expenses

Up

$462,262

Up $36,414 (+8.6%) from 2017

Net Income

Up

$501,900

Up $514,639 (+4040%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2018

Assets$6,271,054
Liabilities$0
Net Assets$6,271,054
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$964,162
Expenses$462,262
Net Income$501,900
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arizona Bank TrustTrustee-$14,289-$14,289
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
The Balance Sheet LLC
Address
8777 E Via de Ventura Ste 120, Scottsdale, AZ 85258
Preparer
Jeff Thiede
Phone
4809919819
Raw XML Appendix324 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DFA US Micro Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US Small Cap Value
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Large Cap Multi Style
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Emerging Mrkts Core Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Int'l Small Cap Value
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA US Core Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Synchrony Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gain Dividends
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/Amt0421267
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/TotalGrantOrContriPdDurYrAmt0421267
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/AppliedToCurrentYearAmt0367827
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0367827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027142
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027142
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0237849
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031585
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0421267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264991
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211551
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02976
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11122
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 Estimated Tax payments - Excise Tax
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ABP - Tax-exempt Munis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Transfer fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08774
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0municipal interest received
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110537
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AZ Bank + Trust Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Fidelity Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110537
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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/PreparerFirmEIN0264321450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Balance Sheet LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08777 E Via de Ventura Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085258
ReturnHeader/PreparerPersonGrp/PhoneNum04809919819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Thiede
ReturnHeader/ReturnTs02019-07-01T14:37:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,271,054
Liabilities
$0
Net assets
$6,271,054
Revenue
$964,162
Expenses
$462,262
Net income
$501,900
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