Civic Intelligence

Madeline Hunter Babbitt Trust Co Arizona Bank & Trust

990PF • Fiscal year 2021 • EIN 86-6213247

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 15, 2022

Organization Profile
2036 E Camelback RdPhoenix, AZ 85016

(602) 381-2062

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

40th percentile

4.6%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-1.3%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,777,055

Up $295,019 (+4.6%) from 2020

Net Assets

Up

$6,777,055

Up $295,019 (+4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin98th percentile

Revenue

Down

$313,229

Down $4,041 (-1.3%) from 2020

Expenses

Down

$13,298

Down $151,171 (-92%) from 2020

Net Income

Up

$299,931

Up $147,130 (+96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$6,777,055
Liabilities$0
Net Assets$6,777,055
Open 2021 Filing

Operations Trend

Revenue Growth28th 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

2021

Revenue$313,229
Expenses$13,298
Net Income$299,931
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 15, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arizona Bank TrustTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Madeline Hunter Babbitt Trust
EIN
86-6213247
Phone
6023812062
Address
2036 E Camelback Rd, Phoenix, AZ 85016

Signing Officer

Name
Julia Parker
Title
on behalf of AZ B&T
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
The Balance Sheet LLC
Address
8049 N 85th Way, Scottsdale, AZ 85258
Preparer
Jeff Thiede
Phone
4809919819
Raw XML Appendix265 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt03700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03700
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0120404
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018112
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018112
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BMW BK NORTH AMER UTAH CD 2.2%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AQR Large Cap Multi Style FD CL R6
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DFA US Core Equity II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WELLS FARGO BANK NATL ASSN CD
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012740
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06789795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06482036
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06777055
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0323310
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0323310
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0323310
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0327479
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04169
IRS990PF/DistributableAmountGrp/TotalTaxAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011042
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015211
IRS990PF/FMVAssetsEOYAmt09090957
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06549585
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06649325
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0column (e) = zero
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06023812062
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt0323310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033296
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0290014
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12740
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 Estimated Taxes Paid -- Excise Tax
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ABP - municipal bonds
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07828
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0municipal interest received
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Fidelity Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09598
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0on behalf of AZ B&T
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Madeline Hunter Babbitt Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Arizona Bank & Trust
ReturnHeader/Filer/BusinessNameControlTxt0MADE
ReturnHeader/Filer/EIN0866213247
ReturnHeader/Filer/PhoneNum06023812062
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/AddressLine1Txt08049 N 85th Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085258
ReturnHeader/PreparerPersonGrp/PhoneNum04809919819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Thiede
ReturnHeader/ReturnTs02022-07-15T13:08:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parker
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,777,055
Liabilities
$0
Net assets
$6,777,055
Revenue
$313,229
Expenses
$13,298
Net income
$299,931
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