Civic Intelligence

Suttle Charitable Trust

990PF • Fiscal year 2023 • EIN 87-6778982

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization Profile
807 Selma AvenueSelma, AL 36701

(334) 872-0178

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

36th percentile

$25,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $5M-$10M 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 / Assets24th percentile

Assets

Down

$8,083,966

Down $95,036 (-1.2%) from 2022

Net Assets

Down

$8,083,966

Down $95,036 (-1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Up

$329,318

Up $574,984 (+234%) from 2022

Expenses

Down

$424,354

Down $92,650 (-18%) from 2022

Net Income

Up

-$95,036

Up $667,634 (+88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$10M$5.0M$0Assets 2021: $9,321,174Liabilities 2021: $0Net Assets 2021: $9,321,1742021Assets 2022: $8,179,002Liabilities 2022: $0Net Assets 2022: $8,179,0022022Assets 2023: $8,083,966Liabilities 2023: $0Net Assets 2023: $8,083,9662023Assets 2024: $7,982,792Liabilities 2024: $0Net Assets 2024: $7,982,7922024

Highlighted filing

2023

Assets$8,083,966
Liabilities$0
Net Assets$8,083,966
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2021: $855,975Expenses 2021: $8,484Net Income 2021: $847,4912021Revenue 2022: -$245,666Expenses 2022: $517,004Net Income 2022: -$762,6702022Revenue 2023: $329,318Expenses 2023: $424,354Net Income 2023: -$95,0362023Revenue 2024: $466,135Expenses 2024: $567,309Net Income 2024: -$101,1742024

Highlighted filing

2023

Revenue$329,318
Expenses$424,354
Net Income-$95,036
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John C CalameTrustee-$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Suttle Charitable Trust
EIN
87-6778982
Address
807 Selma Avenue, Selma, AL 36701

Signing Officer

Name
John Calame
Title
Trustee
Phone
3348757810
Signed
2024-10-23
Discuss with paid preparer
No

Preparer

Firm
Matthew R Oaks CPA PC
Address
PO Box 344, Selma, AL 36702-0344
Preparer
Matthew R Oaks
Phone
3348720178
Raw XML Appendix277 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/NetInvestmentIncomeAmt02314
CompensationExplanation/CompensationExplanationGrp/PersonNm0John C Calame
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee fee.
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07771070
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116566
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0393138
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust will on an annual basis support Guiding Eyes for the Blind Wannabe Rescuedand Selma-Dallas Cty Public Library all of which are section 501c3
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0393138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0131046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1131046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2131046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Provide guide dogs to people with vision loss
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Provide support to the local pet adoption agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Foster the development of the Selma Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Selma-Dallas Cty Library Foundation
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013552
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036181
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Estate of H Suttle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0807 Alabama Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Selma
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0744
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Trustee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt125000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03158
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03158
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John Calame
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03348757810
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Suttle Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SUTT
ReturnHeader/Filer/EIN0876778982
ReturnHeader/Filer/USAddress/AddressLine1Txt0807 Selma Avenue
ReturnHeader/Filer/USAddress/CityNm0Selma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631149949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matthew R Oaks CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 344
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Selma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0367020344
ReturnHeader/PreparerPersonGrp/PhoneNum03348720178
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew R Oaks
ReturnHeader/ReturnTs02024-10-29T09:41:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$8,083,966
Liabilities
$0
Net assets
$8,083,966
Revenue
$329,318
Expenses
$424,354
Net income
-$95,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.47$0.57$0.10
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.33$0.42$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.25$0.52$0.76
2021Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.86$0.01$0.85