Civic Intelligence

Sturgis Charitable Trust 6555000016

990PF • Fiscal year 2019 • EIN 20-6618761

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$340,116

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

19th percentile

-2.3%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-1.6%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$29,260,903

Down $681,750 (-2.3%) from 2018

Net Assets

Down

$29,260,903

Down $681,750 (-2.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin8th percentile

Revenue

Down

$1,397,007

Down $22,427 (-1.6%) from 2018

Expenses

Down

$2,085,553

Down $506,590 (-20%) from 2018

Net Income

Up

-$688,546

Up $484,163 (+41%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$40M$30M$20M$10M$0Assets 2012: $31,626,706Liabilities 2012: $02012Assets 2013: $31,147,878Liabilities 2013: $02013Assets 2014: $34,545,615Liabilities 2014: $02014Assets 2015: $33,992,434Liabilities 2015: $02015Assets 2017: $31,108,683Liabilities 2017: $0Net Assets 2017: $31,108,6832017Assets 2018: $29,942,653Liabilities 2018: $0Net Assets 2018: $29,942,6532018Assets 2019: $29,260,903Liabilities 2019: $0Net Assets 2019: $29,260,9032019Assets 2020: $28,443,179Liabilities 2020: $02020Assets 2021: $28,946,966Liabilities 2021: $0Net Assets 2021: $28,946,9662021Assets 2022: $29,758,761Liabilities 2022: $0Net Assets 2022: $29,758,7612022Assets 2023: $28,533,642Liabilities 2023: $0Net Assets 2023: $28,533,6422023Assets 2024: $27,935,774Liabilities 2024: $0Net Assets 2024: $27,935,7742024Assets 2025: $27,774,054Liabilities 2025: $0Net Assets 2025: $27,774,0542025

Highlighted filing

2019

Assets$29,260,903
Liabilities$0
Net Assets$29,260,903
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $2,107,230Expenses 2012: $1,943,454Net Income 2012: $163,7762012Revenue 2013: $1,654,909Expenses 2013: $2,128,020Net Income 2013: -$473,1112013Revenue 2014: $5,348,722Expenses 2014: $1,920,307Net Income 2014: $3,428,4152014Revenue 2015: $1,911,097Expenses 2015: $2,467,549Net Income 2015: -$556,4522015Revenue 2017: $1,306,261Expenses 2017: $2,135,981Net Income 2017: -$829,7202017Revenue 2018: $1,419,434Expenses 2018: $2,592,143Net Income 2018: -$1,172,7092018Revenue 2019: $1,397,007Expenses 2019: $2,085,553Net Income 2019: -$688,5462019Revenue 2020: $1,379,303Expenses 2020: $2,197,705Net Income 2020: -$818,4022020Revenue 2021: $2,801,911Expenses 2021: $2,293,474Net Income 2021: $508,4372021Revenue 2022: $3,107,059Expenses 2022: $2,279,931Net Income 2022: $827,1282022Revenue 2023: $1,003,137Expenses 2023: $2,207,474Net Income 2023: -$1,204,3372023Revenue 2024: $1,600,743Expenses 2024: $2,200,049Net Income 2024: -$599,3062024Revenue 2025: $2,207,516Expenses 2025: $2,353,499Net Income 2025: -$145,9832025

Highlighted filing

2019

Revenue$1,397,007
Expenses$2,085,553
Net Income-$688,546
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$340,116-$340,116
Filing and Contact Details

Filer

Filer Name
Sturgis Charitable Trust
EIN
20-6618761
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2019-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 13,402 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25974014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26042352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26139513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26218578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26323293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26440682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265485613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26617577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26712675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26832731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26925194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27035779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271428158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27273925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27376330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27477785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2751207781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27628554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27774139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27876948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27913998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt280115865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28134389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28220130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28375673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28418151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28526671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28612328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28730702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28823798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28919724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29024736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29116474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292117391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29318178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29444695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29528540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29614052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29719992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29831388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29928316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30053843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30123153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30214526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30320627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30476798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30516403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3066438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30750586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30818634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30925277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31076865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31175212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31231975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313225828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31429236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31517932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31610689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31720050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt318114809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31912601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32019346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32173389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32279279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3231683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32422270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32554126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3265616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32717485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3282203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3292016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33019875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33120655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3327445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33377072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33415947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33531019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33676601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33720795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33829067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33919624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34034829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3418721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34276866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34377318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34432970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34557787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34676803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34733502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34816702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34975141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35018433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35110646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35265445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35375386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35412355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35542978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35648976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35743266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35841220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35919210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt360191724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3612322493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36269386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36323019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36438071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36511367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36631562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36776204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36811092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36972651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37078000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37173734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37214000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37329752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37413120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37578256

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,260,903
Liabilities
$0
Net assets
$29,260,903
Revenue
$1,397,007
Expenses
$2,085,553
Net income
-$688,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$2.21$2.35$0.15
2024Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.60$2.20$0.60
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$1.00$2.21$1.20
2022Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$3.11$2.28$0.83
2021Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$2.80$2.29$0.51
2020Summary only. Only limited summary data is available for this year.$28.4$0.00$1.38$2.20$0.82
2019Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.40$2.09$0.69
2018Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$1.42$2.59$1.17
2017Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$1.31$2.14$0.83
2015Summary only. Only limited summary data is available for this year.$34.0$0.00$1.91$2.47$0.56
2014Summary only. Only limited summary data is available for this year.$34.5$0.00$5.35$1.92$3.43
2013Summary only. Only limited summary data is available for this year.$31.1$0.00$1.65$2.13$0.47
2012Summary only. Only limited summary data is available for this year.$31.6$0.00$2.11$1.94$0.16