Civic Intelligence

Sturgis Charitable Trust 6555000016

990PF • Fiscal year 2021 • EIN 20-6618761

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 12, 2021

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

58th percentile

18%

Higher net margin than 58% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$368,648

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

26th percentile

1.8%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

103%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$28,946,966

Up $503,787 (+1.8%) from 2020

Net Assets

$28,946,966

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin58th percentile

Revenue

Up

$2,801,911

Up $1,422,608 (+103%) from 2020

Expenses

Up

$2,293,474

Up $95,769 (+4.4%) from 2020

Net Income

Up

$508,437

Up $1,326,839 (+162%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$28,946,966
Liabilities$0
Net Assets$28,946,966
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$2,801,911
Expenses$2,293,474
Net Income$508,437
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$368,648-$368,648
Filing and Contact Details

Filer

Filer Name
Sturgis Charitable Trust
EIN
20-6618761
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 15,838 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/BookValueAmt257202250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt258150724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25976320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26158346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26249395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26417257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26510935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26676071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt267102547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26822721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26925997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27051717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27142676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2721295400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27311325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27443763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27518320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27623874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27733590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27843718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27982310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt280117447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281189553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28210897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2839626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28454933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28516715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28645018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28781481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28814924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28925826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29027743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29164893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29285806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29387549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29461507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29540181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29633952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29756747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29977825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30011119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30122448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt302198225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30378994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30438223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30553821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30610167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30722777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt308116081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3097163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31091705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311100010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31224276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31315853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31487881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3155618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31690012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31784944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31887787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31988336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320357158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32189132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32248437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32388920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32489367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32565296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt046625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1485537401 KAO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2500458401 KOMATSU LTD NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt365558R109 NORDEA BANK ABP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt469007J106 OUTFRONT MEDIA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5691497309 OXFORD INDUSTRIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6693506107 PPG INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7707569109 PENN NATL GAMING INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt974440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1087305R109 TTM TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1187944W105 TELENOR ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1390984P303 UNITED COMMUNITY BAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1491324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908710 VANGUARD 500 INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16001744101 AMN HEALTHCARE SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1722160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18234062206 DAIWA HOUSE INDUSTRY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19267475101 DYCOM INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2029286D105 ENGIE-SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2129446M102 EQUINOR ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223128MJXR6 FHLMC POOL #G0-868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23312940M48 FG A92179 5% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt243134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt253138A7NS3 FN AH5800 3.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt263138E2MD4 FNMA POOL AJ9355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt273138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt283138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2931403C6L0 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt303140J5EJ4 FN BM1036 2.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3131418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35560877300 MAKITA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36686688102 ORMAT TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37736508847 PORTLAND GEN ELEC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38756568101 RED ELECTRICA COR-UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39759530108 RELX PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40808513105 CHARLES SCHWAB CORP/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4283569C102 SONOVA HOLDING-UNSPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4498978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47032095101 AMPHENOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48045387107 ASSA ABLOY AB - UNSP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,946,966
Liabilities
$0
Net assets
$28,946,966
Revenue
$2,801,911
Expenses
$2,293,474
Net income
$508,437
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