Civic Intelligence

Sturgis Charitable Trust 6555000016

990PF • Fiscal year 2022 • EIN 20-6618761

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

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.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$377,170

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

61st percentile

2.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,758,761

Up $811,795 (+2.8%) from 2021

Net Assets

Up

$29,758,761

Up $811,795 (+2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin76th percentile

Revenue

Up

$3,107,059

Up $305,148 (+11%) from 2021

Expenses

Down

$2,279,931

Down $13,543 (-0.6%) from 2021

Net Income

Up

$827,128

Up $318,691 (+63%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$29,758,761
Liabilities$0
Net Assets$29,758,761
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$3,107,059
Expenses$2,279,931
Net Income$827,128
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$377,170-$377,170
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
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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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/BookValueAmt26030402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26129137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26250140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26316823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26490928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265198804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt266666595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26776500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt268130615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269167812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27086721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27192805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt272109375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27390889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27490159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27591101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27685909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27774070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27885841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27935138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28091054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28159130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28237096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28360583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28416084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt285272448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt286631998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28743967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28890820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28928436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29032914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29116513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292168105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29322124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29429038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt295268949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29668180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29725223
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29935804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30051203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30140471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30244209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt303169504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30433385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30562004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30624674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30736726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30826208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3091742407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310911580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311249443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31295143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31341197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31426039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31583893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31618985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31721627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31835186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31928279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32096991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321618967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32240157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32346252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324900163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32575101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt326144472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327559272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32817792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32926604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33028601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33126842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332204099
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 INDS 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 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16001744101 AMN HEALTHCARE SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1722160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18234062206 DAIWA HOUSE IND LTD
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 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41816851109 SEMPRA

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,758,761
Liabilities
$0
Net assets
$29,758,761
Revenue
$3,107,059
Expenses
$2,279,931
Net income
$827,128
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