Civic Intelligence

Sturgis Charitable Trust 6555000016

990PF • Fiscal year 2023 • EIN 20-6618761

Jul 01, 2022 to Jun 30, 2023 • Filed on May 11, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

6th percentile

-120%

Higher net margin than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$336,450

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

16th percentile

-4.1%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$28,533,642

Down $1,225,119 (-4.1%) from 2022

Net Assets

Down

$28,533,642

Down $1,225,119 (-4.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Down

$1,003,137

Down $2,103,922 (-68%) from 2022

Expenses

Down

$2,207,474

Down $72,457 (-3.2%) from 2022

Net Income

Down

-$1,204,337

Down $2,031,465 (-246%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$28,533,642
Liabilities$0
Net Assets$28,533,642
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$1,003,137
Expenses$2,207,474
Net Income-$1,204,337
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 11, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$336,450-$336,450
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
2024-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 16,536 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/BookValueAmt26228884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26326068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26429038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265248051
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26733322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26839219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26926804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27068345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27150833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27235257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt273158817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27438151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27525090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27669658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27733594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2781742407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279911580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt280218045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28195143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28226039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28325448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28432062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28518812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28628279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28796989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt288513960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28938450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29068232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291900163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29242614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293132226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt294206681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29526510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29630958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29717652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt298183197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29920363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30017018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30110588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30255681
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30619007
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30930819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31038990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31122593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31215960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31321688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3149297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31519626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31626911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31732301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31837953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31913283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32019664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321301994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32217358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32312813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32411261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32517763
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4283569C102 SONOVA HOLDING-UNSPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4498978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47032095101 AMPHENOL CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,533,642
Liabilities
$0
Net assets
$28,533,642
Revenue
$1,003,137
Expenses
$2,207,474
Net income
-$1,204,337
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