Civic Intelligence

Sturgis Charitable Trust 6555000016

990PF • Fiscal year 2024 • EIN 20-6618761

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

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.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$338,960

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

20th percentile

-2.1%

Faster asset growth than 20% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

60%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$27,935,774

Down $597,868 (-2.1%) from 2023

Net Assets

Down

$27,935,774

Down $597,868 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin9th percentile

Revenue

Up

$1,600,743

Up $597,606 (+60%) from 2023

Expenses

Down

$2,200,049

Down $7,425 (-0.3%) from 2023

Net Income

Up

-$599,306

Up $605,031 (+50%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2024

Assets$27,935,774
Liabilities$0
Net Assets$27,935,774
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$1,600,743
Expenses$2,200,049
Net Income-$599,306
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrusteePT$338,960-$338,960
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
2025-05-13
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 16,355 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/BookValueAmt26254030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26317526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26419664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265342812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26625878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26712635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt268359137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269897842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27035813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27157694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27275013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt273460097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27441926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27540499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27658754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27755733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27830362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27916370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28076940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28141882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28240813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28333831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28425025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28534067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt286239760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28758905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28837533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28976042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29025565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29125523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29276752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29350736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29432189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29513951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29636118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29767590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29863539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt299460097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30022685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30151616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30268870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30348155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30461861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30520462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30631351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30717517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30830298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30938272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31022996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31131101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31226623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31317202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31433379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31562227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31639449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317519442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31837896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31976342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320154654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321346213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt322445964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32332358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32451441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32541397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32618602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32760706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32849160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32945659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33031989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33132166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33225834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33321033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt046625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1485537401 KAO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2500458401 KOMATSU LTD NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt365558R109 NORDEA BK 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,935,774
Liabilities
$0
Net assets
$27,935,774
Revenue
$1,600,743
Expenses
$2,200,049
Net income
-$599,306
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