Civic Intelligence

William a Burton Charitable Trust

990PF • Fiscal year 2024 • EIN 27-6471989

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 28, 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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-38%

Higher net margin than 14% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$8,152

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

12%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$437,970

Down $8,913 (-2.0%) from 2023

Net Assets

Down

$437,970

Down $8,913 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin14th percentile

Revenue

Up

$23,067

Up $2,394 (+12%) from 2023

Expenses

Down

$31,842

Down $271 (-0.8%) from 2023

Net Income

Up

-$8,775

Up $2,665 (+23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2020: $455,535Liabilities 2020: $0Net Assets 2020: $455,5352020Assets 2021: $468,435Liabilities 2021: $0Net Assets 2021: $468,4352021Assets 2022: $458,436Liabilities 2022: $0Net Assets 2022: $458,4362022Assets 2023: $446,883Liabilities 2023: $0Net Assets 2023: $446,8832023Assets 2024: $437,970Liabilities 2024: $0Net Assets 2024: $437,9702024

Highlighted filing

2024

Assets$437,970
Liabilities$0
Net Assets$437,970
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $34,970Expenses 2020: $36,496Net Income 2020: -$1,5262020Revenue 2021: $49,900Expenses 2021: $37,066Net Income 2021: $12,8342021Revenue 2022: $27,296Expenses 2022: $37,222Net Income 2022: -$9,9262022Revenue 2023: $20,673Expenses 2023: $32,113Net Income 2023: -$11,4402023Revenue 2024: $23,067Expenses 2024: $31,842Net Income 2024: -$8,7752024

Highlighted filing

2024

Revenue$23,067
Expenses$31,842
Net Income-$8,775
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$8,152-$8,152
Filing and Contact Details

Filer

Filer Name
William a Burton Charitable Trust
EIN
27-6471989
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-28
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt331593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt343982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt361438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt401194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4213429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt435404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt448800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4623159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4814181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5031063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5111770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5220251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt579110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt581266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt591974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt601366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt641896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt659849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt661361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt67728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt684417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt698864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt015309
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07758
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023067
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07758
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01630
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06522
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022305
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022305
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015309
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt066578
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07758
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016285
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$437,970
Liabilities
$0
Net assets
$437,970
Revenue
$23,067
Expenses
$31,842
Net income
-$8,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.23$0.32$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.27$0.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.50$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.35$0.36$0.02