Civic Intelligence

Louise B Dismukes Charitable Trust

990PF • Fiscal year 2020 • EIN 31-1691254

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
C/O Regions Bank Trust Dept PO BoxBirmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$22,506

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,443,376

Up $203,842 (+9.1%) from 2011

Net Assets

Up

$2,443,376

Up $203,842 (+9.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

$102,249

No earlier filing loaded for comparison.

Expenses

Up

$165,770

Up $23,316 (+16%) from 2011

Net Income

-$63,521

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,239,534Liabilities 2011: $0Net Assets 2011: $2,239,5342011Assets 2020: $2,443,376Liabilities 2020: $0Net Assets 2020: $2,443,3762020Assets 2021: $2,474,772Liabilities 2021: $0Net Assets 2021: $2,474,7722021Assets 2022: $2,437,783Liabilities 2022: $0Net Assets 2022: $2,437,7832022Assets 2023: $2,362,060Liabilities 2023: $0Net Assets 2023: $2,362,0602023Assets 2024: $2,383,685Liabilities 2024: $0Net Assets 2024: $2,383,6852024

Highlighted filing

2020

Assets$2,443,376
Liabilities$0
Net Assets$2,443,376
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $142,4542011Revenue 2020: $102,249Expenses 2020: $165,770Net Income 2020: -$63,5212020Revenue 2021: $200,215Expenses 2021: $168,606Net Income 2021: $31,6092021Revenue 2022: $153,091Expenses 2022: $188,899Net Income 2022: -$35,8082022Revenue 2023: $104,367Expenses 2023: $178,775Net Income 2023: -$74,4082023Revenue 2024: $188,219Expenses 2024: $165,617Net Income 2024: $22,6022024

Highlighted filing

2020

Revenue$102,249
Expenses$165,770
Net Income-$63,521
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$22,506-$22,506
Filing and Contact Details

Filer

Filer Name
Louise B Dismukes Charitable Trust
EIN
31-1691254
Phone
2058203141
Address
C/O REGIONS BANK TRUST DEPT PO BOX, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4831419AM46 FN AE0378 5.5% 01 MA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54759351604 REINSURANCE GROUP OF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt590258M0DX4 AMERICAN EXPRESS CRE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt643128M7KV7 FG G05408 5% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500203H859 AQR MANAGED FUTURES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91101121101 BOSTON PROPERTIES IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93128119880 CALAMOS MARKET NEUTR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10131412LQ94 FN 928480 6% 01 JUL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105921943809 VANGUARD DEVELOPED M
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,443,376
Liabilities
$0
Net assets
$2,443,376
Revenue
$102,249
Expenses
$165,770
Net income
-$63,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.19$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.10$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.15$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.20$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.17$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.14