Civic Intelligence

Andrew Shugart Charitable Trust

EIN 31-6637982 • Birmingham, AL

801 Woodland VillageBirmingham, AL 35216
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

3.4%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$79,808

Up $2,630 (+3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$79,808

Up $2,630 (+3.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin82nd percentile

Revenue

Up

$8,279

Up $3,752 (+83%) from 2023

Expenses

Down

$5,649

Down $191 (-3.3%) from 2023

Net Income

Up

$2,630

Up $3,943 (+300%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2019: $67,239Liabilities 2019: $0Net Assets 2019: $67,2392019Assets 2020: $68,089Liabilities 2020: $0Net Assets 2020: $68,0892020Assets 2021: $73,013Liabilities 2021: $0Net Assets 2021: $73,0132021Assets 2022: $78,491Liabilities 2022: $0Net Assets 2022: $78,4912022Assets 2023: $77,178Liabilities 2023: $0Net Assets 2023: $77,1782023Assets 2024: $79,808Liabilities 2024: $0Net Assets 2024: $79,8082024

Highlighted filing

2024

Assets$79,808
Liabilities$0
Net Assets$79,808
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2019: $3,570Expenses 2019: $4,141Net Income 2019: -$5712019Revenue 2020: $5,163Expenses 2020: $4,313Net Income 2020: $8502020Revenue 2021: $10,120Expenses 2021: $5,196Net Income 2021: $4,9242021Revenue 2022: $11,462Expenses 2022: $5,984Net Income 2022: $5,4782022Revenue 2023: $4,527Expenses 2023: $5,840Net Income 2023: -$1,3132023Revenue 2024: $8,279Expenses 2024: $5,649Net Income 2024: $2,6302024

Highlighted filing

2024

Revenue$8,279
Expenses$5,649
Net Income$2,630
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$79,808
Liabilities
$0
Net assets
$79,808
Revenue
$8,279
Expenses
$5,649
Net income
$2,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$8.28$5.65$2.63
2023Detailed filing. Detailed filing data is available for this year.$77.2$0.00$77.2$4.53$5.84$1.31
2022Detailed filing. Detailed filing data is available for this year.$78.5$0.00$78.5$11.5$5.98$5.48
2021Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$10.1$5.20$4.92
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$5.16$4.31$0.85
2019Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$3.57$4.14$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBIE JOYCE SANDERSTrustee-$0--
JAMES GIBSON ROGERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andrew Shugart Charitable Trust
EIN
31-6637982
Phone
2052491430
Address
801 WOODLAND VILLAGE, BIRMINGHAM, AL 35216

Signing Officer

Name
Bobbie Joyce Sanders
Title
Trustee
Phone
2052491430
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Till Hester Eyer & Brown Pc
Address
2700 HIGHWAY 280 E SUITE 400, BIRMINGHAM, AL 35223
Preparer
Michael W Morman
Phone
2058719855
Raw XML Appendix268 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt077178
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELITY INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt079808
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0136307
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBIE JOYCE SANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052491430
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW SHUGART CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0316637982
ReturnHeader/Filer/PhoneNum02052491430
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 WOODLAND VILLAGE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630936973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TILL HESTER EYER & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 HIGHWAY 280 E SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035223
ReturnHeader/PreparerPersonGrp/PhoneNum02058719855
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W MORMAN
ReturnHeader/ReturnTs02025-05-08T12:52:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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