Civic Intelligence

E Milner Trust UW (Pre-1969 Charitable

990PF • Fiscal year 2018 • EIN 35-6013632

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 27, 2019

Regions Bank Trust Dept P O Box 1Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-79%

Higher net margin than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$12,085

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 41.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.8%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Assets

Down

$657,699

Down $38,549 (-5.5%) from 2016

Net Assets

Down

$657,699

Down $38,549 (-5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$29,458

Up $19,412 (+193%) from 2016

Expenses

Down

$52,849

Down $4,347 (-7.6%) from 2016

Net Income

Up

-$23,391

Up $23,759 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $696,248Liabilities 2016: $0Net Assets 2016: $696,2482016Assets 2018: $657,699Liabilities 2018: $0Net Assets 2018: $657,6992018Assets 2019: $639,071Liabilities 2019: $0Net Assets 2019: $639,0712019Assets 2020: $617,571Liabilities 2020: $0Net Assets 2020: $617,5712020Assets 2021: $634,157Liabilities 2021: $0Net Assets 2021: $634,1572021Assets 2022: $599,276Liabilities 2022: $0Net Assets 2022: $599,2762022Assets 2023: $586,876Liabilities 2023: $0Net Assets 2023: $586,8762023Assets 2024: $616,819Liabilities 2024: $0Net Assets 2024: $616,8192024

Highlighted filing

2018

Assets$657,699
Liabilities$0
Net Assets$657,699

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $10,046Expenses 2016: $57,196Net Income 2016: -$47,1502016Revenue 2018: $29,458Expenses 2018: $52,849Net Income 2018: -$23,3912018Revenue 2019: $33,443Expenses 2019: $52,152Net Income 2019: -$18,7092019Revenue 2020: $34,211Expenses 2020: $55,681Net Income 2020: -$21,4702020Revenue 2021: $78,992Expenses 2021: $62,279Net Income 2021: $16,7132021Revenue 2022: $22,970Expenses 2022: $55,676Net Income 2022: -$32,7062022Revenue 2023: $39,576Expenses 2023: $53,497Net Income 2023: -$13,9212023Revenue 2024: $83,193Expenses 2024: $53,270Net Income 2024: $29,9232024

Highlighted filing

2018

Revenue$29,458
Expenses$52,849
Net Income-$23,391
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 27, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$12,085-$12,085
Filing and Contact Details

Filer

Filer Name
E Milner Trust Uw (pre-1969 Charitable
EIN
35-6013632
Phone
2054207753
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2019-08-27
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/BookValueAmt1381511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1391018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1411356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABN AMRO GROUP NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ADVISERS INVT TR JOHCM INTL SL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ALIBABA GROUP HOLDING LTD SPON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AQR MANAGED FUTURES STRATEGY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ASTRAZENECA ADR EACH REP 1 ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BRIGHTHOUSE FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BWX TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CALAMOS MARKET NEUTRAL INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CCH I LLC - CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CIE GENERALE DES ETABLISSEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CONVATEC GROUP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DBS GROUP HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DEUTSCHE POST AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DRIEHAUS ACTIVE INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15EDWARDS LIFESCIENCES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FERGUSON PLC SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18HP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES CORE S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22JOHNSON CONTROLS INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23KAO CORP SPONS ADR EACH REPR 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26NIELSEN HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27NORDEA BANK AB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28NOVO NORDISK A/S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29PHILIPS ELECTRONICS(KONINKLIJK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30POTASH CORP OF SASKATCHEWAN IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31RELX PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SAFRAN SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33SWAN DEFINED RISK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34TAPESTRY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35THERMO FISHER SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36TJX COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37TOKYO ELECTRON LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39WILLIAM BLAIR MACRO ALLOCATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41372303206 GENMAB A/S -SP ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42500472303 KONINKLIJKE PHILIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4355261F104 M & T BK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45880208400 TEMPLETON GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49285512109 ELECTRONIC ARTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50339041105 FLEETCOR TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5134959J108 FORTIVE CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5259410T106 MICHELIN (CGDE)-UNSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5367077M108 NUTRIEN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54759530108 RELX PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5583569C102 SONOVA HOLDING-UNSPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5725746U109 DOMINION RES INC VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62783513203 RYANAIR HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6387612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6491913Y100 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6698978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67G0408V102 AON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6801609W102 ALIBABA GROUP HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6902079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70046353108 ASTRAZENECA PLC SPON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71055622104 BP P L C SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72088606108 BHP BILLITON LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7320825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75369604103 GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76521865204 LEAR CORP W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77617446448 MORGAN STANLEY DEAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78775109200 ROGERS COMMUNICATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7978392U105 RVOHIN KEIKAKU CO -U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8079466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81803054204 SAP AKTIENGESELLSCHA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86977874205 WOLTERS KLUWER N V S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90032095101 AMPHENOL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9105561Q201 BOK FINL CORP COM NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92156700106 CENTURYTEL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93172908105 CINTAS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9420030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9545672B305 INFORMA PLC-SP ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9646120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98494368103 KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9966987V109 NOVARTIS AG SPNSRD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10178410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10279588J102 SAMPO OYJ-A SHS-UNSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103876030107 TAPESTRY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10492343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10703524A108 ANHEUSER BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108045055100 ASHTEAD GROUP PLC-UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109054937107 BB&T CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11109857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11211282X103 BROOKFIELD PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113231021106 CUMMINS ENGINE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114234062206 DAIWA HOUSE IND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115962166104 WEYERHAEUSER CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116001317205 AIA GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117045387107 ASSA ABLOY AB - UNSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11805605H100 BWX TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119136375102 CANADIAN NATL RY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12206828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12317275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12422160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12628176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12729446M102 EQUINOR ASA-SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128316146109 FIDELITY INV GRADE B

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