Civic Intelligence

Ione C Davis Trust

EIN 35-6413272 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-131%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$48,815

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,788,990

Up $142,052 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,788,990

Up $142,052 (+5.4%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Up

$357,314

Up $142,571 (+66%) from 2023

Expenses

Up

$215,171

Up $621 (+0.3%) from 2023

Net Income

Up

$142,143

Up $141,950 (+73549%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,987,983Liabilities 2010: $0Net Assets 2010: $2,987,9832010Assets 2011: $2,977,749Liabilities 2011: $0Net Assets 2011: $2,977,7492011Assets 2020: $2,609,711Liabilities 2020: $0Net Assets 2020: $2,609,7112020Assets 2021: $2,789,721Liabilities 2021: $0Net Assets 2021: $2,789,7212021Assets 2022: $2,648,060Liabilities 2022: $0Net Assets 2022: $2,648,0602022Assets 2023: $2,646,938Liabilities 2023: $0Net Assets 2023: $2,646,9382023Assets 2024: $2,788,990Liabilities 2024: $0Net Assets 2024: $2,788,9902024

Highlighted filing

2024

Assets$2,788,990
Liabilities$0
Net Assets$2,788,990
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $174,0002010Expenses 2011: $178,7592011Revenue 2020: $155,958Expenses 2020: $221,216Net Income 2020: -$65,2582020Revenue 2021: $427,419Expenses 2021: $249,622Net Income 2021: $177,7972021Revenue 2022: $107,835Expenses 2022: $248,674Net Income 2022: -$140,8392022Revenue 2023: $214,743Expenses 2023: $214,550Net Income 2023: $1932023Revenue 2024: $357,314Expenses 2024: $215,171Net Income 2024: $142,1432024

Highlighted filing

2024

Revenue$357,314
Expenses$215,171
Net Income$142,143
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,788,990
Liabilities
$0
Net assets
$2,788,990
Revenue
$357,314
Expenses
$215,171
Net income
$142,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.36$0.22$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.21$0.21$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.11$0.25$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.43$0.25$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.22$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$45,263-$45,263
Filing and Contact Details

Filer

Filer Name
Ione C Davis Trust
EIN
35-6413272
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
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 8,556 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/CategoryOrItemTxt379588J102 SAMPO OYJ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt637940X102 GLOBAL PMTS INC
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