Civic Intelligence

Ione C Davis Trust

990PF • Fiscal year 2020 • EIN 35-6413272

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

Organization Profile
Regions Bank Trust Dept P O Box 1Birmingham, 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

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

57th percentile

$36,358

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 23.3% 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

Down

$2,609,711

Down $368,038 (-12%) from 2011

Net Assets

Down

$2,609,711

Down $368,038 (-12%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

$155,958

No earlier filing loaded for comparison.

Expenses

Up

$221,216

Up $42,457 (+24%) from 2011

Net Income

-$65,258

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 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

2020

Assets$2,609,711
Liabilities$0
Net Assets$2,609,711
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$155,958
Expenses$221,216
Net Income-$65,258
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 Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$36,358-$36,358
Filing and Contact Details

Filer

Filer Name
Ione C Davis Trust
EIN
35-6413272
Phone
2058203141
Address
REGIONS BANK TRUST DEPT P O BOX 1, 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/CategoryOrItemTxt14052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163128MJL24 FHLMC POOL G0-8344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1831419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19372303206 GENMAB A/S -SP ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21500458401 KOMATSU LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22573284106 MARTIN MARIETTA MATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23620076307 MOTOROLA SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2468389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25693506107 PPG INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26743315103 PROGRESSIVE CORP/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27759530108 RELX PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2878392U105 RYOHIN KEIKAKU CO LT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29824348106 SHERWIN-WILLIAMS CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31461202103 INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3250540R409 LABORATORY CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33518439104 ESTEE LAUDER COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3466987V109 NOVARTIS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35695156109 PACKAGING CORP OF AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3670450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3778012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3881211K100 SEALED AIR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39872540109 TJX COS INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40904767704 UNILEVER PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt419128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42912828PC8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43244199105 DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt443128MCWR2 FHLMC GOLD G14056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4531416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4620449X401 COMPASS GROUP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt473138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4831419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4934959J108 FORTIVE CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52464287200 ISHARES CORE S& P 50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5346637K265 JPMORGAN HEDGED EQUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5449338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55574599106 MASCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57759351604 REINSURANCE GROUP OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58776696106 ROPER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5987166B102 SYNEOS HEALTH INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6089233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61980745103 WOODWARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62G7496G103 RENAISSANCERE HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64912828WZ9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6592826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6692852T201 VIVENDI SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6792939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68983919101 XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70001317205 AIA GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7101741R102 ALLEGHENY TECHNOLOGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7203073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7303524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74009158106 AIR PRODUCTS & CHEMI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75012653101 ALBEMARLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7603027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77097023AZ8 BOEING CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7809857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79101121101 BOSTON PROPERTIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8016119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8238141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8446120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8658933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8768389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90438516106 HONEYWELL INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9274435K204 PRUDENTIAL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93756568101 RED ELECTRICA CORP S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94783513203 RYANAIR HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9578410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96786584102 SAFRAN SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97858912108 STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98860630102 STIFEL FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100927320101 VINCI SA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,609,711
Liabilities
$0
Net assets
$2,609,711
Revenue
$155,958
Expenses
$221,216
Net income
-$65,258
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
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