Civic Intelligence

Ione C Davis Trust

990PF • Fiscal year 2022 • EIN 35-6413272

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 11, 2023

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-131%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$48,815

Higher top officer pay than 60% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.1%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,648,060

Down $141,661 (-5.1%) from 2021

Net Assets

Down

$2,648,060

Down $141,661 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$107,835

Down $319,584 (-75%) from 2021

Expenses

Down

$248,674

Down $948 (-0.4%) from 2021

Net Income

Down

-$140,839

Down $318,636 (-179%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2022

Assets$2,648,060
Liabilities$0
Net Assets$2,648,060
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

2022

Revenue$107,835
Expenses$248,674
Net Income-$140,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$48,815-$48,815
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPURDUE UNIVERSITY DIR OF PLANNED GIFTGENERAL OPERATINGPCWEST LAFAYETTE, IN, US$76,668
Paid GrantINDIANA UNIV SCHOOL OF MEDICINE COSCHOLARSHIPSPCINDIANAPOLIS, IN, US$38,334
Paid GrantAMERICAN RED CROSSGENERAL OPERATINGPCWASHINGTON, DC, US$38,334
Paid GrantST VINCENT FRANKFORT HOSP FOUNDGENERAL OPERATINGPCKOKOMO, IN, US$19,167
Paid GrantTHE SALVATION ARMYGENERAL OPERATINGPCHOFFMAN ESTATES, IL, US$19,167
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
2023-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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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/BookValueAmt3035692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3042024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt091324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt279466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt379588J102 SAMPO OYJ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt637940X102 GLOBAL PMTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9172908105 CINTAS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1000724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1102209S103 ALTRIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12025816109 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303755L104 APERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15166764100 CHEVRON CORP NEW
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 MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23620076307 MOTOROLA SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2468389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25693506107 PPG INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26743315103 PROGRESSIVE CORP OH
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3250540R409 LABORATORY CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33518439104 LAUDER ESTEE COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3466987V109 NOVARTIS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3670450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3778012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3881211K100 SEALED AIR CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39872540109 TJX COS INC NEW
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52464287200 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5346637K265 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5449338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55574599106 MASCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57759351604 REINSURANCE GROUP AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58776696106 ROPER INDS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5987166B102 SYNEOS HEALTH INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6089233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61980745103 WOODWARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62G7496G103 RENAISSANCERE HOLDIN
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-CL A
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 PRODS & CHEMS IN
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 PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8016119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8238141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83452308109 ILLINOIS TOOL WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8446120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8658933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8768389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91718172109 PHILIP MORRIS INTERN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,648,060
Liabilities
$0
Net assets
$2,648,060
Revenue
$107,835
Expenses
$248,674
Net income
-$140,839
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