Civic Intelligence

Ione C Davis Trust

990PF • Fiscal year 2023 • EIN 35-6413272

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 09, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

43rd percentile

0.1%

Higher net margin than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$48,844

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

99%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,646,938

Down $1,122 (-0.0%) from 2022

Net Assets

Down

$2,646,938

Down $1,122 (-0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin43rd percentile

Revenue

Up

$214,743

Up $106,908 (+99%) from 2022

Expenses

Down

$214,550

Down $34,124 (-14%) from 2022

Net Income

Up

$193

Up $141,032 (+100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$2,646,938
Liabilities$0
Net Assets$2,646,938
Open 2023 Filing

Operations Trend

Revenue Growth89th 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

2023

Revenue$214,743
Expenses$214,550
Net Income$193
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$48,844-$48,844
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
2024-04-09
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
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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/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
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97858912108 STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98860630102 STIFEL FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100927320101 VINCI SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102977874205 WOLTERS KLUWER N V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1043138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1050258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107231021106 CUMMINS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10825470M109 DISH NETWORK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109260003108 DOVER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110277432100 EASTMAN CHEM CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1113128PSZA8 FG J13437 3.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112037833DC1 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113099724106 BORG WARNER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114127055101 CABOT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115136375102 CANADIAN NATIONAL RA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11620030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117234062206 DAIWA HOUSE IND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120064058100 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12106416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12206828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123126408103 CSX CORP

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,646,938
Liabilities
$0
Net assets
$2,646,938
Revenue
$214,743
Expenses
$214,550
Net income
$193
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