Civic Intelligence

Pauline Hurd Nearing and C Turner Nearing

990PF • Fiscal year 2019 • EIN 37-1216723

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 19, 2020

Organization Profile
Regions Bank Trust Dept PO Box 1164Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-83%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$45,996

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.7%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,983,492

Down $140,147 (-2.7%) from 2018

Net Assets

Down

$4,983,492

Down $140,147 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$169,900

Down $3,673,529 (-96%) from 2018

Expenses

Down

$310,223

Down $234,465 (-43%) from 2018

Net Income

Down

-$140,323

Down $3,439,064 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,658,197Liabilities 2010: $0Net Assets 2010: $1,658,1972010Assets 2012: $2,441,962Liabilities 2012: $0Net Assets 2012: $2,441,9622012Assets 2013: $2,439,650Liabilities 2013: $0Net Assets 2013: $2,439,6502013Assets 2016: $1,974,352Liabilities 2016: $0Net Assets 2016: $1,974,3522016Assets 2017: $1,826,502Liabilities 2017: $0Net Assets 2017: $1,826,5022017Assets 2018: $5,123,639Liabilities 2018: $0Net Assets 2018: $5,123,6392018Assets 2019: $4,983,492Liabilities 2019: $0Net Assets 2019: $4,983,4922019Assets 2020: $4,898,337Liabilities 2020: $0Net Assets 2020: $4,898,3372020Assets 2021: $4,971,414Liabilities 2021: $0Net Assets 2021: $4,971,4142021Assets 2022: $4,789,890Liabilities 2022: $0Net Assets 2022: $4,789,8902022Assets 2023: $4,682,236Liabilities 2023: $0Net Assets 2023: $4,682,2362023Assets 2024: $4,615,256Liabilities 2024: $0Net Assets 2024: $4,615,2562024

Highlighted filing

2019

Assets$4,983,492
Liabilities$0
Net Assets$4,983,492
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $171,4842010Expenses 2012: $300,4372012Revenue 2013: $285,856Expenses 2013: $285,992Net Income 2013: -$1362013Revenue 2016: $117,796Expenses 2016: $343,102Net Income 2016: -$225,3062016Revenue 2017: $206,767Expenses 2017: $380,247Net Income 2017: -$173,4802017Revenue 2018: $3,843,429Expenses 2018: $544,688Net Income 2018: $3,298,7412018Revenue 2019: $169,900Expenses 2019: $310,223Net Income 2019: -$140,3232019Revenue 2020: $188,197Expenses 2020: $274,106Net Income 2020: -$85,9092020Revenue 2021: $365,449Expenses 2021: $291,732Net Income 2021: $73,7172021Revenue 2022: $146,569Expenses 2022: $327,322Net Income 2022: -$180,7532022Revenue 2023: $179,206Expenses 2023: $286,381Net Income 2023: -$107,1752023Revenue 2024: $214,176Expenses 2024: $281,487Net Income 2024: -$67,3112024

Highlighted filing

2019

Revenue$169,900
Expenses$310,223
Net Income-$140,323
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 19, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$45,996-$45,996
Filing and Contact Details

Filer

Filer Name
Nearing Charitable Trust
EIN
37-1216723
Phone
2054207753
Address
REGIONS BANK TRUST DEPT PO BOX 1164, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhouseccopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 4,169 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/CategoryOrItemTxt12678012KKU0 ROYAL BANK OF CANADA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133858912108 STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134872540109 TJX COS INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135912828J27 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13600912X302 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137212015101 CONTINENTAL RESOURCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139277432100 EASTMAN CHEMICAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403128MJL24 FHLMC POOL G0-8344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413128MJU81 FHLMC GOLD G08606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423128MJUS7 FG G08592 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1433128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1443128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14531335ALX4 FG G60342 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1463138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1473138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1483138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149231021106 CUMMINS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150260003108 DOVER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151262028855 DRIEHAUS ACTIVE INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152278768106 ECHOSTAR HLDG CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1533128MCWR2 FHLMC GOLD G14056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154G8060N102 SENSATA TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15583088M102 SKYWORKS SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15603064D108 AMERICOLD REALTY TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15731635T807 FIDELITY ADV INV GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158038222105 APPLIED MATERIALS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16004314H592 ARTISAN DEVELOPING W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161543488845 LOOMIS SAYLES GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16374440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16448121L114 JPMORGAN STRAT INC O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165ROUNDING
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74149809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75203333
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0123006

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,983,492
Liabilities
$0
Net assets
$4,983,492
Revenue
$169,900
Expenses
$310,223
Net income
-$140,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.21$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.18$0.29$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.15$0.33$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.37$0.29$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.19$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.17$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$3.84$0.54$3.30
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.12$0.34$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.29$0.29$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.30
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.17