Civic Intelligence

Humbert Rogers Charitable Trust

EIN 37-6311964 • 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

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$14,654

Higher top officer pay than 67% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

49th percentile

1.8%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

70%

Faster revenue growth than 84% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$726,735

Up $12,514 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$726,735

Up $12,514 (+1.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin70th percentile

Revenue

Up

$67,389

Up $27,859 (+70%) from 2023

Expenses

Up

$54,762

Up $704 (+1.3%) from 2023

Net Income

Up

$12,627

Up $27,155 (+187%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2011: $712,580Liabilities 2011: $02011Assets 2012: $743,926Liabilities 2012: $02012Assets 2013: $862,345Liabilities 2013: $02013Assets 2014: $831,885Liabilities 2014: $02014Assets 2015: $802,488Liabilities 2015: $02015Assets 2019: $768,813Liabilities 2019: $02019Assets 2020: $735,473Liabilities 2020: $0Net Assets 2020: $735,4732020Assets 2021: $767,309Liabilities 2021: $0Net Assets 2021: $767,3092021Assets 2022: $729,392Liabilities 2022: $0Net Assets 2022: $729,3922022Assets 2023: $714,221Liabilities 2023: $0Net Assets 2023: $714,2212023Assets 2024: $726,735Liabilities 2024: $0Net Assets 2024: $726,7352024

Highlighted filing

2024

Assets$726,735
Liabilities$0
Net Assets$726,735
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KRevenue 2011: $44,363Expenses 2011: $48,069Net Income 2011: -$3,7062011Revenue 2012: $81,829Expenses 2012: $50,504Net Income 2012: $31,3252012Revenue 2013: $173,066Expenses 2013: $54,742Net Income 2013: $118,3242013Revenue 2014: $59,806Expenses 2014: $90,629Net Income 2014: -$30,8232014Revenue 2015: $32,201Expenses 2015: $60,718Net Income 2015: -$28,5172015Revenue 2019: $41,970Expenses 2019: $47,392Net Income 2019: -$5,4222019Revenue 2020: $22,256Expenses 2020: $55,445Net Income 2020: -$33,1892020Revenue 2021: $88,478Expenses 2021: $56,644Net Income 2021: $31,8342021Revenue 2022: $25,632Expenses 2022: $63,822Net Income 2022: -$38,1902022Revenue 2023: $39,530Expenses 2023: $54,058Net Income 2023: -$14,5282023Revenue 2024: $67,389Expenses 2024: $54,762Net Income 2024: $12,6272024

Highlighted filing

2024

Revenue$67,389
Expenses$54,762
Net Income$12,627
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$726,735
Liabilities
$0
Net assets
$726,735
Revenue
$67,389
Expenses
$54,762
Net income
$12,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.67$0.55$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.00$7.14$0.40$0.54$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.00$7.29$0.26$0.64$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.00$7.67$0.88$0.57$0.32
2020Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.22$0.55$0.33
2019Summary only. Only limited summary data is available for this year.$7.69$0.00$0.42$0.47$0.05
2015Summary only. Only limited summary data is available for this year.$8.02$0.00$0.32$0.61$0.29
2014Summary only. Only limited summary data is available for this year.$8.32$0.00$0.60$0.91$0.31
2013Summary only. Only limited summary data is available for this year.$8.62$0.00$1.73$0.55$1.18
2012Summary only. Only limited summary data is available for this year.$7.44$0.00$0.82$0.51$0.31
2011Summary only. Only limited summary data is available for this year.$7.13$0.00$0.44$0.48$0.04
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 Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$14,152-$14,152
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMURPHYSBORO APPLE FESTIVALGENERAL OPERATINGPCMURPHYSBORO, IL, US$24,000
Paid GrantST JOSEPH MEMORIAL HOSPITALGENERAL OPERATINGPCMURPHYSBORO, IL, US$9,682
Paid GrantSAINT ANDREW ROMAN CATHOLIC ELEMENTARYSCHOLARSHIPSPCMURPHYSBORO, IL, US$5,000
Filing and Contact Details

Filer

Filer Name
Humbert Rogers Charitable Trust
EIN
37-6311964
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 1,475 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/EOYFMVAmt2311926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2417780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2684334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2818566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt292329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3020546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3113236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt336414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt345792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt359954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt363687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3712617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3816923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt393602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt404581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4213251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt434108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4412815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt453532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt465546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt473984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4858598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4922882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt507131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt513714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt523557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5435932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt554073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt565069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5714225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5822225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5910125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6025207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt612398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6212651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt634276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6512719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt673477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt681725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6911620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025253
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042136
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt067389
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067389
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt042136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02830
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt038682
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038682
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025077
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025253
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012627
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0179878
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt055563
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0328
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016080
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-12

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