Civic Intelligence

H B Wetherbee Trust FBO Thrdnateeska Foundation 4655000070

990PF • Fiscal year 2019 • EIN 58-6205494

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 27, 2019

Organization Profile
P O Box 11647Birmingham, 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

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

48th percentile

$14,243

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,662,875

Down $17,413 (-1.0%) from 2018

Net Assets

Down

$1,662,875

Down $17,413 (-1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Down

$86,556

Down $31,234 (-27%) from 2018

Expenses

Down

$103,763

Down $377 (-0.4%) from 2018

Net Income

Down

-$17,207

Down $30,857 (-226%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,612,643Liabilities 2012: $02012Assets 2013: $1,673,884Liabilities 2013: $02013Assets 2014: $1,657,815Liabilities 2014: $02014Assets 2015: $1,718,019Liabilities 2015: $02015Assets 2016: $1,690,861Liabilities 2016: $02016Assets 2017: $1,667,261Liabilities 2017: $0Net Assets 2017: $1,667,2612017Assets 2018: $1,680,288Liabilities 2018: $0Net Assets 2018: $1,680,2882018Assets 2019: $1,662,875Liabilities 2019: $0Net Assets 2019: $1,662,8752019Assets 2020: $1,632,513Liabilities 2020: $0Net Assets 2020: $1,632,5132020Assets 2021: $1,657,988Liabilities 2021: $0Net Assets 2021: $1,657,9882021Assets 2022: $1,662,022Liabilities 2022: $0Net Assets 2022: $1,662,0222022Assets 2023: $1,559,899Liabilities 2023: $0Net Assets 2023: $1,559,8992023Assets 2024: $1,525,546Liabilities 2024: $0Net Assets 2024: $1,525,5462024Assets 2025: $1,523,287Liabilities 2025: $0Net Assets 2025: $1,523,2872025

Highlighted filing

2019

Assets$1,662,875
Liabilities$0
Net Assets$1,662,875
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $71,011Expenses 2012: $101,678Net Income 2012: -$30,6672012Revenue 2013: $161,925Expenses 2013: $101,003Net Income 2013: $60,9222013Revenue 2014: $93,033Expenses 2014: $106,634Net Income 2014: -$13,6012014Revenue 2015: $168,223Expenses 2015: $102,474Net Income 2015: $65,7492015Revenue 2016: $85,403Expenses 2016: $106,070Net Income 2016: -$20,6672016Revenue 2017: $77,926Expenses 2017: $101,813Net Income 2017: -$23,8872017Revenue 2018: $117,790Expenses 2018: $104,140Net Income 2018: $13,6502018Revenue 2019: $86,556Expenses 2019: $103,763Net Income 2019: -$17,2072019Revenue 2020: $71,489Expenses 2020: $101,689Net Income 2020: -$30,2002020Revenue 2021: $128,841Expenses 2021: $103,123Net Income 2021: $25,7182021Revenue 2022: $110,780Expenses 2022: $106,040Net Income 2022: $4,7402022Revenue 2023: $1,551Expenses 2023: $103,512Net Income 2023: -$101,9612023Revenue 2024: $69,706Expenses 2024: $103,089Net Income 2024: -$33,3832024Revenue 2025: $101,595Expenses 2025: $104,624Net Income 2025: -$3,0292025

Highlighted filing

2019

Revenue$86,556
Expenses$103,763
Net Income-$17,207
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 27, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKCo-Trustee-$14,243-$14,243
MICHAEL J WETHERBEECo-Trustee-$0--
HUFF CROXTONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold B Wetherbee Trust Uw for Thronateeska
EIN
58-6205494
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2019-08-27
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/CategoryOrItemTxt2138141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ORACLE CORP 2.625% 15 FEB 2023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2478012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2789236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2891913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3094988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3231410LH54 FN 890452 3% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ADVISERS INVT TR JOHCM INTL SL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34AIR LEASE CORP 2.125% 15 JAN 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35CONTINENTAL RESOURCES INC/OK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36EQUINOR ASA 3.7% 01 MAR 2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FANNIE MAE POOL FN AB1600 3.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38FORD MOTOR CREDIT CO LLC 3.157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39GOLDMAN SACHS GROUP INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40LLOYDS BANKING GROUP PLC SNR P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41PGIM QMA SMALL-CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42PROVINCE OF BRITISH COLUMBIA C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43PULTEGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4598978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4606367THQ6 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4706828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt493140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5031677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5358933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5587236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5692343VDD3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5709247X101 BLACKROCK INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5812572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5917275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt623138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6692532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69008882771 AIM INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7114040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7229476L107 EQUITY RESIDENTIAL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt743138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7531403CZM6 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7631416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7731419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8085771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81912828H52 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8300206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84009158106 AIR PRODUCTS AND CHE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8502079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt893138E2MD4 FNMA POOL AJ9355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt903138ENEK1 FN AL5537 4.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9131419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93437076102 HOME DEPOT INC USD 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95461202103 INTUIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9661761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99867914103 SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10092939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10100770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1020258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10304314H600 ARTISAN FDS INC MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104192446102 COGNIZANT TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10526078JAB6 DOWDUPONT INC 4.205%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1073132XCR64 FG G67709 3.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10831410FYE9 FNMA POOL 0888209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10931416WX64 FNMA POOL 0AB160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111339128100 JP MORGAN MID CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112458140AJ9 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113744320102 PRUDENTIAL FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11479466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115875921306 TARGET PORTFOLIO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11689233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1179128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118912828J27 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12092826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12110373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12220030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12430231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1293138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303138WPJG0 FNMA POOL # AT2062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1313138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13231413HU71 FN 946206 6% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13331418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13446625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13668389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137697435105 PALO ALTO NETWORKS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138912828PC8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14092343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14202079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1453138A8RD0 FNMA POOL 0AH678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1463138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147445658107 HUNT JB TRANS SVCS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14974432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15192647Q405 VICTORY RS SM CAP GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15204314H592 ARTISAN DEVELOPING W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1533128MJPS3 FG G08432 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543128PRV48 FG J12435 4% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553138ENSV2 FNMA POOL # AL5931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563138LUTA3 FNMA POOL AO4144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15731402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159464287739 ISHARES TR DJ US REA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16160871RAC4 MOLSON COORS BREWING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16267066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164912828WZ9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167FANNIE MAE POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168HSBC HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169IBM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170PHILIP MORRIS INTERNATIONAL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,662,875
Liabilities
$0
Net assets
$1,662,875
Revenue
$86,556
Expenses
$103,763
Net income
-$17,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.10$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.11$0.11$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.13$0.10$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.12$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.08$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$1.69$0.00$0.09$0.11$0.02
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.17$0.10$0.07
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.09$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.16$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.07$0.10$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits