Civic Intelligence

Merrill Tr Fund 4655000034

990PF • Fiscal year 2023 • EIN 58-6268195

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-113%

Higher net margin than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$8,997

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 91.9% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$533,325

Down $11,062 (-2.0%) from 2022

Net Assets

Down

$533,325

Down $11,062 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin7th percentile

Revenue

Up

$9,791

Up $9,838 (+20932%) from 2022

Expenses

Down

$20,883

Down $27,101 (-56%) from 2022

Net Income

Up

-$11,092

Up $36,939 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $628,459Liabilities 2011: $02011Assets 2012: $612,840Liabilities 2012: $02012Assets 2013: $631,448Liabilities 2013: $02013Assets 2014: $611,614Liabilities 2014: $02014Assets 2015: $631,000Liabilities 2015: $02015Assets 2019: $590,327Liabilities 2019: $02019Assets 2020: $574,589Liabilities 2020: $0Net Assets 2020: $574,5892020Assets 2021: $592,644Liabilities 2021: $0Net Assets 2021: $592,6442021Assets 2022: $544,387Liabilities 2022: $0Net Assets 2022: $544,3872022Assets 2023: $533,325Liabilities 2023: $0Net Assets 2023: $533,3252023Assets 2024: $542,596Liabilities 2024: $0Net Assets 2024: $542,5962024

Highlighted filing

2023

Assets$533,325
Liabilities$0
Net Assets$533,325
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $48,967Expenses 2011: $40,188Net Income 2011: $8,7792011Revenue 2012: $25,670Expenses 2012: $41,480Net Income 2012: -$15,8102012Revenue 2013: $59,148Expenses 2013: $40,593Net Income 2013: $18,5552013Revenue 2014: $25,281Expenses 2014: $43,412Net Income 2014: -$18,1312014Revenue 2015: $63,894Expenses 2015: $43,065Net Income 2015: $20,8292015Revenue 2019: $24,882Expenses 2019: $36,096Net Income 2019: -$11,2142019Revenue 2020: $25,795Expenses 2020: $41,513Net Income 2020: -$15,7182020Revenue 2021: $65,260Expenses 2021: $47,210Net Income 2021: $18,0502021Revenue 2022: -$47Expenses 2022: $47,984Net Income 2022: -$48,0312022Revenue 2023: $9,791Expenses 2023: $20,883Net Income 2023: -$11,0922023Revenue 2024: $48,009Expenses 2024: $38,653Net Income 2024: $9,3562024

Highlighted filing

2023

Revenue$9,791
Expenses$20,883
Net Income-$11,092
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$8,997-$8,997
Filing and Contact Details

Filer

Filer Name
Merrill Tr Fund 4655000034
EIN
58-6268195
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-04-19
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/EOYFMVAmt5217440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539276
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5720977
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6310788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt651985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt671911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt699441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7035580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7114821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7222316
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018516
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-9131
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0406
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09791
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09791
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07198
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010428
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010428
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018516
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018516
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11092
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0769442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-9131
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011085
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07431

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Filings

Displayed year

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

Open filing
Assets
$533,325
Liabilities
$0
Net assets
$533,325
Revenue
$9,791
Expenses
$20,883
Net income
-$11,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.48$0.39$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.10$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.00$0.48$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.65$0.47$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.26$0.42$0.16
2019Summary only. Only limited summary data is available for this year.$5.90$0.00$0.25$0.36$0.11
2015Summary only. Only limited summary data is available for this year.$6.31$0.00$0.64$0.43$0.21
2014Summary only. Only limited summary data is available for this year.$6.12$0.00$0.25$0.43$0.18
2013Summary only. Only limited summary data is available for this year.$6.31$0.00$0.59$0.41$0.19
2012Summary only. Only limited summary data is available for this year.$6.13$0.00$0.26$0.41$0.16
2011Summary only. Only limited summary data is available for this year.$6.28$0.00$0.49$0.40$0.09