Civic Intelligence

Arthur E & Roberta M Yates Charitable Foundation Tr

990PF • Fiscal year 2019 • EIN 58-6350586

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 21, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$66,278

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Flat

$8,904,718

Flat from 2019

Net Assets

$8,904,718

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Flat

$952,824

Flat from 2019

Expenses

Flat

$529,857

Flat from 2019

Net Income

Flat

$422,967

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $5,114,933Liabilities 2011: $02011Assets 2012: $5,383,931Liabilities 2012: $02012Assets 2013: $5,312,509Liabilities 2013: $02013Assets 2014: $5,398,702Liabilities 2014: $02014Assets 2015: $5,240,381Liabilities 2015: $02015Assets 2019: $8,904,718Liabilities 2019: $0Net Assets 2019: $8,904,7182019Assets 2019: $8,904,718Liabilities 2019: $12019Assets 2020: $8,718,637Liabilities 2020: $0Net Assets 2020: $8,718,6372020Assets 2021: $8,782,038Liabilities 2021: $0Net Assets 2021: $8,782,0382021Assets 2022: $8,419,785Liabilities 2022: $0Net Assets 2022: $8,419,7852022Assets 2023: $8,202,607Liabilities 2023: $12023Assets 2024: $8,089,315Liabilities 2024: $0Net Assets 2024: $8,089,3152024

Highlighted filing

2019

Assets$8,904,718
Liabilities$0
Net Assets$8,904,718
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $262,202Expenses 2011: $208,681Net Income 2011: $53,5212011Revenue 2012: $315,196Expenses 2012: $47,048Net Income 2012: $268,1482012Revenue 2013: $296,601Expenses 2013: $375,777Net Income 2013: -$79,1762013Revenue 2014: $559,045Expenses 2014: $455,539Net Income 2014: $103,5062014Revenue 2015: $258,981Expenses 2015: $402,279Net Income 2015: -$143,2982015Revenue 2019: $952,824Expenses 2019: $529,857Net Income 2019: $422,9672019Revenue 2019: $952,824Expenses 2019: $529,857Net Income 2019: $422,9672019Revenue 2020: $321,263Expenses 2020: $511,101Net Income 2020: -$189,8382020Revenue 2021: $596,761Expenses 2021: $534,222Net Income 2021: $62,5392021Revenue 2022: $192,953Expenses 2022: $555,596Net Income 2022: -$362,6432022Revenue 2023: $283,290Expenses 2023: $497,229Net Income 2023: -$213,9392023Revenue 2024: $368,294Expenses 2024: $478,596Net Income 2024: -$110,3022024

Highlighted filing

2019

Revenue$952,824
Expenses$529,857
Net Income$422,967
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$66,278-$66,278
JOSEPH DANATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Arthur E & Roberta M Yates Charitable
EIN
58-6350586
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhouseccopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt873138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883138WGAM6 FN AS6311 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931414DZQ2 FNMA POOL 963451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9031416WX64 FNMA POOL 0AB160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9446625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96532457108 ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt980258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9909247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10010373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101110122108 BRISTOL-MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10214040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10426078JAB6 DOWDUPONT INC 4.205%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10530231GBE1 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106312943WG4 FG A95147 4% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1073132L6CX7 FG V80986 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10831335BXK7 FG G61582 4% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1093140J6GR2 FN BM2007 4% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11306416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11420825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1153128MMQY2 FG G18470 2.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116312938VU4 FG A90627 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11731335ACR7 FHLMC POOL #G6-008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1183138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11931407JDQ2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12031410FSJ5 FNMA POOL 088802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12131416BTW8 FNMA POOL 995265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12231419AG35 FNMA POOL AE0217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12331419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125464287309 ISHARES S& P 500 GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12658933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12759156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12874440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13089236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13100914AAB8 AIR LEASE CORP 3.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1333128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1343128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13531368HNM1 FN 190396 4.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1363138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1383138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13994988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14025746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14129476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1433128PW6Q6 FG J17179 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1443138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14531402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14631403C6L0 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1473140FRH57 FN BE5651 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1483140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1493140X4H25 FN FM1148 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15031677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15365339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15474432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15517275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161942622200 WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162G491BT108 INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16302665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16504314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166189054109 CLOROX CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1673128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1683128M7NZ5 FG G05508 5% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1693138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1703140X4LV6 FN FM1239 3.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt237848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt336200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt435001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt538274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt639365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7225244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt875551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt937290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1038784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1135177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1217635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1334151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1450032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1613457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1769990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1839096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1912241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22233645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2339849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2427621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2520487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2638322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2732074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28258182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2932023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3017631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3135744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3238242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3336287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34219822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3536580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3644972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3739001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3838456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39512578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4058317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt427164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4317289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44354208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4535294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4635646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4719777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4819738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4938358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5040832

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
$8,904,718
Liabilities
$0
Net assets
$8,904,718
Revenue
$952,824
Expenses
$529,857
Net income
$422,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.37$0.48$0.11
2023Summary only. Only limited summary data is available for this year.$8.20$0.00$0.28$0.50$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$0.19$0.56$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.00$8.78$0.60$0.53$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.00$8.72$0.32$0.51$0.19
2019Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.95$0.53$0.42
2019Summary only. Only limited summary data is available for this year.$8.90$0.00$0.95$0.53$0.42
2015Summary only. Only limited summary data is available for this year.$5.24$0.00$0.26$0.40$0.14
2014Summary only. Only limited summary data is available for this year.$5.40$0.00$0.56$0.46$0.10
2013Summary only. Only limited summary data is available for this year.$5.31$0.00$0.30$0.38$0.08
2012Summary only. Only limited summary data is available for this year.$5.38$0.00$0.32$0.05$0.27
2011Summary only. Only limited summary data is available for this year.$5.11$0.00$0.26$0.21$0.05