Civic Intelligence

Herbert & Edith Carlson Char Fdn Tua

EIN 59-7109120 • 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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-75%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$32,643

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

27th percentile

-2.9%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,634,228

Up $7,540 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,634,228

Up $7,540 (+0.3%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin8th percentile

Revenue

Up

$184,836

Up $80,037 (+76%) from 2023

Expenses

Down

$177,017

Down $6,392 (-3.5%) from 2023

Net Income

Up

$7,819

Up $86,429 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,392,706Liabilities 2011: $0Net Assets 2011: $2,392,7062011Assets 2012: $2,327,668Liabilities 2012: $02012Assets 2013: $2,514,313Liabilities 2013: $02013Assets 2014: $2,548,037Liabilities 2014: $02014Assets 2015: $2,610,625Liabilities 2015: $02015Assets 2016: $2,573,009Liabilities 2016: $0Net Assets 2016: $2,573,0092016Assets 2017: $2,582,448Liabilities 2017: $0Net Assets 2017: $2,582,4482017Assets 2018: $2,598,532Liabilities 2018: $0Net Assets 2018: $2,598,5322018Assets 2019: $2,565,145Liabilities 2019: $0Net Assets 2019: $2,565,1452019Assets 2020: $2,588,790Liabilities 2020: $0Net Assets 2020: $2,588,7902020Assets 2021: $2,811,114Liabilities 2021: $0Net Assets 2021: $2,811,1142021Assets 2022: $2,706,418Liabilities 2022: $0Net Assets 2022: $2,706,4182022Assets 2023: $2,626,688Liabilities 2023: $0Net Assets 2023: $2,626,6882023Assets 2024: $2,634,228Liabilities 2024: $0Net Assets 2024: $2,634,2282024

Highlighted filing

2024

Assets$2,634,228
Liabilities$0
Net Assets$2,634,228
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $152,9432011Revenue 2012: $94,718Expenses 2012: $160,139Net Income 2012: -$65,4212012Revenue 2013: $346,894Expenses 2013: $160,259Net Income 2013: $186,6352013Revenue 2014: $211,144Expenses 2014: $175,021Net Income 2014: $36,1232014Revenue 2015: $244,748Expenses 2015: $178,541Net Income 2015: $66,2072015Revenue 2016: $138,015Expenses 2016: $175,638Net Income 2016: -$37,6232016Revenue 2017: $181,938Expenses 2017: $168,786Net Income 2017: $13,1522017Revenue 2018: $194,814Expenses 2018: $177,619Net Income 2018: $17,1952018Revenue 2019: $140,680Expenses 2019: $174,306Net Income 2019: -$33,6262019Revenue 2020: $200,196Expenses 2020: $176,045Net Income 2020: $24,1512020Revenue 2021: $411,289Expenses 2021: $189,336Net Income 2021: $221,9532021Revenue 2022: $168,294Expenses 2022: $272,583Net Income 2022: -$104,2892022Revenue 2023: $104,799Expenses 2023: $183,409Net Income 2023: -$78,6102023Revenue 2024: $184,836Expenses 2024: $177,017Net Income 2024: $7,8192024

Highlighted filing

2024

Revenue$184,836
Expenses$177,017
Net Income$7,819
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,634,228
Liabilities
$0
Net assets
$2,634,228
Revenue
$184,836
Expenses
$177,017
Net income
$7,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.18$0.18$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.41$0.19$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.19$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.18$0.04
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$0.24$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.21$0.18$0.04
2013Summary only. Only limited summary data is available for this year.$2.51$0.00$0.35$0.16$0.19
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.09$0.16$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$33,108-$33,108
Filing and Contact Details

Filer

Filer Name
Herbert & Edith Carlson Char Fdn Tua
EIN
59-7109120
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-09
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 8,741 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/CategoryOrItemTxt23138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt331408HSS5 FN 852029 6% 01 JAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt431416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt861761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1074432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1189233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1292826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1392939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500206RCP5 AT&T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18192446102 COGNIZANT TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1926875P101 EOG RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2030231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2398978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2400770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt250258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2609062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2714040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt283138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt293138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3031402DDB3 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt313140J76U4 FN BM3582 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3231410GJW4 FNMA POOL 888677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3331416BTW8 FNMA POOL 995265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3431418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3531677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3659022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38744320102 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41921937702 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4789236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4991324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5100203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54128119880 CALAMOS INVT TR NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5517275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5631418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57438516106 HONEYWELL INTL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59464287804 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60532457108 LILLY ELI & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85369622SM8 GENERAL ELEC CAP COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18575513E101 RAYTHEON TECHNOLOGIE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192912828ZG8 US TREASURY N/B .375
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20092343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201912828ZT0 US TREASURY N/B .25%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt205842587DE4 SOUTHERN CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt208808513BF1 SCHWAB CHARLES CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21178016EZM2 ROYAL BK CDA GLOBAL
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