Civic Intelligence

Edna K Mccarthy Trust 3455000913 FBO the Humane Society

990PF • Fiscal year 2022 • EIN 59-7228485

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 05, 2022

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.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

28th percentile

-9.5%

Higher net margin than 28% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$11,061

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.5%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-59%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$544,071

Down $2,502 (-0.5%) from 2021

Net Assets

Down

$544,071

Down $2,502 (-0.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$24,352

Down $35,187 (-59%) from 2021

Expenses

Up

$26,663

Up $2,367 (+9.7%) from 2021

Net Income

Down

-$2,311

Down $37,554 (-107%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $525,569Liabilities 2011: $02011Assets 2012: $529,444Liabilities 2012: $02012Assets 2013: $529,135Liabilities 2013: $02013Assets 2014: $564,914Liabilities 2014: $02014Assets 2015: $598,529Liabilities 2015: $02015Assets 2017: $599,807Liabilities 2017: $0Net Assets 2017: $599,8072017Assets 2018: $579,018Liabilities 2018: $0Net Assets 2018: $579,0182018Assets 2020: $511,422Liabilities 2020: $0Net Assets 2020: $511,4222020Assets 2021: $546,573Liabilities 2021: $0Net Assets 2021: $546,5732021Assets 2022: $544,071Liabilities 2022: $0Net Assets 2022: $544,0712022Assets 2023: $504,760Liabilities 2023: $12023Assets 2024: $496,543Liabilities 2024: $0Net Assets 2024: $496,5432024Assets 2025: $480,613Liabilities 2025: $0Net Assets 2025: $480,6132025

Highlighted filing

2022

Assets$544,071
Liabilities$0
Net Assets$544,071

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $33,261Expenses 2011: $30,602Net Income 2011: $2,6592011Revenue 2012: $31,994Expenses 2012: $28,119Net Income 2012: $3,8752012Revenue 2013: $51,491Expenses 2013: $51,808Net Income 2013: -$3172013Revenue 2014: $61,174Expenses 2014: $25,279Net Income 2014: $35,8952014Revenue 2015: $62,080Expenses 2015: $28,461Net Income 2015: $33,6192015Revenue 2017: $37,333Expenses 2017: $46,125Net Income 2017: -$8,7922017Revenue 2018: $25,275Expenses 2018: $45,912Net Income 2018: -$20,6372018Revenue 2020: $17,098Expenses 2020: $68,119Net Income 2020: -$51,0212020Revenue 2021: $59,539Expenses 2021: $24,296Net Income 2021: $35,2432021Revenue 2022: $24,352Expenses 2022: $26,663Net Income 2022: -$2,3112022Revenue 2023: $9,045Expenses 2023: $49,798Net Income 2023: -$40,7532023Revenue 2024: $22,484Expenses 2024: $30,722Net Income 2024: -$8,2382024Revenue 2025: $31,734Expenses 2025: $47,645Net Income 2025: -$15,9112025

Highlighted filing

2022

Revenue$24,352
Expenses$26,663
Net Income-$2,311
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 5, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$11,061-$11,061
Filing and Contact Details

Filer

Filer Name
Edna K Mccarthy Charitable Trust
EIN
59-7228485
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2022-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026663
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014338
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22006-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0327.408 DOUBLELINE FDS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1356.718 FIDELITY SALEM STR TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc230. CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310. MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05383
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0208
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt017
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0544279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0546573
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0544071
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035982
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035982
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035982
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036197
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/DistributableAmountGrp/TotalTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0712
IRS990PF/FMVAssetsEOYAmt0696093
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0546573
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0544071
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0538162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0537407
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0689429
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08411
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0546573
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0544071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0696093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0546573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0544071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0546573
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0544071
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0734968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09752
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0725216
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011025
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036197
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0723943
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0734968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REGIONS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt016537
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt016537
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.32$0.48$0.16
2024Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.22$0.31$0.08
2023Summary only. Only limited summary data is available for this year.$5.05$0.00$0.09$0.50$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.24$0.27$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.60$0.24$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$0.17$0.68$0.51
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.25$0.46$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$0.00$6.00$0.37$0.46$0.09
2015Summary only. Only limited summary data is available for this year.$5.99$0.00$0.62$0.28$0.34
2014Summary only. Only limited summary data is available for this year.$5.65$0.00$0.61$0.25$0.36
2013Summary only. Only limited summary data is available for this year.$5.29$0.00$0.51$0.52$0.00
2012Summary only. Only limited summary data is available for this year.$5.29$0.00$0.32$0.28$0.04
2011Summary only. Only limited summary data is available for this year.$5.26$0.00$0.33$0.31$0.03