Civic Intelligence

William B Brumlow Charitable Trust

990PF • Fiscal year 2020 • EIN 61-6622319

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-138%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$20,991

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 50.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,664,925

Down $57,694 (-3.3%) from 2019

Net Assets

Down

$1,664,925

Down $57,694 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$41,826

Down $272,117 (-87%) from 2019

Expenses

Up

$99,520

Up $81,787 (+461%) from 2019

Net Income

Down

-$57,694

Down $353,904 (-119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,722,619Liabilities 2019: $0Net Assets 2019: $1,722,6192019Assets 2020: $1,664,925Liabilities 2020: $0Net Assets 2020: $1,664,9252020Assets 2021: $1,682,760Liabilities 2021: $0Net Assets 2021: $1,682,7602021Assets 2022: $1,614,032Liabilities 2022: $0Net Assets 2022: $1,614,0322022Assets 2023: $1,560,727Liabilities 2023: $0Net Assets 2023: $1,560,7272023Assets 2024: $1,498,083Liabilities 2024: $0Net Assets 2024: $1,498,0832024

Highlighted filing

2020

Assets$1,664,925
Liabilities$0
Net Assets$1,664,925
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $313,943Expenses 2019: $17,733Net Income 2019: $296,2102019Revenue 2020: $41,826Expenses 2020: $99,520Net Income 2020: -$57,6942020Revenue 2021: $148,607Expenses 2021: $130,772Net Income 2021: $17,8352021Revenue 2022: $46,191Expenses 2022: $114,919Net Income 2022: -$68,7282022Revenue 2023: $56,061Expenses 2023: $109,366Net Income 2023: -$53,3052023Revenue 2024: $99,153Expenses 2024: $122,406Net Income 2024: -$23,2532024

Highlighted filing

2020

Revenue$41,826
Expenses$99,520
Net Income-$57,694
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$20,991-$20,991
Filing and Contact Details

Filer

Filer Name
William B Brumlow Charitable Trust
EIN
61-6622319
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
3342306100
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Caterina a Mozingo CPA
Phone
3348346640
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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/CategoryOrItemTxt130WALMART 3.55% JUNE 2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132WEC ENERGY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133XTRACKERS USD HIGH YIELD CORPORATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134ZOETIS INC
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,664,925
Liabilities
$0
Net assets
$1,664,925
Revenue
$41,826
Expenses
$99,520
Net income
-$57,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.31$0.02$0.30