Civic Intelligence

Tatajado Fund

990PF • Fiscal year 2019 • EIN 61-6625805

Jan 01, 2019 to Dec 31, 2019 • Filed on May 27, 2020

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6103

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M 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 / Assets31st percentile

Assets

$1,554,535

No earlier filing loaded for comparison.

Net Assets

$1,554,479

No earlier filing loaded for comparison.

Liabilities

$56

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin95th percentile

Revenue

$7,058

No earlier filing loaded for comparison.

Expenses

$1,816

No earlier filing loaded for comparison.

Net Income

$5,242

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,554,535Liabilities 2019: $56Net Assets 2019: $1,554,4792019Assets 2020: $1,511,274Liabilities 2020: $48Net Assets 2020: $1,511,2262020Assets 2021: $1,471,024Liabilities 2021: $45Net Assets 2021: $1,470,9792021Assets 2022: $1,570,544Liabilities 2022: $68Net Assets 2022: $1,570,4762022Assets 2023: $1,558,261Liabilities 2023: $58Net Assets 2023: $1,558,2032023Assets 2024: $1,801,814Liabilities 2024: $61Net Assets 2024: $1,801,7532024

Highlighted filing

2019

Assets$1,554,535
Liabilities$56
Net Assets$1,554,479
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2019: $7,058Expenses 2019: $1,816Net Income 2019: $5,2422019Revenue 2020: $56,974Expenses 2020: $101,200Net Income 2020: -$44,2262020Revenue 2021: $73,418Expenses 2021: $113,665Net Income 2021: -$40,2472021Revenue 2022: $224,788Expenses 2022: $125,291Net Income 2022: $99,4972022Revenue 2023: $117,927Expenses 2023: $130,200Net Income 2023: -$12,2732023Revenue 2024: $376,567Expenses 2024: $133,017Net Income 2024: $243,5502024

Highlighted filing

2019

Revenue$7,058
Expenses$1,816
Net Income$5,242
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Tatajado Fund
EIN
61-6625805
Phone
3342306103
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306103
Signed
2020-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda L Sibley CPA
Phone
3348346640
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127TOYOTA MOTOR CREDIT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128TRUIST FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129TRUIST FINANCIAL CORP 2.7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130UNITED PARCEL SERVICE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136UNITED STATES TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138VALERO ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139VANGUARD DEVELOPED MARKETS INDEX FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140VANGUARD EMERGING MARKETS STOCK INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141VANGUARD MID-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142VANGUARD SMALL-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145WALMART INC 3.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148WELLS FARGO BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149WILLIAMS-SONOMA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt76060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt933616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1026574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1226521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1611081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1723124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt196419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2014537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2216751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2336269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2517811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26127526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2716459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2823253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2915819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt305051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt315329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3324627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3425366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt355327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt369387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3722818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt401342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt425702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43231
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt492075
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt513982
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt534371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt543679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt556440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5610446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt584483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt591447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt602398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6110697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6311509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6411370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt661514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt679838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6814404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt696091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt706033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt716024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt731364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt741346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt761588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt776859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt782273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt793402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt801254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt822708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt831439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8412345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt855159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8613191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt875385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt885090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt898977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9017470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt916470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt925334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt936455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9414798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9547814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9611862

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,554,535
Liabilities
$56
Net assets
$1,554,479
Revenue
$7,058
Expenses
$1,816
Net income
$5,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.38$0.13$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.22$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.01$0.00$0.01