Civic Intelligence

Sophie Muller

EIN 62-6149813 • 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

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

15th percentile

-31%

Higher net margin than 15% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$14,682

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

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

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$784,131

Down $8,924 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$784,131

Down $8,924 (-1.1%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin15th percentile

Revenue

Down

$56,737

Down $333 (-0.6%) from 2023

Expenses

Down

$65,610

Down $8,950 (-12%) from 2023

Net Income

Up

-$8,873

Up $8,617 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2011: $736,382Liabilities 2011: $02011Assets 2012: $726,440Liabilities 2012: $02012Assets 2013: $729,882Liabilities 2013: $02013Assets 2014: $780,354Liabilities 2014: $0Net Assets 2014: $780,3542014Assets 2015: $801,668Liabilities 2015: $02015Assets 2018: $763,308Liabilities 2018: $0Net Assets 2018: $763,3082018Assets 2019: $755,434Liabilities 2019: $0Net Assets 2019: $755,4342019Assets 2020: $864,565Liabilities 2020: $0Net Assets 2020: $864,5652020Assets 2021: $850,031Liabilities 2021: $0Net Assets 2021: $850,0312021Assets 2022: $810,844Liabilities 2022: $0Net Assets 2022: $810,8442022Assets 2023: $793,055Liabilities 2023: $0Net Assets 2023: $793,0552023Assets 2024: $784,131Liabilities 2024: $0Net Assets 2024: $784,1312024

Highlighted filing

2024

Assets$784,131
Liabilities$0
Net Assets$784,131
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KRevenue 2011: $29,224Expenses 2011: $61,081Net Income 2011: -$31,8572011Revenue 2012: $35,727Expenses 2012: $45,669Net Income 2012: -$9,9422012Revenue 2013: $50,989Expenses 2013: $47,547Net Income 2013: $3,4422013Revenue 2014: $97,451Expenses 2014: $46,979Net Income 2014: $50,4722014Revenue 2015: $78,012Expenses 2015: $56,455Net Income 2015: $21,5572015Revenue 2018: $30,352Expenses 2018: $49,104Net Income 2018: -$18,7522018Revenue 2019: $52,286Expenses 2019: $60,122Net Income 2019: -$7,8362019Revenue 2020: $173,093Expenses 2020: $63,428Net Income 2020: $109,6652020Revenue 2021: $65,452Expenses 2021: $80,110Net Income 2021: -$14,6582021Revenue 2022: $35,697Expenses 2022: $74,799Net Income 2022: -$39,1022022Revenue 2023: $57,070Expenses 2023: $74,560Net Income 2023: -$17,4902023Revenue 2024: $56,737Expenses 2024: $65,610Net Income 2024: -$8,8732024

Highlighted filing

2024

Revenue$56,737
Expenses$65,610
Net Income-$8,873
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$784,131
Liabilities
$0
Net assets
$784,131
Revenue
$56,737
Expenses
$65,610
Net income
-$8,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.57$0.66$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.57$0.75$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.36$0.75$0.39
2021Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.65$0.80$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$1.73$0.63$1.10
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.52$0.60$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.30$0.49$0.19
2015Summary only. Only limited summary data is available for this year.$8.02$0.00$0.78$0.56$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.97$0.47$0.50
2013Summary only. Only limited summary data is available for this year.$7.30$0.00$0.51$0.48$0.03
2012Summary only. Only limited summary data is available for this year.$7.26$0.00$0.36$0.46$0.10
2011Summary only. Only limited summary data is available for this year.$7.36$0.00$0.29$0.61$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$14,670-$14,670
Filing and Contact Details

Filer

Filer Name
Sophie Muller
EIN
62-6149813
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
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 7,516 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/CategoryOrItemTxt8457636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8731402Q2V2 FNMA POOL 735288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90912828R36 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9267066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9689236TEU5 TOYOTA MOTOR CREDIT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9940434LAC9 HP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10092532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102501044DE8 KROGER CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10802665WCD1 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1103128MCWR2 FHLMC GOLD G14056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11104314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1123132XCR49 FG G67707 3.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113606822BJ2 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11431419AXE2 FNMA POOL 0AE0676
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11731677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11887236YAH1 TD AMERITRADE HOLDIN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12131419AGR2 FNMA POOL AE0207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122713448108 PEPSICO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12431416RBE2 FNMA POOL AA7236
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130742718109 PROCTER & GAMBLE CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135037833DC1 APPLE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403135G0K36 FED NATL MTG ASSN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423138ANC84 FN AI8194 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14338141GWM2 GOLDMAN SACHS GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14578012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14620030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147931142ED1 WALMART INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150064159TF3 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15102079K305 ALPHABET INC/CA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155023135106 AMAZON COM INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15892939U106 WEC ENERGY GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167872590104 T -MOBILE US INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17106406RAQ0 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172177376AG5 CITRIX SYS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17943300A203 HILTON WORLDWIDE HLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180337738108 FISERV INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181745867101 PULTE HOMES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19564110L106 NETFLIX COM INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19791282CDY4 WI TREASURY SEC 1.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1983140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1993140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20188160R101 TESLA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20291282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20325159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2043133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20500206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20600724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20703027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt208169656105 CHIPOTLE MEXICAN GRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2103132D6NW6 FR SB8505 2.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2113140QNYJ5 FN CB3412 3.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2123140XLCE6 FN FS4568 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21334959J108 FORTIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt214743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt215808509376 SCHWAB CAP TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt216893641100 TRANSDIGM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21790470L360 ABSOLUTE CONVERT ARB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt218912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21991282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22091282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt221922042841 VANGUARD INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22298389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223025537101 AMERICAN ELEC PWR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22417327CAT0 CITIGROUP INC 4.542%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22526441CCC7 DUKE ENERGY CORP 4.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22636828A101 GE VERNOVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt227373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt228437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22946284V101 IRON MTN INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23061747YFU4 MORGAN STANLEY 4.654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt231655844108 NORFOLK SOUTHN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23268389XCS2 ORACLE CORP 4.2% 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23374762E102 QUANTA SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt234778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt235806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt236822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23791282CFW6 US TREASURY N/B 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23891282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23991282CJT9 US TREASURY N/B 4% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt277

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