Civic Intelligence

Sophie Mary Ann Muller Trust UW as Amended by Decree Chanlery Court

990PF • Fiscal year 2020 • EIN 62-6149813

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

Organization Profile
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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$14,244

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

231%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$864,565

Up $109,131 (+14%) from 2019

Net Assets

Up

$864,565

Up $109,131 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin92nd percentile

Revenue

Up

$173,093

Up $120,807 (+231%) from 2019

Expenses

Up

$63,428

Up $3,306 (+5.5%) from 2019

Net Income

Up

$109,665

Up $117,501 (+1500%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2020

Assets$864,565
Liabilities$0
Net Assets$864,565
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$173,093
Expenses$63,428
Net Income$109,665
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$14,244-$14,244
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
2021-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3N53745100 LYONDELLBASELL INDU-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91912828ZG8 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9267066G104 NVIDIA CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9689236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt973138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9940434LAC9 HP INC 3.4% 17 JUN 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10092532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107922908710 VANGUARD 500 INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10802665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10931403DWK1 FNMA POOL 0745950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1103128MCWR2 FHLMC GOLD G14056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11104314H592 ARTISAN DEVELOPING W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1123132XCR49 FG G67707 3.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113606822BJ2 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11431419AXE2 FNMA POOL 0AE0676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1153140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11631418WPM6 FN AD8527 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11731677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11887236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1193138E2MD4 FNMA POOL AJ9355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12131419AGR2 FNMA POOL AE0207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12331419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12431416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12589233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128548661DR5 LOWE'S COS INC 3.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130742718109 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13109258N570 BLACKROCK TACT OPPOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13231419BBT1 FNMA POOL 0AE094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133808513BF1 CHARLES SCHWAB CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134921937793 VANGUARD LONG-TERM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13691913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373128MJL24 FHLMC POOL G0-8344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13885771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1393128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423138ANC84 FN AI8194 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14338141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14474440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14578012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14620030N101 COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14889832Q109 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1493128M9D25 FHLMC G07021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150064159TF3 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15102079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15214040HCE3 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1539128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154404280CC1 HSBC HOLDINGS PLC 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15631416WX64 FNMA POOL 0AB160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157842587DE4 SOUTHERN CO 3.70% 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15892939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593138WKUK9 FN AS9585 4% 01 MAY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23625
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4025476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412893
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7646802

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$864,565
Liabilities
$0
Net assets
$864,565
Revenue
$173,093
Expenses
$63,428
Net income
$109,665
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