Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 62-6149813

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$15,865

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

25th percentile

-1.7%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-62%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$850,031

Down $14,534 (-1.7%) from 2020

Net Assets

Down

$850,031

Down $14,534 (-1.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin14th percentile

Revenue

Down

$65,452

Down $107,641 (-62%) from 2020

Expenses

Up

$80,110

Up $16,682 (+26%) from 2020

Net Income

Down

-$14,658

Down $124,323 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$850,031
Liabilities$0
Net Assets$850,031
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$65,452
Expenses$80,110
Net Income-$14,658
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$15,865-$15,865
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
2022-04-27
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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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/CategoryOrItemTxt9689236TEU5 TOYOTA MOTOR CREDIT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98459200JG7 INTERNATIONAL BUSINE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10092532F100 VERTEX PHARMACEUTICA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053138WQAW2 FNMA POOL AT2720 3%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10802665WCD1 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11104314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1123132XCR49 FG G67707 3.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113606822BJ2 MITSUBISHI UFJ FINL
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120883556102 THERMO FISHER SCIENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122713448108 PEPSICO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12589233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129912828ZT0 US TREASURY N/B .25%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133808513BF1 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134921937793 VANGUARD LONG-TERM B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13691913YAU4 VALERO ENERGY CORP N
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13885771PAN2 STATOIL ASA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403135G0K36 FED NATL MTG ASSN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14474440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14578012KKU0 ROYAL BANK OF CANADA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15102079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15214040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1539128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154404280CC1 HSBC HLDGS PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15892939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16089236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16178016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162362014193 GMO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16346434V613 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164086516101 BEST BUY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16531620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16646653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17106406RAQ0 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17338141G104 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17478409V104 S&P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175666807102 NORTHROP GRUMMAN COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17638141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17787165B103 SYNCHRONY FINL
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18289236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1830641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1853132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186808513BU8 SCHWAB CHARLES CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189589509207 MERGER FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191024525669 AMERICAN BEACON FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19289788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt94624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1649134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt206409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt254100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt266047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3026280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt346032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt353449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt367736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt374261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40169

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850,031
Liabilities
$0
Net assets
$850,031
Revenue
$65,452
Expenses
$80,110
Net income
-$14,658
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