Civic Intelligence

Ridblatt Family Charitable Trust

990PF • Fiscal year 2024 • EIN 62-6223251

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 20, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$18,014

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

194%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$984,305

Up $71,073 (+7.8%) from 2023

Net Assets

$984,305

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin89th percentile

Revenue

Up

$142,720

Up $94,150 (+194%) from 2023

Expenses

Up

$70,130

Up $7,067 (+11%) from 2023

Net Income

Up

$72,590

Up $87,083 (+601%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $830,464Liabilities 2011: $632011Assets 2012: $870,154Liabilities 2012: $02012Assets 2013: $889,218Liabilities 2013: $302013Assets 2014: $1,073,152Liabilities 2014: $02014Assets 2015: $985,740Liabilities 2015: $02015Assets 2019: $947,519Liabilities 2019: $02019Assets 2020: $902,292Liabilities 2020: $0Net Assets 2020: $902,2922020Assets 2021: $946,889Liabilities 2021: $0Net Assets 2021: $946,8892021Assets 2022: $927,808Liabilities 2022: $12022Assets 2023: $913,232Liabilities 2023: $12023Assets 2024: $984,305Liabilities 2024: $0Net Assets 2024: $984,3052024

Highlighted filing

2024

Assets$984,305
Liabilities$0
Net Assets$984,305
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $42,479Expenses 2011: $44,224Net Income 2011: -$1,7452011Revenue 2012: $103,148Expenses 2012: $63,652Net Income 2012: $39,4962012Revenue 2013: $73,304Expenses 2013: $54,504Net Income 2013: $18,8002013Revenue 2014: $253,092Expenses 2014: $69,128Net Income 2014: $183,9642014Revenue 2015: -$5,747Expenses 2015: $81,665Net Income 2015: -$87,4122015Revenue 2019: $44,982Expenses 2019: $61,400Net Income 2019: -$16,4182019Revenue 2020: $23,515Expenses 2020: $68,968Net Income 2020: -$45,4532020Revenue 2021: $117,368Expenses 2021: $72,947Net Income 2021: $44,4212021Revenue 2022: $59,251Expenses 2022: $78,175Net Income 2022: -$18,9242022Revenue 2023: $48,570Expenses 2023: $63,063Net Income 2023: -$14,4932023Revenue 2024: $142,720Expenses 2024: $70,130Net Income 2024: $72,5902024

Highlighted filing

2024

Revenue$142,720
Expenses$70,130
Net Income$72,590
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$18,014-$18,014
Filing and Contact Details

Filer

Filer Name
Ridblatt Family Charitable Trust
EIN
62-6223251
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-20
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68281020107 EDISON INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6929261A100 ENCOMPASS HEALTH COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7029358P101 ENSIGN GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7129362U104 ENTEGRIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7230212W100 EXP WORLD HOLDINGS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7330303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74313148306 FEDERAL AGRIC MTG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7531635T807 FIDELITY SALEM STR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7633767E202 FIRSTSERVICE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7734959J108 FORTIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78361448103 GATX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79362014193 GMO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82369604301 GENERAL ELEC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8337940X102 GLOBAL PMTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84405552100 HALEON PLC-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85407497106 HAMILTON LANE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8642222N103 HEALTHSTREAM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87423452101 HELMERICH & PAYNE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88428291108 HEXCEL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89436893200 HOME BANCSHARES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91441593100 HOULIHAN LOKEY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92452308109 ILLINOIS TOOL WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9345778Q107 INSPERITY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94458140100 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9545866F104 INTERCONTINENTAL EXC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9746120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9846266A109 IRADIMED CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9946266C105 IQVIA HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100464287200 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10146625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10246637K265 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10448121L114 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1054812C0134 JPMORGAN TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106482480100 KLA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10748251W104 KKR & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108493267108 KEYCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10949338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110493732101 KFORCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11149714P108 KINSALE CAP GROUP IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112501242101 KULICKE & SOFFA INDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113504922105 LABCORP HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114511656100 LAKELAND FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115515098101 LANDSTAR SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116525558201 LEMAITRE VASCULAR IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117537008104 LITTELFUSE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118553498106 MSA SAFETY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11955354G100 MSCI INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122573874104 MARVELL TECHNOLOGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123574599106 MASCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124576485205 MATADOR RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125576690101 MATERION CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12658155Q103 MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12758933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130609839105 MONOLITHIC PWR SYS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131620076307 MOTOROLA SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132626717102 MURPHY OIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133630402105 NAPCO SEC TECHNOLOGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134642045108 ATLAS ENERGY SOLUTIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13565336K103 NEXSTAR MEDIA GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13665341D102 NEXPOINT RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137665531307 NORTHERN OIL & GAS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138666807102 NORTHROP GRUMMAN COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13967066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14067103H107 O'REILLY AUTOMOTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14168389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14268902V107 OTIS WORLDWIDE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144701094104 PARKER-HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145703343103 PATRICK INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147739276103 POWER INTEGRATIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148741511109 PRICESMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150747316107 QUAKER CHEM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151754730109 RAYMOND JAMES FINL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153759351604 REINSURANCE GROUP AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154760759100 REPUBLIC SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15678410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15780689H102 SCHNEIDER NATL INC W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159810186106 SCOTTS MIRACLE-GRO C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16081211K100 SEALED AIR CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161816851109 SEMPRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16281762P102 SERVICENOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163824348106 SHERWIN-WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164824889109 SHOE CARNIVAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165825690100 SHUTTERSTOCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16683088M102 SKYWORKS SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168854231107 STANDEX INTL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170860630102 STIFEL FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17488146M101 TERRENO RLTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17588162G103 TETRA TECH INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17688339J105 THE TRADE DESK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178894164102 TRAVEL + LEISURE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17989417E109 TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18090278Q108 UFP INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182903002103 UMH PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18390337L108 U S PHYSICAL THERAPY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18490353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18590384S303 ULTA SALON COSMETICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186904708104 UNIFIRST CORP MASS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$984,305
Liabilities
$0
Net assets
$984,305
Revenue
$142,720
Expenses
$70,130
Net income
$72,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.07$0.07
2023Summary only. Only limited summary data is available for this year.$0.91$0.00$0.05$0.06$0.01
2022Summary only. Only limited summary data is available for this year.$0.93$0.00$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.12$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.02$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.04$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.01$0.08$0.09
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.25$0.07$0.18
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.10$0.06$0.04
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.04$0.04$0.00