Civic Intelligence

Sterne Agee & Leach Charitable Foundation Inc

990PF • Fiscal year 2019 • EIN 63-1234814

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 16, 2020

2311 Highland Ave S No 190Birmingham, AL 35205-2979

(205) 380-1719

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1404%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$277,827

Down $80,932 (-23%) from 2018

Net Assets

Down

$277,827

Down $80,932 (-23%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Down

$5,788

Down $75,053 (-93%) from 2018

Expenses

Down

$87,076

Down $2,460 (-2.7%) from 2018

Net Income

Down

-$81,288

Down $72,593 (-835%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $604,714Liabilities 2011: $02011Assets 2012: $629,261Liabilities 2012: $02012Assets 2013: $605,457Liabilities 2013: $02013Assets 2014: $620,740Liabilities 2014: $02014Assets 2015: $614,246Liabilities 2015: $02015Assets 2017: $367,681Liabilities 2017: $0Net Assets 2017: $367,6812017Assets 2018: $358,759Liabilities 2018: $0Net Assets 2018: $358,7592018Assets 2019: $277,827Liabilities 2019: $1Net Assets 2019: $277,8272019Assets 2020: $264,491Liabilities 2020: $1Net Assets 2020: $264,4912020Assets 2021: $253,272Liabilities 2021: $0Net Assets 2021: $253,2722021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$277,827
Liabilities$1
Net Assets$277,827

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $121,967Expenses 2011: $219,523Net Income 2011: -$97,5562011Revenue 2012: $54,343Expenses 2012: $38,054Net Income 2012: $16,2892012Revenue 2013: $46,367Expenses 2013: $121,346Net Income 2013: -$74,9792013Revenue 2014: $31,256Expenses 2014: $4,539Net Income 2014: $26,7172014Revenue 2015: $18,605Expenses 2015: $4,662Net Income 2015: $13,9432015Revenue 2017: $22,658Expenses 2017: $101,864Net Income 2017: -$79,2062017Revenue 2018: $80,841Expenses 2018: $89,536Net Income 2018: -$8,6952018Revenue 2019: $5,788Expenses 2019: $87,076Net Income 2019: -$81,2882019Revenue 2020: $3,830Expenses 2020: $17,166Net Income 2020: -$13,3362020Revenue 2021: $3,884Expenses 2021: $15,103Net Income 2021: -$11,2192021Revenue 2022: $1,314Expenses 2022: $254,586Net Income 2022: -$253,2722022

Highlighted filing

2019

Revenue$5,788
Expenses$87,076
Net Income-$81,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
B HANSON SLAUGHTERPresident-$0--
JOHN RUCKERSecretary-$0--
LINDA M DANIELTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sterne Agee Charitable Foundation Inc
EIN
63-1234814
Phone
2053801719
Address
2311 HIGHLAND AVE S NO 190, BIRMINGHAM, AL 35205-2979

Signing Officer

Name
B Hanson Slaughter
Title
President
Phone
2053801719
Signed
2020-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
216 SUMMIT BLVD SUITE 300, BIRMINGHAM, AL 35243
Preparer
Craig J Mason
Phone
2052780001
Raw XML Appendix366 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROMOTE AND ENCOURAGE A CONTINUING INTEREST IN AND LOYALTY TO THE INTERCOLLEGIATE ATHLETIC PROGRAM AT THE UNIVERSITY OF BIRMINGHAM, BIRMINGHAM, ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT THE UAB ACADEMIC LIBRARY WHICH SUPPORTS TEACHING AND RESEARCH IN THE ARTS AND HUMANITIES, BUSINESS, EDUCATION, ENGINEERING, NATURAL SCIENCES, MATHEMATICS, AND SOCIAL SCIENCES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT AND CREATE OPPORTUNITIES FOR STUDENT ATHLETES TO RECEIVE THEIR EDUCATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3THE BIRMINGHAM HISTORICAL SOCIETY'S MISSION IS TO CONTRIBUTE TO THE QUALITY OF LIFE IN BIRMINGHAM BY PRESERVING, LEARNING FROM, AND CELEBRATING BIRMINGHAM'S PAST WHILE HELPING TO SHAPE ITS FUTURE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO GIVE PRIMACY TO THE HUMAN AND SPITITUAL RATHER THAN THE MATERIAL VALUES OF LIFE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5THE AMERICAN CANCER SOCIETY'S MISSION IS TO SAVE LIVES, CELEBRATE LIVES, AND LEAD THE FIGHT FOR A WORLD WITHOUT CANCER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UAB ATHLETICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERVYN H STERNE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRIMSON TIDE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIRMINGHAM HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BIRMINGHAM KIWANIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5AMERICAN CANCER SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 2ND AVENUE SOUTH AB 1030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11720 2ND AVENUE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2BOX 870136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 SLOSS QUARTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42019 4TH AVENUE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5250 WILLIAMS STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATLANTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt078825
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014788
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt063463
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129287
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt063463
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080612
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065824
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129287
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt063463
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0356
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CHANGE IN PORTFOLIO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03176
TaxesSchedule/TaxesDetail/Amt0760
TaxesSchedule/TaxesDetail/Amt1740
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY - 2018 TAX RETURN
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY - 2019 ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B HANSON SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02053801719
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERNE AGEE CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0631234814
ReturnHeader/Filer/PhoneNum02053801719
ReturnHeader/Filer/USAddress/AddressLine1Txt02311 HIGHLAND AVE S NO 190
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352052979
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 SUMMIT BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02052780001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG J MASON
ReturnHeader/ReturnTs02020-03-17T14:41:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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