Civic Intelligence

Sterne Agee & Leach Charitable Foundation Inc

990PF • Fiscal year 2021 • EIN 63-1234814

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

Organization Profile
2311 Highland Ave S 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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-289%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.2%

Faster asset growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.4%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$253,272

Down $11,219 (-4.2%) from 2020

Net Assets

Down

$253,272

Down $11,219 (-4.2%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$3,884

Up $54 (+1.4%) from 2020

Expenses

Down

$15,103

Down $2,063 (-12%) from 2020

Net Income

Up

-$11,219

Up $2,117 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2021

Assets$253,272
Liabilities$0
Net Assets$253,272
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

2021

Revenue$3,884
Expenses$15,103
Net Income-$11,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

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 190, BIRMINGHAM, AL 35205-2979

Signing Officer

Name
B Hanson Slaughter
Title
President
Phone
2053801719
Signed
2022-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
Raw XML Appendix291 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01838
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0B HANSON SLAUGHTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN RUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA M DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UAB ATHLETICS
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$253,272
Liabilities
$0
Net assets
$253,272
Revenue
$3,884
Expenses
$15,103
Net income
-$11,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.55$2.53
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.04$0.15$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.04$0.17$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.06$0.87$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.81$0.90$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.23$1.02$0.79
2015Summary only. Only limited summary data is available for this year.$6.14$0.00$0.19$0.05$0.14
2014Summary only. Only limited summary data is available for this year.$6.21$0.00$0.31$0.05$0.27
2013Summary only. Only limited summary data is available for this year.$6.05$0.00$0.46$1.21$0.75
2012Summary only. Only limited summary data is available for this year.$6.29$0.00$0.54$0.38$0.16
2011Summary only. Only limited summary data is available for this year.$6.05$0.00$1.22$2.20$0.98