Civic Intelligence

Sterne Agee Charitable Foundation Inc

EIN 63-1234814 • Birmingham, AL

2311 Highland Ave S 190Birmingham, AL 35205-2979
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

1st percentile

-19275%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $253,272 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $253,272 (-100%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$1,314

Down $2,570 (-66%) from 2021

Expenses

Up

$254,586

Up $239,483 (+1586%) from 2021

Net Income

Down

-$253,272

Down $242,053 (-2158%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$1,314
Expenses$254,586
Net Income-$253,272
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,314
Expenses
$254,586
Net income
-$253,272
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Nov 18, 2022
Signed
Jan 13, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th 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
2023-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Raw XML Appendix314 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02100
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0FRIENDS OF THE BIRMINGHAM BOTANICAL GARDENS
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1BIRMINGHAM HISTORICAL SOCIETY
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2MERVYN STERNE SCHOLARSHIP FUND AT BIRMINGHAM SOUTHERN COLLEGE
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt225000
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DISTRIBUTED FOR CHARITABLE PURPOSES
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2DISTRIBUTED FOR CHARITABLE PURPOSES
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DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt1PO BOX 321474
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09507
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09507
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09507
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO THE DORA H. AND MERVYN H. STERNE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF THE BIRMINGHAM BOTANICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BIRMINGHAM HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BIRMINGHAM SOUTHERN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02612 LANE PARK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 321474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 ARKADELPHIA ROAD BOX 549003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235254
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09507
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt065824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt063365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0372258
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0242593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt065824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt063365
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0252100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0242593
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0372258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129665
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0STERNE AGEE CHARITABLE FOUNDATION SUBMITTED THEIR STATEMENT OF INTENT TO DISSOLVE TO THE ALABAMA SECRETARY OF STATE ON 10/17/2022. THE INTENT TO DISSOLVE WAS APPROVED ON 11/18/2022 WITH A PLAN OF DISTRIBUTION OF THE FOUNDATIONS ASSETS. THE ORGANIZATION IS VOLUNTARILY TERMINATING ITS STATUS UNDER SECTION 507(B)(1)(A) BY TRANSFERRING ALL OF ITS NET ASSETS TO PUBLIC CHARITIES.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ALABAMA SECRETARY OF STATE - DISSOLUTION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0436
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0436
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0436
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0186
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B HANSON SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02053801719
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERNE AGEE CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0631234814
ReturnHeader/Filer/PhoneNum02053801719
ReturnHeader/Filer/USAddress/AddressLine1Txt02311 HIGHLAND AVE S 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/AddressLine1Txt01001 WATER ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08133162300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN BARNETT
ReturnHeader/ReturnTs02023-01-13T15:20:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANSON SLAUGHTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-11-18
ReturnHeader/TaxYr02021

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