Civic Intelligence

Maude Davis Robertson Trust

EIN 63-6019872 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$27,144

Higher top officer pay than 55% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

102%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,320,692

Up $47,018 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,320,692

Up $47,018 (+2.1%) from 2023

Revenue

Up

$216,250

Up $109,207 (+102%) from 2023

Expenses

Up

$168,817

Up $11,988 (+7.6%) from 2023

Net Income

Up

$47,433

Up $97,219 (+195%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,353,014Liabilities 2011: $02011Assets 2012: $2,313,097Liabilities 2012: $02012Assets 2013: $2,263,219Liabilities 2013: $02013Assets 2014: $2,714,817Liabilities 2014: $02014Assets 2015: $2,623,993Liabilities 2015: $02015Assets 2019: $2,332,097Liabilities 2019: $02019Assets 2020: $2,324,453Liabilities 2020: $0Net Assets 2020: $2,324,4532020Assets 2021: $2,387,642Liabilities 2021: $0Net Assets 2021: $2,387,6422021Assets 2022: $2,323,999Liabilities 2022: $0Net Assets 2022: $2,323,9992022Assets 2023: $2,273,674Liabilities 2023: $0Net Assets 2023: $2,273,6742023Assets 2024: $2,320,692Liabilities 2024: $0Net Assets 2024: $2,320,6922024

Highlighted filing

2024

Assets$2,320,692
Liabilities$0
Net Assets$2,320,692

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $160,110Expenses 2011: $106,199Net Income 2011: $53,9112011Revenue 2012: $109,050Expenses 2012: $148,869Net Income 2012: -$39,8192012Revenue 2013: $147,176Expenses 2013: $197,059Net Income 2013: -$49,8832013Revenue 2014: $604,280Expenses 2014: $152,419Net Income 2014: $451,8612014Revenue 2015: $85,294Expenses 2015: $176,118Net Income 2015: -$90,8242015Revenue 2019: $90,540Expenses 2019: $140,626Net Income 2019: -$50,0862019Revenue 2020: $145,485Expenses 2020: $153,393Net Income 2020: -$7,9082020Revenue 2021: $233,020Expenses 2021: $169,654Net Income 2021: $63,3662021Revenue 2022: $117,396Expenses 2022: $179,828Net Income 2022: -$62,4322022Revenue 2023: $107,043Expenses 2023: $156,829Net Income 2023: -$49,7862023Revenue 2024: $216,250Expenses 2024: $168,817Net Income 2024: $47,4332024

Highlighted filing

2024

Revenue$216,250
Expenses$168,817
Net Income$47,433

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$27,144-$27,144
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY WORLDWIDEGENERAL OPERATINGPCALEXANDRIA, VA, US$33,508
Paid GrantBIRMINGHAM PUBLIC LIBRARYGENERAL OPERATINGPCBIRMINGHAM, AL, US$33,508
Paid GrantSOUTHSIDE BAPTIST CHURCHGENERAL OPERATINGPCBIRMINGHAM, AL, US$33,508
Paid GrantTHE CHILDREN'S HOSPITAL OF ALABAMAGENERAL OPERATINGPCBIRMINGHAM, AL, US$33,508
Filing and Contact Details

Filer

Filer Name
Maude Davis Robertson Trust
EIN
63-6019872
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-05
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
Raw XML AppendixShowing 400 of 8,754 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12883556102 THERMO FISHER SCIENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1608579W103 BERRY PLASTICS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1709857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18258620509 DOUBLELINE FDS TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt243138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2531418AFC7 FN MA1062 3% 01 MAY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1043134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053135G0K36 FED NATL MTG ASSN
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