Civic Intelligence

Maude Davis Robertson Trust

990PF • Fiscal year 2020 • EIN 63-6019872

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2021

Regions Bank Trust Dept P O Box 1Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

-5.4%

Higher net margin than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$26,374

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,324,453

Down $7,644 (-0.3%) from 2019

Net Assets

$2,324,453

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$145,485

Up $54,945 (+61%) from 2019

Expenses

Up

$153,393

Up $12,767 (+9.1%) from 2019

Net Income

Up

-$7,908

Up $42,178 (+84%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$2,324,453
Liabilities$0
Net Assets$2,324,453

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$145,485
Expenses$153,393
Net Income-$7,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$26,374-$26,374
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALABAMA CHILDRENS HOSPITALGENERAL OPERATINGPCBirmingham, AL, US$29,993
Paid GrantUNITED WAYGENERAL OPERATINGPCBIRMINGHAM, AL, US$29,993
Paid GrantBIRMINGHAM PUBLIC LIBRARYGENERAL OPERATINGPCBIRMINGHAM, AL, US$29,993
Paid GrantSOUTHSIDE BAPTIST CHURCHGENERAL OPERATINGPCBIRMINGHAM, AL, US$29,993
Filing and Contact Details

Filer

Filer Name
Maude Davis Robertson Trust
EIN
63-6019872
Phone
2058203141
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1927616P103 EASTERLY GOVERNMENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt233138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt243138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2531418AFC7 FN MA1062 3% 01 MAY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27369622SM8 GENERAL ELEC CAP COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29573284106 MARTIN MARIETTA MATE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3268389XBR5 ORACLE CORP 2.625% 1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3473278L105 POOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35776696106 ROPER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3678012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3878410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39866674104 SUN COMMUNITIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41921937603 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42921943809 VANGUARD DEVELOPED M
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44024835100 AMERICAN CAMPUS COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4503073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47128119880 CALAMOS MARKET NEUTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4814040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49146229109 CARTER S INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51192422103 COGNEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52244199105 DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5331371LX38 FN 255498 5.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt543138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5502665WCD1 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6379466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6482669G104 SIGNATURE BANK/NEW Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66872540109 TJX COS INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6789233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6900206R102 AT&T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71693506107 PPG INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72749685103 RPM INTERNATIONAL IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76G5005R107 JAMES RIVER GROUP HO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7700724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78023135106 AMAZON COM INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8171943U104 PHYSICIANS REALTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82731068102 POLARIS INDUSTRIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83743315103 PROGRESSIVE CORP/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8475524B104 RBC BEARINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8687236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8789417E109 TRAVELERS COS INC/TH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8994988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90G3922B107 GENPACT LTD USD 0.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92032095101 AMPHENOL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9514040H105 CAPITAL ONE FINANCIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97172967KB6 CITIGROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10026969P108 EAGLE MATERIALS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1043134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1053135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10631418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10736555P107 GARDNER DENVER HOLDI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108366651107 GARTNER INC NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11037637Q105 GLACIER BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11138141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112384109104 GRACO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113438516106 HONEYWELL INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11446120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11664125C109 NEUROCRINE BIOSCIENC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11768389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11985771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120866082100 SUMMIT HOTEL PROPERT

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