Civic Intelligence

Maude Davis Robertson Trust

990PF • Fiscal year 2023 • EIN 63-6019872

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 10, 2024

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$29,181

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-8.8%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,273,674

Down $50,325 (-2.2%) from 2022

Net Assets

Down

$2,273,674

Down $50,325 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$107,043

Down $10,353 (-8.8%) from 2022

Expenses

Down

$156,829

Down $22,999 (-13%) from 2022

Net Income

Up

-$49,786

Up $12,646 (+20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2023

Assets$2,273,674
Liabilities$0
Net Assets$2,273,674
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

2023

Revenue$107,043
Expenses$156,829
Net Income-$49,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$29,181-$29,181
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
2024-04-10
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 7,998 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/CategoryOrItemTxt2028176E108 EDWARDS LIFESCIENCES
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28536797103 LITHIA MTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30596278101 MIDDLEBY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3161744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3268389XBR5 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33701877102 PARSLEY ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3473278L105 POOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35776696106 ROPER INDS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3678012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3878410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39866674104 SUN CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41921937603 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42921943809 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4301609W102 ALIBABA GROUP HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44024835100 AMERICAN CAMPUS CMNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4503073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47128119880 CALAMOS INVT TR NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4814040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49146229109 CARTERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50166764100 CHEVRON CORP NEW
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57038336103 APTARGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5809180C106 BJS RESTAURANTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6016119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6122160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62747316107 QUAKER CHEM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6379466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6482669G104 SIGNATURE BK NEW YOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6789233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6900206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7003027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71693506107 PPG INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72749685103 RPM INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76G5005R107 JAMES RIVER GROUP HO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7700724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7903524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8171943U104 PHYSICIANS RLTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82731068102 POLARIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8475524B104 RBC BEARINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8687236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8789417E109 TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88929740108 WABTEC CORP
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94090572207 BIO RAD LABS INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9514040H105 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96149568107 CAVCO INDS INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9825470M109 DISH NETWORK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9926078JAB6 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10026969P108 EAGLE MATLS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101285512109 ELECTRONIC ARTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10229414B104 EPAM SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10330231G102 EXXON MOBIL CORP
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 WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11037637Q105 GLACIER BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11138141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112384109104 GRACO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113438516106 HONEYWELL INTL INC
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11985771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120866082100 SUMMIT HOTEL PPTYS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121902973304 US BANCORP DEL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,273,674
Liabilities
$0
Net assets
$2,273,674
Revenue
$107,043
Expenses
$156,829
Net income
-$49,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.22$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.11$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.23$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.15$0.15$0.01
2019Summary only. Only limited summary data is available for this year.$2.33$0.00$0.09$0.14$0.05
2015Summary only. Only limited summary data is available for this year.$2.62$0.00$0.09$0.18$0.09
2014Summary only. Only limited summary data is available for this year.$2.71$0.00$0.60$0.15$0.45
2013Summary only. Only limited summary data is available for this year.$2.26$0.00$0.15$0.20$0.05
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.11$0.15$0.04
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$0.16$0.11$0.05