Civic Intelligence

C a Johnson Trust FBO United Way (Pre-1969

EIN 63-6020037 • 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

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$13,692

Higher top officer pay than 66% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

55%

Faster revenue growth than 81% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$751,563

Up $3,901 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$751,563

Up $3,901 (+0.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin54th percentile

Revenue

Up

$59,136

Up $21,038 (+55%) from 2023

Expenses

Down

$55,214

Down $6,540 (-11%) from 2023

Net Income

Up

$3,922

Up $27,578 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2011: $725,447Liabilities 2011: $0Net Assets 2011: $725,4472011Assets 2012: $721,613Liabilities 2012: $0Net Assets 2012: $721,6132012Assets 2013: $724,197Liabilities 2013: $02013Assets 2014: $732,374Liabilities 2014: $02014Assets 2015: $823,607Liabilities 2015: $02015Assets 2016: $779,623Liabilities 2016: $0Net Assets 2016: $779,6232016Assets 2017: $798,518Liabilities 2017: $0Net Assets 2017: $798,5182017Assets 2018: $786,221Liabilities 2018: $0Net Assets 2018: $786,2212018Assets 2019: $772,809Liabilities 2019: $0Net Assets 2019: $772,8092019Assets 2020: $764,324Liabilities 2020: $0Net Assets 2020: $764,3242020Assets 2021: $796,998Liabilities 2021: $0Net Assets 2021: $796,9982021Assets 2022: $771,354Liabilities 2022: $0Net Assets 2022: $771,3542022Assets 2023: $747,662Liabilities 2023: $0Net Assets 2023: $747,6622023Assets 2024: $751,563Liabilities 2024: $0Net Assets 2024: $751,5632024

Latest loaded filing

2024

Assets$751,563
Liabilities$0
Net Assets$751,563
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KExpenses 2011: $51,6002011Expenses 2012: $52,6922012Revenue 2013: $61,113Expenses 2013: $58,583Net Income 2013: $2,5302013Revenue 2014: $68,252Expenses 2014: $58,254Net Income 2014: $9,9982014Revenue 2015: $160,648Expenses 2015: $67,087Net Income 2015: $93,5612015Revenue 2016: $20,048Expenses 2016: $63,668Net Income 2016: -$43,6202016Revenue 2017: $77,116Expenses 2017: $56,383Net Income 2017: $20,7332017Revenue 2018: $30,574Expenses 2018: $43,081Net Income 2018: -$12,5072018Revenue 2019: $34,143Expenses 2019: $47,396Net Income 2019: -$13,2532019Revenue 2020: $38,932Expenses 2020: $47,375Net Income 2020: -$8,4432020Revenue 2021: $92,861Expenses 2021: $60,201Net Income 2021: $32,6602021Revenue 2022: $32,277Expenses 2022: $57,836Net Income 2022: -$25,5592022Revenue 2023: $38,098Expenses 2023: $61,754Net Income 2023: -$23,6562023Revenue 2024: $59,136Expenses 2024: $55,214Net Income 2024: $3,9222024

Latest loaded filing

2024

Revenue$59,136
Expenses$55,214
Net Income$3,922
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.59$0.55$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.38$0.62$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.32$0.58$0.26
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.93$0.60$0.33
2020Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.39$0.47$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.34$0.47$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.31$0.43$0.13
2017Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.77$0.56$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.20$0.64$0.44
2015Summary only. Only limited summary data is available for this year.$8.24$0.00$1.61$0.67$0.94
2014Summary only. Only limited summary data is available for this year.$7.32$0.00$0.68$0.58$0.10
2013Summary only. Only limited summary data is available for this year.$7.24$0.00$0.61$0.59$0.03
2012Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.53
2011Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 21, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$13,692-$13,692
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY WORLDWIDEGENERAL OPERATING-ALEXANDRIA, VA, US$45,876
Filing and Contact Details

Filer

Filer Name
C a Johnson Trust Fbo United Way (pre-1969
EIN
63-6020037
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-04-21
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 1,146 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/EOYFMVAmt331650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351421
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt372613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3846472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392142
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4316146
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt451730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4615799
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4915451
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027718
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032050
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt059768
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059768
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt032050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02738
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013692
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045876
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045876
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027718
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2253
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0202148
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032050
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048133
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt049614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt062021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt059768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011456
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016145
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232025-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312025-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332025-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342013-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362025-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382025-04-29

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