Civic Intelligence

J a Norman Charitable Trust (Pre-1969

990PF • Fiscal year 2017 • EIN 63-6051358

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

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

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

9th percentile

-46%

Higher net margin than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$8,363

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$592,670

Down $15,001 (-2.5%) from 2016

Net Assets

Down

$592,670

Down $15,001 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin9th percentile

Revenue

Up

$29,372

Up $9,639 (+49%) from 2016

Expenses

Up

$43,002

Up $87 (+0.2%) from 2016

Net Income

Up

-$13,630

Up $9,552 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2014: $623,027Liabilities 2014: $02014Assets 2015: $631,302Liabilities 2015: $02015Assets 2016: $607,671Liabilities 2016: $0Net Assets 2016: $607,6712016Assets 2017: $592,670Liabilities 2017: $0Net Assets 2017: $592,6702017Assets 2018: $591,096Liabilities 2018: $0Net Assets 2018: $591,0962018Assets 2019: $591,741Liabilities 2019: $0Net Assets 2019: $591,7412019Assets 2020: $574,278Liabilities 2020: $0Net Assets 2020: $574,2782020Assets 2021: $623,882Liabilities 2021: $0Net Assets 2021: $623,8822021Assets 2022: $595,014Liabilities 2022: $0Net Assets 2022: $595,0142022Assets 2023: $617,747Liabilities 2023: $0Net Assets 2023: $617,7472023Assets 2024: $635,792Liabilities 2024: $0Net Assets 2024: $635,7922024

Highlighted filing

2017

Assets$592,670
Liabilities$0
Net Assets$592,670
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $30,327Expenses 2014: $35,534Net Income 2014: -$5,2072014Revenue 2015: $28,233Expenses 2015: $18,221Net Income 2015: $10,0122015Revenue 2016: $19,733Expenses 2016: $42,915Net Income 2016: -$23,1822016Revenue 2017: $29,372Expenses 2017: $43,002Net Income 2017: -$13,6302017Revenue 2018: $42,410Expenses 2018: $44,389Net Income 2018: -$1,9792018Revenue 2019: $44,581Expenses 2019: $43,962Net Income 2019: $6192019Revenue 2020: $27,380Expenses 2020: $44,576Net Income 2020: -$17,1962020Revenue 2021: $96,372Expenses 2021: $46,823Net Income 2021: $49,5492021Revenue 2022: $23,441Expenses 2022: $52,246Net Income 2022: -$28,8052022Revenue 2023: $68,932Expenses 2023: $46,088Net Income 2023: $22,8442023Revenue 2024: $70,368Expenses 2024: $52,277Net Income 2024: $18,0912024

Highlighted filing

2017

Revenue$29,372
Expenses$43,002
Net Income-$13,630
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$8,363-$8,363
Filing and Contact Details

Filer

Filer Name
J a Norman Charitable Trust (pre-1969
EIN
63-6051358
Phone
2516901024
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2018-04-19
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/CategoryOrItemTxt43INTEL CORP 3.3% 01 OCT 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44INTERNATIONAL BUSINESS MACHINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45JPMORGAN CHASE & CO 6.3% 23 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46KROGER CO/THE 2.65% 15 OCT 202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47BANK OF AMERICA CORP 6.875% 25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48MOLSON COORS BREWING CO 3.5% 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49MORGAN STANLEY 3.7% 23 OCT 202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ORACLE CORP 5.75% 15 APR 2018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51PRUDENTIAL FINANCIAL INC 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52SHELL INTERNATIONAL FINANCE BV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53SUNTRUST BANKS INC 2.7% 27 JAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54TEVA PHARMACEUTICAL FINANCE NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55TORONTO-DOMINION BANK/THE 2.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56TOYOTA MOTOR CREDIT CORP 3.4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WALGREENS BOOTS ALLIANCE INC 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt932378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201417
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22777
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt273132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt282064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29928
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt402160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt461862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt482054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt494133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt502023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt521983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt542612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt552009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt562069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015104
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014028
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0240
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029372
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029372
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014028
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01673
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06691
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08363
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt033533
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt033533
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014629
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015104
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13630
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt071158
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014028
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021848
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,670
Liabilities
$0
Net assets
$592,670
Revenue
$29,372
Expenses
$43,002
Net income
-$13,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.70$0.52$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.69$0.46$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.23$0.52$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.96$0.47$0.50
2020Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.27$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.45$0.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.42$0.44$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.29$0.43$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.20$0.43$0.23
2015Summary only. Only limited summary data is available for this year.$6.31$0.00$0.28$0.18$0.10
2014Summary only. Only limited summary data is available for this year.$6.23$0.00$0.30$0.36$0.05