Civic Intelligence

J a Norman Charitable Trust (Pre-1969

990PF • Fiscal year 2023 • EIN 63-6051358

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$8,597

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

194%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$617,747

Up $22,733 (+3.8%) from 2022

Net Assets

Up

$617,747

Up $22,733 (+3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Up

$68,932

Up $45,491 (+194%) from 2022

Expenses

Down

$46,088

Down $6,158 (-12%) from 2022

Net Income

Up

$22,844

Up $51,649 (+179%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2023

Assets$617,747
Liabilities$0
Net Assets$617,747
Open 2023 Filing

Operations Trend

Revenue Growth94th 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

2023

Revenue$68,932
Expenses$46,088
Net Income$22,844
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$8,597-$8,597
Filing and Contact Details

Filer

Filer Name
J a Norman Charitable Trust (pre-1969
EIN
63-6051358
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-04-06
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 6,372 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/CategoryOrItemTxt1280641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12989236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13174440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1323132L5AF0 FG V80006 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1343132ACSX9 FR ZT0534 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13592828N247 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1363133KNJL8 FR RA6567 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13804314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14091282CDY4 WI TREASURY SEC 1.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14291282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1433140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1453140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14647803W703 JOHN HANCOCK FDS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1473133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14903027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1503133USH95 FR SI2056 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1513140XC7D4 FN FM8991 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1523140XLCE6 FN FS4568 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15331420B847 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15591282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15691282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158921937710 VANGUARD BD INDEX FD
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$617,747
Liabilities
$0
Net assets
$617,747
Revenue
$68,932
Expenses
$46,088
Net income
$22,844
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