Civic Intelligence

Earnest W Taggart Trust (Pre 1969 Chartiable

EIN 63-6076749 • 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-232%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$384

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $301,319 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $301,319 (-100%) from 2023

Revenue

Down

$4,327

Down $10,666 (-71%) from 2023

Expenses

Down

$14,377

Down $6,609 (-31%) from 2023

Net Income

Down

-$10,050

Down $4,057 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $331,607Liabilities 2014: $02014Assets 2015: $337,341Liabilities 2015: $02015Assets 2016: $328,028Liabilities 2016: $0Net Assets 2016: $328,0282016Assets 2017: $328,617Liabilities 2017: $0Net Assets 2017: $328,6172017Assets 2018: $322,123Liabilities 2018: $0Net Assets 2018: $322,1232018Assets 2019: $316,728Liabilities 2019: $0Net Assets 2019: $316,7282019Assets 2020: $308,327Liabilities 2020: $0Net Assets 2020: $308,3272020Assets 2021: $320,663Liabilities 2021: $0Net Assets 2021: $320,6632021Assets 2022: $307,310Liabilities 2022: $0Net Assets 2022: $307,3102022Assets 2023: $301,319Liabilities 2023: $0Net Assets 2023: $301,3192023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$40K$20K$0-$20KRevenue 2014: $29,924Expenses 2014: $16,101Net Income 2014: $13,8232014Revenue 2015: $21,534Expenses 2015: $19,874Net Income 2015: $1,6602015Revenue 2016: $8,150Expenses 2016: $17,178Net Income 2016: -$9,0282016Revenue 2017: $24,488Expenses 2017: $23,159Net Income 2017: $1,3292017Revenue 2018: $13,123Expenses 2018: $19,907Net Income 2018: -$6,7842018Revenue 2019: $14,295Expenses 2019: $19,633Net Income 2019: -$5,3382019Revenue 2020: $13,418Expenses 2020: $21,848Net Income 2020: -$8,4302020Revenue 2021: $35,111Expenses 2021: $22,765Net Income 2021: $12,3462021Revenue 2022: $10,402Expenses 2022: $23,728Net Income 2022: -$13,3262022Revenue 2023: $14,993Expenses 2023: $20,986Net Income 2023: -$5,9932023Revenue 2024: $4,327Expenses 2024: $14,377Net Income 2024: -$10,0502024

Highlighted filing

2024

Revenue$4,327
Expenses$14,377
Net Income-$10,050

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$384-$384
Filing and Contact Details

Filer

Filer Name
Earnest W Taggart Trust (pre 1969 Charitable
EIN
63-6076749
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-21
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 Appendix366 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PHILLIPS SCHOOL OF THEOLOGY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0THE INTERDENOMINATIONAL THEO CTR
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02076
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015213
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011797
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. ASSETS WERE TRANSFERRED TO ESSIE B TAGGART CHARITABLETRUST (EIN: 63-6051359)
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0287630
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13957
OtherDecreasesSchedule/OtherDecreasesDetail/Amt25
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0507B2 TRANSFER
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CASH TRANSFER TO CHARITABLE TRUST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0323
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt157
TaxesSchedule/TaxesDetail/Amt2132
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EARNEST W TAGGART TRUST (PRE 1969 CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0TAGG
ReturnHeader/Filer/EIN0636076749
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-27T08:01:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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