Civic Intelligence

Trust of Annie Graham King

EIN 63-6102496 • Montgomery, AL

PO Box 2450Montgomery, AL 36102-2450
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$52,321

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

134%

Faster revenue growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,460,259

Up $289,881 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,460,259

Up $289,881 (+4.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Up

$683,917

Up $392,051 (+134%) from 2023

Expenses

Down

$393,785

Down $5,871 (-1.5%) from 2023

Net Income

Up

$290,132

Up $397,922 (+369%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,011,872Liabilities 2011: $02011Assets 2012: $5,008,099Liabilities 2012: $0Net Assets 2012: $5,008,0992012Assets 2013: $5,001,440Liabilities 2013: $0Net Assets 2013: $5,001,4402013Assets 2014: $5,609,532Liabilities 2014: $0Net Assets 2014: $5,609,5322014Assets 2015: $5,664,527Liabilities 2015: $0Net Assets 2015: $5,664,5272015Assets 2016: $6,335,431Liabilities 2016: $0Net Assets 2016: $6,335,4312016Assets 2017: $6,405,389Liabilities 2017: $0Net Assets 2017: $6,405,3892017Assets 2018: $6,540,949Liabilities 2018: $0Net Assets 2018: $6,540,9492018Assets 2019: $6,462,290Liabilities 2019: $0Net Assets 2019: $6,462,2902019Assets 2020: $6,317,209Liabilities 2020: $0Net Assets 2020: $6,317,2092020Assets 2021: $6,507,654Liabilities 2021: $0Net Assets 2021: $6,507,6542021Assets 2022: $6,278,215Liabilities 2022: $0Net Assets 2022: $6,278,2152022Assets 2023: $6,170,378Liabilities 2023: $0Net Assets 2023: $6,170,3782023Assets 2024: $6,460,259Liabilities 2024: $0Net Assets 2024: $6,460,2592024

Highlighted filing

2024

Assets$6,460,259
Liabilities$0
Net Assets$6,460,259
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $391,947Expenses 2011: $408,118Net Income 2011: -$16,1712011Expenses 2012: $524,5562012Revenue 2013: $494,707Expenses 2013: $501,289Net Income 2013: -$6,5822013Revenue 2014: $981,963Expenses 2014: $379,066Net Income 2014: $602,8972014Revenue 2015: $451,014Expenses 2015: $395,904Net Income 2015: $55,1102015Revenue 2016: $1,053,186Expenses 2016: $379,556Net Income 2016: $673,6302016Revenue 2017: $463,359Expenses 2017: $397,208Net Income 2017: $66,1512017Revenue 2018: $507,535Expenses 2018: $371,127Net Income 2018: $136,4082018Revenue 2019: $357,308Expenses 2019: $438,890Net Income 2019: -$81,5822019Revenue 2020: $277,395Expenses 2020: $419,244Net Income 2020: -$141,8492020Revenue 2021: $646,156Expenses 2021: $455,971Net Income 2021: $190,1852021Revenue 2022: $203,032Expenses 2022: $432,487Net Income 2022: -$229,4552022Revenue 2023: $291,866Expenses 2023: $399,656Net Income 2023: -$107,7902023Revenue 2024: $683,917Expenses 2024: $393,785Net Income 2024: $290,1322024

Highlighted filing

2024

Revenue$683,917
Expenses$393,785
Net Income$290,132
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,460,259
Liabilities
$0
Net assets
$6,460,259
Revenue
$683,917
Expenses
$393,785
Net income
$290,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.68$0.39$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.29$0.40$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.20$0.43$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.65$0.46$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.28$0.42$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.36$0.44$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.51$0.37$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.46$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$1.05$0.38$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.45$0.40$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.98$0.38$0.60
2013Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.49$0.50$0.01
2012Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.52
2011Summary only. Only limited summary data is available for this year.$5.01$0.00$0.39$0.41$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$52,321-$52,321
Filing and Contact Details

Filer

Filer Name
Trust of Annie Graham King
EIN
63-6102496
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306100
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
105 TALLAPOOSA STREET STE 300, MONTGOMERY, AL 36104
Preparer
Jennifer D Burton
Phone
3342712200
Raw XML AppendixShowing 400 of 765 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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