Civic Intelligence

Susan Mott Webb Charitable Trust

EIN 63-6112593 • 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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-2.1%

Faster asset growth than 24% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,433,092

Up $302,849 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,433,092

Up $302,849 (+2.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin9th percentile

Revenue

Up

$1,295,729

Up $677,253 (+110%) from 2023

Expenses

Up

$1,005,744

Up $107,505 (+12%) from 2023

Net Income

Up

$289,985

Up $569,748 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,973,771Liabilities 2011: $02011Assets 2012: $13,727,867Liabilities 2012: $02012Assets 2013: $15,790,967Liabilities 2013: $02013Assets 2014: $15,574,803Liabilities 2014: $02014Assets 2015: $15,094,925Liabilities 2015: $02015Assets 2019: $13,623,631Liabilities 2019: $0Net Assets 2019: $13,623,6312019Assets 2020: $13,617,955Liabilities 2020: $0Net Assets 2020: $13,617,9552020Assets 2021: $13,986,345Liabilities 2021: $0Net Assets 2021: $13,986,3452021Assets 2022: $13,415,068Liabilities 2022: $0Net Assets 2022: $13,415,0682022Assets 2023: $13,130,243Liabilities 2023: $0Net Assets 2023: $13,130,2432023Assets 2024: $13,433,092Liabilities 2024: $0Net Assets 2024: $13,433,0922024

Highlighted filing

2024

Assets$13,433,092
Liabilities$0
Net Assets$13,433,092
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,033,213Expenses 2011: $892,376Net Income 2011: $140,8372011Revenue 2012: $711,464Expenses 2012: $953,771Net Income 2012: -$242,3072012Revenue 2013: $3,003,431Expenses 2013: $926,711Net Income 2013: $2,076,7202013Revenue 2014: $825,982Expenses 2014: $1,017,046Net Income 2014: -$191,0642014Revenue 2015: $437,615Expenses 2015: $937,249Net Income 2015: -$499,6342015Revenue 2019: $627,256Expenses 2019: $821,405Net Income 2019: -$194,1492019Revenue 2020: $883,926Expenses 2020: $891,823Net Income 2020: -$7,8972020Revenue 2021: $1,412,441Expenses 2021: $1,043,294Net Income 2021: $369,1472021Revenue 2022: $359,457Expenses 2022: $928,348Net Income 2022: -$568,8912022Revenue 2023: $618,476Expenses 2023: $898,239Net Income 2023: -$279,7632023Revenue 2024: $1,295,729Expenses 2024: $1,005,744Net Income 2024: $289,9852024

Highlighted filing

2024

Revenue$1,295,729
Expenses$1,005,744
Net Income$289,985
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,433,092
Liabilities
$0
Net assets
$13,433,092
Revenue
$1,295,729
Expenses
$1,005,744
Net income
$289,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.30$1.01$0.29
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.62$0.90$0.28
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.36$0.93$0.57
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.41$1.04$0.37
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.88$0.89$0.01
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.63$0.82$0.19
2015Summary only. Only limited summary data is available for this year.$15.1$0.00$0.44$0.94$0.50
2014Summary only. Only limited summary data is available for this year.$15.6$0.00$0.83$1.02$0.19
2013Summary only. Only limited summary data is available for this year.$15.8$0.00$3.00$0.93$2.08
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$0.71$0.95$0.24
2011Summary only. Only limited summary data is available for this year.$14.0$0.00$1.03$0.89$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$79,878-$79,878
Filing and Contact Details

Filer

Filer Name
Susan Mott Webb Charitable Trust
EIN
63-6112593
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-05
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 12,489 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/BookValueAmt280188345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28120266
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2835264
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28527131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28621794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2877214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28828302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28922963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29022805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2916868
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2977169
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30220353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30329043
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30522697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt068389XBR5 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1736508847 PORTLAND GEN ELEC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt274051N102 PREMIER INC-CLASS A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5670837103 OGE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt675524B104 RBC BEARINGS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933829M101 FIVE BELOW
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891092108 TORO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15902973304 US BANCORP DEL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt233128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2400724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25009158106 AIR PRODS & CHEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2602079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27024835100 AMERICAN CAMPUS CMNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28025816109 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2902665WCD1 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3106416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3208579W103 BERRY PLASTICS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33090572207 BIO RAD LABS INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3409857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35099502106 BOOZ ALLEN HAMILTON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36866082100 SUMMIT HOTEL PPTYS I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41465899706 IVY INTERNATIONAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4203524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43038336103 APTARGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4409062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45866674104 SUN CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46428291108 HEXCEL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4744930G107 ICU MED INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48452308109 ILLINOIS TOOL WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5460871RAD2 MOLSON COORS BEVERAG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5566987V109 NOVARTIS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5668389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5771943U104 PHYSICIANS RLTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5873278L105 POOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59767744105 RITCHIE BROS AUCTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6131418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6346625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6461744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6689233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67701877102 PARSLEY ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6894988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6998978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt703138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt713138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7336555P107 GARDNER DENVER HOLDI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74366651107 GARTNER INC NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7774432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78258278100 DORMAN PRODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7929414B104 EPAM SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt803128M74W3 FG G05937 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813128MMT37 FG G18569 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt823128MMVQ3 FG G18622 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8470450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8672346Q104 PINNACLE FINL PARTNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87731068102 POLARIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88747316107 QUAKER CHEM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8987236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90912828Y79 US TREASURY N/B 2.87

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