Civic Intelligence

Susan Mott Webb Charitable Trust

990PF • Fiscal year 2022 • EIN 63-6112593

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

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

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

5th percentile

-158%

Higher net margin than 5% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$96,171

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

35th percentile

-4.1%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$13,415,068

Down $571,277 (-4.1%) from 2021

Net Assets

Down

$13,415,068

Down $571,277 (-4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$359,457

Down $1,052,984 (-75%) from 2021

Expenses

Down

$928,348

Down $114,946 (-11%) from 2021

Net Income

Down

-$568,891

Down $938,038 (-254%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$13,415,068
Liabilities$0
Net Assets$13,415,068

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$359,457
Expenses$928,348
Net Income-$568,891
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$96,171-$96,171
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
2023-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4620076307 MOTOROLA SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5670837103 OGE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt675524B104 RBC BEARINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt831418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933829M101 FIVE BELOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1037637Q105 GLACIER BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1185771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891092108 TORO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16929740108 WABTEC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17949746101 WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18G50871105 JAZZ PHARMACEUTICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193138A7FR4 FNMA POOL 0AH557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21235851102 DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2226441CAW5 DUKE ENERGY CORP NEW
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30060505104 BANK AMER CORP
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38902252105 TYLER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40922908645 VANGUARD INDEX FDS
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9191913YAU4 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9392826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94955306105 WEST PHARMACEUTICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95G3922B107 GENPACT LTD USD 0.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97032095101 AMPHENOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98912810SA7 US TREASURY N/B 3% 1

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