Civic Intelligence

Susan Mott Webb Charitable Trust

990PF • Fiscal year 2023 • EIN 63-6112593

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

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.

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

13th percentile

-45%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

35th percentile

$94,617

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

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

Asset Growth

25th percentile

-2.1%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Down

$13,130,243

Down $284,825 (-2.1%) from 2022

Net Assets

Down

$13,130,243

Down $284,825 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$618,476

Up $259,019 (+72%) from 2022

Expenses

Down

$898,239

Down $30,109 (-3.2%) from 2022

Net Income

Up

-$279,763

Up $289,128 (+51%) from 2022

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

2023

Assets$13,130,243
Liabilities$0
Net Assets$13,130,243

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

2023

Revenue$618,476
Expenses$898,239
Net Income-$279,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$94,617-$94,617
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
2024-05-02
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12867224107 SUNCOR ENERGY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2902665WCD1 AMERICAN HONDA FINAN
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45866674104 SUN CMNTYS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4744930G107 ICU MED INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48452308109 ILLINOIS TOOL WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49478160104 JOHNSON & JOHNSON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53573284106 MARTIN MARIETTA MATL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5873278L105 POOL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6131418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6346625H100 JPMORGAN CHASE & CO
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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
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8987236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90912828Y79 US TREASURY N/B 2.87
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99989207105 ZEBRA TECHNOLOGIES C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1023138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10331419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10514040HBP9 CAPITAL ONE FINANCIA
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