Civic Intelligence

Van B Taunton Charitable Trust 1055000254

990PF • Fiscal year 2019 • EIN 63-6140272

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 20, 2020

Organization Profile
Regions Bank Trust Dept P O Box 116Birmingham, AL 35202

(205) 420-7753

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$17,289

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 41.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,369,292

Down $35,835 (-2.6%) from 2018

Net Assets

Down

$1,369,292

Down $35,835 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$41,597

Down $13,147 (-24%) from 2018

Expenses

Down

$77,641

Down $23,786 (-23%) from 2018

Net Income

Up

-$36,044

Up $10,639 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,462,590Liabilities 2011: $02011Assets 2012: $1,414,826Liabilities 2012: $0Net Assets 2012: $1,414,8262012Assets 2013: $1,406,491Liabilities 2013: $02013Assets 2014: $1,628,982Liabilities 2014: $02014Assets 2015: $1,557,739Liabilities 2015: $02015Assets 2016: $1,453,882Liabilities 2016: $0Net Assets 2016: $1,453,8822016Assets 2017: $1,451,755Liabilities 2017: $0Net Assets 2017: $1,451,7552017Assets 2018: $1,405,127Liabilities 2018: $0Net Assets 2018: $1,405,1272018Assets 2019: $1,369,292Liabilities 2019: $0Net Assets 2019: $1,369,2922019Assets 2020: $1,378,990Liabilities 2020: $0Net Assets 2020: $1,378,9902020Assets 2021: $1,399,016Liabilities 2021: $0Net Assets 2021: $1,399,0162021Assets 2022: $1,365,077Liabilities 2022: $0Net Assets 2022: $1,365,0772022Assets 2023: $1,339,006Liabilities 2023: $0Net Assets 2023: $1,339,0062023Assets 2024: $1,346,379Liabilities 2024: $0Net Assets 2024: $1,346,3792024

Highlighted filing

2019

Assets$1,369,292
Liabilities$0
Net Assets$1,369,292
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $83,504Expenses 2011: $90,686Net Income 2011: -$7,1822011Expenses 2012: $100,4872012Revenue 2013: $94,190Expenses 2013: $99,286Net Income 2013: -$5,0962013Revenue 2014: $337,927Expenses 2014: $112,384Net Income 2014: $225,5432014Revenue 2015: $51,400Expenses 2015: $120,962Net Income 2015: -$69,5622015Revenue 2016: $2,961Expenses 2016: $107,129Net Income 2016: -$104,1682016Revenue 2017: $80,840Expenses 2017: $80,308Net Income 2017: $5322017Revenue 2018: $54,744Expenses 2018: $101,427Net Income 2018: -$46,6832018Revenue 2019: $41,597Expenses 2019: $77,641Net Income 2019: -$36,0442019Revenue 2020: $72,827Expenses 2020: $63,593Net Income 2020: $9,2342020Revenue 2021: $91,163Expenses 2021: $71,213Net Income 2021: $19,9502021Revenue 2022: $70,083Expenses 2022: $103,451Net Income 2022: -$33,3682022Revenue 2023: $56,087Expenses 2023: $81,362Net Income 2023: -$25,2752023Revenue 2024: $89,250Expenses 2024: $81,604Net Income 2024: $7,6462024

Highlighted filing

2019

Revenue$41,597
Expenses$77,641
Net Income-$36,044
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKCorp Trustee-$17,289-$17,289
Filing and Contact Details

Filer

Filer Name
Van B Taunton Charitable Trust
EIN
63-6140272
Phone
2054207753
Address
REGIONS BANK TRUST DEPT P O BOX 116, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhouseccopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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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/CategoryOrItemTxt2626969P108 EAGLE MATERIALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt273128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2903073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30038336103 APTARGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3109857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt323138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3331677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34461202103 INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35518439104 ESTEE LAUDER COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37573284106 MARTIN MARIETTA MATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3958933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4061761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4168389XBR5 ORACLE CORP 2.625% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42736508847 PORTLAND GENERAL ELE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43036752103 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45366651107 GARTNER INC NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47596278101 MIDDLEBY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48701877102 PARSLEY ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50731068102 POLARIS INDUSTRIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51749685103 RPM INTERNATIONAL IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5275524B104 RBC BEARINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5379466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5485771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55866674104 SUN COMMUNITIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56882681109 TEXAS ROADHOUSE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5790130A200 TWENTY-FIRST CENTURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6092343VDD3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6294988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63110709BN1 BRITISH COLUMBIA PRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6414040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6522160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673128MJQR4 FHLMC POOL G0-846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt693138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70262037104 DRIL-QUIP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7130231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt723132XCR64 FG G67709 3.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7400404A109 ACADIA HEALTHCARE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75024835100 AMERICAN CAMPUS COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76025816109 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7702665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7803027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7906367THQ6 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80857477103 STATE ST CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81866082100 SUMMIT HOTEL PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82868157108 SUPERIOR ENERGY SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83902252105 TYLER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8490385D107 ULTIMATE SOFTWARE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8591913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86930427109 WAGEWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8874051N102 PREMIER INC-CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89753422104 RAPID7 INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9287236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93880208400 TEMPLETON GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94921937603 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95921943809 VANGUARD DEVELOPED M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97891092108 TORO CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9889233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9989417E109 TRAVELERS COS INC/TH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10074440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10178012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10278467J100 SS&C TECHNOLOGIES HO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10331410KJY1 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431415MFS9 FN 984077 5% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10531418AB23 FN MA0956 4% 01 JAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10744932HAM5 IBM CREDIT LLC 3.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110533900106 LINCOLN ELEC HLDGS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11159156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11266987V109 NOVARTIS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114824348106 SHERWIN-WILLIAMS CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11574267C106 PROASSURANCE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11674432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1183138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1193140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120464287200 ISHARES CORE S& P 50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12268389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123693506107 PPG INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12470450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12572346Q104 PINNACLE FINANCIAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126741511109 PRICESMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127743315103 PROGRESSIVE CORP/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128767744105 RITCHIE BROS AUCTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12980689H102 SCHNEIDER NATIONAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13082669G104 SIGNATURE BANK/NEW Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131912828H52 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132912828J27 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13346637K265 JPMORGAN HEDGED EQUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134536797103 LITHIA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135576485205 MATADOR RESOURCES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13659522J103 MID-AMERICA APARTMEN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,369,292
Liabilities
$0
Net assets
$1,369,292
Revenue
$41,597
Expenses
$77,641
Net income
-$36,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.00$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.05$0.12$0.07
2014Summary only. Only limited summary data is available for this year.$1.63$0.00$0.34$0.11$0.23
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$0.09$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.08$0.09$0.01