Civic Intelligence

Van B Taunton Charitable Trust 1055000254

990PF • Fiscal year 2023 • EIN 63-6140272

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

Organization Profile
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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$19,112

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,339,006

Down $26,071 (-1.9%) from 2022

Net Assets

Down

$1,339,006

Down $26,071 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$56,087

Down $13,996 (-20%) from 2022

Expenses

Down

$81,362

Down $22,089 (-21%) from 2022

Net Income

Up

-$25,275

Up $8,093 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$1,339,006
Liabilities$0
Net Assets$1,339,006
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$56,087
Expenses$81,362
Net Income-$25,275
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$19,112-$19,112
Filing and Contact Details

Filer

Filer Name
Van B Taunton Charitable Trust
EIN
63-6140272
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-04-06
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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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/CategoryOrItemTxt2320030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2426969P108 EAGLE MATLS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt253128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2703073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28038336103 APTARGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2909857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt303138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3131677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33518439104 LAUDER ESTEE COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3658933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3761761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3868389XBR5 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39736508847 PORTLAND GEN ELEC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40036752103 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41037833DC1 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42366651107 GARTNER INC NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44596278101 MIDDLEBY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45701877102 PARSLEY ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47731068102 POLARIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48749685103 RPM INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4975524B104 RBC BEARINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5079466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5185771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52866674104 SUN CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53882681109 TEXAS ROADHOUSE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5694988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5714040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5822160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603128MJQR4 FHLMC POOL G0-846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt623138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63262037104 DRIL-QUIP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6430231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt653132XCR64 FG G67709 3.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt663135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6700404A109 ACADIA HEALTHCARE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68024835100 AMERICAN CAMPUS CMNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69025816109 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7002665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7103027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72866082100 SUMMIT HOTEL PPTYS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73902252105 TYLER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7491913YAU4 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7674051N102 PREMIER INC-CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77753422104 RAPID7 INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8087236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81921937603 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82921943809 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84891092108 TORO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8589233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8689417E109 TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8778012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8878467J100 SS&C TECHNOLOGIES HO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931410KJY1 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9031415MFS9 FN 984077 5% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9131418AB23 FN MA0956 4% 01 JAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9566987V109 NOVARTIS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96816851109 SEMPRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97824348106 SHERWIN-WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9874432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1003138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102464287200 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10468389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105693506107 PPG INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10670450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10772346Q104 PINNACLE FINL PARTNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109767744105 RITCHIE BROS AUCTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11080689H102 SCHNEIDER NATL INC W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11182669G104 SIGNATURE BK NEW YOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112912828H52 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11346637K265 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114536797103 LITHIA MTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115576485205 MATADOR RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11659522J103 MID-AMERICA APARTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120826919102 SILICON LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123912828PC8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12491324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125947890109 WEBSTER FINANCIAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1273138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13038141GWM2 GOLDMAN SACHS GROUP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,339,006
Liabilities
$0
Net assets
$1,339,006
Revenue
$56,087
Expenses
$81,362
Net income
-$25,275
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