Civic Intelligence

Charitable Trust Uwo CI Jones 1055000334

EIN 63-6153820 • 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

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$15,530

Higher top officer pay than 67% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

48th percentile

1.4%

Faster asset growth than 48% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

90%

Faster revenue growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$822,801

Down $18,717 (-2.2%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin67th percentile

Revenue

Up

$42,097

Up $27,264 (+184%) from 2022

Expenses

Down

$60,846

Down $8,228 (-12%) from 2022

Net Income

Up

-$18,749

Up $35,492 (+65%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2010: $711,989Liabilities 2010: $0Net Assets 2010: $711,9892010Assets 2011: $762,725Liabilities 2011: $02011Assets 2012: $751,745Liabilities 2012: $02012Assets 2013: $747,204Liabilities 2013: $02013Assets 2014: $769,618Liabilities 2014: $0Net Assets 2014: $769,6182014Assets 2015: $797,257Liabilities 2015: $0Net Assets 2015: $797,2572015Assets 2016: $769,848Liabilities 2016: $0Net Assets 2016: $769,8482016Assets 2018: $871,291Liabilities 2018: $0Net Assets 2018: $871,2912018Assets 2019: $864,615Liabilities 2019: $0Net Assets 2019: $864,6152019Assets 2020: $832,311Liabilities 2020: $0Net Assets 2020: $832,3112020Assets 2021: $895,832Liabilities 2021: $0Net Assets 2021: $895,8322021Assets 2022: $841,518Liabilities 2022: $0Net Assets 2022: $841,5182022Assets 2023: $822,801Liabilities 2023: $12023

Highlighted filing

2023

Assets$822,801
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $21,1972010Revenue 2011: $86,646Expenses 2011: $35,739Net Income 2011: $50,9072011Revenue 2012: $42,320Expenses 2012: $53,307Net Income 2012: -$10,9872012Revenue 2013: $49,416Expenses 2013: $53,210Net Income 2013: -$3,7942013Revenue 2014: $80,239Expenses 2014: $57,585Net Income 2014: $22,6542014Revenue 2015: $85,426Expenses 2015: $58,927Net Income 2015: $26,4992015Revenue 2016: $30,889Expenses 2016: $57,996Net Income 2016: -$27,1072016Revenue 2018: $54,809Expenses 2018: $59,996Net Income 2018: -$5,1872018Revenue 2019: $49,330Expenses 2019: $56,171Net Income 2019: -$6,8412019Revenue 2020: $25,784Expenses 2020: $57,957Net Income 2020: -$32,1732020Revenue 2021: $126,502Expenses 2021: $62,916Net Income 2021: $63,5862021Revenue 2022: $14,833Expenses 2022: $69,074Net Income 2022: -$54,2412022Revenue 2023: $42,097Expenses 2023: $60,846Net Income 2023: -$18,7492023

Highlighted filing

2023

Revenue$42,097
Expenses$60,846
Net Income-$18,749
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$822,801
Liabilities
$1
Net assets
-
Revenue
$42,097
Expenses
$60,846
Net income
-$18,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.23$0.00$0.42$0.61$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.15$0.69$0.54
2021Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$1.27$0.63$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$0.00$8.32$0.26$0.58$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.49$0.56$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.55$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.31$0.58$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.85$0.59$0.26
2014Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.80$0.58$0.23
2013Summary only. Only limited summary data is available for this year.$7.47$0.00$0.49$0.53$0.04
2012Summary only. Only limited summary data is available for this year.$7.52$0.00$0.42$0.53$0.11
2011Summary only. Only limited summary data is available for this year.$7.63$0.00$0.87$0.36$0.51
2010Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.21
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$14,580-$14,580
Filing and Contact Details

Filer

Filer Name
Charitable Trust Uwo Ci Jones
EIN
63-6153820
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2023-03-26
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
Raw XML AppendixShowing 400 of 4,642 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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