Civic Intelligence

C D Helen & Jeff Glaze Foundation

990PF • Fiscal year 2015 • EIN 63-6174358

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profile
PO Box 160427Mobile, AL 36616

(251) 438-8260

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

28th percentile

$4,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

65th percentile

4.2%

Faster asset growth than 65% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$5,280,375

Up $214,604 (+4.2%) from 2014

Net Assets

Up

$5,280,375

Up $214,604 (+4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$498,435

Up $143,239 (+40%) from 2014

Expenses

Down

$298,047

Down $49,803 (-14%) from 2014

Net Income

Up

$200,388

Up $193,042 (+2628%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,922,140Liabilities 2011: $0Net Assets 2011: $4,922,1402011Assets 2012: $4,869,157Liabilities 2012: $0Net Assets 2012: $4,869,1572012Assets 2013: $5,053,943Liabilities 2013: $12013Assets 2014: $5,065,771Liabilities 2014: $0Net Assets 2014: $5,065,7712014Assets 2015: $5,280,375Liabilities 2015: $0Net Assets 2015: $5,280,3752015Assets 2016: $5,184,122Liabilities 2016: $0Net Assets 2016: $5,184,1222016Assets 2017: $5,069,354Liabilities 2017: $0Net Assets 2017: $5,069,3542017Assets 2018: $5,367,000Liabilities 2018: $0Net Assets 2018: $5,367,0002018Assets 2019: $5,081,682Liabilities 2019: $0Net Assets 2019: $5,081,6822019Assets 2020: $5,055,442Liabilities 2020: $0Net Assets 2020: $5,055,4422020Assets 2021: $5,187,012Liabilities 2021: $0Net Assets 2021: $5,187,0122021Assets 2022: $5,218,945Liabilities 2022: $0Net Assets 2022: $5,218,9452022Assets 2023: $5,121,251Liabilities 2023: $0Net Assets 2023: $5,121,2512023Assets 2024: $5,118,586Liabilities 2024: $0Net Assets 2024: $5,118,5862024Assets 2025: $5,139,252Liabilities 2025: $0Net Assets 2025: $5,139,2522025

Highlighted filing

2015

Assets$5,280,375
Liabilities$0
Net Assets$5,280,375
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $324,9872011Expenses 2012: $278,6962012Revenue 2013: $476,758Expenses 2013: $299,103Net Income 2013: $177,6552013Revenue 2014: $355,196Expenses 2014: $347,850Net Income 2014: $7,3462014Revenue 2015: $498,435Expenses 2015: $298,047Net Income 2015: $200,3882015Revenue 2016: $192,694Expenses 2016: $300,515Net Income 2016: -$107,8212016Revenue 2017: $181,434Expenses 2017: $306,531Net Income 2017: -$125,0972017Revenue 2018: $422,013Expenses 2018: $314,859Net Income 2018: $107,1542018Revenue 2019: $327,315Expenses 2019: $300,398Net Income 2019: $26,9172019Revenue 2020: $286,755Expenses 2020: $313,265Net Income 2020: -$26,5102020Revenue 2021: $465,824Expenses 2021: $333,918Net Income 2021: $131,9062021Revenue 2022: $381,977Expenses 2022: $340,321Net Income 2022: $41,6562022Revenue 2023: $203,436Expenses 2023: $300,743Net Income 2023: -$97,3072023Revenue 2024: $306,464Expenses 2024: $307,684Net Income 2024: -$1,2202024Revenue 2025: $354,987Expenses 2025: $335,711Net Income 2025: $19,2762025

Highlighted filing

2015

Revenue$498,435
Expenses$298,047
Net Income$200,388
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFERY A HEADDirector/Secretary-$4,000-$4,000
JOHN M SIRMONDirector/Treasurer-$4,000-$4,000
STOVA F MCFADDENDirector/Vice-President-$4,000-$4,000
WILLIAM S MCFADDENDirector-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Cd Helen and Jeff Glaze Foundation
EIN
63-6174358
Phone
2514388260
Address
PO BOX 160427, MOBILE, AL 36616

Signing Officer

Name
John M Sirmon
Title
Treasurer
Phone
2513431200
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Clifton T Jackson
Phone
2513431200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm746625H100 JP MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1488579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15913017109 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17268648102 E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1968389X105 ORACLE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2192343V104 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2358933Y105 MERCK & CO. INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2438259P508 GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25882508104 TEXAS INSTRS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2774005P104 PREXAIR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29254687106 WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30345370860 FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31886547108 TIFFANY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32032511107 ANADARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34172967424 CITIGROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3658155Q103 MCKESSON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37438516106 HONEYWELL INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38037833100 APPLE, INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47427866108 THE HERSHEY COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5130219G108 EXPRESS SCRIPTS HOLDING CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53628530107 MYLAN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57177376100 CITRIX SYSTEM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60278865100 ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66655664100 NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67758766109 REGAL ENTMT GROUP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68582839106 MEAD JOHNSON NUTRITION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69436106108 HOLLYFRONTIER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70867914103 SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72110122108 BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73203668108 COMMUNITY HEALTH SYS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7492532F100 VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7631428X106 FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7794106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7819246102 COGNIZANT TECHNOLOGY SOLUTIONS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7904314H303 ARTISAN MID CAP FD-INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm800206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8165339F101 NEXTERA ENERGY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0471879
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt068047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01689470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0294364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164435

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,280,375
Liabilities
$0
Net assets
$5,280,375
Revenue
$498,435
Expenses
$298,047
Net income
$200,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.35$0.34$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.31$0.31$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.38$0.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.47$0.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.29$0.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.33$0.30$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.42$0.31$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.18$0.31$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.19$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.50$0.30$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.36$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$5.05$0.00$0.48$0.30$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.28
2011Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.32