Civic Intelligence

Cecile C Craig Charitable Test Trust

990PF • Fiscal year 2024 • EIN 63-6176296

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

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

43rd percentile

0.00x

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

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

Liabilities / Revenue

43rd percentile

0.00x

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

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

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

63rd percentile

$8,170

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

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

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

73rd percentile

34%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$702,433

Down $17,856 (-2.5%) from 2023

Net Assets

Down

$702,433

Down $17,856 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin10th percentile

Revenue

Up

$36,153

Up $9,262 (+34%) from 2023

Expenses

Up

$53,723

Up $22,560 (+72%) from 2023

Net Income

Down

-$17,570

Down $13,298 (-311%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.0M$500K$0Assets 2011: $749,363Liabilities 2011: $02011Assets 2012: $722,015Liabilities 2012: $02012Assets 2013: $695,061Liabilities 2013: $02013Assets 2014: $830,156Liabilities 2014: $02014Assets 2015: $811,204Liabilities 2015: $02015Assets 2019: $734,068Liabilities 2019: $02019Assets 2020: $719,907Liabilities 2020: $0Net Assets 2020: $719,9072020Assets 2021: $722,208Liabilities 2021: $0Net Assets 2021: $722,2082021Assets 2022: $725,383Liabilities 2022: $0Net Assets 2022: $725,3832022Assets 2023: $720,289Liabilities 2023: $0Net Assets 2023: $720,2892023Assets 2024: $702,433Liabilities 2024: $0Net Assets 2024: $702,4332024

Highlighted filing

2024

Assets$702,433
Liabilities$0
Net Assets$702,433
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KRevenue 2011: $21,668Expenses 2011: $50,558Net Income 2011: -$28,8902011Revenue 2012: $22,591Expenses 2012: $49,711Net Income 2012: -$27,1202012Revenue 2013: $27,752Expenses 2013: $55,041Net Income 2013: -$27,2892013Revenue 2014: $196,587Expenses 2014: $61,973Net Income 2014: $134,6142014Revenue 2015: $37,309Expenses 2015: $55,936Net Income 2015: -$18,6272015Revenue 2019: $35,867Expenses 2019: $51,687Net Income 2019: -$15,8202019Revenue 2020: $37,258Expenses 2020: $55,657Net Income 2020: -$18,3992020Revenue 2021: $57,239Expenses 2021: $50,641Net Income 2021: $6,5982021Revenue 2022: $35,580Expenses 2022: $31,893Net Income 2022: $3,6872022Revenue 2023: $26,891Expenses 2023: $31,163Net Income 2023: -$4,2722023Revenue 2024: $36,153Expenses 2024: $53,723Net Income 2024: -$17,5702024

Highlighted filing

2024

Revenue$36,153
Expenses$53,723
Net Income-$17,570
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$8,170-$8,170
Filing and Contact Details

Filer

Filer Name
Cecile C Craig Charitable Testamentary
EIN
63-6176296
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-01
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/CategoryOrItemTxt9338141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102464287614 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10346625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10446625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10546637K265 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10748121L114 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10849271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11052472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11758933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11859022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11959156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12260871RAD2 MOLSON COORS BEVERAG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12461747YFU4 MORGAN STANLEY 4.654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12668389XCS2 ORACLE CORP 4.2% 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129742718FH7 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13178016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132808513BF1 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137871829BJ5 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140882508104 TEXAS INSTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14189236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14289236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14389788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14490470L360 ABSOLUTE CONVERT ARB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14991282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15091282CFW6 US TREASURY N/B 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15191282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15291282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15391282CJW2 US TREASURY N/B 4% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15491324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155921943809 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157922908645 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158922908686 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15992343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16194106L109 WASTE MGMT INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16298389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt816592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1112037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1913225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2232865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt243331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt263002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt282380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt336131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt433887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt464484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4712486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt581558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt66823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt672381

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$702,433
Liabilities
$0
Net assets
$702,433
Revenue
$36,153
Expenses
$53,723
Net income
-$17,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.36$0.54$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.27$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.36$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.57$0.51$0.07
2020Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.37$0.56$0.18
2019Summary only. Only limited summary data is available for this year.$7.34$0.00$0.36$0.52$0.16
2015Summary only. Only limited summary data is available for this year.$8.11$0.00$0.37$0.56$0.19
2014Summary only. Only limited summary data is available for this year.$8.30$0.00$1.97$0.62$1.35
2013Summary only. Only limited summary data is available for this year.$6.95$0.00$0.28$0.55$0.27
2012Summary only. Only limited summary data is available for this year.$7.22$0.00$0.23$0.50$0.27
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$0.22$0.51$0.29