Civic Intelligence

Turner Medical Trust

EIN 63-6219873 • 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

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

24%

Higher net margin than 72% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$87,591

Higher top officer pay than 34% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

43rd percentile

2.3%

Faster asset growth than 43% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

86%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$13,034,443

Up $294,529 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,034,443

Up $294,529 (+2.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Up

$1,198,470

Up $555,481 (+86%) from 2023

Expenses

Up

$911,144

Up $63,445 (+7.5%) from 2023

Net Income

Up

$287,326

Up $492,036 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2011: $13,000,108Liabilities 2011: $02011Assets 2012: $13,020,909Liabilities 2012: $02012Assets 2013: $14,980,114Liabilities 2013: $02013Assets 2014: $14,624,047Liabilities 2014: $02014Assets 2015: $14,205,611Liabilities 2015: $02015Assets 2019: $13,110,711Liabilities 2019: $02019Assets 2020: $12,882,879Liabilities 2020: $0Net Assets 2020: $12,882,8792020Assets 2021: $13,355,524Liabilities 2021: $0Net Assets 2021: $13,355,5242021Assets 2022: $12,957,074Liabilities 2022: $0Net Assets 2022: $12,957,0742022Assets 2023: $12,739,914Liabilities 2023: $0Net Assets 2023: $12,739,9142023Assets 2024: $13,034,443Liabilities 2024: $0Net Assets 2024: $13,034,4432024

Latest loaded filing

2024

Assets$13,034,443
Liabilities$0
Net Assets$13,034,443
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $762,700Expenses 2011: $795,482Net Income 2011: -$32,7822011Revenue 2012: $832,900Expenses 2012: $811,430Net Income 2012: $21,4702012Revenue 2013: $2,782,077Expenses 2013: $822,590Net Income 2013: $1,959,4872013Revenue 2014: $576,713Expenses 2014: $932,780Net Income 2014: -$356,0672014Revenue 2015: $432,071Expenses 2015: $850,507Net Income 2015: -$418,4362015Revenue 2019: $629,036Expenses 2019: $875,543Net Income 2019: -$246,5072019Revenue 2020: $656,388Expenses 2020: $871,253Net Income 2020: -$214,8652020Revenue 2021: $1,543,241Expenses 2021: $1,064,729Net Income 2021: $478,5122021Revenue 2022: $587,405Expenses 2022: $978,777Net Income 2022: -$391,3722022Revenue 2023: $642,989Expenses 2023: $847,699Net Income 2023: -$204,7102023Revenue 2024: $1,198,470Expenses 2024: $911,144Net Income 2024: $287,3262024

Latest loaded filing

2024

Revenue$1,198,470
Expenses$911,144
Net Income$287,326
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.20$0.91$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$0.64$0.85$0.20
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.59$0.98$0.39
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.54$1.06$0.48
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.66$0.87$0.21
2019Summary only. Only limited summary data is available for this year.$13.1$0.00$0.63$0.88$0.25
2015Summary only. Only limited summary data is available for this year.$14.2$0.00$0.43$0.85$0.42
2014Summary only. Only limited summary data is available for this year.$14.6$0.00$0.58$0.93$0.36
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$2.78$0.82$1.96
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$0.83$0.81$0.02
2011Summary only. Only limited summary data is available for this year.$13.0$0.00$0.76$0.80$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 16, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$87,591-$87,591
CHUCK LEDBETTER DOTHAN CITY SCHOOLScholarship Comm-$0--
CHRIS NICHOLLS HOUSTON COUNTY MEDIScholarship Comm-$0--
MARK SCOTT HOUSTON COUNTY SCHOOLScholarship Comm-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUAB SCHOOL OF MEDICINESCHOLARSHIPSIBIRMINGHAM, AL, US$531,709
Paid GrantUNIVERSITY OF SOUTH ALABAMASCHOLARSHIPIMOBILE, AL, US$229,436
Paid GrantHOUSTON COUNTY MEDICAL SOCIETYGENERAL OPERATINGPCDOTHAN, AL, US$4,728
Filing and Contact Details

Filer

Filer Name
Turner Medical Trust
EIN
63-6219873
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-03-16
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
Raw XML AppendixShowing 400 of 13,607 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3591913YAU4 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36922042858 VANGUARD INTL EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38384109104 GRACO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39465899706 IVY INTERNATIONAL CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42536797103 LITHIA MTRS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51025816109 AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5203027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53115637209 BROWN FORMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54146229109 CARTERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55149568107 CAVCO INDS INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56281020107 EDISON INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5728176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5830214U102 EXPONENT INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6029414B104 EPAM SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6231409JJG6 FN 872463 6% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6331418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6574432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66571748102 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683138Y63Q5 FN AX5306 3.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt693140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70366651107 GARTNER INC NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71452308109 ILLINOIS TOOL WKS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73912828WZ9 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7598978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7600203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7700206RCP5 AT&T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83090572207 BIO RAD LABS INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8409180C106 BJS RESTAURANTS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8929362U104 ENTEGRIS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt913128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt923128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9459022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95596278101 MIDDLEBY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96701877102 PARSLEY ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9772346Q104 PINNACLE FINL PARTNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9874051N102 PREMIER INC-CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9974440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100816851109 SEMPRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101866082100 SUMMIT HOTEL PPTYS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10331418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10433829M101 FIVE BELOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10634959J108 FORTIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10745784P101 INSULET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10946120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110693506107 PPG INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111753422104 RAPID7 INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11385771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114866674104 SUN CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115867224107 SUNCOR ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117880208400 TEMPLETON GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118902252105 TYLER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11992343VAW4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121G5005R107 JAMES RIVER GROUP HO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122428291108 HEXCEL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123473025BB9 JEFFERSON MTG-B- 01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124576485205 MATADOR RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12559522J103 MID-AMER APT CMNTYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12661761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12764125C109 NEUROCRINE BIOSCIENC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128655663102 NORDSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129670837103 OGE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13068389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13131419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132452327109 ILLUMINA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13446625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13549271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13761744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13866987V109 NOVARTIS AG
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140739276103 POWER INTEGRATIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144922908686 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145929740108 WABTEC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148957638109 WESTERN ALLIANCE BAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15002665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151032095101 AMPHENOL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15304316A108 ARTISAN PARTNERS ASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15406416CAB4 BANK OF NOVA SCOTIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15827616P103 EASTERLY GOVT PPTYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1603138E0SD2 FN AJ7715 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1613138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623138EGP40 FN AL0442 5.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1633138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16431416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16531677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16636555P107 GARDNER DENVER HOLDI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16958933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17070450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173747316107 QUAKER CHEM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17482669G104 SIGNATURE BK NEW YOR

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