Civic Intelligence

The O'Melia Foundation

EIN 72-6183452 • 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

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$22,904

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

107%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,207,780

Down $34,950 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,207,780

Down $34,950 (-1.1%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin23rd percentile

Revenue

Up

$357,842

Up $184,815 (+107%) from 2023

Expenses

Up

$402,292

Up $71,928 (+22%) from 2023

Net Income

Up

-$44,450

Up $112,887 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,816,777Liabilities 2010: $0Net Assets 2010: $1,816,7772010Assets 2011: $1,790,949Liabilities 2011: $12011Assets 2012: $1,721,722Liabilities 2012: $02012Assets 2013: $1,676,281Liabilities 2013: $02013Assets 2014: $1,665,154Liabilities 2014: $02014Assets 2015: $1,636,360Liabilities 2015: $02015Assets 2019: $3,607,675Liabilities 2019: $02019Assets 2020: $3,424,411Liabilities 2020: $0Net Assets 2020: $3,424,4112020Assets 2021: $3,620,174Liabilities 2021: $0Net Assets 2021: $3,620,1742021Assets 2022: $3,400,335Liabilities 2022: $0Net Assets 2022: $3,400,3352022Assets 2023: $3,242,730Liabilities 2023: $0Net Assets 2023: $3,242,7302023Assets 2024: $3,207,780Liabilities 2024: $0Net Assets 2024: $3,207,7802024

Highlighted filing

2024

Assets$3,207,780
Liabilities$0
Net Assets$3,207,780
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $102,0592010Revenue 2011: $83,831Expenses 2011: $106,981Net Income 2011: -$23,1502011Revenue 2012: $78,309Expenses 2012: $142,075Net Income 2012: -$63,7662012Revenue 2013: $94,052Expenses 2013: $132,844Net Income 2013: -$38,7922013Revenue 2014: $131,566Expenses 2014: $136,191Net Income 2014: -$4,6252014Revenue 2015: $113,303Expenses 2015: $138,612Net Income 2015: -$25,3092015Revenue 2019: $180,148Expenses 2019: $313,994Net Income 2019: -$133,8462019Revenue 2020: $167,164Expenses 2020: $350,520Net Income 2020: -$183,3562020Revenue 2021: $488,154Expenses 2021: $308,031Net Income 2021: $180,1232021Revenue 2022: $73,610Expenses 2022: $292,833Net Income 2022: -$219,2232022Revenue 2023: $173,027Expenses 2023: $330,364Net Income 2023: -$157,3372023Revenue 2024: $357,842Expenses 2024: $402,292Net Income 2024: -$44,4502024

Highlighted filing

2024

Revenue$357,842
Expenses$402,292
Net Income-$44,450
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,207,780
Liabilities
$0
Net assets
$3,207,780
Revenue
$357,842
Expenses
$402,292
Net income
-$44,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.17$0.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.07$0.29$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.49$0.31$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.17$0.35$0.18
2019Summary only. Only limited summary data is available for this year.$3.61$0.00$0.18$0.31$0.13
2015Summary only. Only limited summary data is available for this year.$1.64$0.00$0.11$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$1.67$0.00$0.13$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.09$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.08$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.08$0.11$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$22,904-$22,904
THOMAS H O'MELIA JRDistr Comm Member-$0--
APPLETON H O'MELIADistr Comm Member-$0--
APPLETON O'MELIA WESTONDistr Comm Member-$0--
VIRGINIA O'MELIA MACPHERSONDistr Comm Member-$0--
Filing and Contact Details

Filer

Filer Name
THE O'MELIA FOUNDATION
EIN
72-6183452
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-15
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 10,668 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/CategoryOrItemTxt6338141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65464287200 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66697435105 PALO ALTO NETWORKS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6979466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72912828J27 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73912828WZ9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74913017109 UNITED TECHNOLOGIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt763138A8RD0 FNMA POOL 0AH678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt773138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt783138EHR87 FN AL1410 4.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt793138EQTZ5 FN AL7767 4.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt803138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813138X6P58 FN AU6743 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8231402RSN0 FNMA POOL 0735925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8431677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8646625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8885771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89867914103 SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9092343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9192343VDD3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9298978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93008882771 AIM INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94009158106 AIR PRODUCTS AND CHE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9606367THQ6 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9709062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98126650DA5 CVS HEALTH CORP 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99143658300 CARNIVAL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013128MDEX7 FG G14450 3.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102192446102 COGNIZANT TECHNOLOGY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11026441CAW5 DUKE ENERGY CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1113128MJPS3 FG G08432 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112312941NF0 FG A93090 4% 01 JUL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1143138E0SD2 FN AJ7715 3% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12300912XAU8 AIR LEASE CORP 2.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12409247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125151020104 CELGENE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12700206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12800770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1290258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13112572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13217275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13320030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1353128PWBW7 FHLMC GOLDJ16353
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141345397XK4 FORD MOTOR CREDIT CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14361761JVL0 MORGAN STANLEY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1479128283W8 US TREASURY N/B 2.75
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15092647Q405 VICTORY RS SM CAP GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15192826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15302079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15526875P101 EOG RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563128M6T73 FHLMC GOLDG04774
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1613138E2MD4 FNMA POOL AJ9355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163458140AJ9 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16789233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16892939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169931427AH1 WALGREENS BOOTS ALLI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17467066G104 NVIDIA CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17700914AAB8 AIR LEASE CORP MED T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1783140GSRR5 FN BH4095 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1793140X4H25 FN FM1148 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1803140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181553530106 MSC INDUSTRIAL DIREC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18292647Q363 VICTORY PORTFOLIOS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1833140F0GY4 FN BC4714 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1843140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18689832Q109 TRUIST FINL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18831418CR89 FN MA3210 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18904314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190464287739 ISHARES U.S. REAL ES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192254687106 DISNEY WALT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19329476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19430231GBE1 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19692532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197606822BJ2 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198875921777 PGIM QMA SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19906051GHT9 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20000889A400 INVESCO INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201ROUNDING
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20309062X103 BIOGEN IDEC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20457636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20514040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt206912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt207922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt208822582CD2 SHELL INTL FIN B V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209912828ZG8 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt210548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21175513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt212412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21391282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21456167N712 NUANCE MID CAP VALUE
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