Civic Intelligence

Whatley Charitable Trust Co Compass Bank -

990PF • Fiscal year 2020 • EIN 72-6185747

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 07, 2020

Organization Profile
PO Box 10566 - Gw Trust Tax DeptBirmingham, AL 35296

(205) 297-6712

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$9,472

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Flat

$601,788

Flat from 2020

Net Assets

$601,788

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin75th percentile

Revenue

Flat

$47,819

Flat from 2020

Expenses

Flat

$35,686

Flat from 2020

Net Income

Flat

$12,133

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2010: $544,575Liabilities 2010: $0Net Assets 2010: $544,5752010Assets 2011: $554,919Liabilities 2011: $0Net Assets 2011: $554,9192011Assets 2012: $561,105Liabilities 2012: $0Net Assets 2012: $561,1052012Assets 2013: $570,180Liabilities 2013: $0Net Assets 2013: $570,1802013Assets 2014: $566,834Liabilities 2014: $0Net Assets 2014: $566,8342014Assets 2015: $605,198Liabilities 2015: $0Net Assets 2015: $605,1982015Assets 2016: $606,567Liabilities 2016: $0Net Assets 2016: $606,5672016Assets 2017: $595,239Liabilities 2017: $0Net Assets 2017: $595,2392017Assets 2019: $589,200Liabilities 2019: $0Net Assets 2019: $589,2002019Assets 2020: $601,788Liabilities 2020: $0Net Assets 2020: $601,7882020Assets 2020: $601,788Liabilities 2020: $12020Assets 2021: $619,357Liabilities 2021: $0Net Assets 2021: $619,3572021Assets 2022: $636,199Liabilities 2022: $0Net Assets 2022: $636,1992022Assets 2023: $744,395Liabilities 2023: $0Net Assets 2023: $744,3952023Assets 2025: $795,669Liabilities 2025: $0Net Assets 2025: $795,6692025

Highlighted filing

2020

Assets$601,788
Liabilities$0
Net Assets$601,788
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $18,1852010Expenses 2011: $43,9952011Expenses 2012: $33,5072012Expenses 2013: $49,7282013Revenue 2014: $49,313Expenses 2014: $52,659Net Income 2014: -$3,3462014Revenue 2015: $90,674Expenses 2015: $52,310Net Income 2015: $38,3642015Revenue 2016: $36,134Expenses 2016: $34,765Net Income 2016: $1,3692016Revenue 2017: $34,116Expenses 2017: $46,319Net Income 2017: -$12,2032017Revenue 2019: $41,082Expenses 2019: $47,561Net Income 2019: -$6,4792019Revenue 2020: $47,819Expenses 2020: $35,686Net Income 2020: $12,1332020Revenue 2020: $47,819Expenses 2020: $35,686Net Income 2020: $12,1332020Revenue 2021: $83,004Expenses 2021: $64,981Net Income 2021: $18,0232021Revenue 2022: $33,025Expenses 2022: $14,420Net Income 2022: $18,6052022Revenue 2023: $130,851Expenses 2023: $22,521Net Income 2023: $108,3302023Revenue 2025: $39,942Expenses 2025: $51,813Net Income 2025: -$11,8712025

Highlighted filing

2020

Revenue$47,819
Expenses$35,686
Net Income$12,133
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMPASS BANKTrusteePT$9,472-$9,472
Filing and Contact Details

Filer

Filer Name
Whatley Charitable Trust Co Compass Bank
EIN
72-6185747
Phone
2052976712
Address
PO BOX 10566 - GW TRUST TAX DEPT, BIRMINGHAM, AL 35296

Signing Officer

Name
Bbva Usa- Trust Officer
Title
Trust Officer
Phone
2052976712
Signed
2020-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST, PROVIDENCE, RI 02903
Preparer
Christopher L Gillam
Phone
4014573848
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JUNIPER NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69FRANKLIN RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LOEWS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MARSH & MCLENNAN COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANTIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VIRTUS QUALITY SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD SHORT-TERM BOND INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77AXALTA COATING SYS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CARS.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79COTY INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82HARTFORD FINANCIAL SERVICES GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87YUM CHINA HOLDING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VIRTUS SEIX FLT RT HI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STEEL PATH MLP SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BRIGHTHOUSE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MOLSON COORS BREWING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TWENTY-FIRST CENTURY FOX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITED CONTINENTAL HOLDINGS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WORLDPAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102AMERICAN INTERNATIONAL GROUP,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103COLGATE PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106KONTOOR BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108NVR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112LINDE PUBLIC LIMITED COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113INV OPP STEELPATH MLP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114ARCHER-DANIELS-MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115BOEING CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118CHARLES SCHWAB CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121HUMUNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132LAZARD INTERNATIONAL EQUITY PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133ROCHE HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134PUBLIC STORAGE
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032963
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01037
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt047819
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0245711
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040869
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01152
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035686
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011686
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182007-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-06-28

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$601,788
Liabilities
$0
Net assets
$601,788
Revenue
$47,819
Expenses
$35,686
Net income
$12,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.40$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$1.31$0.23$1.08
2022Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.33$0.14$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.83$0.65$0.18
2020Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.48$0.36$0.12
2020Summary only. Only limited summary data is available for this year.$6.02$0.00$0.48$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.41$0.48$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.34$0.46$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.36$0.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.91$0.52$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.49$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.50
2012Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34
2011Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.18