Civic Intelligence

Davidson Cemetery Endowment Trust

EIN 75-6186460 • 501(c)13 • Birmingham, AL

Profile

Care, upkeep, and beautification of davidson cemetery

P O Box 11647Birmingham, AL 35202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$2,890

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 53.4% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$183,616

Down $2,759 (-1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$183,616

Down $2,759 (-1.5%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Down

$5,410

Down $4,011 (-43%) from 2024

Expenses

Down

$8,147

Down $374 (-4.4%) from 2024

Net Income

Down

-$2,737

Down $3,637 (-404%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2012: $159,396Liabilities 2012: $02012Assets 2013: $167,895Liabilities 2013: $02013Assets 2014: $175,104Liabilities 2014: $02014Assets 2015: $183,421Liabilities 2015: $02015Assets 2016: $179,536Liabilities 2016: $02016Assets 2017: $183,016Liabilities 2017: $02017Assets 2018: $182,121Liabilities 2018: $02018Assets 2019: $182,725Liabilities 2019: $0Net Assets 2019: $182,7252019Assets 2020: $180,661Liabilities 2020: $0Net Assets 2020: $180,6612020Assets 2021: $182,372Liabilities 2021: $0Net Assets 2021: $182,3722021Assets 2022: $188,268Liabilities 2022: $0Net Assets 2022: $188,2682022Assets 2023: $185,835Liabilities 2023: $0Net Assets 2023: $185,8352023Assets 2024: $186,375Liabilities 2024: $0Net Assets 2024: $186,3752024Assets 2025: $183,616Liabilities 2025: $0Net Assets 2025: $183,6162025

Highlighted filing

2025

Assets$183,616
Liabilities$0
Net Assets$183,616
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $9,264Expenses 2012: $6,953Net Income 2012: $2,3112012Revenue 2013: $14,995Expenses 2013: $6,520Net Income 2013: $8,4752013Revenue 2014: $13,071Expenses 2014: $5,954Net Income 2014: $7,1172014Revenue 2015: $15,406Expenses 2015: $7,124Net Income 2015: $8,2822015Revenue 2016: $3,240Expenses 2016: $7,116Net Income 2016: -$3,8762016Revenue 2017: $9,613Expenses 2017: $6,020Net Income 2017: $3,5932017Revenue 2018: $5,151Expenses 2018: $6,212Net Income 2018: -$1,0612018Revenue 2019: $7,226Expenses 2019: $6,711Net Income 2019: $5152019Revenue 2020: $5,882Expenses 2020: $7,988Net Income 2020: -$2,1062020Revenue 2021: $8,302Expenses 2021: $6,525Net Income 2021: $1,7772021Revenue 2022: $11,858Expenses 2022: $5,839Net Income 2022: $6,0192022Revenue 2023: $4,410Expenses 2023: $6,716Net Income 2023: -$2,3062023Revenue 2024: $9,421Expenses 2024: $8,521Net Income 2024: $9002024Revenue 2025: $5,410Expenses 2025: $8,147Net Income 2025: -$2,7372025

Highlighted filing

2025

Revenue$5,410
Expenses$8,147
Net Income-$2,737
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$183,616
Liabilities
$0
Net assets
$183,616
Revenue
$5,410
Expenses
$8,147
Net income
-$2,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.08$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.07$0.01
2018Summary only. Only limited summary data is available for this year.$1.82$0.00$0.05$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.06$0.04
2016Summary only. Only limited summary data is available for this year.$1.80$0.00$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.15$0.07$0.08
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.13$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.09$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 25, 2025
Return Version
2024v5.2
Gross Receipts
$119,783
Mission and Program Overview

Mission

Care, upkeep, and beautification of davidson cemetery

Program Services

DescriptionGrantsExpenses
DAVIDSON CEMETERY ASSOCIATION$4,624$4,624
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,890-$2,890
Filing and Contact Details

Filer

Filer Name
Davidson Cemetery Endowment Trust
EIN
75-6186460
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-06-25
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
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“FOREIGN TAXES PAID 33”

Form 990-EZ, Part I, Line 20

“Mutual fund timing adj 22”

Raw XML Appendix103 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS MORGAN KEEGAN TRUST
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SCOTT MCKENDREE
IRS990EZ/BooksInCareOfDetail/PhoneNum02058203141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186375
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0183616
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0114373
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2737
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186375
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0183616
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1747
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04624
IRS990EZ/GrossReceiptsAmt0119783
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07157
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0183616
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186375
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0183616
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-22
IRS990EZ/OtherExpensesTotalAmt033
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CARE, UPKEEP, AND BEAUTIFICATION OF DAVIDSON CEMETERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DAVIDSON CEMETERY ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04624
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04624
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02890
IRS990EZ/SaleOfAssetsGrossAmt0112626
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08147
IRS990EZ/TotalProgramServiceExpensesAmt04624
IRS990EZ/TotalRevenueAmt05410
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOREIGN TAXES PAID 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MUTUAL FUND TIMING ADJ 22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIDSON CEMETERY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0756186460
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-04T09:01:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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