Civic Intelligence

John L Haglund Testamentary Trust

990PF • Fiscal year 2022 • EIN 75-6534320

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 26, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

3rd percentile

-417%

Higher net margin than 3% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$15,796

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 108.6% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.4%

Faster asset growth than 28% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$888,775

Down $60,875 (-6.4%) from 2021

Net Assets

Down

$888,775

Down $60,875 (-6.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin3rd percentile

Revenue

Down

$14,539

Down $152,900 (-91%) from 2021

Expenses

Up

$75,205

Up $5,385 (+7.7%) from 2021

Net Income

Down

-$60,666

Down $158,285 (-162%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2011: $856,708Liabilities 2011: $02011Assets 2012: $837,780Liabilities 2012: $02012Assets 2013: $870,390Liabilities 2013: $02013Assets 2014: $849,343Liabilities 2014: $02014Assets 2015: $835,775Liabilities 2015: $02015Assets 2019: $829,495Liabilities 2019: $02019Assets 2020: $851,963Liabilities 2020: $0Net Assets 2020: $851,9632020Assets 2021: $949,650Liabilities 2021: $0Net Assets 2021: $949,6502021Assets 2022: $888,775Liabilities 2022: $0Net Assets 2022: $888,7752022Assets 2023: $863,226Liabilities 2023: $0Net Assets 2023: $863,2262023Assets 2024: $866,108Liabilities 2024: $0Net Assets 2024: $866,1082024

Highlighted filing

2022

Assets$888,775
Liabilities$0
Net Assets$888,775
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100KRevenue 2011: $31,430Expenses 2011: $53,879Net Income 2011: -$22,4492011Revenue 2012: $37,865Expenses 2012: $57,066Net Income 2012: -$19,2012012Revenue 2013: $86,634Expenses 2013: $54,017Net Income 2013: $32,6172013Revenue 2014: $48,225Expenses 2014: $66,356Net Income 2014: -$18,1312014Revenue 2015: $51,731Expenses 2015: $62,933Net Income 2015: -$11,2022015Revenue 2019: $59,091Expenses 2019: $63,396Net Income 2019: -$4,3052019Revenue 2020: $88,276Expenses 2020: $66,002Net Income 2020: $22,2742020Revenue 2021: $167,439Expenses 2021: $69,820Net Income 2021: $97,6192021Revenue 2022: $14,539Expenses 2022: $75,205Net Income 2022: -$60,6662022Revenue 2023: $38,989Expenses 2023: $64,468Net Income 2023: -$25,4792023Revenue 2024: $69,782Expenses 2024: $66,705Net Income 2024: $3,0772024

Highlighted filing

2022

Revenue$14,539
Expenses$75,205
Net Income-$60,666
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$15,796-$15,796
Filing and Contact Details

Filer

Filer Name
John L Haglund Testamentary Trust
EIN
75-6534320
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2023-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
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/CategoryOrItemTxt123822582CD2 SHELL INTL FIN B V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12430231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126871829BJ5 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12731418B2N5 FN MA2580 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129064159TF3 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130606822BV5 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131808513BU8 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13204314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13478016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13506406RAQ0 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13789236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1380641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413132CWKP8 FR SB0302 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14238141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14331620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14491282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1453132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14689788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14789236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149464287507 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15091282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1513133KNJL8 FR RA6567 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1523140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153921937603 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15446653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15925159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt445333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15181
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt269331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27233
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt402732
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42288
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt562250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt583511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt593747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt603714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6299637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65100753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt663749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6747856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt693590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt703573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt723769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt733299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt749565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt754940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt764791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7719064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt783402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt793247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt803551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt813467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt823622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt832762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt847413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt853700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt863768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt873860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8813516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8914998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt907110
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt923768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt933568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt943541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt953168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt967303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt973158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt983327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt996942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1004233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1013544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1023539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1036996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10446201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10510488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1067398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10710170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10883845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10937330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1108674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11118433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1125671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1136620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11422344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11538024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$888,775
Liabilities
$0
Net assets
$888,775
Revenue
$14,539
Expenses
$75,205
Net income
-$60,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.70$0.67$0.03
2023Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.39$0.64$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.15$0.75$0.61
2021Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$1.67$0.70$0.98
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.88$0.66$0.22
2019Summary only. Only limited summary data is available for this year.$8.29$0.00$0.59$0.63$0.04
2015Summary only. Only limited summary data is available for this year.$8.36$0.00$0.52$0.63$0.11
2014Summary only. Only limited summary data is available for this year.$8.49$0.00$0.48$0.66$0.18
2013Summary only. Only limited summary data is available for this year.$8.70$0.00$0.87$0.54$0.33
2012Summary only. Only limited summary data is available for this year.$8.38$0.00$0.38$0.57$0.19
2011Summary only. Only limited summary data is available for this year.$8.57$0.00$0.31$0.54$0.22