Civic Intelligence

John L Haglund Testamentary Trust

990PF • Fiscal year 2023 • EIN 75-6534320

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

11th percentile

-65%

Higher net margin than 11% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$14,812

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 38.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

33rd percentile

-2.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

168%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$863,226

Down $25,549 (-2.9%) from 2022

Net Assets

Down

$863,226

Down $25,549 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin11th percentile

Revenue

Up

$38,989

Up $24,450 (+168%) from 2022

Expenses

Down

$64,468

Down $10,737 (-14%) from 2022

Net Income

Up

-$25,479

Up $35,187 (+58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$863,226
Liabilities$0
Net Assets$863,226
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$38,989
Expenses$64,468
Net Income-$25,479
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$14,812-$14,812
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
2024-04-06
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 6,586 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/CategoryOrItemTxt1553133KNCZ4 FR RA6388 2.5% 01 DE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583140QELR1 FN CA6635 2.5% 01 AU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16103027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623140QNYJ5 FN CB3412 3.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16491282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165921910501 VANGUARD WORLD FD
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$863,226
Liabilities
$0
Net assets
$863,226
Revenue
$38,989
Expenses
$64,468
Net income
-$25,479
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