Civic Intelligence

John L Haglund Testamentary Trust

990PF • Fiscal year 2024 • EIN 75-6534320

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 09, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$15,565

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$866,108

Up $2,882 (+0.3%) from 2023

Net Assets

Up

$866,108

Up $2,882 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin50th percentile

Revenue

Up

$69,782

Up $30,793 (+79%) from 2023

Expenses

Up

$66,705

Up $2,237 (+3.5%) from 2023

Net Income

Up

$3,077

Up $28,556 (+112%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$866,108
Liabilities$0
Net Assets$866,108
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$69,782
Expenses$66,705
Net Income$3,077
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$15,565-$15,565
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
2025-04-09
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 6,620 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/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/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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16600770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16700771X419 GQG PART EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16804314H568 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16917327CAT0 CITIGROUP INC 4.542%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17026441CCC7 DUKE ENERGY CORP 4.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1713132DMSG1 FR SD0519 3% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17452472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17561747YFU4 MORGAN STANLEY 4.654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17668389XCS2 ORACLE CORP 4.2% 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17891282CFW6 US TREASURY N/B 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17991282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18091282CJW2 US TREASURY N/B 4% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt353232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt726
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10666
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153680
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1820539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1935
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt236650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2893
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303857
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35334
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt396852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43168
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt542952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt553048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57130273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt581067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt593791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60102728
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt663217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt673920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt693827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt703756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt724934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt733810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt742992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7516049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7625527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt776736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt783843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt793854
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt813221
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt857248
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt883809
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9053275
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9382417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt947046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt954581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt965370

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$866,108
Liabilities
$0
Net assets
$866,108
Revenue
$69,782
Expenses
$66,705
Net income
$3,077
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