Civic Intelligence

John L Haglund Testamentary Trust

990PF • Fiscal year 2025 • EIN 75-6534320

Jan 01, 2025 to Dec 31, 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$15,784

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

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

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$69,782
Expenses$66,705
Net Income$3,077
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 10, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$15,784-$15,784
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYGENERAL OPERATING-ALEXANDRIA, VA, US$42,198
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
2026-04-10
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
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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/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/CategoryOrItemTxt182023135CV6 AMAZON.COM INC 4.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18303040WBF1 AMERICAN WATER CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18413645RBJ2 CANADIAN PACIFIC RAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185166756BK1 CHEVRON USA INC 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1863132DUWW3 FR SD6961 5% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18738147N293 GOLDMAN SACHS TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18863743HFX5 NATIONAL RURAL UTIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189693390882 PIMCO FDS PAC INVT M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190717081FE8 PFIZER INC 4.5% 15 N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19172201F490 PIMCO FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19274256W584 PRINCIPAL FDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193824348BV7 SHERWIN WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194844741BL1 SOUTHWEST AIRLINES C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19692828N429 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197969457CS7 WILLIAMS COMPANIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1614883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt332071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt364989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392160
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41138
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt501977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53111593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56118085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt582074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt592527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt602895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt622473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt633707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt651989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt661954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt672096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt691975
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt731995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt741999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt764280

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Filings

Displayed year

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

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
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