Civic Intelligence

Wilton E Dyson Jr Trust

EIN 61-6471557 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.3%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,146,189

Up $22,849 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,146,189

Up $22,849 (+0.6%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin10th percentile

Revenue

Up

$320,088

Up $142,598 (+80%) from 2023

Expenses

Up

$296,427

Up $21,767 (+7.9%) from 2023

Net Income

Up

$23,661

Up $120,831 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,443,360Liabilities 2013: $02013Assets 2014: $1,432,286Liabilities 2014: $02014Assets 2015: $1,448,835Liabilities 2015: $02015Assets 2019: $4,542,101Liabilities 2019: $02019Assets 2020: $4,293,460Liabilities 2020: $0Net Assets 2020: $4,293,4602020Assets 2021: $4,324,589Liabilities 2021: $0Net Assets 2021: $4,324,5892021Assets 2022: $4,222,370Liabilities 2022: $0Net Assets 2022: $4,222,3702022Assets 2023: $4,123,340Liabilities 2023: $0Net Assets 2023: $4,123,3402023Assets 2024: $4,146,189Liabilities 2024: $0Net Assets 2024: $4,146,1892024

Highlighted filing

2024

Assets$4,146,189
Liabilities$0
Net Assets$4,146,189
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,475,456Expenses 2013: $31,345Net Income 2013: $1,444,1112013Revenue 2014: $59,035Expenses 2014: $69,863Net Income 2014: -$10,8282014Revenue 2015: $101,115Expenses 2015: $80,062Net Income 2015: $21,0532015Revenue 2019: $191,725Expenses 2019: $131,785Net Income 2019: $59,9402019Revenue 2020: $137,454Expenses 2020: $384,898Net Income 2020: -$247,4442020Revenue 2021: $336,960Expenses 2021: $306,627Net Income 2021: $30,3332021Revenue 2022: $177,293Expenses 2022: $278,824Net Income 2022: -$101,5312022Revenue 2023: $177,490Expenses 2023: $274,660Net Income 2023: -$97,1702023Revenue 2024: $320,088Expenses 2024: $296,427Net Income 2024: $23,6612024

Highlighted filing

2024

Revenue$320,088
Expenses$296,427
Net Income$23,661
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,146,189
Liabilities
$0
Net assets
$4,146,189
Revenue
$320,088
Expenses
$296,427
Net income
$23,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.32$0.30$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.18$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.18$0.28$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.34$0.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.14$0.38$0.25
2019Summary only. Only limited summary data is available for this year.$4.54$0.00$0.19$0.13$0.06
2015Summary only. Only limited summary data is available for this year.$1.45$0.00$0.10$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.06$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$1.48$0.03$1.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$43,660-$43,660
Filing and Contact Details

Filer

Filer Name
Wilton E Dyson Jr Trust
EIN
61-6471557
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
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
Raw XML AppendixShowing 400 of 9,482 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/CategoryOrItemTxt89375558103 GILEAD SCIENCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20422822V101 CROWN CASTLE INTL CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213440452AG5 HORMEL FOODS CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21589236TJK2 TOYOTA MTR CR CORP M
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