Civic Intelligence

Wilton E Dyson Jr Trust

990PF • Fiscal year 2023 • EIN 61-6471557

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 10, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$41,965

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

39th percentile

0.1%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$4,123,340

Down $99,030 (-2.3%) from 2022

Net Assets

Down

$4,123,340

Down $99,030 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$177,490

Up $197 (+0.1%) from 2022

Expenses

Down

$274,660

Down $4,164 (-1.5%) from 2022

Net Income

Up

-$97,170

Up $4,361 (+4.3%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$4,123,340
Liabilities$0
Net Assets$4,123,340

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$177,490
Expenses$274,660
Net Income-$97,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$41,965-$41,965
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
2024-04-10
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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