Civic Intelligence

W Maxwell Thomas MD Charitable Trust

EIN 61-6703462 • 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

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,841

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$2,860,616

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2,860,616

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

$3,589,162

No earlier filing loaded for comparison.

Expenses

$208,846

No earlier filing loaded for comparison.

Net Income

$3,380,316

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2024: $2,860,616Liabilities 2024: $0Net Assets 2024: $2,860,6162024

Highlighted filing

2024

Assets$2,860,616
Liabilities$0
Net Assets$2,860,616
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2024: $3,589,162Expenses 2024: $208,846Net Income 2024: $3,380,3162024

Highlighted filing

2024

Revenue$3,589,162
Expenses$208,846
Net Income$3,380,316
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,860,616
Liabilities
$0
Net assets
$2,860,616
Revenue
$3,589,162
Expenses
$208,846
Net income
$3,380,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$3.59$0.21$3.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 18, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$23,841-$23,841
BENJAMIN CHARLES BIDDLECo-Trustee-$1,500-$1,500
LISA GENTLEMAN HOGGCo-Trustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
W Maxwell Thomas Md Charitable Trust
EIN
61-6703462
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-11-04
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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