Civic Intelligence

William F Bryan Trust

EIN 62-6179945 • 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

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,790

Higher top officer pay than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

81%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,685,682

Up $3,230 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,685,682

Up $3,230 (+0.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin43rd percentile

Revenue

Up

$138,902

Up $62,199 (+81%) from 2023

Expenses

Up

$136,715

Up $754 (+0.6%) from 2023

Net Income

Up

$2,187

Up $61,445 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,294,722Liabilities 2011: $02011Assets 2012: $2,203,065Liabilities 2012: $02012Assets 2013: $2,106,506Liabilities 2013: $02013Assets 2014: $2,017,099Liabilities 2014: $02014Assets 2015: $1,928,749Liabilities 2015: $02015Assets 2018: $1,777,135Liabilities 2018: $0Net Assets 2018: $1,777,1352018Assets 2019: $1,794,280Liabilities 2019: $0Net Assets 2019: $1,794,2802019Assets 2020: $1,724,723Liabilities 2020: $0Net Assets 2020: $1,724,7232020Assets 2021: $1,659,307Liabilities 2021: $0Net Assets 2021: $1,659,3072021Assets 2022: $1,743,880Liabilities 2022: $0Net Assets 2022: $1,743,8802022Assets 2023: $1,682,452Liabilities 2023: $0Net Assets 2023: $1,682,4522023Assets 2024: $1,685,682Liabilities 2024: $0Net Assets 2024: $1,685,6822024

Latest loaded filing

2024

Assets$1,685,682
Liabilities$0
Net Assets$1,685,682
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $33,308Expenses 2011: $125,276Net Income 2011: -$91,9682011Revenue 2012: $17,995Expenses 2012: $120,609Net Income 2012: -$102,6142012Revenue 2013: $13,789Expenses 2013: $117,716Net Income 2013: -$103,9272013Revenue 2014: $15,019Expenses 2014: $112,458Net Income 2014: -$97,4392014Revenue 2015: $24,397Expenses 2015: $111,692Net Income 2015: -$87,2952015Revenue 2018: $73,270Expenses 2018: $134,261Net Income 2018: -$60,9912018Revenue 2019: $145,059Expenses 2019: $122,021Net Income 2019: $23,0382019Revenue 2020: $57,679Expenses 2020: $126,655Net Income 2020: -$68,9762020Revenue 2021: $67,296Expenses 2021: $131,098Net Income 2021: -$63,8022021Revenue 2022: $139,599Expenses 2022: $54,284Net Income 2022: $85,3152022Revenue 2023: $76,703Expenses 2023: $135,961Net Income 2023: -$59,2582023Revenue 2024: $138,902Expenses 2024: $136,715Net Income 2024: $2,1872024

Latest loaded filing

2024

Revenue$138,902
Expenses$136,715
Net Income$2,187
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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.$1.69$0.00$1.69$0.14$0.14$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.14$0.05$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.15$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.13$0.06
2015Summary only. Only limited summary data is available for this year.$1.93$0.00$0.02$0.11$0.09
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$0.02$0.11$0.10
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.01$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$0.02$0.12$0.10
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.03$0.13$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 26, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$23,790-$23,790
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHATTANOOGA BRANCH OF THE SALVATION ARMYGENERAL OPERATINGPCCHATTANOOGA, TN, US$18,500
Paid GrantBOYS CLUB OF CHATTANOOGA INCGENERAL OPERATINGPCCHATTANOOGA, TN, US$18,500
Paid GrantGIRLS INCORPORATED OF CHATTANOOGAGENERAL OPERATINGPCCHATTANOOGA, TN, US$18,500
Paid GrantCHATTANOOGA CHRISTIAN SCHOOLGENERAL OPERATINGPCCHATTANOOGA, TN, US$18,500
Paid GrantTEEN CHALLENGE OF MID-SOUTH INCGENERAL OPERATINGPCCHATTANOOGA, TN, US$18,500
Paid GrantBETHEL BIBLE VILLAGEGENERAL OPERATINGPCHIXSON, TN, US$18,500
Filing and Contact Details

Filer

Filer Name
William F Bryan Trust
EIN
62-6179945
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-02-26
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 6,957 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/CategoryOrItemTxt8891913YAU4 VALERO ENERGY CORP N
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10806828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109882508104 TEXAS INSTRS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117464287507 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118942622200 WATSCO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12010373QAB6 BP CAP MKTS AMER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12174440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12220030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12304314H600 ARTISAN PARTNERS FDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125464287804 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126969904101 WILLIAMS SONOMA INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131375558103 GILEAD SCIENCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18389236TJK2 TOYOTA MTR CR CORP M
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19206406RAQ0 BANK NEW YORK MELLON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt210609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt211770323103 ROBERT HALF INTL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21587165B103 SYNCHRONY FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2163140XHGT8 FN FS2009 3% 01 MAY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21803027XCE8 AMERICAN TOWER CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2203132DVL78 FR SD7550 3% 01 FEB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22431620M106 FIDELITY NATL INFORM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt231922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23298389B100 XCEL ENERGY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23409290D101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23517327CAT0 CITIGROUP INC 4.542%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2393132DVMA0 FR SD7553 3% 01 MAR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt243373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt244437076DB5 HOME DEPOT INC 4.875
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt248822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24991282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25091282CJW2 US TREASURY N/B 4% 3
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25313645RBJ2 CANADIAN PACIFIC RAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt254166756BK1 CHEVRON USA INC 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2553132DUWW3 FR SD6961 5% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2563132DVL94 FR SD7552 2.5% 01 JA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26163743HFX5 NATIONAL RURAL UTIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt262693390882 PIMCO FDS PAC INVT M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt263824348BV7 SHERWIN WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt264922042858 VANGUARD INTL EQUITY

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