Civic Intelligence

William F Bryan Trust

990PF • Fiscal year 2019 • EIN 62-6179945

Nov 01, 2018 to Oct 31, 2019 • Filed on Jan 29, 2020

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$18,694

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

98%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,794,280

Up $17,145 (+1.0%) from 2018

Net Assets

Up

$1,794,280

Up $17,145 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin71st percentile

Revenue

Up

$145,059

Up $71,789 (+98%) from 2018

Expenses

Down

$122,021

Down $12,240 (-9.1%) from 2018

Net Income

Up

$23,038

Up $84,029 (+138%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

Highlighted filing

2019

Assets$1,794,280
Liabilities$0
Net Assets$1,794,280
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2019

Revenue$145,059
Expenses$122,021
Net Income$23,038
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Jan 29, 2020
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$18,694-$18,694
Filing and Contact Details

Filer

Filer Name
William F Bryan Trust
EIN
62-6179945
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 3,551 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/CategoryOrItemTxt102437076102 HOME DEPOT INC USD 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10346625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104682680103 ONEOK INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10691913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10794106L109 WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108189054109 CLOROX COMPANY COMMO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1093128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031335ACR7 FHLMC POOL #G6-008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1113135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1123138A7GY8 FN AH5614 3.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113553530106 MSC INDL DIRECT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11465339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115674599105 OCCIDENTAL PETROLEUM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11785771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11994974BGE4 WELLS FARGO & COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12117275RBL5 CISCO SYSTEMS INC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12231419AG27 FNMA POOL AE0216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12358933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12461761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128G491BT108 INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12900912XAU8 AIR LEASE CORP 2.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130BP CAPITAL MARKETS AMERICA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131FANNIE MAE POOL FN AS9585 4% 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132FANNIE MAE POOL FN CA0853 3.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133TD AMERITRADE HOLDING CORP 3.7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134UNITED STATES TREASURY NOTE/BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13506828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373128MMQY2 FG G18470 2.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13887236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14026078JAB6 DOWDUPONT INC 4.205%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14100770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143464287465 ISHARES MSCI EAFE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144464287507 ISHARES TR S&P MIDCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145942622200 WATSCO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14710373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14874440Y801 PRUDENTIAL HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14920030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15004314H600 ARTISAN FDS INC MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152464287804 ISHARES TR S & P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153969904101 WILLIAMS SONOMA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154464287309 ISHARES S&P 500 GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15729476L107 EQUITY RESIDENTIAL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593138WCC76 FNMA AS2793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1603140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161AIR LEASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162ANHEUSER BUSCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164DUPONT DENEMOURS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165EXXON MOBILE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166FANNIE MAE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167FANNIE MAE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168FANNIE MAE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169FANNIE MAE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170HSBC HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171INTERNATIONAL BUSINESS MACHINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7317291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7411248
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt779048

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,794,280
Liabilities
$0
Net assets
$1,794,280
Revenue
$145,059
Expenses
$122,021
Net income
$23,038
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