Civic Intelligence

William F Bryan Trust

990PF • Fiscal year 2021 • EIN 62-6179945

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 11, 2022

Organization Profile
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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$21,432

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-3.8%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

17%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,659,307

Down $65,416 (-3.8%) from 2020

Net Assets

Down

$1,659,307

Down $65,416 (-3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Up

$67,296

Up $9,617 (+17%) from 2020

Expenses

Up

$131,098

Up $4,443 (+3.5%) from 2020

Net Income

Up

-$63,802

Up $5,174 (+7.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$1,659,307
Liabilities$0
Net Assets$1,659,307
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$67,296
Expenses$131,098
Net Income-$63,802
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 11, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$21,432-$21,432
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
2022-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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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/CategoryOrItemTxt77912828WZ9 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8000206RCP5 AT&T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843140GYKA6 FN BH9288 4% 01 FEB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8646625HRY8 JPMORGAN CHASE & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt913128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9231335ACR7 FHLMC POOL #G6-008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943138A7GY8 FN AH5614 3.5% 01 FE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9885771PAN2 STATOIL ASA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10131419AG27 FNMA POOL AE0216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10258933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10361761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106912828R36 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10806828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109882508104 TEXAS INSTRUMENTS IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118942622200 WATSCO INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13029476L107 EQUITY RESIDENTIAL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1323138WCC76 FNMA AS2793
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134AIR LEASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135ANHEUSER BUSCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137DUPONT DENEMOURS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138EXXON MOBILE CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144INTERNATIONAL BUSINESS MACHINE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15030231GBE1 EXXON MOBIL CORPORAT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15389832Q109 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154404280CC1 HSBC HOLDINGS PLC 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155548661DR5 LOWE'S COS INC 3.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156064159TF3 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15774440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1593132A5JX4 FR ZS4778 4% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1603140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1613140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16200914AAB8 AIR LEASE CORP 3.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1633140X4PJ9 FN FM1324 3% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16509247XAR2 BLACKROCK INC 1.9% 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16614040HCE3 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167172967MT5 CITIGROUP INC .776%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16820030NDH1 COMCAST CORP 3.75% 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16930231GBG6 EXXON MOBIL CORP 4.3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1703140FPC98 FN BE3695 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17140434LAC9 HP INC 3.4% 17 JUN 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172606822BV5 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173742718FH7 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174822582CD2 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175842587DE4 SOUTHERN CO 3.70% 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176912828ZG8 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178912828ZT0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179871829BJ5 SYSCO CORPORATION 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18003027XBD1 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181037833DZ0 APPLE INC 2.4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18246653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18389236TJK2 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184177376AG5 CITRIX SYSTEMS INC 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185458140BU3 INTEL CORP 2% AUG 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186808513BU8 CHARLES SCHWAB CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18789236THW8 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1883140QBR67 FN CA4108 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189808513BF1 CHARLES SCHWAB CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19092343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1913132CWKV5 FR SB0308 2.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19206406RAQ0 BANK OF NY MELLON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19338141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1940641593U8 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1953132XCRY3 FG G67703 3.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19631620MBS4 FIDELITY NATL INFO S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19778016EZM2 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19991282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20091282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2013132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20289788MAD4 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt203440452AG5 HORMEL FOODS CORP 0.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25421
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt926104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101508
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146154
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1630445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1716427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt186084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201765
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2333534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2679639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2732952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2817079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2921082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3152728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3318385
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3621564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3721275
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4615250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4713251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4815390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4935168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt505778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5117300

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,659,307
Liabilities
$0
Net assets
$1,659,307
Revenue
$67,296
Expenses
$131,098
Net income
-$63,802
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