Civic Intelligence

Patrick Wilson Library Trust FBO Montgomery

EIN 62-6183771 • 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

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$27,724

Higher top officer pay than 56% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

87th percentile

104%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$1,852,085

Up $74,692 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,852,085

Up $74,692 (+4.2%) from 2023

Revenue

Up

$204,625

Up $104,184 (+104%) from 2023

Expenses

Down

$129,750

Down $13,029 (-9.1%) from 2023

Net Income

Up

$74,875

Up $117,213 (+277%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,457,453Liabilities 2010: $0Net Assets 2010: $1,457,4532010Assets 2011: $1,424,115Liabilities 2011: $0Net Assets 2011: $1,424,1152011Assets 2012: $1,377,283Liabilities 2012: $0Net Assets 2012: $1,377,2832012Assets 2013: $1,286,555Liabilities 2013: $0Net Assets 2013: $1,286,5552013Assets 2014: $1,303,024Liabilities 2014: $02014Assets 2015: $1,258,479Liabilities 2015: $02015Assets 2016: $1,222,509Liabilities 2016: $0Net Assets 2016: $1,222,5092016Assets 2017: $1,849,425Liabilities 2017: $0Net Assets 2017: $1,849,4252017Assets 2018: $1,745,710Liabilities 2018: $0Net Assets 2018: $1,745,7102018Assets 2019: $1,732,106Liabilities 2019: $0Net Assets 2019: $1,732,1062019Assets 2020: $1,741,856Liabilities 2020: $0Net Assets 2020: $1,741,8562020Assets 2021: $1,889,797Liabilities 2021: $0Net Assets 2021: $1,889,7972021Assets 2022: $1,819,820Liabilities 2022: $0Net Assets 2022: $1,819,8202022Assets 2023: $1,777,393Liabilities 2023: $0Net Assets 2023: $1,777,3932023Assets 2024: $1,852,085Liabilities 2024: $0Net Assets 2024: $1,852,0852024

Highlighted filing

2024

Assets$1,852,085
Liabilities$0
Net Assets$1,852,085

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $69,0622010Expenses 2011: $77,0192011Expenses 2012: $82,9432012Revenue 2013: -$4,910Expenses 2013: $85,818Net Income 2013: -$90,7282013Revenue 2014: $118,429Expenses 2014: $101,959Net Income 2014: $16,4702014Revenue 2015: $68,070Expenses 2015: $112,616Net Income 2015: -$44,5462015Revenue 2016: $74,649Expenses 2016: $110,618Net Income 2016: -$35,9692016Revenue 2017: $742,094Expenses 2017: $114,591Net Income 2017: $627,5032017Revenue 2018: $35,415Expenses 2018: $138,653Net Income 2018: -$103,2382018Revenue 2019: $112,880Expenses 2019: $126,276Net Income 2019: -$13,3962019Revenue 2020: $149,698Expenses 2020: $133,760Net Income 2020: $15,9382020Revenue 2021: $288,680Expenses 2021: $140,829Net Income 2021: $147,8512021Revenue 2022: $74,419Expenses 2022: $144,202Net Income 2022: -$69,7832022Revenue 2023: $100,441Expenses 2023: $142,779Net Income 2023: -$42,3382023Revenue 2024: $204,625Expenses 2024: $129,750Net Income 2024: $74,8752024

Highlighted filing

2024

Revenue$204,625
Expenses$129,750
Net Income$74,875

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.20$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.29$0.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.15$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.04$0.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.74$0.11$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.11$0.04
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.12$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.09$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$26,712-$26,712
Filing and Contact Details

Filer

Filer Name
Patrick Wilson Library Trust Fbo Montgomery
EIN
62-6183771
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-10
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
Raw XML AppendixShowing 400 of 1,428 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/CategoryOrItemTxt125872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12661174X109 MONSTER BEVERAGE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12787165B103 SYNCHRONY FINL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12992828N247 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130256163106 DOCUSIGN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13270450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1334812C0134 JPMORGAN TR II
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13547803W703 JOHN HANCOCK FDS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13664110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13730212P303 EXPEDIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13831620M106 FIDELITY NATL INFORM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14512572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146169656105 CHIPOTLE MEXICAN GRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149651639106 NEWMONT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153893641100 TRANSDIGM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15598389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15600770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15700771X419 GQG PART EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158020002101 ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159040413205 ARISTA NETWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16004314H568 ARTISAN PARTNERS FDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16249271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16352472T718 BRNDYWNGLBL HIGH YLD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165595017104 MICROCHIP TECHNOLOGY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16898138H101 WORKDAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170G87052109 TE CONNECTIVITY PLC
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