Civic Intelligence

Patrick Wilson Library Trust FBO Montgomery Bell Academy

990PF • Fiscal year 2012 • EIN 62-6183771

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 24, 2013

Organization Profile
Regions Bank Trust Dept PO Box 2836652-2886
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$12,206

Higher top officer pay than 79% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,377,283

Down $46,832 (-3.3%) from 2011

Net Assets

Down

$1,377,283

Down $46,832 (-3.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$82,943

Up $5,924 (+7.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2012

Assets$1,377,283
Liabilities$0
Net Assets$1,377,283
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$82,943
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$12,206-$12,206
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONTGOMERY BELL ACADEMYEDUCATIONALPUBLICNASHVILLE, TN, US$69,384
Filing and Contact Details

Filer

EIN
62-6183771
Raw XML AppendixShowing 400 of 517 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CVS/CAREMARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JUNIPER NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17LOWE'S COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26THERMO FISHER SCIENTIFIC, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock273M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28TRAVELERS COMPANIES, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33WELLS FARGO & CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40APACHE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44VISA INC-CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47TEVA PHARMA IN SPONS ADR ONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52HJ HEINZ CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54MCDONALDS CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32007-02-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-03-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-02-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-09-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-09-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-09-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0425. BEST BUY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1270. TEVA PHARMACEUTICAL INDS SPONS ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2110. GOLDMAN SACHS GROUP INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3500. WALGREEN CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4300. NORFOLK SOUTHN CORP COM W/RIGHTS ATTACHED EXP 9/26/2010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5415. AUTO DESK INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6675. WALT DISNEY CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset740. ISHARES LEHMAN INTERMEDIATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8. SECURITIES LITIGATION SETTLEMENT PROCEEDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0REGIONS BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,377,283
Liabilities
$0
Net assets
$1,377,283
Revenue
-
Expenses
$82,943
Net income
-
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