Civic Intelligence

Patrick Wilson Library Trust FBO Montgomery Bell Academy

990PF • Fiscal year 2017 • EIN 62-6183771

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 29, 2018

Organization Profile
Regions Bank Trust Dept P O Box 1Birmingham, AL 35202

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$22,976

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

92nd percentile

51%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

894%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,849,425

Up $626,916 (+51%) from 2016

Net Assets

Up

$1,849,425

Up $626,916 (+51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$742,094

Up $667,445 (+894%) from 2016

Expenses

Up

$114,591

Up $3,973 (+3.6%) from 2016

Net Income

Up

$627,503

Up $663,472 (+1845%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$1,849,425
Liabilities$0
Net Assets$1,849,425
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

2017

Revenue$742,094
Expenses$114,591
Net Income$627,503
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 29, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$22,976-$22,976
Filing and Contact Details

Filer

Filer Name
Patrick Wilson Library Trust Fbo Montgomery
EIN
62-6183771
Phone
2516901024
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2018-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,849,425
Liabilities
$0
Net assets
$1,849,425
Revenue
$742,094
Expenses
$114,591
Net income
$627,503
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