Civic Intelligence

William Augustus Mccalla Memorial

EIN 63-6128936 • Birmingham, AL

PO Box 10885Birmingham, AL 35202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$5,141

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 60.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.0%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.8%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$183,251

Up $1,851 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$183,251

Up $1,851 (+1.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin76th percentile

Revenue

Down

$8,500

Down $928 (-9.8%) from 2023

Expenses

Down

$6,649

Down $4,146 (-38%) from 2023

Net Income

Up

$1,851

Up $3,218 (+235%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2015: $198,750Liabilities 2015: $02015Assets 2018: $188,338Liabilities 2018: $0Net Assets 2018: $188,3382018Assets 2019: $184,236Liabilities 2019: $0Net Assets 2019: $184,2362019Assets 2020: $179,711Liabilities 2020: $0Net Assets 2020: $179,7112020Assets 2021: $185,132Liabilities 2021: $0Net Assets 2021: $185,1322021Assets 2022: $182,767Liabilities 2022: $0Net Assets 2022: $182,7672022Assets 2023: $181,400Liabilities 2023: $0Net Assets 2023: $181,4002023Assets 2024: $183,251Liabilities 2024: $0Net Assets 2024: $183,2512024

Highlighted filing

2024

Assets$183,251
Liabilities$0
Net Assets$183,251
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$20K$10K$0-$10KRevenue 2015: $11,384Expenses 2015: $17,529Net Income 2015: -$6,1452015Revenue 2018: $8,493Expenses 2018: $11,064Net Income 2018: -$2,5712018Revenue 2019: $8,137Expenses 2019: $12,239Net Income 2019: -$4,1022019Revenue 2020: $7,024Expenses 2020: $11,549Net Income 2020: -$4,5252020Revenue 2021: $19,605Expenses 2021: $14,184Net Income 2021: $5,4212021Revenue 2022: $8,024Expenses 2022: $10,389Net Income 2022: -$2,3652022Revenue 2023: $9,428Expenses 2023: $10,795Net Income 2023: -$1,3672023Revenue 2024: $8,500Expenses 2024: $6,649Net Income 2024: $1,8512024

Highlighted filing

2024

Revenue$8,500
Expenses$6,649
Net Income$1,851
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,251
Liabilities
$0
Net assets
$183,251
Revenue
$8,500
Expenses
$6,649
Net income
$1,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.09$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.20$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$0.11$0.18$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS PRIVATE WEALTH MANAGEMENTTrustee-$5,141-$5,141
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ALABAMAEDUCATIONALPUBLICTUSCALOOSA, AL, US$26
Filing and Contact Details

Filer

Filer Name
William Augustus Mccalla Memorial
EIN
63-6128936
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
8002765822
Signed
2025-05-09

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda L Sibley CPA
Phone
3348346640
Raw XML Appendix293 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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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK PRIVATE WEALTH MANAGEM
IRS990PF/StatementsRegardingActyGrp/PhoneNum08002765822
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 870136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035486
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0298
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04425
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09588
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04723
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04425
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0166
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0143
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX'
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS PRIVATE WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08002765822
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM AUGUSTUS MCCALLA MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0636128936
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630781330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRIDGE BORDEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 COMMERCE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348346640
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L SIBLEY CPA
ReturnHeader/ReturnTs02025-05-13T11:56:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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