Civic Intelligence

Walter B Glotzbecker Memorial Trust

EIN 71-6124411 • 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

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-44%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$7,483

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 40.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.2%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$363,577

Down $8,131 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$363,577

Down $8,131 (-2.2%) from 2023

Revenue

Up

$18,464

Up $9,031 (+96%) from 2023

Expenses

Up

$26,588

Up $1,352 (+5.4%) from 2023

Net Income

Up

-$8,124

Up $7,679 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $420,619Liabilities 2011: $02011Assets 2012: $417,624Liabilities 2012: $02012Assets 2013: $449,611Liabilities 2013: $02013Assets 2014: $452,517Liabilities 2014: $02014Assets 2015: $476,713Liabilities 2015: $02015Assets 2019: $411,310Liabilities 2019: $0Net Assets 2019: $411,3102019Assets 2020: $399,243Liabilities 2020: $0Net Assets 2020: $399,2432020Assets 2021: $426,726Liabilities 2021: $0Net Assets 2021: $426,7262021Assets 2022: $387,649Liabilities 2022: $0Net Assets 2022: $387,6492022Assets 2023: $371,708Liabilities 2023: $0Net Assets 2023: $371,7082023Assets 2024: $363,577Liabilities 2024: $0Net Assets 2024: $363,5772024

Latest loaded filing

2024

Assets$363,577
Liabilities$0
Net Assets$363,577

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $28,288Expenses 2011: $32,019Net Income 2011: -$3,7312011Revenue 2012: $23,200Expenses 2012: $26,336Net Income 2012: -$3,1362012Revenue 2013: $56,133Expenses 2013: $24,236Net Income 2013: $31,8972013Revenue 2014: $31,354Expenses 2014: $28,445Net Income 2014: $2,9092014Revenue 2015: $55,640Expenses 2015: $31,306Net Income 2015: $24,3342015Revenue 2019: $17,618Expenses 2019: $30,198Net Income 2019: -$12,5802019Revenue 2020: $14,976Expenses 2020: $27,084Net Income 2020: -$12,1082020Revenue 2021: $51,507Expenses 2021: $24,027Net Income 2021: $27,4802021Revenue 2022: -$554Expenses 2022: $38,543Net Income 2022: -$39,0972022Revenue 2023: $9,433Expenses 2023: $25,236Net Income 2023: -$15,8032023Revenue 2024: $18,464Expenses 2024: $26,588Net Income 2024: -$8,1242024

Latest loaded filing

2024

Revenue$18,464
Expenses$26,588
Net Income-$8,124

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 8, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$7,150-$7,150
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROGERS PUBLIC LIBRARY FOUNDATIONGENERAL OPERATING-ROGERS, AR, US$21,710
Filing and Contact Details

Filer

Filer Name
Walter B Glotzbecker Memorial Trust
EIN
71-6124411
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-04-08
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt943635
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242637
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012696
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04881
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017577
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017577
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021710
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012603
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012696
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13192
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041760

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