Civic Intelligence

M Royal Trust UW FBO 1St United Methodist

EIN 72-6245081 • Birmingham, AL

C/O Regions Bank Trust Dept P O BoBirmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

36th percentile

-2.2%

Higher net margin than 36% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$11,889

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$659,191

Down $10,306 (-1.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$659,191

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin36th percentile

Revenue

Up

$55,328

Up $63,852 (+749%) from 2023

Expenses

Up

$56,547

Up $3,022 (+5.6%) from 2023

Net Income

Up

-$1,219

Up $60,830 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2011: $872,697Liabilities 2011: $02011Assets 2012: $858,098Liabilities 2012: $02012Assets 2013: $752,706Liabilities 2013: $02013Assets 2014: $744,969Liabilities 2014: $02014Assets 2015: $773,498Liabilities 2015: $02015Assets 2019: $741,989Liabilities 2019: $02019Assets 2020: $716,118Liabilities 2020: $0Net Assets 2020: $716,1182020Assets 2021: $735,331Liabilities 2021: $0Net Assets 2021: $735,3312021Assets 2022: $731,626Liabilities 2022: $12022Assets 2023: $669,497Liabilities 2023: $12023Assets 2025: $659,191Liabilities 2025: $0Net Assets 2025: $659,1912025

Highlighted filing

2025

Assets$659,191
Liabilities$0
Net Assets$659,191
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$100K$50K$0-$50K-$100K-$150KRevenue 2011: $29,688Expenses 2011: $61,538Net Income 2011: -$31,8502011Revenue 2012: $26,709Expenses 2012: $42,760Net Income 2012: -$16,0512012Revenue 2013: -$58,077Expenses 2013: $44,968Net Income 2013: -$103,0452013Revenue 2014: $34,957Expenses 2014: $38,657Net Income 2014: -$3,7002014Revenue 2015: $77,708Expenses 2015: $44,572Net Income 2015: $33,1362015Revenue 2019: $44,825Expenses 2019: $55,658Net Income 2019: -$10,8332019Revenue 2020: $28,830Expenses 2020: $54,674Net Income 2020: -$25,8442020Revenue 2021: $75,809Expenses 2021: $56,441Net Income 2021: $19,3682021Revenue 2022: $54,160Expenses 2022: $57,481Net Income 2022: -$3,3212022Revenue 2023: -$8,524Expenses 2023: $53,525Net Income 2023: -$62,0492023Revenue 2025: $55,328Expenses 2025: $56,547Net Income 2025: -$1,2192025

Highlighted filing

2025

Revenue$55,328
Expenses$56,547
Net Income-$1,219
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$659,191
Liabilities
$0
Net assets
$659,191
Revenue
$55,328
Expenses
$56,547
Net income
-$1,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.55$0.57$0.01
2023Summary only. Only limited summary data is available for this year.$6.69$0.00$0.09$0.54$0.62
2022Summary only. Only limited summary data is available for this year.$7.32$0.00$0.54$0.57$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.76$0.56$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$0.29$0.55$0.26
2019Summary only. Only limited summary data is available for this year.$7.42$0.00$0.45$0.56$0.11
2015Summary only. Only limited summary data is available for this year.$7.73$0.00$0.78$0.45$0.33
2014Summary only. Only limited summary data is available for this year.$7.45$0.00$0.35$0.39$0.04
2013Summary only. Only limited summary data is available for this year.$7.53$0.00$0.58$0.45$1.03
2012Summary only. Only limited summary data is available for this year.$8.58$0.00$0.27$0.43$0.16
2011Summary only. Only limited summary data is available for this year.$8.73$0.00$0.30$0.62$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$11,889-$11,889
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST UNITED METHODIST CHURCHGENERAL OPERATINGPCCORDELE, GA, US$42,000
Filing and Contact Details

Filer

Filer Name
M Royal Trust Uw Fbo 1st United Methodist
EIN
72-6245081
Phone
2058203141
Address
C/O REGIONS BANK TRUST DEPT P O BO, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-01-07
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 6,814 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/CategoryOrItemTxt903140EXDX8 FN BC2817 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93606822BJ2 MITSUBISHI UFJ FINL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9522160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt963140X4DE3 FN FM1000 3% 01 APR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10789236TJK2 TOYOTA MTR CR CORP M
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11089236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11131620MBS4 FIDELITY NATL INFORM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11446653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115808513BF1 SCHWAB CHARLES CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120666807102 NORTHROP GRUMMAN COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12314040HCE3 CAPITAL ONE FINL COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12638141G104 GOLDMAN SACHS GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12989788MAD4 TRUIST FINL CORP SR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13178409V104 S&P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13225159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1333132DMVD4 FR SD0612 2.5% 01 NO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147252131107 DEXCOM INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1503133KNJL8 FR RA6567 3% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153893641100 TRANSDIGM GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15591282CBE0 US TREASURY N/B .125
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15892828N247 VIRTUS EQUITY TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168437076DB5 HOME DEPOT INC 4.875
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171655844108 NORFOLK SOUTHN CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173743315103 PROGRESSIVE CORP OH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17691282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17791282CJT9 US TREASURY N/B 4% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178922908611 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17900287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18003040WBF1 AMERICAN WATER CAPIT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18212504L109 CBRE GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18517327CAT0 CITIGROUP INC 4.542%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187256677105 DOLLAR GEN CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1883132DUWW3 FR SD6961 5% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1893132DVL78 FR SD7550 3% 01 FEB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19359156R108 METLIFE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19563743HFX5 NATIONAL RURAL UTIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19668389X105 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197693390882 PIMCO FDS PAC INVT M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19874762E102 QUANTA SVCS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt203969457CS7 WILLIAMS COMPANIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22992
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1116574
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173327
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4119031
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