Civic Intelligence

The W James Samford Jr Foundation

990PF • Fiscal year 2021 • EIN 20-0246688

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
1104 Live Oak CircleOpelika, AL 36801-2726

(334) 749-8481

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

4th percentile

-114%

Higher net margin than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$67,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

17th percentile

-2.5%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

36%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,537,711

Down $192,732 (-2.5%) from 2020

Net Assets

Down

$7,537,711

Down $192,732 (-2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin4th percentile

Revenue

Up

$294,570

Up $78,453 (+36%) from 2020

Expenses

Up

$629,847

Up $23,105 (+3.8%) from 2020

Net Income

Up

-$335,277

Up $55,348 (+14%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$10M$5.0M$0Assets 2010: $9,158,731Liabilities 2010: $439,620Net Assets 2010: $8,719,1112010Assets 2011: $8,958,447Liabilities 2011: $410,8022011Assets 2012: $8,530,595Liabilities 2012: $382,1992012Assets 2013: $8,154,254Liabilities 2013: $356,5422013Assets 2014: $9,802,758Liabilities 2014: $320,2402014Assets 2015: $9,483,218Liabilities 2015: $285,0002015Assets 2019: $8,043,063Liabilities 2019: $5922019Assets 2020: $7,730,443Liabilities 2020: $0Net Assets 2020: $7,730,4432020Assets 2021: $7,537,711Liabilities 2021: $0Net Assets 2021: $7,537,7112021Assets 2022: $7,281,436Liabilities 2022: $20,630Net Assets 2022: $7,260,8062022Assets 2023: $9,412,203Liabilities 2023: $307Net Assets 2023: $9,411,8962023Assets 2024: $9,251,635Liabilities 2024: $208Net Assets 2024: $9,251,4272024

Highlighted filing

2021

Assets$7,537,711
Liabilities$0
Net Assets$7,537,711
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $478,6602010Revenue 2011: $373,005Expenses 2011: $544,471Net Income 2011: -$171,4662011Revenue 2012: $153,355Expenses 2012: $552,604Net Income 2012: -$399,2492012Revenue 2013: $239,143Expenses 2013: $589,827Net Income 2013: -$350,6842013Revenue 2014: $2,260,509Expenses 2014: $575,703Net Income 2014: $1,684,8062014Revenue 2015: $288,205Expenses 2015: $572,505Net Income 2015: -$284,3002015Revenue 2019: $194,853Expenses 2019: $641,254Net Income 2019: -$446,4012019Revenue 2020: $216,117Expenses 2020: $606,742Net Income 2020: -$390,6252020Revenue 2021: $294,570Expenses 2021: $629,847Net Income 2021: -$335,2772021Revenue 2022: $323,430Expenses 2022: $790,495Net Income 2022: -$467,0652022Revenue 2023: $2,635,548Expenses 2023: $674,712Net Income 2023: $1,960,8362023Revenue 2024: $443,015Expenses 2024: $816,035Net Income 2024: -$373,0202024

Highlighted filing

2021

Revenue$294,570
Expenses$629,847
Net Income-$335,277
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCINDA SAMFORD CANNONPresident And DirectorPT$67,000-$67,000
PRESTON B BARNETTTreasurer And Director-$1,000-$1,000
E RASHA CANNONSecretary And Director-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Samford-cannon Foundation
EIN
20-0246688
Phone
3347498481
Address
1104 LIVE OAK CIRCLE, OPELIKA, AL 36801-2726

Signing Officer

Name
Ms Lucinda S Cannon
Title
President & Director
Phone
3347498481
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Windham Brannon LLC
Address
3630 PEACHTREE RD NE SUITE 600, ATLANTA, GA 30326
Preparer
Carlye W Dooley
Phone
4048982000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOWES COMPANIES INC COM USD0.50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MASTERCARD INCORPORATED CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCDONALD S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34METLIFE INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MERCK &CO. INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NIKE INC CLASS B COM NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROCTER AND GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PNC FINANCIAL SERVICES GROUP COM USD5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BAILLIE GIFFORD THE EMERGING MRKTS K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HARDING LOEVNER INTL EQUITY PORT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JACKSON SQUARE SMID CAP GROWTH INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NUVEEN PREFERRED SECS AND INC CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AMERICAN TOWER CORP NEW COM
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0883817
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0224739
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0433782
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01989
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01989
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0224739
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06815
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt069381
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0180348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02426
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0949
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt071694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt071694
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02683
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0516075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0113772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0629847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0294120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0294570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt082293
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0113772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0196065
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0252
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0757
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0351637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt038778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt038778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0390415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069381
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0613005
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0613005
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0613005
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02507
IRS990PF/DistributableAmountGrp/TotalTaxAmt02507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02185
IRS990PF/FMVAssetsEOYAmt013222281
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0596128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0619791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05711778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05688665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011313739
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09945
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05490
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03501
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03501
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03373
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07537711
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07537711
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07537711
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07730443
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07537711
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0938399
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0847984
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0883817
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012497697
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0396376
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0187465

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,537,711
Liabilities
$0
Net assets
$7,537,711
Revenue
$294,570
Expenses
$629,847
Net income
-$335,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.44$0.82$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.00$9.41$2.64$0.67$1.96
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.02$7.26$0.32$0.79$0.47
2021Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.29$0.63$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$0.22$0.61$0.39
2019Summary only. Only limited summary data is available for this year.$8.04$0.00$0.19$0.64$0.45
2015Summary only. Only limited summary data is available for this year.$9.48$0.29$0.29$0.57$0.28
2014Summary only. Only limited summary data is available for this year.$9.80$0.32$2.26$0.58$1.68
2013Summary only. Only limited summary data is available for this year.$8.15$0.36$0.24$0.59$0.35
2012Summary only. Only limited summary data is available for this year.$8.53$0.38$0.15$0.55$0.40
2011Summary only. Only limited summary data is available for this year.$8.96$0.41$0.37$0.54$0.17
2010Detailed filing. Detailed filing data is available for this year.$9.16$0.44$8.72$0.48