Civic Intelligence

The W James Samford Jr Foundation

990PF • Fiscal year 2022 • EIN 20-0246688

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 18, 2025

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

6th percentile

-144%

Higher net margin than 6% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$73,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

9.8%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,281,436

Down $256,275 (-3.4%) from 2021

Net Assets

Down

$7,260,806

Down $276,905 (-3.7%) from 2021

Liabilities

Up

$20,630

Up $20,630 from 2021

Revenue

Up

$323,430

Up $28,860 (+9.8%) from 2021

Expenses

Up

$790,495

Up $160,648 (+26%) from 2021

Net Income

Down

-$467,065

Down $131,788 (-39%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$7,281,436
Liabilities$20,630
Net Assets$7,260,806

Operations Trend

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

2022

Revenue$323,430
Expenses$790,495
Net Income-$467,065
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 18, 2025
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCINDA SAMFORD CANNONPresident And DirectorPT$73,000-$73,000
E RASHA CANNONSecretary And Director-$36,402-$36,402
PRESTON B BARNETTTreasurer And Director-$2,000-$2,000
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
Lucinda Cannon
Title
President
Phone
3347498481
Signed
2025-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Machen Mcchesney Llp
Address
1820 EAST UNIVERSITY DR, AUBURN, AL 36830
Preparer
Jessica Pagan
Phone
3348877022
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER AND GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PNC FINANCIAL SERVICES GROUP COM USD5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HARDING LOEVNER INTL EQUITY PORT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMERICAN TOWER CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PFIZER INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0678934
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0678133
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0193524
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt090
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0129216
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0600
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0323340
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt090
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0323430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt025003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt044035
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0129216
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt092762
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018640
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0111402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0525735
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0525735
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01697
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0193524
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0193614
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-467065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03147630
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0129216
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0213438
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt038406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt059448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059448
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02223
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0676055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0109902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0790495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0323340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0323430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0150320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0109902
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0264760
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0157358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12861056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1141158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1141158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0145246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13002214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0129216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-467065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0190160
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07260806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07537711
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07260806
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0518616
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0518616
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0518616
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0521583
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02967
IRS990PF/DistributableAmountGrp/TotalTaxAmt02967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06520
IRS990PF/FMVAssetsEOYAmt010580695
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05653
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0398060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0226004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0245422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0596128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt075830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt076801
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05688665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04282614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07562285
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt08142
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0114281
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03501
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0106139
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0106139
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03373
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01911915
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01911915
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt014977
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07537711
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07260806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07537711
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07281436

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