Civic Intelligence

Regions-Amsouth Foundation

990PF • Fiscal year 2022 • EIN 58-2071018

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Regions Bk Tr Dept P O Box 11647Birmingham, AL 35202

(205) 820-3141

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.

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

7th percentile

-112%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

37th percentile

$31,475

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

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

Asset Growth

35th percentile

-3.8%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$5,051,352

Down $197,298 (-3.8%) from 2021

Net Assets

Down

$5,051,352

Down $197,298 (-3.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$177,800

Down $615,143 (-78%) from 2021

Expenses

Down

$377,483

Down $27,274 (-6.7%) from 2021

Net Income

Down

-$199,683

Down $587,869 (-151%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,410,611Liabilities 2011: $02011Assets 2012: $4,301,868Liabilities 2012: $02012Assets 2013: $4,032,516Liabilities 2013: $02013Assets 2014: $5,092,334Liabilities 2014: $02014Assets 2015: $5,065,760Liabilities 2015: $02015Assets 2019: $5,192,869Liabilities 2019: $02019Assets 2020: $4,860,850Liabilities 2020: $0Net Assets 2020: $4,860,8502020Assets 2021: $5,248,650Liabilities 2021: $0Net Assets 2021: $5,248,6502021Assets 2022: $5,051,352Liabilities 2022: $0Net Assets 2022: $5,051,3522022Assets 2023: $5,102,819Liabilities 2023: $0Net Assets 2023: $5,102,8192023Assets 2024: $5,312,080Liabilities 2024: $0Net Assets 2024: $5,312,0802024

Highlighted filing

2022

Assets$5,051,352
Liabilities$0
Net Assets$5,051,352

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $206,727Expenses 2011: $325,984Net Income 2011: -$119,2572011Revenue 2012: $146,651Expenses 2012: $256,636Net Income 2012: -$109,9852012Revenue 2013: $130,956Expenses 2013: $401,178Net Income 2013: -$270,2222013Revenue 2014: $1,443,877Expenses 2014: $368,503Net Income 2014: $1,075,3742014Revenue 2015: $233,913Expenses 2015: $244,174Net Income 2015: -$10,2612015Revenue 2019: $338,072Expenses 2019: $350,172Net Income 2019: -$12,1002019Revenue 2020: $399,375Expenses 2020: $730,514Net Income 2020: -$331,1392020Revenue 2021: $792,943Expenses 2021: $404,757Net Income 2021: $388,1862021Revenue 2022: $177,800Expenses 2022: $377,483Net Income 2022: -$199,6832022Revenue 2023: $204,636Expenses 2023: $151,489Net Income 2023: $53,1472023Revenue 2024: $697,603Expenses 2024: $483,970Net Income 2024: $213,6332024

Highlighted filing

2022

Revenue$177,800
Expenses$377,483
Net Income-$199,683
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$31,475-$31,475
Latrisha S JemisonChief Operating Officer-$0--
Pamela R WelchSecretary-$0--
Douglas J JacksonTreasurer-$0--
F Lee BlankPresident-$0--
James ArmisteadDirector-$0--
Paul E Bostic JrDirector-$0--
Juliana Ospina CanoDirector-$0--
Leshane GreenhillDirector-$0--
Floyd HarveyDirector-$0--
Gail WilliamsDirector-$0--
Shirley ZeitlinDirector-$0--
Filing and Contact Details

Filer

Filer Name
Regions Foundation
EIN
58-2071018
Phone
2058203141
Address
REGIONS BK TR DEPT P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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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/CategoryOrItemTxt0983919101 XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2000375204 ABB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt300846U101 AGILENT TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt409247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5212015101 CONTINENTAL RES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6234062206 DAIWA HOUSE IND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt830231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93128LXBH2 FHLMC GOLDG01840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1074435K204 PRUDENTIAL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1179466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1324906P109 DENTSPLY SIRONA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143128MJQR4 FHLMC POOL G0-846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153138ENEK1 FN AL5537 4.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163138LUTA3 FNMA POOL AO4144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1731419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18441593100 HOULIHAN LOKEY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1945866F104 INTERCONTINENTAL EXC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2179588J102 SAMPO OYJ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2392343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24980745103 WOODWARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2600971T101 AKAMAI TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27042735100 ARROW ELECTRONICS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2829446M102 EQUINOR ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt293128M6T73 FHLMC GOLDG04774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt303138AVRH0 FN AJ4087 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt313138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt323140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3331410KJY1 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3431415P3Y2 FNMA POOL 985615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3531417G5U6 FN AB9858 3% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3631419AGR2 FNMA POOL AE0207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37361448103 GATX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4087166B102 SYNEOS HEALTH INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4187944W105 TELENOR ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt429128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43912828VB3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4491324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45001317205 AIA GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4600206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4703662Q105 ANSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48037833DC1 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49038336103 APTARGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5005278C107 AUTOHOME INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5106828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5209215C105 BLACK KNIGHT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53045327103 ASPEN TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54090572207 BIO RAD LABS INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55126408103 CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56262037104 DRIL-QUIP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5723304Y100 DBS GROUP HLDGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58260003108 DOVER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59277432100 EASTMAN CHEM CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6081211K100 SEALED AIR CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64G7496G103 RENAISSANCERE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt653128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt663128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673138A8RD0 FNMA POOL 0AH678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7049338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71574599106 MASCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73759351604 REINSURANCE GROUP AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74783513203 RYANAIR HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75860630102 STIFEL FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76879360105 TELEDYNE TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77931142ED1 WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7800507V109 ACTIVISION BLIZZARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt793128MJPS3 FG G08432 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt803128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813128PVWW6 FG J16061 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82312941NF0 FG A93090 4% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8431416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85858912108 STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8686562M209 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90493267108 KEYCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9161761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9265339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93741511109 PRICESMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9474164M108 PRIMERICA INC

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