Civic Intelligence

Regions-Amsouth Foundation

990PF • Fiscal year 2024 • EIN 58-2071018

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 29, 2025

Organization Profile
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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$14,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

50th percentile

4.1%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

241%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,312,080

Up $209,261 (+4.1%) from 2023

Net Assets

Up

$5,312,080

Up $209,261 (+4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin78th percentile

Revenue

Up

$697,603

Up $492,967 (+241%) from 2023

Expenses

Up

$483,970

Up $332,481 (+219%) from 2023

Net Income

Up

$213,633

Up $160,486 (+302%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2024

Assets$5,312,080
Liabilities$0
Net Assets$5,312,080
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

2024

Revenue$697,603
Expenses$483,970
Net Income$213,633
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$14,000-$14,000
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
2025-10-29
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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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/BookValueAmt29918003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30020984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30121102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3022730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30329795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30429552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30516588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30621117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3079287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30821319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3097599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31021588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3116680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3124255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3137595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31465020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315141673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31665278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31720028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31820252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31961737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320104067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3212779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3223160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3236702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1000375204 ABB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200846U101 AGILENT TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4234062206 DAIWA HOUSE IND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt630231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73128LXBH2 FHLMC GOLDG01840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt879466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1024906P109 DENTSPLY SIRONA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113128MJQR4 FHLMC POOL G0-846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123138ENEK1 FN AL5537 4.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133138LUTA3 FNMA POOL AO4144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1431419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15441593100 HOULIHAN LOKEY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1645866F104 INTERCONTINENTAL EXC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1879588J102 SAMPO OYJ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20980745103 WOODWARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2200971T101 AKAMAI TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23042735100 ARROW ELECTRONICS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt243128M6T73 FHLMC GOLDG04774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt253138AVRH0 FN AJ4087 3% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt263138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt273140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2831410KJY1 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2931415P3Y2 FNMA POOL 985615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3031417G5U6 FN AB9858 3% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3131419AGR2 FNMA POOL AE0207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32361448103 GATX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt359128283W8 US TREASURY N/B 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3691324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37001317205 AIA GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3803662Q105 ANSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3906828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40090572207 BIO RAD LABS INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41126408103 CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4223304Y100 DBS GROUP HLDGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43260003108 DOVER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44277432100 EASTMAN CHEM CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4581211K100 SEALED AIR CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48G7496G103 RENAISSANCERE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt493128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt503128PWBW7 FHLMC GOLDJ16353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt513138A8RD0 FNMA POOL 0AH678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt523140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5449338L103 KEYSIGHT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55574599106 MASCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56759351604 REINSURANCE GROUP AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57783513203 RYANAIR HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58860630102 STIFEL FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt593128MJPS3 FG G08432 4.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613128PVWW6 FG J16061 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62312941NF0 FG A93090 4% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt633138WF2Z8 FNMA POOL # AS6191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6431416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65858912108 STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68493267108 KEYCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6961761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7065339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7174164M108 PRIMERICA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72863667101 STRYKER CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,312,080
Liabilities
$0
Net assets
$5,312,080
Revenue
$697,603
Expenses
$483,970
Net income
$213,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.70$0.48$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.18$0.38$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.79$0.40$0.39
2020Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.40$0.73$0.33
2019Summary only. Only limited summary data is available for this year.$5.19$0.00$0.34$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$5.07$0.00$0.23$0.24$0.01
2014Summary only. Only limited summary data is available for this year.$5.09$0.00$1.44$0.37$1.08
2013Summary only. Only limited summary data is available for this year.$4.03$0.00$0.13$0.40$0.27
2012Summary only. Only limited summary data is available for this year.$4.30$0.00$0.15$0.26$0.11
2011Summary only. Only limited summary data is available for this year.$4.41$0.00$0.21$0.33$0.12