Civic Intelligence

Rushing & Wynona B Mcdonald Scholarship Fund C/O Regions Bank

990PF • Fiscal year 2018 • EIN 63-6170258

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

Organization Profile
PO Box 10885Birmingham, AL 35202

(800) 276-5827

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-6.9%

Higher net margin than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,232

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 42.3% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

536%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,381

Down $202 (-0.6%) from 2017

Net Assets

Down

$34,381

Down $202 (-0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin29th percentile

Revenue

Up

$2,915

Up $2,457 (+536%) from 2017

Expenses

Down

$3,117

Down $1,435 (-32%) from 2017

Net Income

Up

-$202

Up $3,892 (+95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2011: $58,814Liabilities 2011: $0Net Assets 2011: $58,8142011Assets 2012: $55,105Liabilities 2012: $0Net Assets 2012: $55,1052012Assets 2013: $48,877Liabilities 2013: $0Net Assets 2013: $48,8772013Assets 2014: $46,810Liabilities 2014: $0Net Assets 2014: $46,8102014Assets 2015: $42,897Liabilities 2015: $0Net Assets 2015: $42,8972015Assets 2016: $38,677Liabilities 2016: $0Net Assets 2016: $38,6772016Assets 2017: $34,583Liabilities 2017: $0Net Assets 2017: $34,5832017Assets 2018: $34,381Liabilities 2018: $0Net Assets 2018: $34,3812018Assets 2019: $33,263Liabilities 2019: $02019Assets 2020: $31,057Liabilities 2020: $0Net Assets 2020: $31,0572020Assets 2021: $28,676Liabilities 2021: $0Net Assets 2021: $28,6762021Assets 2022: $26,875Liabilities 2022: $0Net Assets 2022: $26,8752022Assets 2023: $23,288Liabilities 2023: $0Net Assets 2023: $23,2882023Assets 2024: $20,524Liabilities 2024: $0Net Assets 2024: $20,5242024

Highlighted filing

2018

Assets$34,381
Liabilities$0
Net Assets$34,381
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $7,1252011Expenses 2012: $4,3642012Expenses 2013: $5,6752013Revenue 2014: $2,258Expenses 2014: $4,325Net Income 2014: -$2,0672014Revenue 2015: $6,412Expenses 2015: $10,325Net Income 2015: -$3,9132015Revenue 2016: $2,220Expenses 2016: $6,440Net Income 2016: -$4,2202016Revenue 2017: $458Expenses 2017: $4,552Net Income 2017: -$4,0942017Revenue 2018: $2,915Expenses 2018: $3,117Net Income 2018: -$2022018Revenue 2019: $2,752Expenses 2019: $3,870Net Income 2019: -$1,1182019Revenue 2020: $2,214Expenses 2020: $4,420Net Income 2020: -$2,2062020Revenue 2021: $1,961Expenses 2021: $4,342Net Income 2021: -$2,3812021Revenue 2022: $2,694Expenses 2022: $4,495Net Income 2022: -$1,8012022Revenue 2023: $1,046Expenses 2023: $4,633Net Income 2023: -$3,5872023Revenue 2024: $1,839Expenses 2024: $4,603Net Income 2024: -$2,7642024

Highlighted filing

2018

Revenue$2,915
Expenses$3,117
Net Income-$202
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$1,232-$1,232
Filing and Contact Details

Filer

Filer Name
Rushing & Wynona B Mcdonald
EIN
63-6170258
Phone
8002765827
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trust Departemnt
Title
Trustee
Phone
8002765827
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Wilkins Miller LLC
Address
PO BOX 70047, MOBILE, AL 36670
Preparer
Kenneth E Litton Jr
Phone
2514106700
Raw XML Appendix344 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt11685
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0REGIONS BANK: TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1WILKINS MILLER: TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0200
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11685
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21393
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES RUSSELL 1000 VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES RUSSELL 1000 GROWTH INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MSCI EMERGING MARKETS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PRUDENTIAL HIGH YIELD FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015950
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 10885
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08002765827
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ATTENTION MS CRYSTAL STABLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02512465060
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0321 STANLEY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036545
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRADUATING SENIOR OF JACKSON HIGH SCHOOL IN JACKSON, ALABAMA WHO WILL ATTEND THE UNIVERSITY OF MONTEVALLO IN MONTEVALLO, ALABAMA. MUST HAVE A MINMIMUM ACT SCORE OF 22 AND A MINIMUM WEIGHTED GPA OF 3.8. MUST ALSO BE ACCEPTED FOR ADMISSION TO THE UNIVERSITY OF MONTEVALLO AND BE A FULL TIME STUDENT. THE $1,000 SCHOLARSHIP IS RENEWABLE FOR UP TO AN ADDITIONAL THREE YEARS IF GPA IS AT LEAST 3.0 ON 4.0 SCALE.
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01944
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04531
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02596
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01947
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04531
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04528
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTEMNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08002765827
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSHING & WYNONA B MCDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND C/O REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0MCDO
ReturnHeader/Filer/EIN0636170258
ReturnHeader/Filer/PhoneNum08002765827
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B5C40BA497EEE454C7D68E91C4C6345B19E2CFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D1E4D5358FF07097E3C97E51B8A4E1CBA2EB2AC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.85.192.218
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:01:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270355040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKINS MILLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70047
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670
ReturnHeader/PreparerPersonGrp/PhoneNum02514106700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E LITTON JR
ReturnHeader/ReturnTs02018-11-07T12:02:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,381
Liabilities
$0
Net assets
$34,381
Revenue
$2,915
Expenses
$3,117
Net income
-$202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.84$4.60$2.76
2023Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$1.05$4.63$3.59
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$2.69$4.50$1.80
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.96$4.34$2.38
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$2.21$4.42$2.21
2019Summary only. Only limited summary data is available for this year.$33.3$0.00$2.75$3.87$1.12
2018Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$2.92$3.12$0.20
2017Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$0.46$4.55$4.09
2016Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$2.22$6.44$4.22
2015Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$6.41$10.3$3.91
2014Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$2.26$4.33$2.07
2013Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$5.68
2012Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$4.36
2011Detailed filing. Detailed filing data is available for this year.$58.8$0.00$58.8$7.13