Civic Intelligence

India Lowery Shields Charitable Trust

990 • Fiscal year 2024 • EIN 63-6189161

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 21, 2025

Organization ProfileN/A
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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

45th percentile

2.1%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$830,481

Up $17,239 (+2.1%) from 2023

Net Assets

Up

$830,481

Up $17,239 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$39,217

Up $40,104 (+4521%) from 2023

Expenses

Down

$21,784

Down $8,489 (-28%) from 2023

Net Income

Up

$17,433

Up $48,593 (+156%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.0M$500K$0Assets 2011: $682,312Liabilities 2011: $0Net Assets 2011: $682,3122011Assets 2012: $686,949Liabilities 2012: $0Net Assets 2012: $686,9492012Assets 2013: $690,553Liabilities 2013: $0Net Assets 2013: $690,5532013Assets 2014: $772,556Liabilities 2014: $0Net Assets 2014: $772,5562014Assets 2015: $787,966Liabilities 2015: $0Net Assets 2015: $787,9662015Assets 2016: $802,444Liabilities 2016: $0Net Assets 2016: $802,4442016Assets 2017: $807,662Liabilities 2017: $0Net Assets 2017: $807,6622017Assets 2018: $805,527Liabilities 2018: $0Net Assets 2018: $805,5272018Assets 2019: $806,118Liabilities 2019: $0Net Assets 2019: $806,1182019Assets 2020: $809,197Liabilities 2020: $0Net Assets 2020: $809,1972020Assets 2021: $836,230Liabilities 2021: $0Net Assets 2021: $836,2302021Assets 2022: $844,313Liabilities 2022: $0Net Assets 2022: $844,3132022Assets 2023: $813,242Liabilities 2023: $0Net Assets 2023: $813,2422023Assets 2024: $830,481Liabilities 2024: $0Net Assets 2024: $830,4812024

Highlighted filing

2024

Assets$830,481
Liabilities$0
Net Assets$830,481
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $30,603Expenses 2011: $28,468Net Income 2011: $2,1352011Revenue 2012: $32,236Expenses 2012: $27,599Net Income 2012: $4,6372012Revenue 2013: $28,938Expenses 2013: $25,334Net Income 2013: $3,6042013Revenue 2014: $108,784Expenses 2014: $26,781Net Income 2014: $82,0032014Revenue 2015: $40,155Expenses 2015: $24,745Net Income 2015: $15,4102015Revenue 2016: $38,554Expenses 2016: $24,076Net Income 2016: $14,4782016Revenue 2017: $30,488Expenses 2017: $24,824Net Income 2017: $5,6642017Revenue 2018: $27,639Expenses 2018: $29,774Net Income 2018: -$2,1352018Revenue 2019: $31,698Expenses 2019: $30,949Net Income 2019: $7492019Revenue 2020: $33,135Expenses 2020: $29,992Net Income 2020: $3,1432020Revenue 2021: $57,999Expenses 2021: $30,912Net Income 2021: $27,0872021Revenue 2022: $40,211Expenses 2022: $32,128Net Income 2022: $8,0832022Revenue 2023: -$887Expenses 2023: $30,273Net Income 2023: -$31,1602023Revenue 2024: $39,217Expenses 2024: $21,784Net Income 2024: $17,4332024

Highlighted filing

2024

Revenue$39,217
Expenses$21,784
Net Income$17,433
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$226,017
Mission and Program Overview

Mission

Provide academic scholarships to students in need from marengo county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$813,242$830,481▲ $17,239
Investments in Publicly Traded Securities$792,468$793,224▲ $756
Savings and Temporary Cash Investments$20,774$37,257▲ $16,483
Total Assets$813,242$830,481▲ $17,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$813,242$830,481▲ $17,239
Total Liabilities and Net Assets / Fund Balance$813,242$830,481▲ $17,239
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
--$8,761$8,761

Board Members and Trustees

NameTitle
Selection CommitteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,217
Other Revenue
$0
Change in Net Assets
$17,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,291
Salaries, Compensation, and Employee Benefits$8,761
Other Expenses$1,732
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,291--$11,291
Current Officers, Directors, Trustees, and Key Employees-$8,761-$8,761
Fees for Services Accounting-$1,300-$1,300
Fees for Services Other-$432-$432
Total Functional Expenses$11,291$10,493$0$21,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of West Alabama FoundationLivingston, AL--$11,291
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee prepares the form 990.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Corporate trustee fees are based upon published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“The corporate trustee makes the tax return and governing documents available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
India Lowery Shields Charitable Trust
EIN
63-6189161
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
1994
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment (-$63), cy poai (-$82), py poai ($442), cy pending sales (-$61), py pending sales (-$44), cost basis adj (-$2)”

Raw XML Appendix291 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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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-194
IRS990/PartialLiquidationInd0false
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IRS990/PYOtherExpensesAmt030273
IRS990/PYRevenuesLessExpensesAmt0-31160
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IRS990/QuidProQuoContributionsInd0false
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DISTRIBUTIONS MONEY TO PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN NEED FROM MARENGO COUNTY ALABAMA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE MAKES THE TAX RETURN AND GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING ADJUSTMENT (-$63), CY POAI (-$82), PY POAI ($442), CY PENDING SALES (-$61), PY PENDING SALES (-$44), COST BASIS ADJ (-$2)
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-27T08:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$830,481
Liabilities
$0
Net assets
$830,481
Revenue
$39,217
Expenses
$21,784
Net income
$17,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.39$0.22$0.17
2023Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$0.01$0.30$0.31
2022Summary only. Only limited summary data is available for this year.$8.44$0.00$8.44$0.40$0.32$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.00$8.36$0.58$0.31$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.09$0.00$8.09$0.33$0.30$0.03
2019Summary only. Only limited summary data is available for this year.$8.06$0.00$8.06$0.32$0.31$0.01
2018Summary only. Only limited summary data is available for this year.$8.06$0.00$8.06$0.28$0.30$0.02
2017Summary only. Only limited summary data is available for this year.$8.08$0.00$8.08$0.30$0.25$0.06
2016Summary only. Only limited summary data is available for this year.$8.02$0.00$8.02$0.39$0.24$0.14
2015Summary only. Only limited summary data is available for this year.$7.88$0.00$7.88$0.40$0.25$0.15
2014Summary only. Only limited summary data is available for this year.$7.73$0.00$7.73$1.09$0.27$0.82
2013Summary only. Only limited summary data is available for this year.$6.91$0.00$6.91$0.29$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$6.87$0.00$6.87$0.32$0.28$0.05
2011Summary only. Only limited summary data is available for this year.$6.82$0.00$6.82$0.31$0.28$0.02