Civic Intelligence

Sam E Woods Scholarship Fund

990 • Fiscal year 2014 • EIN 64-6021291

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileN/A
Regions Bank PO Box 23100Jackson, MS 39225-3100

(601) 354-8458

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$6,756

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,589,972

Up $109,411 (+7.4%) from 2013

Net Assets

Up

$1,589,972

Up $109,411 (+7.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Up

$173,300

Up $52,959 (+44%) from 2013

Expenses

Up

$63,889

Up $9,053 (+17%) from 2013

Net Income

Up

$109,411

Up $43,906 (+67%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,281,117Liabilities 2010: $0Net Assets 2010: $1,281,1172010Assets 2011: $1,371,447Liabilities 2011: $0Net Assets 2011: $1,371,4472011Assets 2012: $1,415,056Liabilities 2012: $0Net Assets 2012: $1,415,0562012Assets 2013: $1,480,561Liabilities 2013: $0Net Assets 2013: $1,480,5612013Assets 2014: $1,589,972Liabilities 2014: $0Net Assets 2014: $1,589,9722014Assets 2015: $1,629,317Liabilities 2015: $0Net Assets 2015: $1,629,3172015Assets 2016: $1,671,064Liabilities 2016: $0Net Assets 2016: $1,671,0642016Assets 2017: $1,691,838Liabilities 2017: $0Net Assets 2017: $1,691,8382017Assets 2018: $1,740,576Liabilities 2018: $0Net Assets 2018: $1,740,5762018Assets 2019: $1,746,691Liabilities 2019: $0Net Assets 2019: $1,746,6912019Assets 2020: $1,730,123Liabilities 2020: $0Net Assets 2020: $1,730,1232020Assets 2021: $1,782,881Liabilities 2021: $0Net Assets 2021: $1,782,8812021Assets 2022: $1,898,286Liabilities 2022: $0Net Assets 2022: $1,898,2862022Assets 2023: $1,843,952Liabilities 2023: $0Net Assets 2023: $1,843,9522023

Highlighted filing

2014

Assets$1,589,972
Liabilities$0
Net Assets$1,589,972
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$100K$0-$100KExpenses 2010: $49,3952010Expenses 2011: $48,6752011Expenses 2012: $56,0842012Revenue 2013: $120,341Expenses 2013: $54,836Net Income 2013: $65,5052013Revenue 2014: $173,300Expenses 2014: $63,889Net Income 2014: $109,4112014Revenue 2015: $99,917Expenses 2015: $60,572Net Income 2015: $39,3452015Revenue 2016: $103,666Expenses 2016: $61,919Net Income 2016: $41,7472016Revenue 2017: $80,727Expenses 2017: $59,953Net Income 2017: $20,7742017Revenue 2018: $114,890Expenses 2018: $66,152Net Income 2018: $48,7382018Revenue 2019: $78,345Expenses 2019: $72,230Net Income 2019: $6,1152019Revenue 2020: $50,249Expenses 2020: $66,817Net Income 2020: -$16,5682020Revenue 2021: $121,510Expenses 2021: $68,752Net Income 2021: $52,7582021Revenue 2022: $186,533Expenses 2022: $71,128Net Income 2022: $115,4052022Revenue 2023: $105,552Expenses 2023: $159,886Net Income 2023: -$54,3342023

Highlighted filing

2014

Revenue$173,300
Expenses$63,889
Net Income$109,411
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$791,904
Mission and Program Overview

Mission

To provide funds to be used for scholarships for students at the university of southern mississippi.

Establish and distribute scholarships at the university of southern mississippi

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,461,104$1,543,151▲ $82,047
Rtn Earn Endowment Incm Other Fnds$1,337,946$1,447,357▲ $109,411
Cap Stk Tr Prin Current Funds$142,615$142,615→ $0
Savings and Temporary Cash Investments$19,419$46,525▲ $27,106
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,480,561$1,589,972▲ $109,411
Other Assets Total$38$296▲ $258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,480,561$1,589,972▲ $109,411
Total Liabilities and Net Assets / Fund Balance$1,480,561$1,589,972▲ $109,411

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,480,561-▲ $173,300-$1,589,972
2013$1,415,056-▲ $120,341-$1,480,561
2012$1,371,447-▲ $99,693-$1,415,056
2011$1,281,117-▲ $139,005-$1,371,447
2010$1,261,655-▲ $68,857-$1,281,117
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
-Trustee$6,756$6,756
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$173,300
Other Revenue
$0
Change in Net Assets
$109,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,844
Salaries, Compensation, and Employee Benefits$6,756
Other Expenses$2,289
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,844--$54,844
Current Officers, Directors, Trustees, and Key Employees-$6,756-$6,756
Fees for Services Accounting-$1,633-$1,633
Other Expenses-$656-$656
Total Functional Expenses$54,844$9,045$0$63,889
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Southern MississippiHattiesburg, MS501(c)(3)Distribute Scholarships to Worthy Students as Determined by the President of the College$54,844
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
Backup withholding compliance
Yes
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
No
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, Part VI, Section A, Line 8A

“Annually, regions bank meets with the university of southern mississippi to discuss investment performance. Investment adjustments that need to be made are noted at this meeting. Income earned and distributions made are recorded in a monthly statement. Since there is no governing body other than regions bank as trustee, there are no other meetings or actions during the year to be documented.”

Form 990, Part VI, Section A, Line 8B

“See above explanation with regard to line 8a. As explained, the governing body consists solely of regions bank, trustee. There are no committees.”

Form 990, Part VI, Section B, Line 11

“The return preparer delivers a copy of the final version of the form 990 to regions bank, trustee, who reviews the return before filing. There are no other members of the organization's governing body.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public, other than the annual form 990.”

Filing and Contact Details

Filer

Filer Name
Sam E Woods Scholarship Fund
EIN
64-6021291
Phone
6013548458
Address
REGIONS BANK PO BOX 23100, JACKSON, MS 39225-3100

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
6013548458
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
1957
Legal Domicile
Ms
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Ted B Edwards CPA
Phone
6019482924
Raw XML Appendix320 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/ActivitiesConductedPrtshpInd00
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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MONICA RATCHFORD
IRS990/BooksInCareOfDetail/PhoneNum06013548104
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0REGIONS BANK BOX 23100
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0392253100
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IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06756
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IRS990/Desc0PAYMENT OF SCHOLARSHIP FUNDS TO THE UNIVERSITY OF SOUTHERN MISSISSIPPI. AMOUNTS ARE ALLOCATED TO WORTHY STUDENTS DESIGNATED BY THE PRESIDENT OF THE UNIVERSITY.
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01461104
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0618604
IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0656
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MEETS AT LEAST ANNUALLY WITH OFFICIALS OF USM TO REVIEW AND DISCUSS PERFORMANCE AND INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF SOUTHERN MISSISSIPPI
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTE SCHOLARSHIPS TO WORTHY STUDENTS AS DETERMINED BY THE PRESIDENT OF THE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF SOUTHERN MISSISSIPPI
IRS990ScheduleI/RecipientTable/RecipientEIN0646000818
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0118 COLLEGE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HATTIESBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039406
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUALLY, REGIONS BANK MEETS WITH THE UNIVERSITY OF SOUTHERN MISSISSIPPI TO DISCUSS INVESTMENT PERFORMANCE. INVESTMENT ADJUSTMENTS THAT NEED TO BE MADE ARE NOTED AT THIS MEETING. INCOME EARNED AND DISTRIBUTIONS MADE ARE RECORDED IN A MONTHLY STATEMENT. SINCE THERE IS NO GOVERNING BODY OTHER THAN REGIONS BANK AS TRUSTEE, THERE ARE NO OTHER MEETINGS OR ACTIONS DURING THE YEAR TO BE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ABOVE EXPLANATION WITH REGARD TO LINE 8A. AS EXPLAINED, THE GOVERNING BODY CONSISTS SOLELY OF REGIONS BANK, TRUSTEE. THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN PREPARER DELIVERS A COPY OF THE FINAL VERSION OF THE FORM 990 TO REGIONS BANK, TRUSTEE, WHO REVIEWS THE RETURN BEFORE FILING. THERE ARE NO OTHER MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC, OTHER THAN THE ANNUAL FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01480561
IRS990/TotalAssetsEOYAmt01589972
IRS990/TotalAssetsGrp/BOYAmt01480561
IRS990/TotalAssetsGrp/EOYAmt01589972
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09045
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054844
IRS990/TotalFunctionalExpensesGrp/TotalAmt063889
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01480561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01589972
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054844
IRS990/TotalReportableCompFromOrgAmt06756
IRS990/TotalRevenueGrp/ExclusionAmt0173300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173300
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01480561
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01589972
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0210 EAST CAPITOL STREET
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039201
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06013548458
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM E WOODS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SAME
ReturnHeader/Filer/EIN0646021291
ReturnHeader/Filer/PhoneNum06013548458
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK PO BOX 23100
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0392253100
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640414329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HADDOX REID EUBANK BETTS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0188 EAST CAPITOL STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039201
ReturnHeader/PreparerPersonGrp/PhoneNum06019482924
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02015-05-15T16:15:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,589,972
Liabilities
$0
Net assets
$1,589,972
Revenue
$173,300
Expenses
$63,889
Net income
$109,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.11$0.16$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.19$0.07$0.12
2021Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.12$0.07$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.05$0.07$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.08$0.07$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.11$0.07$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.08$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.10$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.17$0.06$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.05$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.05