Civic Intelligence

John & Lee Ella Mcdonald Scholarship Fund Trust

990PF • Fiscal year 2022 • EIN 71-6182849

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 10, 2023

Organization Profile
PO Box 55108 Simmons BankLittle Rock, AR 72215

(501) 627-1513

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

442%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$2,373

Higher top officer pay than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.3%

Faster asset growth than 33% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$174,710

Down $15,808 (-8.3%) from 2021

Net Assets

Down

$174,655

Down $15,818 (-8.3%) from 2021

Liabilities

Up

$55

Up $10 (+22%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$3,577

Down $22,093 (-119%) from 2021

Expenses

Down

$12,241

Down $126 (-1.0%) from 2021

Net Income

Down

-$15,818

Down $21,967 (-357%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2010: $202,876Liabilities 2010: $111Net Assets 2010: $202,7652010Assets 2011: $208,118Liabilities 2011: $88Net Assets 2011: $208,0302011Assets 2012: $201,648Liabilities 2012: $1042012Assets 2013: $205,529Liabilities 2013: $87Net Assets 2013: $205,4422013Assets 2014: $204,882Liabilities 2014: $85Net Assets 2014: $204,7972014Assets 2015: $203,747Liabilities 2015: $99Net Assets 2015: $203,6482015Assets 2016: $195,747Liabilities 2016: $43Net Assets 2016: $195,7042016Assets 2017: $192,242Liabilities 2017: $90Net Assets 2017: $192,1522017Assets 2018: $189,571Liabilities 2018: $57Net Assets 2018: $189,5142018Assets 2019: $187,379Liabilities 2019: $114Net Assets 2019: $187,2652019Assets 2020: $184,381Liabilities 2020: $68Net Assets 2020: $184,3132020Assets 2021: $190,518Liabilities 2021: $45Net Assets 2021: $190,4732021Assets 2022: $174,710Liabilities 2022: $55Net Assets 2022: $174,6552022Assets 2023: $171,575Liabilities 2023: $53Net Assets 2023: $171,5222023Assets 2024: $169,281Liabilities 2024: $61Net Assets 2024: $169,2202024

Highlighted filing

2022

Assets$174,710
Liabilities$55
Net Assets$174,655
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KExpenses 2010: $13,1242010Expenses 2011: $12,2422011Revenue 2012: $5,755Expenses 2012: $12,241Net Income 2012: -$6,4862012Revenue 2013: $15,927Expenses 2013: $12,031Net Income 2013: $3,8962013Revenue 2014: $10,924Expenses 2014: $11,581Net Income 2014: -$6572014Revenue 2015: $10,393Expenses 2015: $11,524Net Income 2015: -$1,1312015Revenue 2016: $3,432Expenses 2016: $11,810Net Income 2016: -$8,3782016Revenue 2017: $7,010Expenses 2017: $10,306Net Income 2017: -$3,2962017Revenue 2018: $8,704Expenses 2018: $11,229Net Income 2018: -$2,5252018Revenue 2019: $7,881Expenses 2019: $10,153Net Income 2019: -$2,2722019Revenue 2020: $7,605Expenses 2020: $10,083Net Income 2020: -$2,4782020Revenue 2021: $18,516Expenses 2021: $12,367Net Income 2021: $6,1492021Revenue 2022: -$3,577Expenses 2022: $12,241Net Income 2022: -$15,8182022Revenue 2023: $7,041Expenses 2023: $10,174Net Income 2023: -$3,1332023Revenue 2024: $7,562Expenses 2024: $9,914Net Income 2024: -$2,3522024

Highlighted filing

2022

Revenue-$3,577
Expenses$12,241
Net Income-$15,818
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,373-$2,373
Filing and Contact Details

Filer

Filer Name
John & Lee Ella Mcdonald
EIN
71-6182849
Phone
5016271513
Address
PO BOX 55108 SIMMONS BANK, LITTLE ROCK, AR 72215

Signing Officer

Name
Simmons Bank
Title
Trustee
Phone
5016271513
Signed
2023-03-10

Preparer

Firm
Shoptaw Labahn & Company Pa
Address
915 W MAIN STREET SUITE B, RUSSELLVILLE, AR 72801
Preparer
Lori a Melton
Phone
4799673600
Raw XML AppendixShowing 400 of 693 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt45PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt46PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt47PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282022-08
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt472022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-83
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-241
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-159
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-135
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-45
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-421
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-401
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-25
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-58
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-534
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-147
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-16
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-23
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-65
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-86
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt221307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-47
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2415
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt251071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-6
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2765
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-144
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30219
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-42
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt358
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37-4317
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-6
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42104
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44-53
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45-3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt46-372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt47-139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD LARGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt422106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt89978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt107407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BARON EMERGING MARKETS FD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WILLIAM BLAIR SMALL-MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COLUMBIA DIVIDEND INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COLUMBIA OVERSEAS VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4T ROWE PRICE INSTL LARGE CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MORGAN STANLEY INTL OPPORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WASATCH CORE GROWTH FD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FEDERATED INST HIGH YIELD BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FEDERATED TOTAL RETURN BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GUGGENHEIM TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PIMCO FOREIGN BOND FD-US HEDGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PIMCO SHORT TERM INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TCW EMERGING MARKETS INCOME CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIDELITY INTERNATIONAL INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FIDELITY SMALL CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FIDELITY EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NORTHERN MID CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ALLSPRING SPECIAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD INTERM-TERM BOND INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BLACKROCK SYSTAMT MULTI-STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FULLER & THALER BEHAVIORAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21COHEN & STEERS REALTY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FEDERATED ADVISER SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FIDELITY MID CAP STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24JPMORGAN HEDGED EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD GROWTH INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt520355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt89430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt95359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt105895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133938

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,710
Liabilities
$55
Net assets
$174,655
Revenue
-$3,577
Expenses
$12,241
Net income
-$15,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.04$0.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.19$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.03$0.12$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.05$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.06$0.12$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13