Civic Intelligence

Nathan Bernstein Scholarship Fund

EIN 72-6103061 • Birmingham, AL

C/O Regions Bank Trust Dept PO BoxBirmingham, AL 35202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

5th percentile

-104%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$27,137

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 41.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,738,504

Down $67,083 (-3.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,738,504

Down $67,083 (-3.7%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$64,702

Down $19,006 (-23%) from 2024

Expenses

Up

$132,015

Up $7,867 (+6.3%) from 2024

Net Income

Down

-$67,313

Down $26,873 (-66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,108,137Liabilities 2011: $02011Assets 2012: $2,047,575Liabilities 2012: $02012Assets 2013: $2,041,903Liabilities 2013: $02013Assets 2014: $2,019,881Liabilities 2014: $02014Assets 2015: $2,060,841Liabilities 2015: $02015Assets 2019: $1,917,586Liabilities 2019: $02019Assets 2020: $1,913,913Liabilities 2020: $0Net Assets 2020: $1,913,9132020Assets 2021: $1,979,945Liabilities 2021: $0Net Assets 2021: $1,979,9452021Assets 2022: $1,949,435Liabilities 2022: $0Net Assets 2022: $1,949,4352022Assets 2023: $1,841,737Liabilities 2023: $0Net Assets 2023: $1,841,7372023Assets 2024: $1,805,587Liabilities 2024: $0Net Assets 2024: $1,805,5872024Assets 2025: $1,738,504Liabilities 2025: $0Net Assets 2025: $1,738,5042025

Highlighted filing

2025

Assets$1,738,504
Liabilities$0
Net Assets$1,738,504
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $177,936Expenses 2011: $133,102Net Income 2011: $44,8342011Revenue 2012: $77,257Expenses 2012: $137,957Net Income 2012: -$60,7002012Revenue 2013: $126,681Expenses 2013: $132,074Net Income 2013: -$5,3932013Revenue 2014: $118,483Expenses 2014: $136,862Net Income 2014: -$18,3792014Revenue 2015: $185,668Expenses 2015: $138,861Net Income 2015: $46,8072015Revenue 2019: $124,407Expenses 2019: $136,544Net Income 2019: -$12,1372019Revenue 2020: $127,178Expenses 2020: $130,937Net Income 2020: -$3,7592020Revenue 2021: $205,307Expenses 2021: $138,289Net Income 2021: $67,0182021Revenue 2022: $116,988Expenses 2022: $145,967Net Income 2022: -$28,9792022Revenue 2023: $28,223Expenses 2023: $131,345Net Income 2023: -$103,1222023Revenue 2024: $83,708Expenses 2024: $124,148Net Income 2024: -$40,4402024Revenue 2025: $64,702Expenses 2025: $132,015Net Income 2025: -$67,3132025

Highlighted filing

2025

Revenue$64,702
Expenses$132,015
Net Income-$67,313
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,738,504
Liabilities
$0
Net assets
$1,738,504
Revenue
$64,702
Expenses
$132,015
Net income
-$67,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.13$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.21$0.14$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.13$0.13$0.00
2019Summary only. Only limited summary data is available for this year.$1.92$0.00$0.12$0.14$0.01
2015Summary only. Only limited summary data is available for this year.$2.06$0.00$0.19$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$0.12$0.14$0.02
2013Summary only. Only limited summary data is available for this year.$2.04$0.00$0.13$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$2.05$0.00$0.08$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$0.18$0.13$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$27,137-$27,137
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLSU HEALTH SCIENCE CENTERGENERAL OPERATINGPCSHREVEPORT, LA, US$95,679
Filing and Contact Details

Filer

Filer Name
Nathan Bernstein Scholarship Fund
EIN
72-6103061
Phone
2058203141
Address
C/O REGIONS BANK TRUST DEPT PO BOX, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-02-04
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
Raw XML AppendixShowing 400 of 8,850 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86375558BF9 GILEAD SCIENCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13046625HRY8 JPMORGAN CHASE & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132713448108 PEPSICO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17309247XAR2 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17420030NDH1 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17530231GBG6 EXXON MOBIL CORP 4.3
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181742718FH7 PROCTER & GAMBLE CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21191282CAL5 US TREASURY N/B .375
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt222745867101 PULTE HOMES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22638141GYN8 GOLDMAN SACHS GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22800724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt229169656105 CHIPOTLE MEXICAN GRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt230252131107 DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2313132DNQD8 FR SD1352 3.5% 01 JU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt234808524755 SCHWAB STRATEGIC TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt247437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24846284V101 IRON MTN INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24952472T718 BRNDYWNGLBL HIGH YLD

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