Civic Intelligence

Henry & Rose Fishman Scholarship Trust

EIN 74-6526743 • 501(c)3 • Birmingham, AL

Profile

Support the madison county public school system by providing college scholarships to graduates of madison county public schools who are without sufficient financial means to provide fully for their colllege education.

P O Box 11647Birmingham, AL 35202

n/a

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

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.

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

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

75th percentile

33%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$703,138

Up $20,534 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$703,138

Up $20,534 (+3.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin85th percentile

Revenue

Up

$53,919

Up $13,375 (+33%) from 2023

Expenses

Up

$33,187

Up $3,287 (+11%) from 2023

Net Income

Up

$20,732

Up $10,088 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2010: $483,713Liabilities 2010: $0Net Assets 2010: $483,7132010Assets 2011: $510,939Liabilities 2011: $0Net Assets 2011: $510,9392011Assets 2012: $522,066Liabilities 2012: $0Net Assets 2012: $522,0662012Assets 2013: $533,803Liabilities 2013: $0Net Assets 2013: $533,8032013Assets 2014: $565,477Liabilities 2014: $0Net Assets 2014: $565,4772014Assets 2015: $581,351Liabilities 2015: $0Net Assets 2015: $581,3512015Assets 2016: $595,488Liabilities 2016: $0Net Assets 2016: $595,4882016Assets 2017: $606,658Liabilities 2017: $0Net Assets 2017: $606,6582017Assets 2018: $619,089Liabilities 2018: $0Net Assets 2018: $619,0892018Assets 2019: $627,383Liabilities 2019: $0Net Assets 2019: $627,3832019Assets 2020: $609,374Liabilities 2020: $0Net Assets 2020: $609,3742020Assets 2021: $626,459Liabilities 2021: $0Net Assets 2021: $626,4592021Assets 2022: $671,558Liabilities 2022: $0Net Assets 2022: $671,5582022Assets 2023: $682,604Liabilities 2023: $0Net Assets 2023: $682,6042023Assets 2024: $703,138Liabilities 2024: $0Net Assets 2024: $703,1382024

Highlighted filing

2024

Assets$703,138
Liabilities$0
Net Assets$703,138
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$100K$50K$0-$50KRevenue 2010: $11,242Expenses 2010: $18,522Net Income 2010: -$7,2802010Revenue 2011: $43,603Expenses 2011: $17,170Net Income 2011: $26,4332011Revenue 2012: $28,924Expenses 2012: $18,549Net Income 2012: $10,3752012Revenue 2013: $30,590Expenses 2013: $19,779Net Income 2013: $10,8112013Revenue 2014: $50,245Expenses 2014: $16,582Net Income 2014: $33,6632014Revenue 2015: $32,794Expenses 2015: $18,792Net Income 2015: $14,0022015Revenue 2016: $33,173Expenses 2016: $18,682Net Income 2016: $14,4912016Revenue 2017: $35,156Expenses 2017: $23,010Net Income 2017: $12,1462017Revenue 2018: $34,634Expenses 2018: $22,521Net Income 2018: $12,1132018Revenue 2019: $36,622Expenses 2019: $28,171Net Income 2019: $8,4512019Revenue 2020: $9,872Expenses 2020: $27,342Net Income 2020: -$17,4702020Revenue 2021: $46,054Expenses 2021: $29,000Net Income 2021: $17,0542021Revenue 2022: $68,763Expenses 2022: $25,555Net Income 2022: $43,2082022Revenue 2023: $40,544Expenses 2023: $29,900Net Income 2023: $10,6442023Revenue 2024: $53,919Expenses 2024: $33,187Net Income 2024: $20,7322024

Highlighted filing

2024

Revenue$53,919
Expenses$33,187
Net Income$20,732
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$703,138
Liabilities
$0
Net assets
$703,138
Revenue
$53,919
Expenses
$33,187
Net income
$20,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.54$0.33$0.21
2023Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.41$0.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.69$0.26$0.43
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.46$0.29$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.10$0.27$0.17
2019Summary only. Only limited summary data is available for this year.$6.27$0.00$6.27$0.37$0.28$0.08
2018Summary only. Only limited summary data is available for this year.$6.19$0.00$6.19$0.35$0.23$0.12
2017Summary only. Only limited summary data is available for this year.$6.07$0.00$6.07$0.35$0.23$0.12
2016Summary only. Only limited summary data is available for this year.$5.95$0.00$5.95$0.33$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$5.81$0.00$5.81$0.33$0.19$0.14
2014Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$0.50$0.17$0.34
2013Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.31$0.20$0.11
2012Summary only. Only limited summary data is available for this year.$5.22$0.00$5.22$0.29$0.19$0.10
2011Summary only. Only limited summary data is available for this year.$5.11$0.00$5.11$0.44$0.17$0.26
2010Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$0.11$0.19$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$157,941
Mission and Program Overview

Mission

Support the madison county public school system by providing college scholarships to graduates of madison county public schools who are without sufficient financial means to provide fully for their colllege education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$682,604$703,138▲ $20,534
Investments in Publicly Traded Securities$660,563$678,583▲ $18,020
Savings and Temporary Cash Investments$22,041$24,555▲ $2,514
Total Assets$682,604$703,138▲ $20,534
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$682,604$703,138▲ $20,534
Total Liabilities and Net Assets / Fund Balance$682,604$703,138▲ $20,534
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Eric Jones PrincipalBoard Member
Barbara Johnson CommissionerCo-trustee
Buddy White SuperintendentCo-trustee
Charles Clark PrincipalCo-trustee
Dr Verna Ruffin SuperintendentCo-trustee
Greg Vinson Assistant PrincipalCo-trustee
Jason Bridgeman PrincipalCo-trustee
Jimmy Harris County MayorCo-trustee
Jimmy Harris MayorCo-trustee
Ricky Catlett PrincipalCo-trustee
Tim Gilmer PrincipalCo-trustee
Tony White Deputy MayorCo-trustee
Jan Watson PrincipalFormer Co-trustee Rotated Out
Nancy Zambito Former SuperintendenFormer Co-trustee, Retired
Regions BankTrustee
Nathan LewisPrincipal - Early College High
Chad GutheriePrincipal - Madison Academic High School
Jason BridgemanPrincipal - North Side High
Anita TuckerPrincipal - South Side High
Ray WashingtonSuperintendent
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$53,919
Other Revenue
$0
Change in Net Assets
$20,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$13,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Other-$11,536-$11,536
Fees for Services Accounting-$1,650-$1,650
Fees for Service Investment Mgmnt Fees-$1-$1
Total Functional Expenses$20,000$13,187$0$33,187
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
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of trustees.”

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

“The trustees engage regions bank and a 3rd party preparer to complete the annual return. The board reviews the return prior to signing.”

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

“Per the trust document, compensation is not allowed to be paid to the trustees.”

Form 990, Page 6, Part VI, Line 19

“The trustees make the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Henry & Rose Fishman Scholarship Trust
EIN
74-6526743
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
2001
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
1
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 difference (-$114), cost basis adj (-$84)”

Raw XML AppendixShowing 400 of 431 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/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FORMER CO-TRUSTEE, RETIRED
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER CO-TRUSTEE ROTATED OUT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRINCIPAL - MADISON ACADEMIC HIGH SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt11CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRINCIPAL - NORTH SIDE HIGH
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRINCIPAL - SOUTH SIDE HIGH
IRS990/Form990PartVIISectionAGrp/TitleTxt17SUPERINTENDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRINCIPAL - EARLY COLLEGE HIGH
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IRS990/MissionDesc0SUPPORT THE MADISON COUNTY PUBLIC SCHOOL SYSTEM BY PROVIDING COLLEGE SCHOLARSHIPS TO GRADUATES OF MADISON COUNTY PUBLIC SCHOOLS WHO ARE WITHOUT SUFFICIENT FINANCIAL MEANS TO PROVIDE FULLY FOR THEIR COLLLEGE EDUCATION.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JACKSON MADISON COUNTY SCHOOL SYSTEM IS RUN BY THE SEPARATELY APPOINTED SCHOOL BOARD
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WHILE THE THREE TRUSTEES OF THE HENRY & ROSE FISHMAN SCHOLARSHIP TRUST DO NOT MAKE UP THE MAJORITY OF THE DIRECTORS OR OFFICERS OF THE SUPPORTED ORGANIZATION, THE JACKSON MADISON COUNTY SCHOOL SYSTEM, THEY ARE IN IMPORTANT LEADERSHIP ROLES WITH THE SCHOOL SYSTEM. THE SCHOOL SYSTEM IS GOVERENDED BY THE JACKSON MADISON COUNTY SCHOOL BOARD WHICH IS MADE UP OF NINE MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPERINTENDANT OF THE SCHOOLS, WHO IS A TRUSTEE, ALSO SERVES AS SE CRETARY TO THE BOARD. THE SCHOOL BOARD SETS ALL POLICIES AND PROCEDURE S FOR THE 27 SCHOOLS IN THE SYSTEM AND IS AFFILIATED WITH THE TENNESSE E SCHOOL BOARD ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THEREFORE, BECAUSE THE TRUSTEES OF THE TRUST ARE ALSO IN LEADING POSIT IONS OF THE SCHOOL SYSTEM, IT IS BELIEVED THAT THERE IS SUFFICIENT CON TROLS ON BOTH THE SUPPORTING AND THE SUPPORTED ORGANIZATIONS TO MAINTA IN A TYPE II STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION C, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION C, LINE 1 CONTINUE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION C, LINE 1 CONTINUE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PART IV, SECTION C, LINE 1 CONTINUE
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MADISON CO SCHOOL SYSTEM
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ENGAGE REGIONS BANK AND A 3RD PARTY PREPARER TO COMPLETE THE ANNUAL RETURN. THE BOARD REVIEWS THE RETURN PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER THE TRUST DOCUMENT, COMPENSATION IS NOT ALLOWED TO BE PAID TO THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES MAKE THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING DIFFERENCE (-$114), COST BASIS ADJ (-$84)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PUBLIC SCHOOL EDUCATION
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