Civic Intelligence

Jerry W Scott Tr

EIN 81-6335617 • 501(c)3 • Meridian, MS

Profile

To provide annual scholarship funds to the meridian branch of mississippi state university. The trust operates soley to distribute all net income for scholarships.

PO Box 911Meridian, MS 39302

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$21,782

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,133,089

Up $142,702 (+7.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,133,089

Up $142,702 (+7.2%) from 2024

Revenue

Up

$214,484

Up $113,090 (+112%) from 2024

Expenses

Up

$71,782

Up $1,115 (+1.6%) from 2024

Net Income

Up

$142,702

Up $111,975 (+364%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,308,657Liabilities 2016: $0Net Assets 2016: $1,308,6572016Assets 2017: $1,336,663Liabilities 2017: $0Net Assets 2017: $1,336,6632017Assets 2018: $1,389,452Liabilities 2018: $0Net Assets 2018: $1,389,4522018Assets 2019: $1,371,416Liabilities 2019: $0Net Assets 2019: $1,371,4162019Assets 2020: $1,339,231Liabilities 2020: $0Net Assets 2020: $1,339,2312020Assets 2021: $1,447,933Liabilities 2021: $0Net Assets 2021: $1,447,9332021Assets 2022: $1,960,318Liabilities 2022: $0Net Assets 2022: $1,960,3182022Assets 2023: $1,959,660Liabilities 2023: $0Net Assets 2023: $1,959,6602023Assets 2024: $1,990,387Liabilities 2024: $0Net Assets 2024: $1,990,3872024Assets 2025: $2,133,089Liabilities 2025: $0Net Assets 2025: $2,133,0892025

Highlighted filing

2025

Assets$2,133,089
Liabilities$0
Net Assets$2,133,089

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,328,127Expenses 2016: $19,470Net Income 2016: $1,308,6572016Revenue 2017: $47,238Expenses 2017: $19,232Net Income 2017: $28,0062017Revenue 2018: $100,224Expenses 2018: $47,435Net Income 2018: $52,7892018Revenue 2019: $26,008Expenses 2019: $44,044Net Income 2019: -$18,0362019Revenue 2020: $9,218Expenses 2020: $41,403Net Income 2020: -$32,1852020Revenue 2021: $148,660Expenses 2021: $39,958Net Income 2021: $108,7022021Revenue 2022: $553,115Expenses 2022: $40,730Net Income 2022: $512,3852022Revenue 2023: $43,604Expenses 2023: $44,262Net Income 2023: -$6582023Revenue 2024: $101,394Expenses 2024: $70,667Net Income 2024: $30,7272024Revenue 2025: $214,484Expenses 2025: $71,782Net Income 2025: $142,7022025

Highlighted filing

2025

Revenue$214,484
Expenses$71,782
Net Income$142,702

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 4, 2026
Return Version
2025v4.0
Gross Receipts
$611,891
Mission and Program Overview

Mission

To provide annual scholarship funds to the meridian branch of mississippi state university. The trust operates soley to distribute all net income for scholarships.

The trust operates to fund scholarships on an annual basis to the meridian branch of mississippi state university or another institution including a community college. The trust operates soley to distribute all net income of the trust for scholarships to be made in $3,500 increments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,990,387$2,133,089▲ $142,702
Investments in Publicly Traded Securities$1,925,781$1,951,284▲ $25,503
Savings and Temporary Cash Investments$64,605$181,804▲ $117,199
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,990,387$2,133,089▲ $142,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,990,387$2,133,089▲ $142,702
Total Liabilities and Net Assets / Fund Balance$1,990,387$2,133,089▲ $142,702
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$21,782$21,782
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$214,484
Other Revenue
$0
Change in Net Assets
$142,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,000
Other Expenses$22,782
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,000--$49,000
Fees for Services Management-$21,782-$21,782
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$49,000$22,782$0$71,782
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mississippi State UniversityMississippi State, MS501(c)(3)The Only Purpose of the Organization Is to Fund Scholarships at the Supported Organization. the Supported Organization Purpose Is to Educate Its Students. the Organization Funding of Scholarships Furthers the Exempt Purpose of the Supported Organization.$49,000
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

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

The organization does not have committees.

Form 990, Part VI, Section B, Line 11B

Upon completion of form 990, the trustee reviews the form for correctness and completeness before signing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public only upon request.

Filing and Contact Details

Filer

Filer Name
Jerry W Scott Trust
EIN
81-6335617
Phone
6014845311
Address
PO BOX 911, MERIDIAN, MS 39302

Signing Officer

Name
John David Barr
Title
Trust Administrator
Phone
6014845311
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John David Barr
Formed
2016
Legal Domicile
Ms
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Swain Collins & Napp Pa
Address
2921 8TH STREET, MERIDIAN, MS 39301
Preparer
Danna Napp
Phone
6014838090
Raw XML Appendix298 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST OPERATES TO FUND SCHOLARSHIPS ON AN ANNUAL BASIS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY OR ANOTHER INSTITUTION INCLUDING A COMMUNITY COLLEGE. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME OF THE TRUST FOR SCHOLARSHIPS TO BE MADE IN $3,500 INCREMENTS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN DAVID BARR TRUST ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum06014845311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0512 22ND AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERIDIAN
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0THE TRUST DISTRIBUTED ITS NET INCOME TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY TO FUND SCHOLARSHIPS FOR 2025.
IRS990/DescribedInSection501c3Ind01
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt049000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt049000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0545279
IRS990/GrossReceiptsAmt0611891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt066612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066612
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01925781
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01951284
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0397407
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0TO PROVIDE ANNUAL SCHOLARSHIP FUNDS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME FOR SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01990387
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0147872
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYInvestmentIncomeAmt0101394
IRS990/PYOtherExpensesAmt021667
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt030727
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt070667
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101394
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0142702
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01990387
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt064605
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0181804
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION HAS A DIRECT CONTACT PERSON AT THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY AS WELL AS A CONTACT PERSON AT THE MAIN CAMPUS. THE PARTIES STAY IN CONTINOUS CONTACT THROUGH EMAIL, PHONE CONFERENCES AS WELL AS FACE TO FACE MEETINGS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, MISSISSIPPI STATE UNIVERSITY, HAS A SIGNIFICANT VOICE IN THE MAKING AND TIMING OF GRANTS, AND OTHERWISE DIRECTING THE USE OF THE ORGANIZATIONS INCOME AND ASSETS. SCHOLARSHIP BENEFICIARIES ARE SELECTED ON AN OBJECTIVE,NON-DISCRIMINATORY BASIS. OFFICERS, DIRECTORS AND TRUSTEES OF MSU PLANNED GIVING WORK WITH THE ORGANIZATION IN THE TIMING AND SELECTION PROCESS OF SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ONLY PURPOSE OF THE ORGANIZATION IS TO FUND SCHOLARSHIPS AT THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION PURPOSE IS TO EDUCATE ITS STUDENTS. THE ORGANIZATION FUNDING OF SCHOLARSHIPS FURTHERS THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE ONLY PURPOSE OF THE ORGANIZATION IS TO FUND SCHOLARSHIPS AT THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION PURPOSE IS TO EDUCATE ITS STUDENTS. THE ORGANIZATION FUNDING OF SCHOLARSHIPS FURTHERS THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION.
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IRS990ScheduleI/RecipientTable/RecipientEIN0640410581
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 6149
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES THE NAMES AND SUPPORTING INFORMATION FROM THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY FOR THE INDIVIDUALS RECEIVING THE GRANTS. THE ORGANIZATION THEN COMPARES THE INFORMATION TO THE GRANT CRITERIA FOR COMPILANCE. THIS PROCEDURE IS CONTAINED IN A WRITTEN AGREEMENT BETWEEN THE ORGANIZATION AND MISSISSIPPI STATE UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF FORM 990, THE TRUSTEE REVIEWS THE FORM FOR CORRECTNESS AND COMPLETENESS BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DAVID BARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06014845311
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY W SCOTT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0816335617
ReturnHeader/Filer/PhoneNum06014845311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 911
ReturnHeader/Filer/USAddress/CityNm0MERIDIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640854432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWAIN COLLINS & NAPP PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 8TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERIDIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039301
ReturnHeader/PreparerPersonGrp/PhoneNum06014838090
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANNA NAPP
ReturnHeader/ReturnTs02026-03-12T14:10:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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