INDIA LOWERY SHIELDS CHARITABLE TR… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

REGIONS BANK

Phone

2058203141

Tax Period

2025-01-01 to 2025-12-31

INDIA LOWERY SHIELDS CHARITABLE TRUST, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $60K in total revenue in fiscal year 2025. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 17% operating margin.

Mission

PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN NEED FROM MARENGO COUNTY.

Program Service Accomplishments

Program 1

Expenses: $38,961

SCHOLARSHIP FUND AT THE UNIVERSITY OF WEST ALABAMA FOUNDATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $59,801

Other Revenue $0

TOTAL REVENUE $59,801

Expense Breakdown

Grants Paid $38,961

Salaries & Benefits $9,147

Fundraising Expenses $0

Program Expenses $38,961

Other Expenses $1,540

TOTAL EXPENSES $49,648

Year-over-Year Comparison

	2025	2024	Change
Revenue	$59,801	$39,217	+0.5%
Expenses	$49,648	$21,784	+1.3%
Net Income	$10,153	$17,433	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SELECTION COMMITTEE	N/A	N/A	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$9,147	$0	$9,147

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$59,801	$49,648	$840,440	$10,153
2024	No data	No data	No data	No data
2023	$-887	$30,273	$813,242	$-31,160
2022	$40,211	$32,128	$844,313	$8,083
2021	$57,999	$30,912	$836,230	$27,087
2020	$33,135	$29,992	$809,197	$3,143

INDIA LOWERY SHIELDS CHARITABLE TRUST