Civic Intelligence

Storehouse Trust

EIN 16-6331396 • Smyrna, GA

912 Carriage Path SESmyrna, GA 30082
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

1st percentile

-114215%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $828,647 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $828,647 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Up

$649

Up $30,948 (+102%) from 2022

Expenses

Up

$741,906

Up $691,267 (+1365%) from 2022

Net Income

Down

-$741,257

Down $660,319 (-816%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2010: $594,105Liabilities 2010: $0Net Assets 2010: $594,1052010Assets 2011: $583,236Liabilities 2011: $0Net Assets 2011: $583,2362011Assets 2012: $579,235Liabilities 2012: $0Net Assets 2012: $579,2352012Assets 2013: $581,872Liabilities 2013: $0Net Assets 2013: $581,8722013Assets 2014: $606,853Liabilities 2014: $0Net Assets 2014: $606,8532014Assets 2015: $586,619Liabilities 2015: $0Net Assets 2015: $586,6192015Assets 2016: $528,549Liabilities 2016: $0Net Assets 2016: $528,5492016Assets 2017: $523,994Liabilities 2017: $0Net Assets 2017: $523,9942017Assets 2018: $495,845Liabilities 2018: $0Net Assets 2018: $495,8452018Assets 2019: $752,621Liabilities 2019: $0Net Assets 2019: $752,6212019Assets 2020: $713,759Liabilities 2020: $0Net Assets 2020: $713,7592020Assets 2021: $909,585Liabilities 2021: $0Net Assets 2021: $909,5852021Assets 2022: $828,647Liabilities 2022: $0Net Assets 2022: $828,6472022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $13,9992010Expenses 2011: $29,6562011Expenses 2012: $25,2912012Revenue 2013: $33,367Expenses 2013: $30,730Net Income 2013: $2,6372013Revenue 2014: $31,639Expenses 2014: $6,658Net Income 2014: $24,9812014Revenue 2015: $34,107Expenses 2015: $54,341Net Income 2015: -$20,2342015Revenue 2016: $20,261Expenses 2016: $78,331Net Income 2016: -$58,0702016Revenue 2017: $37,595Expenses 2017: $42,150Net Income 2017: -$4,5552017Revenue 2018: $20,699Expenses 2018: $47,253Net Income 2018: -$26,5542018Revenue 2019: $323,482Expenses 2019: $66,706Net Income 2019: $256,7762019Revenue 2020: $10,530Expenses 2020: $49,392Net Income 2020: -$38,8622020Revenue 2021: $218,317Expenses 2021: $22,491Net Income 2021: $195,8262021Revenue 2022: -$30,299Expenses 2022: $50,639Net Income 2022: -$80,9382022Revenue 2023: $649Expenses 2023: $741,906Net Income 2023: -$741,2572023

Highlighted filing

2023

Revenue$649
Expenses$741,906
Net Income-$741,257
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$649
Expenses
$741,906
Net income
-$741,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$7.42$7.41
2022Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.30$0.51$0.81
2021Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$2.18$0.22$1.96
2020Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.11$0.49$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$3.23$0.67$2.57
2018Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.21$0.47$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.38$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.20$0.78$0.58
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.34$0.54$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.32$0.07$0.25
2013Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.33$0.31$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.25
2011Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.30
2010Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEROY MCCUNEPresident-$0--
ANNE MCCUNESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Storehouse Trust
EIN
16-6331396
Phone
7167251957
Address
912 CARRIAGE PATH SE, SMYRNA, GA 30082

Signing Officer

Name
Leroy Mccune
Title
President
Phone
7167251957
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Robert P Ingrasci CPA
Phone
7168563300
Raw XML Appendix294 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0736879
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029653
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034747
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0673879
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0673879
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0738279
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0673879
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0673879
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034747
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0150
LiquidationExplanationStmt/ExplanationTxt0A SPECIAL MEETING OF THE TRUSTEES OF THE STOREHOUSE TRUST WAS HELD ON MAY 3RD, 2023. IT WAS MOTIONED AND RESOLVED THAT THE STOREHOUSE TRUST SHALL BE TERMINATED AND THAT THE ASSETS WOULD BE DISTRIBUTED TO A DONOR ADVISED FUND WITH FIDELITY CHARITABLE. THE FOUNDATION HAS DISTRIBUTED ALL OF ITS ASSETS AND HAS DISSOLVED AS OF DECEMBER 31, 2023. ALL REMAINING CASH ON HAND AND SECURITIES WERE DISTRIBUTED TO A DONOR ADVISED FUND AT FIDELITY CHARITABLE DURING NOVEMBER 2023, AS REPORTED UNDER PART XIV, LINE 3.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt087390
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN BOOK VALUE VS FMV FOR DONATED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02327
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEROY MCCUNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07167251957
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STOREHOUSE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STOR
ReturnHeader/Filer/EIN0166331396
ReturnHeader/Filer/PhoneNum07167251957
ReturnHeader/Filer/USAddress/AddressLine1Txt0912 CARRIAGE PATH SE
ReturnHeader/Filer/USAddress/CityNm0SMYRNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P INGRASCI CPA
ReturnHeader/ReturnTs02024-04-29T10:05:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCUNE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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