Civic Intelligence

Tanner Foundation

990 • Fiscal year 2020 • EIN 20-0417645

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

3105 Independence Drive Suite 105Birmingham, AL 35209

(205) 803-2210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.56x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.21x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

39th percentile

0.9%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$138,968

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

1.7%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$303,940

Up $5,080 (+1.7%) from 2019

Net Assets

Up

$133,271

Up $7,306 (+5.8%) from 2019

Liabilities

Down

$170,669

Down $2,226 (-1.3%) from 2019

Revenue

Down

$827,615

Down $421,787 (-34%) from 2019

Expenses

Down

$820,309

Down $445,198 (-35%) from 2019

Net Income

Up

$7,306

Up $23,411 (+145%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2016: $41,388Liabilities 2016: $0Net Assets 2016: $41,3882016Assets 2017: $155,875Liabilities 2017: $68,302Net Assets 2017: $87,5732017Assets 2018: $353,723Liabilities 2018: $211,653Net Assets 2018: $142,0702018Assets 2019: $298,860Liabilities 2019: $172,895Net Assets 2019: $125,9652019Assets 2020: $303,940Liabilities 2020: $170,669Net Assets 2020: $133,2712020Assets 2021: $310,577Liabilities 2021: $45,067Net Assets 2021: $265,5102021Assets 2022: $251,718Liabilities 2022: $21,693Net Assets 2022: $230,0252022Assets 2023: $177,025Liabilities 2023: $7,505Net Assets 2023: $169,5202023Assets 2024: $159,129Liabilities 2024: $14,005Net Assets 2024: $145,1242024

Highlighted filing

2020

Assets$303,940
Liabilities$170,669
Net Assets$133,271

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $66,467Expenses 2016: $58,061Net Income 2016: $8,4062016Revenue 2017: $376,183Expenses 2017: $329,998Net Income 2017: $46,1852017Revenue 2018: $1,100,463Expenses 2018: $1,045,966Net Income 2018: $54,4972018Revenue 2019: $1,249,402Expenses 2019: $1,265,507Net Income 2019: -$16,1052019Revenue 2020: $827,615Expenses 2020: $820,309Net Income 2020: $7,3062020Revenue 2021: $701,298Expenses 2021: $569,059Net Income 2021: $132,2392021Revenue 2022: $246,457Expenses 2022: $281,942Net Income 2022: -$35,4852022Revenue 2023: $265,038Expenses 2023: $325,542Net Income 2023: -$60,5042023Revenue 2024: $264,855Expenses 2024: $289,251Net Income 2024: -$24,3962024

Highlighted filing

2020

Revenue$827,615
Expenses$820,309
Net Income$7,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$850,578
Mission and Program Overview

Mission

The tanner center is a multidisciplinary clinic offering initial evaluations, second opinions, symptoms management, infusion therapy, rehabilitation, counseling, and clinical research.

Enhance lives of individuals with neurological diseases

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$116,692$164,486▲ $47,794
Cash and Non-Interest-Bearing Accounts$179,118$133,665▼ $45,453
Rtn Earn Endowment Incm Other Fnds$125,965$133,271▲ $7,306
Prepaid Expenses and Deferred Charges$3,050$4,650▲ $1,600
Land, Buildings, and Equipment, Net$0$1,139▲ $1,139
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$298,860$303,940▲ $5,080
Liabilities
Accounts Payable and Accrued Expenses$172,895$138,438▼ $34,457
Other Liabilities$0$32,231▲ $32,231
Total Liabilities$172,895$170,669▼ $2,226
Net Assets / Fund Balance
Total Net Assets Fund Balance$125,965$133,271▲ $7,306
Total Liabilities and Net Assets / Fund Balance$298,860$303,940▲ $5,080

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,139$228$1,367
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tracy Flemming TracyClinical Research CoordinaFT$138,968$138,968
Mary T MillerExecutive DirectorFT$42,000$42,000

Board Members and Trustees

NameTitle
Jonathan TannerPresident
Mary Beth BuckleyMember at Large
Tina StyslingerMember at Large
Yolanda WheelerMember at Large
MIKKI O'NEILSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$808,057
Program Service Revenue
$12,505
Investment Income
$16
Other Revenue
$7,037
All Other Contributions
$739,173
Change in Net Assets
$7,306

Audited Revenue Reconciliation

Revenue per Audited Statements
$827,615
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$827,615
Total Revenue per Form 990
$827,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$617,860
Salaries, Compensation, and Employee Benefits$202,429
Grants and Similar Amounts Paid$20
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$188,117-$188,117
Fees for Services Accounting$447$27,563-$28,010
Fees for Services Other$17,171--$17,171
Payroll Taxes-$14,312-$14,312
All Other Expenses$2,525$2,784-$5,309
Travel$4,429$62-$4,491
Other Expenses$2,481--$2,481
Office Expenses$945$334-$1,279
Interest-$392-$392
Depreciation Depletion-$228-$228
Grants to Domestic Individuals$20--$20
Total Functional Expenses$586,517$233,792$0$820,309

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$820,309
Total Expenses per Audited Statements$820,309
Total Expenses per Form 990$820,309
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,000
Fundraising Direct Expenses$22,963
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholar Dinner$36,075-$1,253-
Tee Off for Tanner Golf Event$47,809$30,000$6,764$23,236
Total Events$83,884$30,000$22,963$7,037
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Funds$32,231
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

Return is reviewed by finance committee.

Form 990, Part VI, Section B, Line 12

Management tests compliance and reports any non-compliance to the board of directors

Form 990, Part VI, Section B, Line 15

Determined by a vote of the full board of directors

Form 990, Part VI, Section C, Line 19

If requested to the executive director and/or the board of directors, all information pertaining to the governing documents, conflict of interest policy and financial statements will be made available to the public. A party would have to submit a request list and then come to the organization's office to review the documentation. Adequate time to allow the organization to compile the information would have to be given before the party could review.

Filing and Contact Details

Filer

Filer Name
The Tanner Foundation for Neurological
EIN
20-0417645
Phone
2058032210
Address
3105 INDEPENDENCE DRIVE SUITE 105, BIRMINGHAM, AL 35209
Doing Business As
The Tanner Foundation for Neurologic

Signing Officer

Name
Mary T Miller
Title
Executive Director
Phone
2053050397
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary T Miller
Formed
2003
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Pearce Bevill Leesburg Moore Pc
Address
110 OFFICE PARK DR, BIRMINGHAM, AL 35223
Preparer
Justin K Berry
Phone
2053235440
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IRS990ScheduleA/TotalSupportAmt03809753
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01139
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0228
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01367
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0820309
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0827615
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01139
IRS990ScheduleD/TotalExpensesPerForm990Amt0820309
IRS990ScheduleD/TotalLiabilityAmt032231
IRS990ScheduleD/TotalRevenuePerForm990Amt0827615
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0827615
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0820309
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053884
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017809
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt036075
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022963
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01990
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01990
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TEE OFF FOR TANNER GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLAR DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01026
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0806
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07037
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01918
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01918
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08017
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06764
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03050
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt06156
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09206
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED BY FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT TESTS COMPLIANCE AND REPORTS ANY NON-COMPLIANCE TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DETERMINED BY A VOTE OF THE FULL BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF REQUESTED TO THE EXECUTIVE DIRECTOR AND/OR THE BOARD OF DIRECTORS, ALL INFORMATION PERTAINING TO THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. A PARTY WOULD HAVE TO SUBMIT A REQUEST LIST AND THEN COME TO THE ORGANIZATION'S OFFICE TO REVIEW THE DOCUMENTATION. ADEQUATE TIME TO ALLOW THE ORGANIZATION TO COMPILE THE INFORMATION WOULD HAVE TO BE GIVEN BEFORE THE PARTY COULD REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0298860
IRS990/TotalAssetsEOYAmt0303940
IRS990/TotalAssetsGrp/BOYAmt0298860
IRS990/TotalAssetsGrp/EOYAmt0303940
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0808057
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0233792
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0586517
IRS990/TotalFunctionalExpensesGrp/TotalAmt0820309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172895
IRS990/TotalLiabilitiesEOYAmt0170669
IRS990/TotalLiabilitiesGrp/BOYAmt0172895
IRS990/TotalLiabilitiesGrp/EOYAmt0170669
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0133271
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0586517
IRS990/TotalProgramServiceRevenueAmt012505
IRS990/TotalReportableCompFromOrgAmt0180968
IRS990/TotalRevenueGrp/ExclusionAmt07037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012521
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0827615
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0303940
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt062
IRS990/TravelGrp/ProgramServicesAmt04429
IRS990/TravelGrp/TotalAmt04491
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03105 INDEPENDENCE DRIVE
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035209
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ALANEURO.COM/TANNER-CENTER-FOR-MS.PHP
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY T MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053050397
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TANNER FOUNDATION FOR NEUROLOGICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISEASES
ReturnHeader/Filer/BusinessNameControlTxt0TANN

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