Civic Intelligence

James Walter Pickle Charitable Foundation

990PF • Fiscal year 2013 • EIN 20-0485515

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 28, 2014

Organization Profile
905 Harpeth Valley Place37221

(615) 662-2727

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

26th percentile

-8.1%

Higher net margin than 26% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

69th percentile

$70,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,413,421

Down $53,506 (-1.2%) from 2012

Net Assets

Down

$4,411,385

Down $50,306 (-1.1%) from 2012

Liabilities

Down

$2,036

Down $3,200 (-61%) from 2012

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin26th percentile

Revenue

$621,526

No earlier filing loaded for comparison.

Expenses

Down

$671,832

Down $14,731 (-2.1%) from 2012

Net Income

-$50,306

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,530,668Liabilities 2010: $5,525Net Assets 2010: $5,525,1432010Assets 2011: $5,020,539Liabilities 2011: $4,874Net Assets 2011: $5,015,6652011Assets 2012: $4,466,927Liabilities 2012: $5,236Net Assets 2012: $4,461,6912012Assets 2013: $4,413,421Liabilities 2013: $2,036Net Assets 2013: $4,411,3852013Assets 2014: $4,307,534Liabilities 2014: $2,109Net Assets 2014: $4,305,4252014Assets 2015: $4,049,219Liabilities 2015: $2,372Net Assets 2015: $4,046,8472015Assets 2016: $3,620,647Liabilities 2016: $2,364Net Assets 2016: $3,618,2832016Assets 2017: $3,334,347Liabilities 2017: $0Net Assets 2017: $3,334,3472017Assets 2018: $3,838,010Liabilities 2018: $2,254Net Assets 2018: $3,835,7562018Assets 2019: $3,719,572Liabilities 2019: $0Net Assets 2019: $3,719,5722019Assets 2020: $3,487,723Liabilities 2020: $0Net Assets 2020: $3,487,7232020Assets 2021: $3,534,662Liabilities 2021: $0Net Assets 2021: $3,534,6622021Assets 2022: $3,401,626Liabilities 2022: $0Net Assets 2022: $3,401,6262022Assets 2023: $3,356,454Liabilities 2023: $0Net Assets 2023: $3,356,4542023Assets 2024: $3,607,525Liabilities 2024: $0Net Assets 2024: $3,607,5252024

Highlighted filing

2013

Assets$4,413,421
Liabilities$2,036
Net Assets$4,411,385
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $768,5232010Expenses 2011: $756,4582011Expenses 2012: $686,5632012Revenue 2013: $621,526Expenses 2013: $671,832Net Income 2013: -$50,3062013Revenue 2014: $336,688Expenses 2014: $442,651Net Income 2014: -$105,9632014Revenue 2015: $184,565Expenses 2015: $441,470Net Income 2015: -$256,9052015Revenue 2016: $106,821Expenses 2016: $418,547Net Income 2016: -$311,7262016Revenue 2017: $171,726Expenses 2017: $455,205Net Income 2017: -$283,4792017Revenue 2018: $257,343Expenses 2018: $411,943Net Income 2018: -$154,6002018Revenue 2019: $290,167Expenses 2019: $406,351Net Income 2019: -$116,1842019Revenue 2020: $167,596Expenses 2020: $399,995Net Income 2020: -$232,3992020Revenue 2021: $414,796Expenses 2021: $367,857Net Income 2021: $46,9392021Revenue 2022: $278,135Expenses 2022: $411,171Net Income 2022: -$133,0362022Revenue 2023: $297,025Expenses 2023: $344,713Net Income 2023: -$47,6882023Revenue 2024: $699,743Expenses 2024: $447,452Net Income 2024: $252,2912024

Highlighted filing

2013

Revenue$621,526
Expenses$671,832
Net Income-$50,306
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE J SACKSPresidentPT$70,000-$70,000
CHARLENE SANDERSSecretaryPT$40,000-$40,000
LYNN BOONETrusteePT$40,000-$40,000
Filing and Contact Details

Filer

EIN
20-0485515
Phone
6156622727

Signing Officer

Name
Lawrence J Sacks
Title
President
Phone
6156622727
Signed
2014-07-28

Preparer

Preparer
Lawrence J Sacks
Phone
6156622727
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4HARPETH BEND DR - 642
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5HARPETH BEND DR - 642 - LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SPRINGVIEW DR - 428
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7SPRINGVIEW DR - 428 - LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8CHAINSAW
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9TOOLS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10PAINTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12STORM WINDOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13REHAB. UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14REHAB. UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15REHAB. UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16PAINTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18STORM WINDOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19CARPET/TILE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20PAINTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21STORM WINDOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23CARPET/TILE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2503 LAWNMOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26PAVING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27FLOORING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28FLOORING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30STOVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31TRAILER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc332008 CHEVY TRUCK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34DOORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35REHAB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38REHAB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40GARAGE DOOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt050854
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02002-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22013-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172009-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt182011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt192012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt202011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt212012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt222012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt232011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt242012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt252011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt262008-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt272011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt282012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt292011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt302011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0RESIDENTIAL REAL ESTATE - 621 HARPET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1.0261% SHARE OF ALTEGRIS WINTON FUTU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc251.628 AMERICAN FD NEW WORLD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc332.059 MAINSTAY HIGH YIELD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46242.025 PARAMETRIC EMRG MKTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc530 PIMCO EXCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6519.358 T ROW PRICE INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc776 VANGUARD WHITEHALL ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc86927.581 AMERICAN FD CAP WORLD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc912214.948 AMERICAN FD HIGH INCOME T
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10248 DOMINION RES INC VA NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11496.9982 DUKE ENERGY CORP NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12290 EXELON CORPORATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc135058.08 FIRST EAGLE GLOBAL FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1421605.017 GAVEKAL KNOWLEGE LEADER FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15256 HEINZ H J CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc162737.44 HOTCHKIS & WILEY MID CAP VAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc172187.915 KEELEY SMALL CAP VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc185379.772 MAINSTAY HIGH YEILD CORP BD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1912868.759 MAINSTAY HIGH YIELD CORP B
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20400 MONDELEZ INTL INC CL A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc211754.386 PARAMETRIC EMRG MKTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc222223 PLUM CREEK TIMBER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23300 SCANA CORPORATION NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc245158.712 SCHWAB GNMA FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25554 SPECTRA ENERGY CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc261558.917 TEMPLETON GLOBAL BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27238 TOTAL S A ADR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc281422 VANGUARD BOND INDEX FUND SHORT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2934393.436 VANGUARD INTERM TER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30564 VODAFONE GROUP NEW ADR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0225969
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1189842
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt22828
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt490040
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt53042
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt65345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt75868
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt8224540
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt9113629
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1011480
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1123428
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1211449
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt13197381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt14251054
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1511463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1677630
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1731107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1826406
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1976584
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt207473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2123030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2291049
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2310960
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2454476
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2511568
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2618276

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,413,421
Liabilities
$2,036
Net assets
$4,411,385
Revenue
$621,526
Expenses
$671,832
Net income
-$50,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.70$0.45$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.30$0.34$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.28$0.41$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.41$0.37$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.17$0.40$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.29$0.41$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.26$0.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.17$0.46$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.11$0.42$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.18$0.44$0.26
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.34$0.44$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.62$0.67$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$0.69
2011Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.76
2010Detailed filing. Detailed filing data is available for this year.$5.53$0.01$5.53$0.77