Civic Intelligence

James Walter Pickle Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-0485515

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

Organization Profile
905 Harpeth Valley PlaceNashville, TN 37221

(615) 662-2727

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-292%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$70,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 65.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,620,647

Down $428,572 (-11%) from 2015

Net Assets

Down

$3,618,283

Down $428,564 (-11%) from 2015

Liabilities

Down

$2,364

Down $8 (-0.3%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$106,821

Down $77,744 (-42%) from 2015

Expenses

Down

$418,547

Down $22,923 (-5.2%) from 2015

Net Income

Down

-$311,726

Down $54,821 (-21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2016

Assets$3,620,647
Liabilities$2,364
Net Assets$3,618,283
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

2016

Revenue$106,821
Expenses$418,547
Net Income-$311,726
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

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

Filer

Filer Name
The James W Pickle Charitable
EIN
20-0485515
Phone
6156622727
Address
905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221

Signing Officer

Name
Lawrence J Sacks
Title
President
Phone
6156622727
Signed
2017-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221
Preparer
Jack M Matthis CPA
Phone
6156622727
Raw XML AppendixShowing 400 of 804 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3TOOLS & EQUIPMENT
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6STORM WINDOWS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt252386
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8281027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9137350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10310893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12127655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1465988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1611481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17129794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1836530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1910190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21512231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2213359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2418675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511909
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9141427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10305171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12162165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312759
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1836479
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3050212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm011559.048 FRANKLIN INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1127 LILLY ELI & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21305.017 VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3133 SHS KRAFT FOODS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4134 WELLTOWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51373.13 AMER NEW WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615365.660 PRIMECAP ODYSSEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7182 SHS BR AMER TOBACCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8186 SHS KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9200 SHS THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1020334.168 SHS TORTOISE MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112496.504 HARBOR CAP APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12266 SHS CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1327418.757 T ROWE PRICE STREET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14282 PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152976.046 SHS FIRST EAGLE GLOBAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16300 SHS AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173243.364 HOTCHKIS & WILEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18326 SHS GLAXOSMITHKLINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19326 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203560.45 AMER WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21360 PIMCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22370 SHS UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23406 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2442702.964 TEMPLETON GLOBAL BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25450 SHS TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2646 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27500 SHS EXCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28500 SHS EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29580 SHS WESTPAC BANKING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30594 SHS ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm316023.550 VANGUARD INTERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32689.059 KEELEY SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm337086.10 SHS T ROWE PRICE CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm347091.651 VANGUARD EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm357562.752 OPPENHEIMER EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm368469.577 AMER FD DEV WORLD

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,620,647
Liabilities
$2,364
Net assets
$3,618,283
Revenue
$106,821
Expenses
$418,547
Net income
-$311,726
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