Civic Intelligence

The Henry Mize Charitable Foundation Inc

990 • Fiscal year 2014 • EIN 20-0564747

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileNA
P O Box 1668Tupelo, MS 38802

(662) 842-0222

Siviq Scores

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

Liabilities / Assets

55th percentile

0.24x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

7.22x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

8th percentile

-33%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$300

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

26th percentile

-2.5%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$6,756,114

Down $173,368 (-2.5%) from 2013

Net Assets

Up

$5,165,791

Up $17,926 (+0.3%) from 2013

Liabilities

Down

$1,590,323

Down $191,294 (-11%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin8th percentile

Revenue

Up

$220,121

Up $77,327 (+54%) from 2013

Expenses

Up

$292,708

Up $2,014 (+0.7%) from 2013

Net Income

Up

-$72,587

Up $75,313 (+51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,493,533Liabilities 2011: $2,164,205Net Assets 2011: $4,329,3282011Assets 2012: $6,631,461Liabilities 2012: $1,972,911Net Assets 2012: $4,658,5502012Assets 2013: $6,929,482Liabilities 2013: $1,781,617Net Assets 2013: $5,147,8652013Assets 2014: $6,756,114Liabilities 2014: $1,590,323Net Assets 2014: $5,165,7912014Assets 2015: $6,520,142Liabilities 2015: $1,622,632Net Assets 2015: $4,897,5102015Assets 2016: $6,490,624Liabilities 2016: $1,424,139Net Assets 2016: $5,066,4852016Assets 2017: $6,782,918Liabilities 2017: $1,232,845Net Assets 2017: $5,550,0732017Assets 2018: $6,030,318Liabilities 2018: $1,041,551Net Assets 2018: $4,988,7672018Assets 2019: $6,601,042Liabilities 2019: $850,257Net Assets 2019: $5,750,7852019Assets 2020: $6,774,656Liabilities 2020: $658,963Net Assets 2020: $6,115,6932020Assets 2021: $7,259,614Liabilities 2021: $467,669Net Assets 2021: $6,791,9452021Assets 2022: $5,668,918Liabilities 2022: $314,872Net Assets 2022: $5,354,0462022Assets 2023: $6,233,273Liabilities 2023: $88,033Net Assets 2023: $6,145,2402023Assets 2024: $6,605,991Liabilities 2024: $0Net Assets 2024: $6,605,9912024

Highlighted filing

2014

Assets$6,756,114
Liabilities$1,590,323
Net Assets$5,165,791
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $281,8902011Revenue 2012: $211,694Expenses 2012: $270,262Net Income 2012: -$58,5682012Revenue 2013: $142,794Expenses 2013: $290,694Net Income 2013: -$147,9002013Revenue 2014: $220,121Expenses 2014: $292,708Net Income 2014: -$72,5872014Revenue 2015: $283,487Expenses 2015: $286,424Net Income 2015: -$2,9372015Revenue 2016: $321,722Expenses 2016: $290,703Net Income 2016: $31,0192016Revenue 2017: $316,890Expenses 2017: $270,297Net Income 2017: $46,5932017Revenue 2018: $355,493Expenses 2018: $326,740Net Income 2018: $28,7532018Revenue 2019: $363,536Expenses 2019: $299,088Net Income 2019: $64,4482019Revenue 2020: $442,087Expenses 2020: $300,286Net Income 2020: $141,8012020Revenue 2021: $645,723Expenses 2021: $317,724Net Income 2021: $327,9992021Revenue 2022: $97,140Expenses 2022: $307,690Net Income 2022: -$210,5502022Revenue 2023: $487,553Expenses 2023: $309,100Net Income 2023: $178,4532023Revenue 2024: $468,968Expenses 2024: $292,963Net Income 2024: $176,0052024

Highlighted filing

2014

Revenue$220,121
Expenses$292,708
Net Income-$72,587
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$699,975
Mission and Program Overview

Mission

Organized exclusively for educational and charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,061,899$5,086,860▲ $24,961
Prepaid Expenses and Deferred Charges$1,781,617$1,590,323▼ $191,294
Savings and Temporary Cash Investments$83,647$78,406▼ $5,241
Cash and Non-Interest-Bearing Accounts$2,319$525▼ $1,794
Total Assets$6,929,482$6,756,114▼ $173,368
Liabilities
Unsecured Notes Loans Payable$1,781,617$1,590,323▼ $191,294
Total Liabilities$1,781,617$1,590,323▼ $191,294
Net Assets / Fund Balance
Unrestricted Net Assets$5,147,865$5,165,791▲ $17,926
Total Net Assets Fund Balance$5,147,865$5,165,791▲ $17,926
Total Liabilities and Net Assets / Fund Balance$6,929,482$6,756,114▼ $173,368
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleBaseTotal
Guy MitchellDirector$300$300
Jack Reed SrDirector$300$300
Mike ClayborneDirector$300$300

Board Members and Trustees

NameTitle
Paul MizeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$220,121
Other Revenue
$0
Change in Net Assets
$-72,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,014
Other Expenses$97,794
Salaries, Compensation, and Employee Benefits$900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$194,014--$194,014
Current Officers, Directors, Trustees, and Key Employees-$900-$900
Fees for Services Accounting-$750-$750
Fees for Services Legal-$210-$210
Other Expenses-$87-$87
Total Functional Expenses$194,014$98,694$0$292,708
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Create FoundationTupelo, MS--$194,014
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“The foundation directors review the 990 return prior to the filing.”

Form 990, Page 6, Part VI, Line 19

“Foundation directors will provide the documents upon request.”

Filing and Contact Details

Filer

Filer Name
The Henry Mize Charitable
EIN
20-0564747
Address
P O BOX 1668, TUPELO, MS 38802

Signing Officer

Name
Paul E Mize Jr
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Nail Mckinney Professional Association
Address
PO BOX 196, TUPELO, MS 38802-0196
Preparer
Richard Bullock CPA
Phone
6628426475
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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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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04906179
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0178674
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0169141
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237248582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0194014
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CREATE FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0CREATE FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0194014
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0194014
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CREATE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0237248582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1053
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUPELO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038802
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DIRECTORS REVIEW THE 990 RETURN PRIOR TO THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDATION DIRECTORS WILL PROVIDE THE DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06929482
IRS990/TotalAssetsEOYAmt06756114
IRS990/TotalAssetsGrp/BOYAmt06929482
IRS990/TotalAssetsGrp/EOYAmt06756114
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098694
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01781617
IRS990/TotalLiabilitiesEOYAmt01590323
IRS990/TotalLiabilitiesGrp/BOYAmt01781617
IRS990/TotalLiabilitiesGrp/EOYAmt01590323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05147865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05165791
IRS990/TotalProgramServiceExpensesAmt0194014
IRS990/TotalReportableCompFromOrgAmt0900
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220121
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06756114
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05147865
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05165791
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01781617
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01590323
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL E MIZE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HENRY MIZE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0200564747
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1668
ReturnHeader/Filer/USAddress/CityNm0TUPELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640760834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAIL MCKINNEY PROFESSIONAL ASSOCIATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUPELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0388020196
ReturnHeader/PreparerPersonGrp/PhoneNum06628426475
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD BULLOCK CPA
ReturnHeader/ReturnTs02015-05-13T15:02:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,756,114
Liabilities
$1,590,323
Net assets
$5,165,791
Revenue
$220,121
Expenses
$292,708
Net income
-$72,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.47$0.29$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.09$6.15$0.49$0.31$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.67$0.31$5.35$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.26$0.47$6.79$0.65$0.32$0.33
2020Detailed filing. Detailed filing data is available for this year.$6.77$0.66$6.12$0.44$0.30$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.85$5.75$0.36$0.30$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.03$1.04$4.99$0.36$0.33$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.78$1.23$5.55$0.32$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.49$1.42$5.07$0.32$0.29$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.52$1.62$4.90$0.28$0.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.76$1.59$5.17$0.22$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.93$1.78$5.15$0.14$0.29$0.15
2012Summary only. Only limited summary data is available for this year.$6.63$1.97$4.66$0.21$0.27$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$2.16$4.33$0.28