Civic Intelligence

The Markwalter Family Foundation Inc

EIN 20-0858719 • Atlanta, GA

555 Argonne DriveAtlanta, GA 30305
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

58th percentile

5.6%

Higher net margin than 58% of similar nonprofits.

<$500k nonprofits • Source year 2016

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 2016

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.7%

Faster revenue growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$53,567

Up $6,836 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$53,567

Up $6,836 (+15%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin58th percentile

Revenue

Up

$121,895

Up $6,554 (+5.7%) from 2015

Expenses

Down

$115,059

Down $5,579 (-4.6%) from 2015

Net Income

Up

$6,836

Up $12,133 (+229%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$150K$100K$50K$0Assets 2010: $35,732Liabilities 2010: $0Net Assets 2010: $35,7322010Assets 2011: $66,434Liabilities 2011: $0Net Assets 2011: $66,4342011Assets 2012: $128,521Liabilities 2012: $12012Assets 2013: $146,052Liabilities 2013: $0Net Assets 2013: $146,0522013Assets 2014: $52,028Liabilities 2014: $0Net Assets 2014: $52,0282014Assets 2015: $46,731Liabilities 2015: $0Net Assets 2015: $46,7312015Assets 2016: $53,567Liabilities 2016: $0Net Assets 2016: $53,5672016

Highlighted filing

2016

Assets$53,567
Liabilities$0
Net Assets$53,567
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $84,8502010Expenses 2011: $61,1322011Revenue 2012: $180,164Expenses 2012: $118,077Net Income 2012: $62,0872012Revenue 2013: $142,133Expenses 2013: $124,602Net Income 2013: $17,5312013Revenue 2014: $108,276Expenses 2014: $203,300Net Income 2014: -$95,0242014Revenue 2015: $115,341Expenses 2015: $120,638Net Income 2015: -$5,2972015Revenue 2016: $121,895Expenses 2016: $115,059Net Income 2016: $6,8362016

Highlighted filing

2016

Revenue$121,895
Expenses$115,059
Net Income$6,836
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$53,567
Liabilities
$0
Net assets
$53,567
Revenue
$121,895
Expenses
$115,059
Net income
$6,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.22$1.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.15$1.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.08$2.03$0.95
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.42$1.25$0.18
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$1.80$1.18$0.62
2011Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.61
2010Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juanita MarkwalterDirector-$0--
John S Markwalter JrPres / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Markwalter Family Foundation Inc
EIN
20-0858719
In Care Of
% Foundation Source
Phone
4042331428
Address
555 Argonne Drive, Atlanta, GA 30305

Signing Officer

Name
John S Markwalter
Title
president
Phone
4042331428
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix341 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/RecipientRelationshipTxt3N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01382 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1TEELE HALL SOLDIERS FIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23790 ASHFORD-DUNWOODY RDNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33790 ASHFORD-DUNWOODY RDNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4966 W PACES FERRY RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5168 HURLEY HALL UNIVERSITY OF NOTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6405 MAIN BLDG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd546556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd646556
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0585
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0117386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0196031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0120244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0659212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0114440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0117386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0196031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0120244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111111
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0114440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0719430
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0604990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Markwalter Jr John S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03290 Northside Parkway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Atlanta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030327
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0119694
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0119694
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0DISCOVER FINL SVCS COM DFS, 1660 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $110,000. This amount represents over 25% of the Foundation's net assets of $39,689 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a "substantial contraction", it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN S MARKWALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum04042331428
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Markwalter Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0200858719
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum04042331428
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 Argonne Drive
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520173145000041
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-11-10T14:28:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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