Civic Intelligence

Mingledorff'S Charitable Trust

EIN 20-1155764 • 501(c)3 • Peachtree Corners, GA

Profile

To provide limited financial assistance to employees

6675 Jones Mill CourtPeachtree Corners, GA 30092

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

0.6%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$156,866

Down $7,177 (-4.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$156,866

Down $7,177 (-4.4%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin30th percentile

Revenue

Down

$68,754

Down $16,020 (-19%) from 2024

Expenses

Up

$75,931

Up $28,218 (+59%) from 2024

Net Income

Down

-$7,177

Down $44,238 (-119%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2021: $37,239Liabilities 2021: $0Net Assets 2021: $37,2392021Assets 2023: $126,982Liabilities 2023: $0Net Assets 2023: $126,9822023Assets 2024: $164,043Liabilities 2024: $0Net Assets 2024: $164,0432024Assets 2025: $156,866Liabilities 2025: $0Net Assets 2025: $156,8662025

Highlighted filing

2025

Assets$156,866
Liabilities$0
Net Assets$156,866
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50KRevenue 2021: $42,432Expenses 2021: $28,976Net Income 2021: $13,4562021Revenue 2023: $67,892Expenses 2023: $35,262Net Income 2023: $32,6302023Revenue 2024: $84,774Expenses 2024: $47,713Net Income 2024: $37,0612024Revenue 2025: $68,754Expenses 2025: $75,931Net Income 2025: -$7,1772025

Highlighted filing

2025

Revenue$68,754
Expenses$75,931
Net Income-$7,177
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,866
Liabilities
$0
Net assets
$156,866
Revenue
$68,754
Expenses
$75,931
Net income
-$7,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.69$0.76$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.85$0.48$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.68$0.35$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.42$0.29$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$68,754
Mission and Program Overview

Mission

To provide limited financial assistance to employees

Program Services

DescriptionGrantsExpenses
DISTRIBUTED $75,931 TO TWENTY-NINE EMPLOYEES OF MINGLEDORFF'S INC. SUFFERING FROM HEAVY AND IMMEDIATE FINANCIAL HARDSHIP.-$75,931
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB WILLISTrustee-$0--
DAN GORDONTrustee (Until Feb 2025)-$0--
LISA NOLDTrustee-$0--
Anna BasistaTrustee (From Feb 2025)-$0--
Filing and Contact Details

Filer

Filer Name
MINGLEDORFF'S CHARITABLE TRUST
EIN
20-1155764
In Care Of
% LISA NOLD
Phone
7702392205
Address
6675 JONES MILL COURT, Peachtree Corners, GA 30092

Signing Officer

Name
Rob Willis
Title
Officer
Phone
7704466311
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Advisory LLC
Address
271 17TH STREET NW SUITE 2100, ATLANTA, GA 30363
Preparer
Casimira L Pittman
Phone
4048746244
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Donees name:direct cash assistance grant amount:75931”

Raw XML Appendix145 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA NOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum07704466311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06675 JONES MILL COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Peachtree Corners
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068754
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7177
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156866
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075931
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt068754
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0164043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156866
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0164043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA NOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anna Basista
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE (UNTIL FEB 2025)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE (FROM FEB 2025)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LIMITED FINANCIAL ASSISTANCE TO EMPLOYEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTED $75,931 TO TWENTY-NINE EMPLOYEES OF MINGLEDORFF'S INC. SUFFERING FROM HEAVY AND IMMEDIATE FINANCIAL HARDSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075931
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075931
IRS990EZ/TotalProgramServiceExpensesAmt075931
IRS990EZ/TotalRevenueAmt068754
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0328447
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0328447
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084774
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042432
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0328447
IRS990ScheduleA/TotalSupportAmt0328447
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:DIRECT CASH ASSISTANCE GRANT AMOUNT:75931
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07704466311
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINGLEDORFF'S CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MING
ReturnHeader/Filer/EIN0201155764
ReturnHeader/Filer/InCareOfNm0% LISA NOLD
ReturnHeader/Filer/PhoneNum07702392205
ReturnHeader/Filer/USAddress/AddressLine1Txt06675 JONES MILL COURT
ReturnHeader/Filer/USAddress/CityNm0Peachtree Corners
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET NW SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASIMIRA L PITTMAN
ReturnHeader/ReturnTs02025-08-15T15:20:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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