Civic Intelligence

Maryellen Locher Foundation Inc

990EZ • Fiscal year 2013 • EIN 20-1166150

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 02, 2014

PO Box 403237405

(706) 259-2586

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

56th percentile

5.4%

Faster revenue growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$113,117

Down $3,759 (-3.2%) from 2012

Net Assets

Down

$113,117

Down $3,759 (-3.2%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,046

Up $5,052 (+5.4%) from 2012

Expenses

Up

$101,807

Up $31,743 (+45%) from 2012

Net Income

Down

-$3,761

Down $26,691 (-116%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $127,001Liabilities 2010: $0Net Assets 2010: $127,0012010Assets 2011: $93,946Net Assets 2011: $93,9462011Assets 2012: $116,876Net Assets 2012: $116,8762012Assets 2013: $113,117Net Assets 2013: $113,1172013Assets 2014: $84,046Liabilities 2014: $855Net Assets 2014: $83,1912014Assets 2015: $67,089Liabilities 2015: $729Net Assets 2015: $66,3602015Assets 2016: $61,151Liabilities 2016: $804Net Assets 2016: $60,3472016Assets 2017: $53,680Liabilities 2017: $804Net Assets 2017: $52,8762017Assets 2018: $67,614Liabilities 2018: $845Net Assets 2018: $66,7692018Assets 2019: $87,499Liabilities 2019: $887Net Assets 2019: $86,6122019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$113,117
Liabilities-
Net Assets$113,117

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $118,969Expenses 2010: $75,684Net Income 2010: $43,2852010Revenue 2011: $76,853Expenses 2011: $109,908Net Income 2011: -$33,0552011Revenue 2012: $92,994Expenses 2012: $70,064Net Income 2012: $22,9302012Revenue 2013: $98,046Expenses 2013: $101,807Net Income 2013: -$3,7612013Revenue 2014: $70,696Expenses 2014: $100,622Net Income 2014: -$29,9262014Revenue 2015: $63,896Expenses 2015: $80,727Net Income 2015: -$16,8312015Revenue 2016: $68,951Expenses 2016: $74,962Net Income 2016: -$6,0112016Revenue 2017: $85,969Expenses 2017: $93,441Net Income 2017: -$7,4722017Revenue 2018: $90,172Expenses 2018: $76,280Net Income 2018: $13,8922018Revenue 2019: $103,127Expenses 2019: $83,284Net Income 2019: $19,8432019Revenue 2020: $44,184Expenses 2020: $83,372Net Income 2020: -$39,1882020

Highlighted filing

2013

Revenue$98,046
Expenses$101,807
Net Income-$3,761
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 2, 2014
Return Version
2013v3.1
Gross Receipts
$108,510
Mission and Program Overview

Mission

Provided scholarships to over 41 students who had lost a parent to breast cancer or were children of breast cancer survivors.

Provided scholarships to over 50 students who had lost a parent to breast cancer or were children of breast cancer survivors.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO OVER 50 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.$72,500$101,807
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN MOSESExecutive DiPT$0--
BETH TRIBBLETreasurer-$0--
JOYCE GODSEYDirector-$0--
MICKEY CLINEDirector-$0--
ROBIN HAYSPresident-$0--
PAM MASSINGILLDirector-$0--
DARLENE SMITHDirector-$0--
KATHY WILLIAMSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,500$23,500$505$22,995
Event 2$15,901$15,901$3,914$11,987
Total Events$87,630$87,630$10,464$77,166
Filing and Contact Details

Filer

EIN
20-1166150
Phone
7062592586

Signing Officer

Name
Jan Moses
Title
Executive Director
Phone
7062592586
Signed
2014-07-02

Preparer

Preparer
B Rodney Crowe CPA
Phone
7069652738
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

72,500 0 0

Form 990-ez, Part I, Line 16

Expenses advertising 240 office supplies & expense 1,440 licenses & registration 375 insurance 489 miscellaneous 350 telephone 1,094 travel 299 bank charges 437 total 4,724

Form 990-ez, Part III

Provided scholarships to over 50 students who had lost a parent to breast cancer or were children of breast cancer survivors.

Form 990-ez, Part V

Information regarding personal benefit contracts the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix186 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAN MOSES
CompensationExplanation/CompensationExplanationGrp/PersonNm1BETH TRIBBLE
CompensationExplanation/CompensationExplanationGrp/PersonNm2JOYCE GODSEY
CompensationExplanation/CompensationExplanationGrp/PersonNm3MICKEY CLINE
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROBIN HAYS
CompensationExplanation/CompensationExplanationGrp/PersonNm5PAM MASSINGILL
CompensationExplanation/CompensationExplanationGrp/PersonNm6DARLENE SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm7KATHY WILLIAMSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JAN MOSES
IRS990EZ/BooksInCareOfDetail/ForeignAddress/AddressLine10745 COLLEGE DRIVE SUITE B
IRS990EZ/BooksInCareOfDetail/ForeignAddress/City0DALTON
IRS990EZ/BooksInCareOfDetail/ForeignAddress/Country0UV
IRS990EZ/BooksInCareOfDetail/ForeignAddress/PostalCode030720
IRS990EZ/BooksInCareOfDetail/PhoneNum07062592586
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020818
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3761
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116878
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113117
IRS990EZ/FundraisingGrossIncomeAmt087630
IRS990EZ/GrantsAndSimilarAmountsPaidAmt072500
IRS990EZ/GrossReceiptsAmt0108510
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt062
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116878
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113117
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116878
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113117
IRS990EZ/OccupancyRentUtltsAndMaintAmt03300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN MOSES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH TRIBBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOYCE GODSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICKEY CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBIN HAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM MASSINGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DARLENE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHY WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDED SCHOLARSHIPS TO OVER 50 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.
IRS990EZ/PrintingPublicationsPostageAmt0515
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS TO OVER 50 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt072500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101807
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019668
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010464
IRS990EZ/SpecialEventsNetIncomeLossAmt077166
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101807
IRS990EZ/TotalProgramServiceExpensesAmt0101807
IRS990EZ/TotalRevenueAmt098046
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MARYELLENLOCHERFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 28,358
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0270482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0541
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01159
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt071791
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015901
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016800
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011558
IRS990ScheduleA/OtherIncome170Grp/TotalAmt044259
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62910
IRS990ScheduleA/PublicSupportPY170Pct00.76300
IRS990ScheduleA/PublicSupportTotal170Amt0198718
IRS990ScheduleA/SubstantialContributorsTotAmt071764
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098914
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0270482
IRS990ScheduleA/TotalSupportAmt0315900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt048229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087630
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0VOLLEY FOR CURE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CALENDAR SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt077166
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06045
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt072,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 240 OFFICE SUPPLIES & EXPENSE 1,440 LICENSES & REGISTRATION 375 INSURANCE 489 MISCELLANEOUS 350 TELEPHONE 1,094 TRAVEL 299 BANK CHARGES 437 TOTAL 4,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED SCHOLARSHIPS TO OVER 50 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART V
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MOSES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07062592586
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10MARYELLEN LOCHER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0201166150
ReturnHeader/Filer/PhoneNum07062592586
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4032
ReturnHeader/Filer/USAddress/City0CHATTANOOGA
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510468465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10B RODNEY CROWE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1056
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RINGGOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0307361056
ReturnHeader/PreparerPersonGrp/PhoneNum07069652738
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B RODNEY CROWE CPA
ReturnHeader/ReturnTs02014-07-10T16:07:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings