Civic Intelligence

Maryellen Locher Foundation Inc

EIN 20-1166150 • 501(c)3 • Chattanooga, TN

Profile

Provided scholarships to over 35 students who had lost a parent to breast cancer or were children of breast cancer survivors.

PO Box 4032Chattanooga, TN 37405

www.maryellenlocherfoundation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-89%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $87,499 (-100%) from 2019

Liabilities

Down

$0

Down $887 (-100%) from 2019

Net Assets

Down

$0

Down $86,612 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$44,184

Down $58,943 (-57%) from 2019

Expenses

Up

$83,372

Up $88 (+0.1%) from 2019

Net Income

Down

-$39,188

Down $59,031 (-297%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue$44,184
Expenses$83,372
Net Income-$39,188
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$44,184
Expenses
$83,372
Net income
-$39,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.44$0.83$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.87$1.03$0.83$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.90$0.76$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.86$0.93$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.69$0.75$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.64$0.81$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.71$1.01$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.98$1.02$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.93$0.70$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.94$0.77$1.10$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$1.19$0.76$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 25, 2022
Return Version
2020v4.1
Gross Receipts
$44,184
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.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO OVER 41 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.$10,000$83,372
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN MOSESExecutive Director-$0--
JOYCE GODSEYDirector-$0--
MICKEY CLINEDirector-$0--
ROBIN HAYSDirector-$0--
PAM MASSINGILLDirector-$0--
DARLENE SMITHDirector-$0--
KATHY WILLIAMSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Maryellen Locher Foundation Inc
EIN
20-1166150
Address
PO BOX 4032, CHATTANOOGA, TN 37405

Signing Officer

Name
Jan Moses
Title
Executive Direc
Phone
7062592586
Signed
2022-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Crowe-Mallette & Associates PLLC
Address
187 Lafayette St, Ringgold, GA 30736
Preparer
Stephen Kelley
Phone
7622002342
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amounttaxes & licenses 3,952bank charges 1,461”

Other changes in net assets or fund balances Part I line 20

“Description amounttransfer of cash assets to memorial (47,424)”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes 887 0”

Raw XML Appendix176 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/BenefitsPaidToOrForMembersAmt050000
IRS990EZ/BooksInCareOfDetail/PersonNm0JAN MOSES
IRS990EZ/BooksInCareOfDetail/PhoneNum07062592586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0745 COLLEGE DRIVE SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044184
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39188
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03297
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087499
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt044184
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086612
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt04201
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN MOSES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE GODSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICKEY CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBIN HAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM MASSINGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DARLENE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-47424
IRS990EZ/OtherExpensesTotalAmt05413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt02203
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS TO OVER 41 STUDENTS WHO HAD LOST A PARENT TO BREAST CANCER OR WERE CHILDREN OF BREAST CANCER SURVIVORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083372
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018258
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0887
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083372
IRS990EZ/TotalProgramServiceExpensesAmt083372
IRS990EZ/TotalRevenueAmt044184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0OTHER
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MARYELLENLOCHERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt090177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt068939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0374077
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0374077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt090177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt068939
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0374077
IRS990ScheduleA/TotalSupportAmt0374077
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0TRANSFER OF CASH ASSETS
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02021-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt047424
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0MEMORIAL HOSPITAL
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTAXES & LICENSES 3,952BANK CHARGES 1,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTTRANSFER OF CASH ASSETS TO MEMORIAL (47,424)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES 887 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MOSES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum07062592586
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARYELLEN LOCHER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0201166150
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4032
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820788185
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crowe-Mallette & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 Lafayette St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ringgold
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030736
ReturnHeader/PreparerPersonGrp/PhoneNum07622002342
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN KELLEY
ReturnHeader/ReturnTs02022-02-01T10:56:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOSES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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