Civic Intelligence

The Gwaltney Family Foundation

EIN 20-2294422 • Birmingham, AL

312 Beaumont DriveBirmingham, AL 35216
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

58th percentile

0.8%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

-1.7%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$211,320

Down $18 (-0.0%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin77th percentile

Revenue

Up

$7,176

Up $3,588 (+100%) from 2022

Expenses

Down

$9,612

Down $44,416 (-82%) from 2022

Net Income

Up

-$2,436

Up $48,004 (+95%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2010: $3,086Liabilities 2010: $0Net Assets 2010: $3,0862010Assets 2011: $2,154Liabilities 2011: $0Net Assets 2011: $2,1542011Assets 2012: $152,004Liabilities 2012: $0Net Assets 2012: $152,0042012Assets 2013: $99,557Liabilities 2013: $12013Assets 2014: $147,697Liabilities 2014: $0Net Assets 2014: $147,6972014Assets 2015: $198,587Liabilities 2015: $02015Assets 2019: $263,462Liabilities 2019: $02019Assets 2020: $289,702Liabilities 2020: $0Net Assets 2020: $289,7022020Assets 2021: $264,112Liabilities 2021: $0Net Assets 2021: $264,1122021Assets 2022: $211,338Liabilities 2022: $12022Assets 2023: $211,320Liabilities 2023: $12023

Highlighted filing

2023

Assets$211,320
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $1,5732010Expenses 2011: $9332011Expenses 2012: $9002012Revenue 2013: $11Expenses 2013: $52,458Net Income 2013: -$52,4472013Revenue 2014: $100,006Expenses 2014: $51,866Net Income 2014: $48,1402014Revenue 2015: $50,902Expenses 2015: $150Net Income 2015: $50,7522015Revenue 2019: $49,987Expenses 2019: $25,159Net Income 2019: $24,8282019Revenue 2020: $79,390Expenses 2020: $53,150Net Income 2020: $26,2402020Revenue 2021: $30,098Expenses 2021: $55,688Net Income 2021: -$25,5902021Revenue 2022: $3,588Expenses 2022: $54,028Net Income 2022: -$50,4402022Revenue 2023: $7,176Expenses 2023: $9,612Net Income 2023: -$2,4362023

Highlighted filing

2023

Revenue$7,176
Expenses$9,612
Net Income-$2,436
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$211,320
Liabilities
$1
Net assets
-
Revenue
$7,176
Expenses
$9,612
Net income
-$2,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.11$0.00$0.07$0.10$0.02
2022Summary only. Only limited summary data is available for this year.$2.11$0.00$0.04$0.54$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.30$0.56$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.79$0.53$0.26
2019Summary only. Only limited summary data is available for this year.$2.63$0.00$0.50$0.25$0.25
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$0.51$0.00$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.00$0.52$0.48
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.00$0.52$0.52
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 24, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy R GwaltneyPresident-$0--
Eugene C Gwaltney IIIVice-President-$0--
George W GwaltneyVice-President-$0--
Nancy G SandersSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Gwaltney Family Foundation
EIN
20-2294422
Phone
2059789771
Address
312 Beaumont Drive, Birmingham, AL 35216

Signing Officer

Name
Nancy G Klopman
Title
Secretary/Treasurer
Phone
2059789771
Signed
2022-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Kirkpatrick PC
Address
300 Union Hill Dr Suite 100, Birmingham, AL 35209-2059
Preparer
Richard E Kirkpatrick
Phone
2058708824
Raw XML Appendix334 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Vanguard Growth ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Ishares 3-7 year treasury bond
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy R Gwaltney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Eugene C Gwaltney III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2George W Gwaltney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Nancy G Sanders
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-President
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Nancy G Sanders
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0312 Beaumont Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Birmingham
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02059789771
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Nancy R Gwaltney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Crimson Tide Foundation Nancy R Gwaltney Endowed Football Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0G-14 Rose Admin Bldg Box 870101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tuscaloosa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035487
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013995
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061276
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134473
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061276
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036005
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134473
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098468
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Nancy R Gwaltney
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0384 Ridgeway Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Alexander City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Merrill Lynch
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy G Klopman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02059789771
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gwaltney Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GWAL
ReturnHeader/Filer/EIN0202294422
ReturnHeader/Filer/PhoneNum02059789771
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 Beaumont Drive
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631128247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones & Kirkpatrick PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Union Hill Dr Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352092059
ReturnHeader/PreparerPersonGrp/PhoneNum02058708824
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard E Kirkpatrick
ReturnHeader/ReturnTs02022-06-24T09:42:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Klopman
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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