Civic Intelligence

Bill and Carol Latimer Charitable Foundation

990PF • Fiscal year 2015 • EIN 20-3450991

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 31, 2016

Organization Profile
201 West Main St No EUnion City, TN 38261

(731) 885-2888

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

36th percentile

0.6%

Higher net margin than 36% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$97,844,746

Up $28,040 (+0.0%) from 2014

Net Assets

Up

$97,844,746

Up $28,040 (+0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin36th percentile

Revenue

Down

$4,598,148

Down $6,279,798 (-58%) from 2014

Expenses

Down

$4,570,108

Down $9,225,723 (-67%) from 2014

Net Income

Up

$28,040

Up $2,945,925 (+101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$200M$150M$100M$50M$0Assets 2010: $110,054,450Liabilities 2010: $75,000Net Assets 2010: $109,979,4502010Assets 2011: $124,568,404Liabilities 2011: $4,236,472Net Assets 2011: $120,331,9322011Assets 2012: $116,178,184Liabilities 2012: $0Net Assets 2012: $116,178,1842012Assets 2013: $100,734,591Liabilities 2013: $0Net Assets 2013: $100,734,5912013Assets 2014: $97,816,706Liabilities 2014: $0Net Assets 2014: $97,816,7062014Assets 2015: $97,844,746Liabilities 2015: $0Net Assets 2015: $97,844,7462015Assets 2016: $102,201,510Liabilities 2016: $0Net Assets 2016: $102,201,5102016Assets 2017: $101,234,508Liabilities 2017: $0Net Assets 2017: $101,234,5082017Assets 2018: $103,091,702Liabilities 2018: $0Net Assets 2018: $103,091,7022018Assets 2019: $99,945,165Liabilities 2019: $0Net Assets 2019: $99,945,1652019Assets 2020: $100,985,424Liabilities 2020: $0Net Assets 2020: $100,985,4242020Assets 2021: $129,837,485Liabilities 2021: $0Net Assets 2021: $129,837,4852021Assets 2022: $141,162,753Liabilities 2022: $0Net Assets 2022: $141,162,7532022Assets 2023: $161,006,492Liabilities 2023: $0Net Assets 2023: $161,006,4922023Assets 2024: $177,771,513Liabilities 2024: $0Net Assets 2024: $177,771,5132024

Highlighted filing

2015

Assets$97,844,746
Liabilities$0
Net Assets$97,844,746
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$40M$20M$0-$20MExpenses 2010: $4,811,6472010Expenses 2011: $6,000,2932011Expenses 2012: $11,949,5032012Revenue 2013: -$75,173Expenses 2013: $15,368,420Net Income 2013: -$15,443,5932013Revenue 2014: $10,877,946Expenses 2014: $13,795,831Net Income 2014: -$2,917,8852014Revenue 2015: $4,598,148Expenses 2015: $4,570,108Net Income 2015: $28,0402015Revenue 2016: $7,919,620Expenses 2016: $3,562,856Net Income 2016: $4,356,7642016Revenue 2017: $3,472,738Expenses 2017: $4,439,740Net Income 2017: -$967,0022017Revenue 2018: $5,799,760Expenses 2018: $3,942,566Net Income 2018: $1,857,1942018Revenue 2019: $1,912,850Expenses 2019: $5,059,387Net Income 2019: -$3,146,5372019Revenue 2020: $7,386,855Expenses 2020: $6,346,596Net Income 2020: $1,040,2592020Revenue 2021: $34,799,223Expenses 2021: $5,947,162Net Income 2021: $28,852,0612021Revenue 2022: $29,937,764Expenses 2022: $7,631,165Net Income 2022: $22,306,5992022Revenue 2023: $28,531,702Expenses 2023: $8,684,848Net Income 2023: $19,846,8542023Revenue 2024: $29,004,151Expenses 2024: $12,101,550Net Income 2024: $16,902,6012024

Highlighted filing

2015

Revenue$4,598,148
Expenses$4,570,108
Net Income$28,040
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 31, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LATIMER IIIPresident-$0--
CAROL LATIMERSecretary-$0--
DOUG LATIMERTrustee-$0--
JOHN WARNER JRTrustee-$0--
MARY CARPENTERTrustee-$0--
ALFRED H CRESWELLTrustee-$0--
HARRY SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bill and Carol Latimer Charitable
EIN
20-3450991
Phone
7318852888
Address
201 WEST MAIN ST NO E, UNION CITY, TN 38261

Signing Officer

Name
William H Latimer
Title
President
Phone
7318852888
Signed
2016-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Horne Llp
Address
26 SECURITY DRIVE, JACKSON, TN 38305
Preparer
Anita C Hamilton CPA
Phone
7316687070
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26RUSSIAN PROSPERITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27TERREBONE PARTNERS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28HAWKES BAY INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29TRG GROWTH PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30BLACKGOLD OPPORTUNITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PFM HEALTHCARE OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32DW CATALYST OFFSHORE FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ENDURING ASSETS - WELLINGTON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34HADLEY HARBOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PIEDMONT PARTNERS - INT'L FUND, LTD DAFNA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PIEDMONT PARTNERS - MARLIN FUND OFFSHORE II, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37PIEDMONT PARTNERS - PERSHING SQUARE INT'L, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38PIEDMONT PARTNERS - PROPHET PIP OFFSHORE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39PIEDMONT PARTNERS - SKI TIME SQUARE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40TISE PEAK INVESTORS (CAYMAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41LODGING I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42PROJECT BOAT I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43GALLEON OFFSHORE LIQUIDATING TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44GALLEON GIM INTERNATIONAL FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45MAPLE LEAF OFFSHORE PRIVATE INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46MAVERICK LEVERED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47TEMAS INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WESTBROOK L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03877519
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51926536
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39539268
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4521909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt465125699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0323355
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-93065
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt09302
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0117196
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt02809298
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03166086
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03166086
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04363293
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04363293
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01432062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0323355
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0323355
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028040
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0117196
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0117196
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0491394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09302
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-93065
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03214506
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0117196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02809298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02809298
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt029334
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029334
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0190794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04407938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04570108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03259151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04598148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0206815
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0929
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0929

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,844,746
Liabilities
$0
Net assets
$97,844,746
Revenue
$4,598,148
Expenses
$4,570,108
Net income
$28,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$178$0.00$178$29.0$12.1$16.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$0.00$161$28.5$8.68$19.8
2022Detailed filing. Detailed filing data is available for this year.$141$0.00$141$29.9$7.63$22.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$0.00$130$34.8$5.95$28.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$0.00$101$7.39$6.35$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.9$0.00$99.9$1.91$5.06$3.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.80$3.94$1.86
2017Detailed filing. Detailed filing data is available for this year.$101$0.00$101$3.47$4.44$0.97
2016Detailed filing. Detailed filing data is available for this year.$102$0.00$102$7.92$3.56$4.36
2015Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$4.60$4.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$10.9$13.8$2.92
2013Detailed filing. Detailed filing data is available for this year.$101$0.00$101$0.08$15.4$15.4
2012Detailed filing. Detailed filing data is available for this year.$116$0.00$116$11.9
2011Detailed filing. Detailed filing data is available for this year.$125$4.24$120$6.00
2010Detailed filing. Detailed filing data is available for this year.$110$0.08$110$4.81