Civic Intelligence

The Edith H and James E Bostic Jr Family Foundation

990PF • Fiscal year 2017 • EIN 20-6732631

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
5455 New Wellington Close NWAtlanta, GA 30327

(404) 252-9485

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$483,249

Down $47,487 (-8.9%) from 2016

Net Assets

Down

$483,249

Down $47,487 (-8.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$99,596

Up $16,479 (+20%) from 2016

Expenses

Up

$147,083

Up $53,329 (+57%) from 2016

Net Income

Down

-$47,487

Down $36,850 (-346%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2010: $908,359Liabilities 2010: $0Net Assets 2010: $908,3592010Assets 2011: $789,159Liabilities 2011: $0Net Assets 2011: $789,1592011Assets 2012: $735,134Liabilities 2012: $0Net Assets 2012: $735,1342012Assets 2013: $647,335Liabilities 2013: $0Net Assets 2013: $647,3352013Assets 2014: $606,728Liabilities 2014: $0Net Assets 2014: $606,7282014Assets 2015: $541,373Liabilities 2015: $0Net Assets 2015: $541,3732015Assets 2016: $530,736Liabilities 2016: $0Net Assets 2016: $530,7362016Assets 2017: $483,249Liabilities 2017: $0Net Assets 2017: $483,2492017Assets 2018: $428,630Liabilities 2018: $0Net Assets 2018: $428,6302018Assets 2019: $399,556Liabilities 2019: $12019Assets 2020: $421,133Liabilities 2020: $0Net Assets 2020: $421,1332020Assets 2021: $356,066Liabilities 2021: $0Net Assets 2021: $356,0662021Assets 2022: $333,827Liabilities 2022: $0Net Assets 2022: $333,8272022Assets 2023: $163,764Liabilities 2023: $12023

Highlighted filing

2017

Assets$483,249
Liabilities$0
Net Assets$483,249
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$200K$0-$200KExpenses 2010: $310,3932010Expenses 2011: $65,2302011Expenses 2012: $74,1952012Revenue 2013: $35,955Expenses 2013: $123,754Net Income 2013: -$87,7992013Revenue 2014: $82,122Expenses 2014: $123,729Net Income 2014: -$41,6072014Revenue 2015: $44,340Expenses 2015: $109,695Net Income 2015: -$65,3552015Revenue 2016: $83,117Expenses 2016: $93,754Net Income 2016: -$10,6372016Revenue 2017: $99,596Expenses 2017: $147,083Net Income 2017: -$47,4872017Revenue 2018: $63,901Expenses 2018: $118,520Net Income 2018: -$54,6192018Revenue 2019: $174,434Expenses 2019: $203,508Net Income 2019: -$29,0742019Revenue 2020: $202,960Expenses 2020: $181,383Net Income 2020: $21,5772020Revenue 2021: $52,589Expenses 2021: $117,656Net Income 2021: -$65,0672021Revenue 2022: $65,582Expenses 2022: $87,821Net Income 2022: -$22,2392022Revenue 2023: $23,714Expenses 2023: $193,777Net Income 2023: -$170,0632023

Highlighted filing

2017

Revenue$99,596
Expenses$147,083
Net Income-$47,487
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E BOSTIC JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Edith H & James E Bostic Jr
EIN
20-6732631
Address
5455 NEW WELLINGTON CLOSE NW, ATLANTA, GA 30327

Signing Officer

Name
James E Bostic Jr
Title
Trustee
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Charles H Bryson II CPA
Phone
8019724800
Raw XML Appendix341 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0749 NAKATINDI ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0LIVINGSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0ZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CLEMSON IPTAY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ROSWELL UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CLEMSON UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KIPP METRO ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MOUNT VERNON UNITED METHODIST CHURC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TUKONGOTE COMMUNITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1CHURCH MEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2MEMBER BOARD OF REGENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3FORMER MEMBER OF BOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4MEMBER OF BOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1814 MIMISA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22020 RIDGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3110 DANIEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4350 TEMPLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5900 MASSACHUSETTS AVENUE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROSWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043040
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0313498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt093060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066159
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt093060
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0333734
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240674
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08958
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE HOUSE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08958
TaxesSchedule/TaxesDetail/Amt01175
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01175
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E BOSTIC JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDITH H & JAMES E BOSTIC JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDIT
ReturnHeader/Filer/EIN0206732631
ReturnHeader/Filer/USAddress/AddressLine1Txt05455 NEW WELLINGTON CLOSE NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 West 2300 South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles H Bryson II CPA
ReturnHeader/ReturnTs02018-05-14T08:42:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$483,249
Liabilities
$0
Net assets
$483,249
Revenue
$99,596
Expenses
$147,083
Net income
-$47,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$0.24$1.94$1.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.66$0.88$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.53$1.18$0.65
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$2.03$1.81$0.22
2019Summary only. Only limited summary data is available for this year.$4.00$0.00$1.74$2.04$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.64$1.19$0.55
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$1.00$1.47$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.83$0.94$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.44$1.10$0.65
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.82$1.24$0.42
2013Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.36$1.24$0.88
2012Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.74
2011Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.65
2010Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$3.10