Civic Intelligence

Tod W Citron Foundation Inc

990EZ • Fiscal year 2021 • EIN 22-3929772

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 28, 2022

Organization ProfileN/A
3830 S Cobb Drive SE Suite 300Smyrna, GA 30080

(770) 429-5030

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

5736.50x

Higher debt load relative to revenue than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-183425%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-9.0%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$73,909

Down $7,272 (-9.0%) from 2020

Net Assets

Down

$50,963

Down $7,337 (-13%) from 2020

Liabilities

Up

$22,946

Up $65 (+0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$4

Down $7 (-64%) from 2020

Expenses

Up

$7,341

Up $7,240 (+7168%) from 2020

Net Income

Down

-$7,337

Down $7,247 (-8052%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2011: $58,444Liabilities 2011: $1,166Net Assets 2011: $57,2782011Assets 2012: $68,302Liabilities 2012: $1,944Net Assets 2012: $66,3582012Assets 2013: $82,887Liabilities 2013: $21,210Net Assets 2013: $61,6772013Assets 2014: $79,480Liabilities 2014: $21,210Net Assets 2014: $58,2702014Assets 2015: $82,672Liabilities 2015: $21,210Net Assets 2015: $61,4622015Assets 2016: $79,470Liabilities 2016: $24,309Net Assets 2016: $55,1612016Assets 2017: $86,183Liabilities 2017: $27,473Net Assets 2017: $58,7102017Assets 2018: $85,512Liabilities 2018: $24,309Net Assets 2018: $61,2032018Assets 2019: $81,281Liabilities 2019: $22,8912019Assets 2020: $81,181Liabilities 2020: $22,881Net Assets 2020: $58,3002020Assets 2021: $73,909Liabilities 2021: $22,946Net Assets 2021: $50,9632021

Highlighted filing

2021

Assets$73,909
Liabilities$22,946
Net Assets$50,963
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $1,153Expenses 2011: $3,909Net Income 2011: -$2,7562011Expenses 2012: $4,1202012Expenses 2013: $22,9332013Revenue 2014: $507Expenses 2014: $3,914Net Income 2014: -$3,4072014Revenue 2015: $7,107Expenses 2015: $3,915Net Income 2015: $3,1922015Revenue 2016: $1,012Expenses 2016: $7,313Net Income 2016: -$6,3012016Revenue 2017: $7,317Expenses 2017: $3,768Net Income 2017: $3,5492017Revenue 2018: $3,967Expenses 2018: $1,474Net Income 2018: $2,4932018Revenue 2019: $7Expenses 2019: $2,820Net Income 2019: -$2,8132019Revenue 2020: $11Expenses 2020: $101Net Income 2020: -$902020Revenue 2021: $4Expenses 2021: $7,341Net Income 2021: -$7,3372021

Highlighted filing

2021

Revenue$4
Expenses$7,341
Net Income-$7,337
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 28, 2022
Return Version
2020v4.0
Gross Receipts
$4
Mission and Program Overview

Mission

To promote and advance support, fundraising, and grant opportunites to assist persons with mental health, mental retardation, and addictive diseases.

Program Services

DescriptionGrantsExpenses
ORGANIZATION PROMOTED SUCCESSFUL FUNDRAISING AND GRANT PROGRAMS.-$5,866
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HOLTZChair-$0--
WYMAN PILCHERBoard Member-$0--
TOD CITRONBoard Member-$0--
JUDY MANNINGBoard Member-$0--
JUDY SNELSONBoard Member-$0--
JERRY KOESTERCFO-$0--
Filing and Contact Details

Filer

Filer Name
Tod W Citron Foundation Inc
EIN
22-3929772
Phone
7704295030
Address
3830 S COBB DRIVE SE SUITE 300, SMYRNA, GA 30080

Signing Officer

Name
Jerry Koester
Title
CFO
Phone
5616326265
Signed
2022-04-28

Preparer

Firm
ROBERT BAKER AND ASSOCIATES CPA'S
Address
316 W RESIDENCE AVENUE, ALBANY, GA 31701-2319
Preparer
Carl J Shirah Iv
Phone
2294359500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 120 administrative 855 total 975”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 22,881 22,946”

Form 990-ez, Part III

“To promote and advance support, fundraising, and grant opportunites to assist persons with mental health, mental retardation, and addictive diseases.”

Raw XML Appendix136 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/PersonNm0CAROL HOLTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1WYMAN PILCHER
CompensationExplanation/CompensationExplanationGrp/PersonNm2TOD CITRON
CompensationExplanation/CompensationExplanationGrp/PersonNm3JUDY MANNING
CompensationExplanation/CompensationExplanationGrp/PersonNm4JUDY SNELSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5JERRY KOESTER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JERRY KOESTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07704295030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03830 SCOBB DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SMYRNA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081181
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7337
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06366
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081181
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073909
IRS990EZ/GrossReceiptsAmt04
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050963
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050963
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL HOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WYMAN PILCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOD CITRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDY MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY SNELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERRY KOESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ADVANCE SUPPORT, FUNDRAISING, AND GRANT OPPORTUNITES TO ASSIST PERSONS WITH MENTAL HEALTH, MENTAL RETARDATION, AND ADDICTIVE DISEASES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION PROMOTED SUCCESSFUL FUNDRAISING AND GRANT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05866
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022881
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022946
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07341
IRS990EZ/TotalProgramServiceExpensesAmt05866
IRS990EZ/TotalRevenueAmt04
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71430
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010
IRS990ScheduleA/TotalSupportAmt014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 120 ADMINISTRATIVE 855 TOTAL 975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 22,881 22,946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE AND ADVANCE SUPPORT, FUNDRAISING, AND GRANT OPPORTUNITES TO ASSIST PERSONS WITH MENTAL HEALTH, MENTAL RETARDATION, AND ADDICTIVE DISEASES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY KOESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05616326265
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOD W CITRON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TODW
ReturnHeader/Filer/EIN0223929772
ReturnHeader/Filer/PhoneNum07704295030
ReturnHeader/Filer/USAddress/AddressLine1Txt03830 S COBB DRIVE SE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0SMYRNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030080
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582283307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT BAKER AND ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0316 W RESIDENCE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0317012319
ReturnHeader/PreparerPersonGrp/PhoneNum02294359500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL J SHIRAH IV
ReturnHeader/ReturnTs02022-05-06T15:20:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOESTER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,909
Liabilities
$22,946
Net assets
$50,963
Revenue
$4
Expenses
$7,341
Net income
-$7,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$73.9$22.9$51.0$0.00$7.34$7.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.2$22.9$58.3$0.01$0.10$0.09
2019Summary only. Only limited summary data is available for this year.$81.3$22.9$0.01$2.82$2.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.5$24.3$61.2$3.97$1.47$2.49
2017Summary only. Only limited summary data is available for this year.$86.2$27.5$58.7$7.32$3.77$3.55
2016Detailed filing. Detailed filing data is available for this year.$79.5$24.3$55.2$1.01$7.31$6.30
2015Detailed filing. Detailed filing data is available for this year.$82.7$21.2$61.5$7.11$3.92$3.19
2014Detailed filing. Detailed filing data is available for this year.$79.5$21.2$58.3$0.51$3.91$3.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$21.2$61.7$22.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$1.94$66.4$4.12
2011Summary only. Only limited summary data is available for this year.$58.4$1.17$57.3$1.15$3.91$2.76