Civic Intelligence

Life Foundation Inc.

990 • Fiscal year 2015 • EIN 23-7050597

Jan 01, 2015 to Dec 31, 2015 • Filed on May 25, 2016

Organization Profile
1634 White Circle Unit 102Marietta, GA 30066

(770) 499-9209

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$72,010

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

4.9%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,223,937

Down $407,802 (-11%) from 2014

Net Assets

Down

$3,221,949

Down $407,400 (-11%) from 2014

Liabilities

Down

$1,988

Down $402 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin7th percentile

Revenue

Up

$446,432

Up $20,811 (+4.9%) from 2014

Expenses

Down

$641,022

Down $14,727 (-2.2%) from 2014

Net Income

Up

-$194,590

Up $35,538 (+15%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,658,790Liabilities 2010: $3,927Net Assets 2010: $4,654,8632010Assets 2011: $4,137,414Liabilities 2011: $4,383Net Assets 2011: $4,133,0312011Assets 2012: $4,085,211Liabilities 2012: $7,989Net Assets 2012: $4,077,2222012Assets 2013: $3,858,696Liabilities 2013: $7,179Net Assets 2013: $3,851,5172013Assets 2014: $3,631,739Liabilities 2014: $2,390Net Assets 2014: $3,629,3492014Assets 2015: $3,223,937Liabilities 2015: $1,988Net Assets 2015: $3,221,9492015Assets 2016: $2,961,733Liabilities 2016: $0Net Assets 2016: $2,961,7332016Assets 2017: $2,939,830Liabilities 2017: $0Net Assets 2017: $2,939,8302017Assets 2018: $2,428,067Liabilities 2018: $0Net Assets 2018: $2,428,0672018Assets 2019: $2,494,307Liabilities 2019: $0Net Assets 2019: $2,494,3072019Assets 2020: $2,528,687Liabilities 2020: $42,592Net Assets 2020: $2,486,0952020Assets 2021: $5,030,034Liabilities 2021: $0Net Assets 2021: $5,030,0342021Assets 2022: $4,192,920Liabilities 2022: $0Net Assets 2022: $4,192,9202022Assets 2023: $4,393,702Liabilities 2023: $301Net Assets 2023: $4,393,4012023Assets 2024: $4,874,229Liabilities 2024: $1,993Net Assets 2024: $4,872,2362024

Highlighted filing

2015

Assets$3,223,937
Liabilities$1,988
Net Assets$3,221,949
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $340,3102010Expenses 2011: $544,8852011Expenses 2012: $562,1002012Revenue 2013: $361,435Expenses 2013: $696,152Net Income 2013: -$334,7172013Revenue 2014: $425,621Expenses 2014: $655,749Net Income 2014: -$230,1282014Revenue 2015: $446,432Expenses 2015: $641,022Net Income 2015: -$194,5902015Revenue 2016: $494,775Expenses 2016: $513,822Net Income 2016: -$19,0472016Revenue 2017: $720,893Expenses 2017: $742,200Net Income 2017: -$21,3072017Revenue 2018: $341,598Expenses 2018: $519,859Net Income 2018: -$178,2612018Revenue 2019: $211,796Expenses 2019: $457,329Net Income 2019: -$245,5332019Revenue 2020: $532,228Expenses 2020: $679,778Net Income 2020: -$147,5502020Revenue 2021: $2,850,424Expenses 2021: $581,295Net Income 2021: $2,269,1292021Revenue 2022: $577,149Expenses 2022: $843,016Net Income 2022: -$265,8672022Revenue 2023: $401,119Expenses 2023: $659,119Net Income 2023: -$258,0002023Revenue 2024: $649,726Expenses 2024: $659,244Net Income 2024: -$9,5182024

Highlighted filing

2015

Revenue$446,432
Expenses$641,022
Net Income-$194,590
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 25, 2016
Return Version
2015v2.1
Gross Receipts
$446,432
Mission and Program Overview

Mission

Providing life enhancing activities and services to the community in the essential areas of education, wellness, leadership skills, and spiritual growth. To accomplish this mission we will identify leaders and invest in their future...one college student at a time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,343,464$2,930,053▼ $413,411
Land, Buildings, and Equipment, Net$244,577$234,063▼ $10,514
Savings and Temporary Cash Investments$43,698$59,821▲ $16,123
Total Assets$3,631,739$3,223,937▼ $407,802
Liabilities
Other Liabilities$2,390$1,988▼ $402
Total Liabilities$2,390$1,988▼ $402
Net Assets / Fund Balance
Unrestricted Net Assets$3,629,349$3,221,949▼ $407,400
Total Net Assets Fund Balance$3,629,349$3,221,949▼ $407,400
Total Liabilities and Net Assets / Fund Balance$3,631,739$3,223,937▼ $407,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$234,063$77,998$312,061
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim WilliamsCEOFT$72,010$72,010
Leslie S RileyKey EmployeePT$30,530$30,530

Board Members and Trustees

NameTitle
Barbara OliverTrustee
Jeff SasserTrustee
Sean TraywickTrustee
Shannon TraywickTrustee
Nell WilliamsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$284,795
Program Service Revenue
$0
Investment Income
$154,637
Other Revenue
$7,000
All Other Contributions
$284,795
Change in Net Assets
$-194,590

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$284,375Fair Market Value (FMV)
Total Noncash Contributions$284,375-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,695
Salaries, Compensation, and Employee Benefits$200,283
Other Expenses$99,044
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$284,695--$284,695
Other Salaries and Wages-$113,685-$113,685
Current Officers, Directors, Trustees, and Key Employees-$72,010-$72,010
Grants to Domestic Orgs$57,000--$57,000
Fees for Service Investment Mgmnt Fees-$44,580-$44,580
Payroll Taxes-$14,588-$14,588
Depreciation Depletion-$11,735-$11,735
Office Expenses-$6,869-$6,869
Occupancy-$6,525-$6,525
Insurance-$3,370-$3,370
Fees for Services Accounting-$2,723-$2,723
Fees for Services Other-$1,293-$1,293
Travel-$405-$405
Other Expenses-$382-$382
Total Functional Expenses$341,695$299,327$0$641,022
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bj Palmer Historic Home FdnSmyrna, GA501c3--
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$1,042
Grant Funds for Classes$946
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“All members on the board are doctors. Four members happen to be related. All but one board member is non-compensated.”

Governing body meeting documentation Part VI line 8A

“All but two board members are non-compensated. The board is now keeping documentation and minutes at meetings.”

Committee meeting documentation Part VI line 8B

“All but two board members are non-compensated. The board is now keeping documentation and minutes at committee meetings.”

Form 990 governing body review Part VI line 11

“All but two board members are non-compensated. The board has been made aware of the need for policies governing its body and outside review.”

Conflict of interest policy compliance Part VI line 12C

“The board accepted the standard conflict of interest policy recommended by the internal revenue service.”

Governing documents etc available to public Part VI line 19

“Form 990 is available on guidestar.org and 990.org. Others requests for information can be requested directly from this entity.”

Filing and Contact Details

Filer

Filer Name
Life Foundation Inc
EIN
23-7050597
Address
1634 WHITE CIRCLE UNIT 102, MARIETTA, GA 30066

Signing Officer

Name
Kim Williams
Title
CEO
Phone
7704999209
Signed
2016-05-25
Discuss with paid preparer
No

Organization Details

Principal Officer
Kim Williams
Formed
1964
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
2
Employees
9

Preparer

Firm
Tallmans Tax Service LLC
Address
1678 N DRUID HILLS ROAD NE, ATLANTA, GA 30319-4154
Preparer
Ben a Tallman Ea
Phone
4043216446
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Changes in portfolio values account for the difference in funds. The decrease of $212,810 in the valuation of the investment portfolio and funds is due to equity variations in the market under the control of the private sector investment managers.”

Raw XML AppendixShowing 400 of 434 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING LIFE ENHANCING ACTIVITIES AND SERVICES TO THE COMMUNITY IN THE ESSENTIAL AREAS OF EDUCATION, WELLNESS, LEADERSHIP SKILLS, AND SPIRITUAL GROWTH. TO ACCOMPLISH THIS MISSION WE WILL IDENTIFY LEADERS AND INVEST IN THEIR FUTURE...ONE COLLEGE STUDENT AT A TIME.
IRS990/AllOtherContributionsAmt0284795
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LESLIE S RILEY
IRS990/BooksInCareOfDetail/PhoneNum07704999209
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 HARTWOOD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WOODSTOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030189
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt072010
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt072010
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0284795
IRS990/CYGrantsAndSimilarPaidAmt0341695
IRS990/CYInvestmentIncomeAmt0154637
IRS990/CYOtherExpensesAmt099044
IRS990/CYOtherRevenueAmt07000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-194590
IRS990/CYSalariesCompEmpBnftPaidAmt0200283
IRS990/CYTotalExpensesAmt0641022
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0446432
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011735
IRS990/DepreciationDepletionGrp/TotalAmt011735
IRS990/Desc0DEDICATED TO PROVIDING LIFE ENHANCING ACTIVITIES AND SERVICES TO THE COMMUNITY IN THE ESSENTIAL AREAS OF EDUCATION, WELLNESS, LEADERSHIP SKILLS, AND SPIRITUAL GROWTH.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0341695
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02723
IRS990/FeesForServicesAccountingGrp/TotalAmt02723
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01293
IRS990/FeesForServicesOtherGrp/TotalAmt01293
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt044580
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044580
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt624.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SHANNON TRAYWICK
IRS990/Form990PartVIISectionAGrp/PersonNm1NELL WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2SEAN TRAYWICK
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF SASSER
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA OLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE S RILEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt372010
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt630530
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6KEY EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0284695
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0284695
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt057000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt057000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0446432
IRS990/GrossRentsGrp/RealAmt07000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03370
IRS990/InsuranceGrp/TotalAmt03370
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0154637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154637
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03343464
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02930053
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077998
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0244577
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0234063
IRS990/LandBldgEquipCostOrOtherBssAmt0312061
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING LIFE ENHANCING ACTIVITIES AND SERVICES TO THE COMMUNITY IN THE ESSENTIAL AREAS OF EDUCATION, WELLNESS, LEADERSHIP SKILLS, AND SPIRITUAL GROWTH. TO ACCOMPLISH THIS MISSION WE WILL IDENTIFY LEADERS AND INVEST IN THEIR FUTURE...ONE COLLEGE STUDENT AT A TIME.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03629349
IRS990/NetAssetsOrFundBalancesEOYAmt03221949
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0284375
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06525
IRS990/OccupancyGrp/TotalAmt06525
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06869
IRS990/OfficeExpensesGrp/TotalAmt06869
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-212810
IRS990/OtherExpensesGrp/Desc0STATEMENT 1
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2MEETINGS AND SEMINARS
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13949
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2369
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3382
IRS990/OtherExpensesGrp/TotalAmt016844
IRS990/OtherExpensesGrp/TotalAmt13949
IRS990/OtherExpensesGrp/TotalAmt2369
IRS990/OtherExpensesGrp/TotalAmt3382
IRS990/OtherLiabilitiesGrp/BOYAmt02390
IRS990/OtherLiabilitiesGrp/EOYAmt01988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113685
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113685
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014588
IRS990/PayrollTaxesGrp/TotalAmt014588
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIM WILLIAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0246883
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0331693
IRS990/PYInvestmentIncomeAmt0178738
IRS990/PYOtherExpensesAmt0112306
IRS990/PYRevenuesLessExpensesAmt0-230128
IRS990/PYSalariesCompEmpBnftPaidAmt0211750
IRS990/PYTotalExpensesAmt0655749
IRS990/PYTotalRevenueAmt0425621
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-194590
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt07000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0446432
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043698
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0284795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0246883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0201437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0198503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01069816
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0154637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0178738
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0159998
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0125391
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047455
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0666219
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0154637
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0178738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0159998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0125391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0666219
IRS990ScheduleA/InvestmentIncomeCYPct00.38000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.61380
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01069816
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0246883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0201437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0198503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138198
IRS990ScheduleA/Total509Grp/TotalAmt01069816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0446432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0425621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0361435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0323894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0185653
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01743035
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0234063
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077998
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0312061
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1946
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GRANT FUNDS FOR CLASSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0234063
IRS990ScheduleD/TotalLiabilityAmt01988
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0320
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0NEEDY COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0284375
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0COLLEGE & DORM SUPPLIES TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01577
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV OR RETAIL COST
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BJ PALMER HISTORIC HOME FDN
IRS990ScheduleI/RecipientTable/RecipientEIN0043681370
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01950 OLD CONCORD ROAD SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SMYRNA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030080
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING TO THE BJ PALMER HISTORICAL HOME FOUNDATION, INC. IS DIRECTLY RELATED TO THE COMMON GOALS AND MISSIONS OF BOTH ORGANIZATIONS. IT IS THE MUSEUM AND HISTORICAL HOME OF THE FOUNDING FATHER OF CHIROPRACATIC MEDICINE. PROGRAM HAS BEEN SET UP TO PROVIDE BOOKS AND OTHER GOODS TO NEEDY AND WORTHY COLLEGE STUDENTS AT THE FOLLOWING ATLANTA AREA COOLEGES AND UNIVERSITIES: GA TECH, KENNESAW STATE UNIVERSITY, GA STATE, GA PERIMETER COLLEGE, SOUTHERN POLY TECH, GA HIGHLANDS, ATLANTA INTERCONTINENTAL UNIVERSITY, CHATTAHOOCHEE DAY SCHOOL. 1,577 STUDENTS WERE HELPED IN 2015.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1NON CASH DONATIONS ARE ESTIMATED AT FAIR MARKET VALUE OR WHAT THE ITEMS WOULD SELL FOR IN THE STORE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Estimate calculation (Part III, column b)
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt0284375
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS ON THE BOARD ARE DOCTORS. FOUR MEMBERS HAPPEN TO BE RELATED. ALL BUT ONE BOARD MEMBER IS NON-COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BUT TWO BOARD MEMBERS ARE NON-COMPENSATED. THE BOARD IS NOW KEEPING DOCUMENTATION AND MINUTES AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BUT TWO BOARD MEMBERS ARE NON-COMPENSATED. THE BOARD IS NOW KEEPING DOCUMENTATION AND MINUTES AT COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BUT TWO BOARD MEMBERS ARE NON-COMPENSATED. THE BOARD HAS BEEN MADE AWARE OF THE NEED FOR POLICIES GOVERNING ITS BODY AND OUTSIDE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD ACCEPTED THE STANDARD CONFLICT OF INTEREST POLICY RECOMMENDED BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND 990.ORG. OTHERS REQUESTS FOR INFORMATION CAN BE REQUESTED DIRECTLY FROM THIS ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGES IN PORTFOLIO VALUES ACCOUNT FOR THE DIFFERENCE IN FUNDS. THE DECREASE OF $212,810 IN THE VALUATION OF THE INVESTMENT PORTFOLIO AND FUNDS IS DUE TO EQUITY VARIATIONS IN THE MARKET UNDER THE CONTROL OF THE PRIVATE SECTOR INVESTMENT MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BJ PALMER HISTORIC HOME FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043681370
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSEUM AND HISTORIC HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01634 WHITE CIRCLE UNIT 102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MARIETTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd030066
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03631739
IRS990/TotalAssetsEOYAmt03223937
IRS990/TotalAssetsGrp/BOYAmt03631739
IRS990/TotalAssetsGrp/EOYAmt03223937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284795
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0299327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0341695
IRS990/TotalFunctionalExpensesGrp/TotalAmt0641022
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02390
IRS990/TotalLiabilitiesEOYAmt01988
IRS990/TotalLiabilitiesGrp/BOYAmt02390
IRS990/TotalLiabilitiesGrp/EOYAmt01988
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03629349
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03221949
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0341695
IRS990/TotalReportableCompFromOrgAmt0102540
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0446432
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03631739
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03223937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0405
IRS990/TravelGrp/TotalAmt0405
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03629349
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03221949
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03633 VELMA DRIVE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,223,937
Liabilities
$1,988
Net assets
$3,221,949
Revenue
$446,432
Expenses
$641,022
Net income
-$194,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.65$0.66$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.40$0.66$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.58$0.84$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$2.85$0.58$2.27
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$0.53$0.68$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.21$0.46$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.34$0.52$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.72$0.74$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.49$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.45$0.64$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.43$0.66$0.23
2013Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.85$0.36$0.70$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.01$4.08$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.13$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.65$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits