Civic Intelligence

The Mcaliley Endowment Trust

990PF • Fiscal year 2019 • EIN 23-7093919

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 16, 2020

Organization Profile
3750 Peachtree Road No 382Atlanta, GA 30319

(404) 201-7382

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-107%

Higher net margin than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

87th percentile

$90,405

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 180.6% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

21st percentile

-5.6%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$900,253

Down $53,469 (-5.6%) from 2018

Net Assets

Down

$900,253

Down $53,356 (-5.6%) from 2018

Liabilities

Down

$0

Down $113 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin6th percentile

Revenue

Down

$50,064

Down $35,352 (-41%) from 2018

Expenses

Down

$103,420

Down $22,447 (-18%) from 2018

Net Income

Down

-$53,356

Down $12,905 (-32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,129,323Liabilities 2010: $0Net Assets 2010: $1,129,3232010Assets 2011: $1,090,929Liabilities 2011: $0Net Assets 2011: $1,090,9292011Assets 2012: $1,062,544Liabilities 2012: $0Net Assets 2012: $1,062,5442012Assets 2013: $1,052,920Liabilities 2013: $0Net Assets 2013: $1,052,9202013Assets 2014: $1,027,085Liabilities 2014: $0Net Assets 2014: $1,027,0852014Assets 2015: $1,009,352Liabilities 2015: $0Net Assets 2015: $1,009,3522015Assets 2017: $994,060Liabilities 2017: $0Net Assets 2017: $994,0602017Assets 2018: $953,722Liabilities 2018: $113Net Assets 2018: $953,6092018Assets 2019: $900,253Liabilities 2019: $0Net Assets 2019: $900,2532019Assets 2020: $844,220Liabilities 2020: $0Net Assets 2020: $844,2202020Assets 2021: $857,669Liabilities 2021: $0Net Assets 2021: $857,6692021Assets 2022: $812,583Liabilities 2022: $0Net Assets 2022: $812,5832022Assets 2023: $803,933Liabilities 2023: $0Net Assets 2023: $803,9332023Assets 2024: $875,143Liabilities 2024: $0Net Assets 2024: $875,1432024

Highlighted filing

2019

Assets$900,253
Liabilities$0
Net Assets$900,253
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $46,0462010Expenses 2011: $62,4492011Expenses 2012: $60,7532012Revenue 2013: $50,288Expenses 2013: $59,912Net Income 2013: -$9,6242013Revenue 2014: $64,324Expenses 2014: $88,830Net Income 2014: -$24,5062014Revenue 2015: $58,200Expenses 2015: $75,933Net Income 2015: -$17,7332015Revenue 2017: $71,774Expenses 2017: $59,885Net Income 2017: $11,8892017Revenue 2018: $85,416Expenses 2018: $125,867Net Income 2018: -$40,4512018Revenue 2019: $50,064Expenses 2019: $103,420Net Income 2019: -$53,3562019Revenue 2020: $36,476Expenses 2020: $92,509Net Income 2020: -$56,0332020Revenue 2021: $97,719Expenses 2021: $84,270Net Income 2021: $13,4492021Revenue 2022: $39,846Expenses 2022: $84,932Net Income 2022: -$45,0862022Revenue 2023: $50,788Expenses 2023: $59,438Net Income 2023: -$8,6502023Revenue 2024: $84,722Expenses 2024: $15,827Net Income 2024: $68,8952024

Highlighted filing

2019

Revenue$50,064
Expenses$103,420
Net Income-$53,356
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret R ForemanTrusteePT$90,405-$90,405
Filing and Contact Details

Filer

Filer Name
The McAliley Endowment Trust
EIN
23-7093919
Phone
4042017382
Address
3750 Peachtree Road No 382, Atlanta, GA 30319

Signing Officer

Name
Margaret Foreman
Title
Trustee
Phone
4042017382
Signed
2020-09-16
Discuss with paid preparer
Yes

Preparer

Firm
The Jackson Group PC
Address
191 Peachtree St NE Ste 3720, Atlanta, GA 30303
Preparer
Louise S Jackson
Phone
4045860050
Raw XML Appendix373 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02550
AccountingFeesSchedule/AccountingFeesDetail/Amt1500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0The Jackson Group CPA
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Bookkeeping
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01275
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1123964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2124430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt367481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5159391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6243011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt079496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2128180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3109118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt448104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5237386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6328624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMCAP FUND CL A 2368.063 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN HIGH INCOME TRUST 5101.415 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN BOND FUND OF AMERICA 7203.339 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN GROWTH FUND OF AMERICA 2134.125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN SMALLCAP WORLD FUND 817.671 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AM WASHINGTON MUTUAL INVESTORS FD 4930.136 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AM. CAPITAL WORLD GROWTH AND INCOME FD 6285.849 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt022518
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027418
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt090
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt038
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050064
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050064
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt045203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045202
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt090405
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022518
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022518
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-53356
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027418
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt056228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt046728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt090644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt090405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MSSB Equities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027418
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53356
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0900253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0953609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0900253
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053365
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/DistributableAmountGrp/TotalTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0984
IRS990PF/FMVAssetsEOYAmt01148333
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0245
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0245
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01156279
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01156279
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt068908
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0105838
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0105838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0884814
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0794170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01042495
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0113
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-202670
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-256026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0953722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0900253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01148333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0953722
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0900253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0953609
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0900253
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01083554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt080877
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01002677
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01067301
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01083554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt090405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret R Foreman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03750 Peachtree Road 382
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0303191322
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt070686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt070719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt079066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt056301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt080467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt073872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt084851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.067956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01067301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01163495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01155939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01040544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01141908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01171014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt056228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.331145
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt056228
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt056228
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt056228
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
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/IndividualWithBooksNm0Margaret Foreman
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03750 Peachtree Road 382
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Atlanta
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030319
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042017382
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/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Promote preservation of Atlanta's significant buildings, neighborhoods, and landscapes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General FundGeneral FundAnnual CampaignAnnual campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Annual Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Annual Fund Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Atlanta Preservation Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Canterbury Court Residents Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FurKids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Spelman College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Luke's Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0327 St Paul Avenue SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13750 Peachtree Rd NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 Union Hill Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Spelman Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4435 Peachtree St NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cumming
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430308
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt053298
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072082
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017913
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056228
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02930
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt099640
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096710
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt038
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Misc N/T
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt038
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt038
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0113
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Accrued Income
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt0465
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Foreman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04042017382
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The McAliley Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0MCAL
ReturnHeader/Filer/EIN0237093919
ReturnHeader/Filer/PhoneNum04042017382
ReturnHeader/Filer/USAddress/AddressLine1Txt03750 Peachtree Road No 382
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030319
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD64534ABE7C1F8694826B3A831B3FD50B8B337C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A68C36F10455A0207881E5B8DBCF3CF8D5B1CAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.200.12.101
ReturnHeader/FilingSecurityInformation/IPDt02020-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:55:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581707386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Jackson Group PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0191 Peachtree St NE Ste 3720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030303
ReturnHeader/PreparerPersonGrp/PhoneNum04045860050
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise S Jackson
ReturnHeader/ReturnTs02020-09-29T10:47:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,253
Liabilities
$0
Net assets
$900,253
Revenue
$50,064
Expenses
$103,420
Net income
-$53,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05