Civic Intelligence

The Mcaliley Endowment Trust

990PF • Fiscal year 2023 • EIN 23-7093919

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization Profile
2727 Ashford RdBrookhaven, GA 30319

(404) 201-7382

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$48,972

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 96.4% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$803,933

Down $8,650 (-1.1%) from 2022

Net Assets

Down

$803,933

Down $8,650 (-1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin23rd percentile

Revenue

Up

$50,788

Up $10,942 (+27%) from 2022

Expenses

Down

$59,438

Down $25,494 (-30%) from 2022

Net Income

Up

-$8,650

Up $36,436 (+81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$803,933
Liabilities$0
Net Assets$803,933
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$50,788
Expenses$59,438
Net Income-$8,650
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY R FOREMAN-RORRERTrustee-$48,972-$48,972
MARGARET R FOREMANTrusteePT$9,795-$9,795
Filing and Contact Details

Filer

Filer Name
The Mcaliley Endowment Trust
EIN
23-7093919
Phone
4042017382
Address
2727 ASHFORD RD, BROOKHAVEN, GA 30319

Signing Officer

Name
Mary Rawson Foreman
Title
Trustee
Phone
4042017382
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Trail CPA Corporation
Address
105 CENTRAL WAY SUITE 200, KIRKLAND, WA 98033
Preparer
Daniel Razinoubakht CPA
Phone
4258968653
Raw XML Appendix284 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021723
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02930
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029384
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019754
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041327
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0157
TaxesSchedule/TaxesDetail/Amt1514
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0157
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1514
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY RAWSON FOREMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042017382
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MCALILEY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCAL
ReturnHeader/Filer/EIN0237093919
ReturnHeader/Filer/PhoneNum04042017382
ReturnHeader/Filer/USAddress/AddressLine1Txt02727 ASHFORD RD
ReturnHeader/Filer/USAddress/CityNm0BROOKHAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030319
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833636153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAIL CPA CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 CENTRAL WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04258968653
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL RAZINOUBAKHT CPA
ReturnHeader/ReturnTs02024-11-06T14:33:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$803,933
Liabilities
$0
Net assets
$803,933
Revenue
$50,788
Expenses
$59,438
Net income
-$8,650
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