The J George and Willine E Mitnick

EIN 23-7281995 • Birmingham, AL

505 20th Street North 1150Birmingham, AL 35203

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

<$500k nonprofits • Source year 2024

0.00x

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

<$500k nonprofits • Source year 2024

8.9%

Higher net margin than 62% of similar nonprofits.

<$500k nonprofits • Source year 2024

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

1.6%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$483,016

Up $7,742 (+1.6%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$483,016

Up $7,742 (+1.6%) from 2023

Operations

Liabilities / Revenue66th percentile Net Margin62nd percentile

Revenue

$16,130

Up $16,910 (+2168%) from 2023

Expenses

Down

$14,694

Down $18,703 (-56%) from 2023

Net Income

$1,436

Up $35,613 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$483,016

Liabilities$0

Net Assets$483,016

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$16,130

Expenses$14,694

Net Income$1,436

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $483,016
Liabilities: $0
Net assets: $483,016
Revenue: $16,130
Expenses: $14,694
Net income: $1,436

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.83	$0.00	$4.83	$0.16	$0.15	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$4.75	$0.00	$4.75	$0.01	$0.33	$0.34
2022Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$0.24	$0.19	$0.04
2021Detailed filing. Detailed filing data is available for this year.	$4.77	$0.00	$4.77	$0.29	$1.19	$0.90
2020Detailed filing. Detailed filing data is available for this year.	$4.68	$0.00	$4.68	$0.43	$0.37	$0.06

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 8, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
EMILY HESS LEVINE	Trustee	-	$0	-	-
RONNE M HESS	Trustee	-	$0	-	-
DAVID R NELSON JR	Trustee	-	$0	-	-
STUART M NELSON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The J George and Willine E Mitnick
EIN: 23-7281995
Phone: 2052214000
Address: 505 20TH STREET NORTH 1150, BIRMINGHAM, AL 35203

Signing Officer

Name: David Nelson
Title: Trustee
Phone: 2052214000
Signed: 2025-05-08
Discuss with paid preparer: Yes

Preparer

Firm: Warren Averett LLC
Address: 2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer: Stacy Watts
Phone: 2059794100

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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/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2055216311
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE SHALEM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1216 BROADWAY 2ND FLOOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10341
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	11349
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	27435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	16086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	4065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	82672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2049
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	16086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	72700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	4065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	68635
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11349
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	72700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	88786
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	550
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	550
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	6306
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	DIFFERENCE IN FAIR MARKET VALUE AND BOOK VALUE OF DONATED STOCK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1874
TaxesSchedule/TaxesDetail/Amt	0	97
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2052214000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE J GEORGE AND WILLINE E MITNICK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JGEO
ReturnHeader/Filer/EIN	0	237281995
ReturnHeader/Filer/PhoneNum	0	2052214000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	505 20TH STREET NORTH 1150
ReturnHeader/Filer/USAddress/CityNm	0	BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35243
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2059794100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STACY WATTS
ReturnHeader/ReturnTs	0	2025-05-13T09:46:51-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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