Civic Intelligence

Pedigree Foundation

990PF • Fiscal year 2022 • EIN 26-1121498

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 15, 2023

Organization Profile
2013 Ovation ParkwayFranklin, TN 37067

(615) 594-0069

Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.06x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$188,835

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.0%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$3,382,763

Down $334,274 (-9.0%) from 2021

Net Assets

Down

$3,267,636

Down $294,630 (-8.3%) from 2021

Liabilities

Down

$115,127

Down $39,644 (-26%) from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin60th percentile

Revenue

Up

$2,019,611

Up $372,194 (+23%) from 2021

Expenses

Up

$1,768,504

Up $381,996 (+28%) from 2021

Net Income

Down

$251,107

Down $9,802 (-3.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,678,584Liabilities 2015: $11,794Net Assets 2015: $1,666,7902015Assets 2016: $1,909,271Liabilities 2016: $6,224Net Assets 2016: $1,903,0472016Assets 2017: $2,126,946Liabilities 2017: $18,209Net Assets 2017: $2,108,7372017Assets 2018: $2,363,330Liabilities 2018: $12,484Net Assets 2018: $2,350,8462018Assets 2019: $2,793,829Liabilities 2019: $43,524Net Assets 2019: $2,750,3052019Assets 2020: $3,192,035Liabilities 2020: $79,175Net Assets 2020: $3,112,8602020Assets 2021: $3,717,037Liabilities 2021: $154,771Net Assets 2021: $3,562,2662021Assets 2022: $3,382,763Liabilities 2022: $115,127Net Assets 2022: $3,267,6362022Assets 2023: $5,527,907Liabilities 2023: $98,176Net Assets 2023: $5,429,7312023Assets 2024: $5,741,360Liabilities 2024: $45,860Net Assets 2024: $5,695,5002024

Highlighted filing

2022

Assets$3,382,763
Liabilities$115,127
Net Assets$3,267,636
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $820,237Expenses 2015: $683,415Net Income 2015: $136,8222015Revenue 2016: $1,057,319Expenses 2016: $841,045Net Income 2016: $216,2742016Revenue 2017: $1,106,206Expenses 2017: $969,373Net Income 2017: $136,8332017Revenue 2018: $1,868,724Expenses 2018: $1,407,756Net Income 2018: $460,9682018Revenue 2019: $1,729,868Expenses 2019: $1,610,539Net Income 2019: $119,3292019Revenue 2020: $1,664,582Expenses 2020: $1,617,021Net Income 2020: $47,5612020Revenue 2021: $1,647,417Expenses 2021: $1,386,508Net Income 2021: $260,9092021Revenue 2022: $2,019,611Expenses 2022: $1,768,504Net Income 2022: $251,1072022Revenue 2023: $3,908,505Expenses 2023: $2,102,530Net Income 2023: $1,805,9752023Revenue 2024: $2,452,445Expenses 2024: $1,997,906Net Income 2024: $454,5392024

Highlighted filing

2022

Revenue$2,019,611
Expenses$1,768,504
Net Income$251,107
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB FAIRExecutive DirectorFT$169,500$19,335$188,835
KIMBERLY SPINAPresident/Director-$0--
ISABEL JOHNSONTreasurer/Director Thru 12.22-$0--
ELLEN THOMPSONVice President/Director-$0--
ROB DOERFLERSecretary/Director-$0--
TIFFANY BIERERDirector-$0--
DOUG CAHILLDirector-$0--
LISA CAMPBELLDirector-$0--
ELIZABETH BARRETTDirector-$0--
CRAIG NEELYDirector-$0--
TRACEY MARUMOTODirector-$0--
DAN WERLYDirector-$0--
JUSTIN WHITEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pedigree Foundation
EIN
26-1121498
In Care Of
% PEDIGREE FOUNDATION
Phone
6155940069
Address
2013 OVATION PARKWAY, FRANKLIN, TN 37067

Signing Officer

Name
Matt Jackson
Title
Treasurer/director
Phone
9087982954
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
655 NEW YORK AVE NW, WASHINGTON, DC 20001
Preparer
Sapna P Vasu
Phone
2024141000
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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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7PER THE CONTRACT, THE SHELTER HAS ONE YEAR TO SPEND THE FUNDS. THE 06/15/2023 INTERIM REPORT WAS RECEIVED AND FINAL REPORTING IS DUE 01/15/2024 IS EXPECTED TO BE PROVIDED ON TIME. THE FINAL REPORTING WILL PROVIDE AN UPDATE ON THE IMPACT TO DATE ALONG WITH CENSUS NUMBERS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2317622
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AKRE FOCUS FUND-SUPRA INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC (AMZN)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MAGNA INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NIKE INC CL B (NKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COSTCO WHOLESALE CORP (COST)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NESTLE S A SPONS ADR (NSRGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BERKSHIRE HATHAWAY INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ARTHUR J GALLAGHER & CO (AJG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PROGRESSIVE CORP OHIO (PGR)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ABBOTT LABORATORIES (ABT)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ZOETIS INC COM STK (ZTS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ALCON INC COM STK (ALC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COPART INC COM STK (CPRT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GRACO INC COMMON STOCK (GGG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AO SMITH CORP COM STK (AOS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WASTE MANAGEMENT INC (WM)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ORACLE CORP (ORCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CELANESE CORP COM STK (CE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LINDE PLC COM STK (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CLARKSTON PARTNERS FD FOUNDERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42BBH PARTNER FUND - SMALL CAP
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0112632
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0507864
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt019335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01780843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01768504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02019611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0751120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0784081
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01128
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01128
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03495
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0115127
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt050567
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt026115
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt050567
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt050567
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0452376
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0452376
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0731916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03115040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01701799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01701799
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0184824
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt0184911
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt0184911
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03562266
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt051160
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03382763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03382763
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0115127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03717037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03382763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03562266
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03267636
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03963715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01158141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02620663
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059456
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0184911
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0195213
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03904259
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03963715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BMG STRATEGIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Anna Willoughby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2SOUTHERN MADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3MEGAN MEREDITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt083095

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,382,763
Liabilities
$115,127
Net assets
$3,267,636
Revenue
$2,019,611
Expenses
$1,768,504
Net income
$251,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.05$5.70$2.45$2.00$0.45
2023Detailed filing. Detailed filing data is available for this year.$5.53$0.10$5.43$3.91$2.10$1.81
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.12$3.27$2.02$1.77$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.15$3.56$1.65$1.39$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.08$3.11$1.66$1.62$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.04$2.75$1.73$1.61$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$1.87$1.41$0.46
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.02$2.11$1.11$0.97$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$1.06$0.84$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$0.82$0.68$0.14