Civic Intelligence

Waldo Deloache Testamentary Charitable Trust

990PF • Fiscal year 2017 • EIN 26-1638674

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 16, 2018

Organization Profile
25 Second Avenue SWMoultrie, GA 31768

(229) 873-3870

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

30th percentile

-4.2%

Higher net margin than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,415,501

Down $6,971 (-0.3%) from 2016

Net Assets

Down

$2,415,501

Down $6,971 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin30th percentile

Revenue

Up

$166,636

Up $64,737 (+64%) from 2016

Expenses

Down

$173,607

Down $18,441 (-9.6%) from 2016

Net Income

Up

-$6,971

Up $83,178 (+92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,512,621Liabilities 2015: $0Net Assets 2015: $2,512,6212015Assets 2016: $2,422,472Liabilities 2016: $0Net Assets 2016: $2,422,4722016Assets 2017: $2,415,501Liabilities 2017: $0Net Assets 2017: $2,415,5012017Assets 2018: $2,437,123Liabilities 2018: $0Net Assets 2018: $2,437,1232018Assets 2019: $2,480,660Liabilities 2019: $0Net Assets 2019: $2,480,6602019Assets 2020: $2,702,083Liabilities 2020: $0Net Assets 2020: $2,702,0832020Assets 2021: $2,831,350Liabilities 2021: $0Net Assets 2021: $2,831,3502021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$2,415,501
Liabilities$0
Net Assets$2,415,501
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200KRevenue 2015: $103,027Expenses 2015: $207,598Net Income 2015: -$104,5712015Revenue 2016: $101,899Expenses 2016: $192,048Net Income 2016: -$90,1492016Revenue 2017: $166,636Expenses 2017: $173,607Net Income 2017: -$6,9712017Revenue 2018: $207,803Expenses 2018: $186,181Net Income 2018: $21,6222018Revenue 2019: $217,038Expenses 2019: $173,501Net Income 2019: $43,5372019Revenue 2020: $387,701Expenses 2020: $166,278Net Income 2020: $221,4232020Revenue 2021: $308,110Expenses 2021: $178,843Net Income 2021: $129,2672021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2017

Revenue$166,636
Expenses$173,607
Net Income-$6,971
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHWEST GEORGIA BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GRANT TO PURCHASE PROPERTYPCMOULTRIE, GA, US$40,000
Paid Grant-Interior renovationsGOVMoultrie, GA, US$30,000
Paid Grant-DOWNTOWN ENHANCEMENT PLAN COSTSPCMOULTRIE, GA, US$23,791
Paid Grant-PAINT EXTERIOR OF BLDG.PCMOULTRIE, GA, US$18,333
Paid Grant-LEASE PAYMENT ON MEDICAL INTERN HOUSE.PCMOULTRIE, GA, US$12,500
Paid Grant-PURCHASE EQUIPMENTPCMOULTRIE, GA, US$168
Filing and Contact Details

Filer

Filer Name
Waldo Deloache Testamentary Charitable
EIN
26-1638674
Phone
2298733870
Address
25 SECOND AVENUE SW, MOULTRIE, GA 31768

Signing Officer

Name
Southwest Georgia Bank
Title
Trustee
Signed
2018-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Vines Wear & Mangum LLP
Address
40 North Main Street, Moultrie, GA 31768-3862
Preparer
Sam W Mangum CPA
Phone
2299851978
Raw XML Appendix361 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOUTHWEST GEORGIA BANKTRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02298733870
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Grants are intended as one-time special project grants and are awarded to 501(c)(3) charitable organizations located in Southwest Georgia. Grant application forms can be obtained from Southwest Georgia Bank, Trust Department. Organizations must submit a copy of 501(c)(3) IRS exempt status letter along with a completed grant application form.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEVE JOHNSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02298733870
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt025 SECOND AVENUE SW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOULTRIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd031768
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants will be awarded to 501(c)(3) charitable organizations located in Southwest Georgia. There is no restriction on the type or kind of charitable organization that will be considered for grant awards.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0There are no submision deadlines.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt318333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt523791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT TO PURCHASE PROPERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LEASE PAYMENT ON MEDICAL INTERN HOUSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PURCHASE EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PAINT EXTERIOR OF BLDG.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Interior renovations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DOWNTOWN ENHANCEMENT PLAN COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MOULTRIE YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MOULTRIE YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COLQUITT FOOD AND CLOTHING BANKINC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3COLQUITT COUNTY ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MOULTRIE-COLQUITT COUNTY LIBRARY SY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5downtown moultrie tomorrow inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 26TH AVE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1601 26TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2309 3RD STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3401 7TH AVENUE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4204 5th Street SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 3368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOULTRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOULTRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MOULTRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOULTRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Moultrie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MOULTRIE
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/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd131768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd431768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531776
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0124792
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0124792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133072
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124792
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0133072
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0124792
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014648
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SOUTHWEST GEORGIA BANK, TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026425
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt122
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME-2017
TaxesSchedule/TaxesDetail/CategoryTxt1UNDERESTIMATE TAX PENALTY
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTHWEST GEORGIA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDO DELOACHE TESTAMENTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0261638674
ReturnHeader/Filer/PhoneNum02298733870
ReturnHeader/Filer/USAddress/AddressLine1Txt025 SECOND AVENUE SW
ReturnHeader/Filer/USAddress/CityNm0MOULTRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031768
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208241544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vines Wear & Mangum LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 North Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moultrie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0317683862
ReturnHeader/PreparerPersonGrp/PhoneNum02299851978
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM W MANGUM CPA
ReturnHeader/ReturnTs02018-03-16T05:58:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,415,501
Liabilities
$0
Net assets
$2,415,501
Revenue
$166,636
Expenses
$173,607
Net income
-$6,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.31$0.18$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.39$0.17$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.22$0.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.21$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.17$0.17$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.10$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.10$0.21$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits