Civic Intelligence

Trey Duffy Scholarship Foundation

990 • Fiscal year 2017 • EIN 26-2354597

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 22, 2018

Organization ProfileN/A
755 Battery Ave SEAtlanta, GA 30339

(404) 614-2388

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,256,842

Up $283,247 (+29%) from 2016

Net Assets

Up

$1,256,842

Up $283,247 (+29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Down

$353,338

Down $197,448 (-36%) from 2016

Expenses

Down

$49,730

Down $13,098 (-21%) from 2016

Net Income

Down

$303,608

Down $184,350 (-38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $200,487Liabilities 2011: $0Net Assets 2011: $200,4872011Assets 2012: $272,001Liabilities 2012: $0Net Assets 2012: $272,0012012Assets 2013: $262,117Liabilities 2013: $0Net Assets 2013: $262,1172013Assets 2014: $347,691Liabilities 2014: $0Net Assets 2014: $347,6912014Assets 2015: $334,418Liabilities 2015: $0Net Assets 2015: $334,4182015Assets 2016: $973,595Liabilities 2016: $0Net Assets 2016: $973,5952016Assets 2017: $1,256,842Liabilities 2017: $0Net Assets 2017: $1,256,8422017Assets 2018: $1,313,006Liabilities 2018: $0Net Assets 2018: $1,313,0062018Assets 2021: $1,563,695Liabilities 2021: $0Net Assets 2021: $1,563,6952021Assets 2022: $2,335,218Liabilities 2022: $0Net Assets 2022: $2,335,2182022

Highlighted filing

2017

Assets$1,256,842
Liabilities$0
Net Assets$1,256,842
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $50,9912011Expenses 2012: $46,7312012Revenue 2013: $38,945Expenses 2013: $48,594Net Income 2013: -$9,6492013Revenue 2014: $153,288Expenses 2014: $67,714Net Income 2014: $85,5742014Revenue 2015: $49,790Expenses 2015: $63,064Net Income 2015: -$13,2742015Revenue 2016: $550,786Expenses 2016: $62,828Net Income 2016: $487,9582016Revenue 2017: $353,338Expenses 2017: $49,730Net Income 2017: $303,6082017Revenue 2018: $422,153Expenses 2018: $35,121Net Income 2018: $387,0322018Revenue 2021: $29,313Expenses 2021: $44,735Net Income 2021: -$15,4222021Revenue 2022: $1,049,177Expenses 2022: $61,629Net Income 2022: $987,5482022

Highlighted filing

2017

Revenue$353,338
Expenses$49,730
Net Income$303,608
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 22, 2018
Return Version
2017v2.2
Gross Receipts
$353,338
Mission and Program Overview

Mission

The purpose of the corporation is to provide direct payments to college and post-secondary educational institutions on behalf of needy students and prospective students who seek an education in furtherance of a career in sports management and demonstrate academic excellence. It is anticipated that grantees will be current or former interns and employees of the atlanta braves major league ball club, its affiliates and one or more other professional sports franchises.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$973,595$1,256,842▲ $283,247
Investments in Publicly Traded Securities$881,123$1,165,839▲ $284,716
Cash and Non-Interest-Bearing Accounts$92,472$91,003▼ $1,469
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$973,595$1,256,842▲ $283,247
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$973,595$1,256,842▲ $283,247
Total Liabilities and Net Assets / Fund Balance$973,595$1,256,842▲ $283,247
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
William C BartholomayPresident, Treasurer, Director
Terry McgurkDirector
Jaimie Bartholomay NiemieSecretary, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$339,807
Program Service Revenue
$0
Investment Income
$12,781
Other Revenue
$750
All Other Contributions
$339,807
Change in Net Assets
$303,608

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$292,322Nyse Trading Price
Total Noncash Contributions2$292,322-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,543
Grants and Similar Amounts Paid$8,000
Other Expenses$3,187
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons-$32,500-$32,500
Grants to Domestic Individuals$8,000--$8,000
Other Salaries and Wages-$6,043-$6,043
Fees for Services Accounting-$2,785-$2,785
Fees for Services Other-$287-$287
Fees for Services Legal-$115-$115
Total Functional Expenses$8,000$41,730$0$49,730
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Officer and director william c. Bartholomay is the father of fellow officer and director jamie bartholomay niemie.”

Form 990, Part VI, Section A, Line 6

“The initial member of the corporation is william c. Bartholomay. The corporation does not have any stock or stockholders.”

Form 990, Part VI, Section A, Line 7A

“Members are elected by a majority of the members by written notice to the board of directors, by affirmative vote of all members of the board of directors.”

Form 990, Part VI, Section A, Line 7B

“The member of the corporation votes on any matters submitted to him.”

Form 990, Part VI, Section B, Line 11B

“The member of the corporation reviews the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer, and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“The organization allows for public inspection of its governing documents, conflict of interest policy, and financial statements upon request from an individual.”

Filing and Contact Details

Filer

Filer Name
Trey Duffy Scholarship Foundation
EIN
26-2354597
Phone
4046142388
Address
755 BATTERY AVE SE, ATLANTA, GA 30339

Signing Officer

Name
William C Bartholomay
Title
President
Phone
4046142388
Signed
2018-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William C Bartholomay
Formed
2008
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
The Mosaic Financial Group LLC
Address
303 EAST WACKER DRIVE SUITE 1675, CHICAGO, IL 60601
Preparer
Timothy J Debruyne
Phone
3122555490
Raw XML Appendix344 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt42000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CLAY METZGER - SCHOLARSHIP PAID TO UNIVERSITY OF ALABAMA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ARIANA FRENCH - SCHOLARSHIP PAID TO JOHN F. KENNEDY UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2JACK ROBERT BISHOP - SCHOLARSHIP PAID TO MISSISSIPPI STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3JULIA LANG - SCHOLARSHIP PAID TO UNIVERSITY OF SOUTH CAROLINA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4CHRISTOPHER FAIR - SCHOLARSHIP PAID TO GEORGIA STATE UNIVERSITY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION MAINTAINS CORRECT AND COMPLETE BOOKS AND RECORDS OF ACCOUNT FOR ALL TRANSACTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICER AND DIRECTOR WILLIAM C. BARTHOLOMAY IS THE FATHER OF FELLOW OFFICER AND DIRECTOR JAMIE BARTHOLOMAY NIEMIE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INITIAL MEMBER OF THE CORPORATION IS WILLIAM C. BARTHOLOMAY. THE CORPORATION DOES NOT HAVE ANY STOCK OR STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE ELECTED BY A MAJORITY OF THE MEMBERS BY WRITTEN NOTICE TO THE BOARD OF DIRECTORS, BY AFFIRMATIVE VOTE OF ALL MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBER OF THE CORPORATION VOTES ON ANY MATTERS SUBMITTED TO HIM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBER OF THE CORPORATION REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION ALLOWS FOR PUBLIC INSPECTION OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST FROM AN INDIVIDUAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0973595
IRS990/TotalAssetsEOYAmt01256842
IRS990/TotalAssetsGrp/BOYAmt0973595
IRS990/TotalAssetsGrp/EOYAmt01256842
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0339807
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08000
IRS990/TotalFunctionalExpensesGrp/TotalAmt049730
IRS990/TotalGrossUBIAmt012781
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0973595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01256842
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0353338
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012781
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0973595
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01256842
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd060606
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C BARTHOLOMAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04046142388
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREY DUFFY SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREY
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.17.106
ReturnHeader/FilingSecurityInformation/IPDt02018-02-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:46:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364379428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MOSAIC FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 EAST WACKER DRIVE SUITE 1675
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03122555490
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DEBRUYNE
ReturnHeader/ReturnTs02018-02-28T13:00:02-06:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,256,842
Liabilities
$0
Net assets
$1,256,842
Revenue
$353,338
Expenses
$49,730
Net income
$303,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$1.05$0.06$0.99
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.03$0.04$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.42$0.04$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.35$0.05$0.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.55$0.06$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.15$0.07$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.05