Civic Intelligence

Zernickow-Aiken Foundation Inc

990PF • Fiscal year 2018 • EIN 26-3016551

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2019

2216 Lakeland DriveJohnson City, TN 37601

(423) 943-9524

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-255%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

482%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$341,580

Down $20,442 (-5.6%) from 2017

Net Assets

Down

$341,580

Down $20,442 (-5.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$8,031

Up $6,652 (+482%) from 2017

Expenses

Up

$28,473

Up $4,281 (+18%) from 2017

Net Income

Up

-$20,442

Up $2,371 (+10%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $443,182Liabilities 2010: $0Net Assets 2010: $443,1822010Assets 2011: $430,472Liabilities 2011: $0Net Assets 2011: $430,4722011Assets 2012: $414,043Liabilities 2012: $0Net Assets 2012: $414,0432012Assets 2013: $413,071Liabilities 2013: $0Net Assets 2013: $413,0712013Assets 2014: $396,888Liabilities 2014: $0Net Assets 2014: $396,8882014Assets 2015: $386,653Liabilities 2015: $0Net Assets 2015: $386,6532015Assets 2016: $384,835Liabilities 2016: $0Net Assets 2016: $384,8352016Assets 2017: $362,022Liabilities 2017: $0Net Assets 2017: $362,0222017Assets 2018: $341,580Liabilities 2018: $0Net Assets 2018: $341,5802018Assets 2019: $340,941Liabilities 2019: $0Net Assets 2019: $340,9412019Assets 2020: $326,855Liabilities 2020: $0Net Assets 2020: $326,8552020Assets 2021: $324,135Liabilities 2021: $0Net Assets 2021: $324,1352021Assets 2022: $737,902Liabilities 2022: $0Net Assets 2022: $737,9022022Assets 2023: $728,498Liabilities 2023: $0Net Assets 2023: $728,4982023Assets 2024: $741,866Liabilities 2024: $39,614Net Assets 2024: $702,2522024

Highlighted filing

2018

Assets$341,580
Liabilities$0
Net Assets$341,580

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $21,5482010Expenses 2011: $23,4262011Expenses 2012: $25,8722012Revenue 2013: $1,634Expenses 2013: $2,606Net Income 2013: -$9722013Revenue 2014: $2,777Expenses 2014: $18,960Net Income 2014: -$16,1832014Revenue 2015: $2,523Expenses 2015: $12,758Net Income 2015: -$10,2352015Revenue 2016: $871Expenses 2016: $2,689Net Income 2016: -$1,8182016Revenue 2017: $1,379Expenses 2017: $24,192Net Income 2017: -$22,8132017Revenue 2018: $8,031Expenses 2018: $28,473Net Income 2018: -$20,4422018Revenue 2019: $14,276Expenses 2019: $14,915Net Income 2019: -$6392019Revenue 2020: $4,987Expenses 2020: $19,073Net Income 2020: -$14,0862020Revenue 2021: $16,210Expenses 2021: $18,930Net Income 2021: -$2,7202021Revenue 2022: $90,664Expenses 2022: $23,306Net Income 2022: $67,3582022Revenue 2023: $20,445Expenses 2023: $29,849Net Income 2023: -$9,4042023Revenue 2024: $21,133Expenses 2024: $47,379Net Income 2024: -$26,2462024

Highlighted filing

2018

Revenue$8,031
Expenses$28,473
Net Income-$20,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC A AIKENPresident-$0--
LAURA M AIKENSecretary-$0--
RONALD MURRAYDirector-$0--
RANDY REYNOLDSDirector-$0--
RICHARD DUNCANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSIGN INTERNATIONALTO SUPPORT HOSPITAL SURGICAL IMPLANTSN/ABEAUMONT, TX, US$20,000
Paid Grant-FOR RESEARCH PROJECTS AND HELPING WITH AO TRAUMA COURSE COSTS.N/AJONESBOROUGH, TN, US$5,000
Filing and Contact Details

Filer

Filer Name
Zernickow-aiken Foundation Inc
EIN
26-3016551
Phone
4239439524
Address
2216 LAKELAND DRIVE, JOHNSON CITY, TN 37601

Signing Officer

Name
Mark Aiken
Title
President
Phone
4239292257
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Blackburn Childers and Steagall Plc
Address
801B SUNSET DRIVE, JOHNSON CITY, TN 37604-3033
Preparer
Jeff Blackburn
Phone
4232824511
Raw XML Appendix316 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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AppliedToPriorYearElection/ElectionDesc0SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ZERNICKOW-AIKEN FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING IN 2016 OF WHICH THAT YEAR'S AMOUNT WAS $19,015. $20,000 OF CONTRIBUTIONS WERE MADE IN 2017. $19,015 WAS APPLIED TO TAX YEAR 2016, LEAVING $985 TO BE APPLIED TO TAX YEAR 2015.
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04239292257
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARC A AIKEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR RESEARCH PROJECTS AND HELPING WITH AO TRAUMA COURSE COSTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT HOSPITAL SURGICAL IMPLANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SIGN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DUSTIN M PRICE MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 HEATHER VIEW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17398 COLLEGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JONESBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEAUMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037659
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177707
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018562
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018562
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300675
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0299077
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt01488
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01488
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK AIKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04239292257
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZERNICKOW-AIKEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ZERN
ReturnHeader/Filer/EIN0263016551
ReturnHeader/Filer/PhoneNum04239439524
ReturnHeader/Filer/USAddress/AddressLine1Txt02216 LAKELAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0JOHNSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B1ACAF91282EFE23D473D37F382C901BBBD5FC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A53CBB22DA30BEF1E948F67E9046392993A4B275
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.38.29.242
ReturnHeader/FilingSecurityInformation/IPDt02019-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:49:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620647474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKBURN CHILDERS AND STEAGALL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801B SUNSET DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0376043033
ReturnHeader/PreparerPersonGrp/PhoneNum04232824511
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF BLACKBURN
ReturnHeader/ReturnTs02019-08-19T13:02:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.42$0.40$7.02$0.21$0.47$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$0.20$0.30$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.91$0.23$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.16$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.05$0.19$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.08$0.28$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.01$0.24$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.03$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.03$0.19$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.02$0.03$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.23
2010Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.22