Civic Intelligence

Zernickow-Aiken Foundation Inc

990PF • Fiscal year 2020 • EIN 26-3016551

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 06, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-282%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.1%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-65%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$326,855

Down $14,086 (-4.1%) from 2019

Net Assets

Down

$326,855

Down $14,086 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$4,987

Down $9,289 (-65%) from 2019

Expenses

Up

$19,073

Up $4,158 (+28%) from 2019

Net Income

Down

-$14,086

Down $13,447 (-2104%) from 2019

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

2020

Assets$326,855
Liabilities$0
Net Assets$326,855

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

2020

Revenue$4,987
Expenses$19,073
Net Income-$14,086
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v4.1
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 GrantEAST TENNESSEE STATE UNIVERSITYTO SUPPORT THE QUILLEN CENTER FOR SURGICAL INNOVATION AND TRAINING PROGRAMN/AJOHNSON CITY, TN, US$16,000
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
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Blackburn Childers & Steagall Plc
Address
801B SUNSET DRIVE, JOHNSON CITY, TN 37604-3033
Preparer
Sarah Presnell
Phone
4232824511
Raw XML Appendix322 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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 2019 OF WHICH THAT YEAR'S AMOUNT WAS $15,374. $16,000 OF CONTRIBUTIONS WERE MADE IN 2020. $15,374 WAS APPLIED TO TAX YEAR 2019, LEAVING $626 TO BE APPLIED TO TAX YEAR 2020.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARC A AIKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA M AIKEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD DUNCAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2508 OLIVER APPROACH
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARC A AIKEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02216 LAKELAND DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JOHNSON CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE QUILLEN CENTER FOR SURGICAL INNOVATION AND TRAINING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST TENNESSEE STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 70721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JOHNSON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
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/AppliedToCurrentYearAmt0626
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015374
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016011
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015374
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0224253
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0216842
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0222384
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt01440
TaxesSchedule/TaxesDetail/Amt1163
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01440
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK AIKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04239292257
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
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/PreparerFirmGrp/PreparerFirmEIN0620647474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKBURN CHILDERS & 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/PreparationDt02021-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH PRESNELL
ReturnHeader/ReturnTs02021-07-06T08:40:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AIKEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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