Civic Intelligence

Emily Thomas Endowment Foundation

990EZ • Fiscal year 2017 • EIN 27-1695503

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileEMILYTHOMASFOUNDATION.ORG
1480 Chattahoochee Run DriveSuwanee, GA 30024

(678) 361-6110

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$170,013

Up $28,866 (+20%) from 2016

Net Assets

Up

$170,013

Up $28,866 (+20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$102,808

Down $26,477 (-20%) from 2016

Expenses

Down

$73,942

Down $493 (-0.7%) from 2016

Net Income

Down

$28,866

Down $25,984 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2016: $141,147Net Assets 2016: $141,1472016Assets 2017: $170,013Net Assets 2017: $170,0132017Assets 2018: $213,852Net Assets 2018: $213,8522018Assets 2019: $276,509Liabilities 2019: $0Net Assets 2019: $276,5092019Assets 2020: $298,116Liabilities 2020: $0Net Assets 2020: $298,1162020Assets 2021: $254,877Liabilities 2021: $0Net Assets 2021: $254,8772021Assets 2022: $250,877Liabilities 2022: $0Net Assets 2022: $250,8772022

Highlighted filing

2017

Assets$170,013
Liabilities-
Net Assets$170,013
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $129,285Expenses 2016: $74,435Net Income 2016: $54,8502016Revenue 2017: $102,808Expenses 2017: $73,942Net Income 2017: $28,8662017Revenue 2018: $112,613Expenses 2018: $68,774Net Income 2018: $43,8392018Revenue 2019: $127,029Expenses 2019: $64,372Net Income 2019: $62,6572019Revenue 2020: $101,970Expenses 2020: $80,363Net Income 2020: $21,6072020Revenue 2021: $28,360Expenses 2021: $71,599Net Income 2021: -$43,2392021Revenue 2022: $22,004Expenses 2022: $26,004Net Income 2022: -$4,0002022

Highlighted filing

2017

Revenue$102,808
Expenses$73,942
Net Income$28,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$163,131
Mission and Program Overview

Mission

The foundation will provide educational and medical support to help children reach their potential. Through community involvement and fundraising events, we will identify children in need and provide support for education and medical necessities.

Program Services

DescriptionGrantsExpenses
PROVIDED EVALUATION SERVICES AND READING SUPPORT FOR 82 CHILDREN WITH DISABILITIES-$69,367
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA THOMASPresident/ D-$0--
MARK THOMASDirector-$0--
FRAN MERTENSDirector-$0--
JAMES THOMASDirector-$0--
GEORGE THOMASDirector-$0--
JOE PEROTTADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$146,136$20,750$2,567$18,183
Total Events$146,136$20,750$60,323$-39,573
Filing and Contact Details

Filer

Filer Name
Emily Thomas Endowment Foundation
EIN
27-1695503
Phone
6783616110
Address
1480 CHATTAHOOCHEE RUN DRIVE, SUWANEE, GA 30024

Signing Officer

Name
Julia Thomas
Title
President/ Director
Phone
6783611610
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Siegfried & Luke Inc
Address
3525 PIEDMONT RD NE BLDG 5 STE 20, ATLANTA, GA 30305-1509
Preparer
Jonathan P Luke
Phone
4043891700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing 1,258 credit card processing 1,193 irs payment 1,980 bank service fee 61 child seminars 9,450 teacher supplies 662 total 14,604”

Form 990-ez, Part III

“The foundation will provide educational and medical support to help children reach their potential. Through community involvement and fundraising events, we will identify children in need and provide support for education and medical necessities.”

Raw XML Appendix161 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN MERTENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE PEROTTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/ D
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014604
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0167
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069367
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-39573
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt073942
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0157381
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt089246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0237972
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09789
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 1,258 CREDIT CARD PROCESSING 1,193 IRS PAYMENT 1,980 BANK SERVICE FEE 61 CHILD SEMINARS 9,450 TEACHER SUPPLIES 662 TOTAL 14,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION WILL PROVIDE EDUCATIONAL AND MEDICAL SUPPORT TO HELP CHILDREN REACH THEIR POTENTIAL. THROUGH COMMUNITY INVOLVEMENT AND FUNDRAISING EVENTS, WE WILL IDENTIFY CHILDREN IN NEED AND PROVIDE SUPPORT FOR EDUCATION AND MEDICAL NECESSITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/EIN0271695503
ReturnHeader/Filer/PhoneNum06783616110
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274439756
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03525 PIEDMONT RD NE BLDG 5 STE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303051509
ReturnHeader/PreparerPersonGrp/PhoneNum04043891700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN P LUKE
ReturnHeader/ReturnTs02018-11-15T17:58:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,013
Liabilities
-
Net assets
$170,013
Revenue
$102,808
Expenses
$73,942
Net income
$28,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.22$0.26$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.28$0.72$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$1.02$0.80$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.27$0.64$0.63
2018Detailed filing. Detailed filing data is available for this year.$2.14$2.14$1.13$0.69$0.44
2017Detailed filing. Detailed filing data is available for this year.$1.70$1.70$1.03$0.74$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.41$1.41$1.29$0.74$0.55