Civic Intelligence

Patricia G Pelling Foundation Inc.

990PF • Fiscal year 2021 • EIN 27-3800561

Jan 01, 2021 to Dec 31, 2021 • Filed on May 26, 2022

Organization Profile
PO Box 3250Eatonton, GA 31024

(770) 618-2268

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

83rd percentile

51%

Higher net margin than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

133%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,701,952

Up $1,570,232 (+26%) from 2019

Net Assets

Up

$7,701,952

Up $1,570,232 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin83rd percentile

Revenue

Up

$964,829

Up $703,322 (+269%) from 2019

Expenses

Up

$467,971

Up $10,241 (+2.2%) from 2019

Net Income

Up

$496,858

Up $693,081 (+353%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,144,330Liabilities 2011: $0Net Assets 2011: $4,144,3302011Assets 2012: $3,802,713Liabilities 2012: $0Net Assets 2012: $3,802,7132012Assets 2014: $4,022,307Liabilities 2014: $0Net Assets 2014: $4,022,3072014Assets 2015: $5,448,713Liabilities 2015: $0Net Assets 2015: $5,448,7132015Assets 2016: $5,681,294Liabilities 2016: $0Net Assets 2016: $5,681,2942016Assets 2017: $6,123,832Liabilities 2017: $0Net Assets 2017: $6,123,8322017Assets 2018: $5,466,854Liabilities 2018: $0Net Assets 2018: $5,466,8542018Assets 2019: $6,131,720Liabilities 2019: $0Net Assets 2019: $6,131,7202019Assets 2021: $7,701,952Liabilities 2021: $0Net Assets 2021: $7,701,9522021Assets 2022: $6,253,944Liabilities 2022: $0Net Assets 2022: $6,253,9442022Assets 2024: $7,925,344Liabilities 2024: $0Net Assets 2024: $7,925,3442024

Highlighted filing

2021

Assets$7,701,952
Liabilities$0
Net Assets$7,701,952
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $541,4452011Expenses 2012: $543,4622012Revenue 2014: $309,393Expenses 2014: $43,148Net Income 2014: $266,2452014Revenue 2015: $2,161,973Expenses 2015: $549,696Net Income 2015: $1,612,2772015Revenue 2016: $1,018,563Expenses 2016: $50,228Net Income 2016: $968,3352016Revenue 2017: $400,191Expenses 2017: $463,510Net Income 2017: -$63,3192017Revenue 2018: $330,177Expenses 2018: $408,176Net Income 2018: -$77,9992018Revenue 2019: $261,507Expenses 2019: $457,730Net Income 2019: -$196,2232019Revenue 2021: $964,829Expenses 2021: $467,971Net Income 2021: $496,8582021Revenue 2022: $155,916Expenses 2022: $38,894Net Income 2022: $117,0222022Revenue 2024: $182,594Expenses 2024: $438,075Net Income 2024: -$255,4812024

Highlighted filing

2021

Revenue$964,829
Expenses$467,971
Net Income$496,858
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 26, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA G PELLINGPresident-$0--
THOMAS PELLINGTreasurer-$0--
KATHERINE PELLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Patricia G Pelling Foundation Inc
EIN
27-3800561
Phone
7706182268
Address
PO BOX 3250, EATONTON, GA 31024

Signing Officer

Name
Patricia G Pelling
Title
President
Signed
2022-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Tripp Chafin & Company LLC
Address
1225 Johnson Ferry Rd 200, Marietta, GA 30068
Preparer
R N Chafin Jr
Phone
7705652422
Raw XML Appendix349 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GENEVA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EATONTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd031024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PATRICIA PELLING
IRS990PF/StatementsRegardingActyGrp/PhoneNum07706182268
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA G PELLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Relief support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Catholic Relief Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0228 West Lexington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0349436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0349436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0409970
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0116404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt089797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0400000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050564
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0409970
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0359406
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt050269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt19283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOA asset and advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BOA misc advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19283
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1174
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt21395
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/Amt1174
TaxesSchedule/TaxesDetail/Amt21395
TaxesSchedule/TaxesDetail/CategoryTxt0Estimate tax payment
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax withheld-BMO 5721
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign tax withheld-BOA 8088
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1174
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21395
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA G PELLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA G PELLING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0273800561
ReturnHeader/Filer/PhoneNum07706182268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3250
ReturnHeader/Filer/USAddress/CityNm0EATONTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582550336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tripp Chafin & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 Johnson Ferry Rd 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030068
ReturnHeader/PreparerPersonGrp/PhoneNum07705652422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R N Chafin Jr
ReturnHeader/ReturnTs02022-05-26T09:57:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PELLING
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,701,952
Liabilities
$0
Net assets
$7,701,952
Revenue
$964,829
Expenses
$467,971
Net income
$496,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.18$0.44$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.16$0.04$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.96$0.47$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.26$0.46$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.33$0.41$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.40$0.46$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.02$0.05$0.97
2015Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$2.16$0.55$1.61
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.31$0.04$0.27
2012Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.54
2011Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.54