Civic Intelligence

Partnership for Southern Equity

990 • Fiscal year 2016 • EIN 27-4424115

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 29, 2018

260 Peachtree StreetAtlanta, GA 30303

(404) 822-6196

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$75,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

49%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$476,322

Up $156,527 (+49%) from 2015

Net Assets

Up

$465,789

Up $167,109 (+56%) from 2015

Liabilities

Down

$10,533

Down $10,582 (-50%) from 2015

Revenue

Up

$735,944

Up $243,471 (+49%) from 2015

Expenses

Up

$567,793

Up $348,962 (+159%) from 2015

Net Income

Down

$168,151

Down $105,491 (-39%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $163,011Liabilities 2012: $43Net Assets 2012: $162,9682012Assets 2013: $170,733Liabilities 2013: $508Net Assets 2013: $170,2252013Assets 2014: $26,038Liabilities 2014: $1,000Net Assets 2014: $25,0382014Assets 2015: $319,795Liabilities 2015: $21,115Net Assets 2015: $298,6802015Assets 2016: $476,322Liabilities 2016: $10,533Net Assets 2016: $465,7892016Assets 2017: $1,224,587Liabilities 2017: $27,688Net Assets 2017: $1,196,8992017Assets 2018: $1,786,848Liabilities 2018: $37,282Net Assets 2018: $1,749,5662018Assets 2019: $1,643,407Liabilities 2019: $191,734Net Assets 2019: $1,451,6732019Assets 2020: $5,169,680Liabilities 2020: $240,277Net Assets 2020: $4,929,4032020Assets 2021: $12,175,489Liabilities 2021: $2,181,665Net Assets 2021: $9,993,8242021Assets 2022: $21,164,208Liabilities 2022: $2,468,358Net Assets 2022: $18,695,8502022Assets 2024: $23,100,622Liabilities 2024: $7,595,745Net Assets 2024: $15,504,8772024

Highlighted filing

2016

Assets$476,322
Liabilities$10,533
Net Assets$465,789

Operations Trend

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

$20M$10M$0-$10MExpenses 2012: $67,1482012Revenue 2013: $298,899Expenses 2013: $292,691Net Income 2013: $6,2082013Revenue 2014: $168,118Expenses 2014: $315,889Net Income 2014: -$147,7712014Revenue 2015: $492,473Expenses 2015: $218,831Net Income 2015: $273,6422015Revenue 2016: $735,944Expenses 2016: $567,793Net Income 2016: $168,1512016Revenue 2017: $1,645,009Expenses 2017: $939,649Net Income 2017: $705,3602017Revenue 2018: $2,278,974Expenses 2018: $1,728,501Net Income 2018: $550,4732018Revenue 2019: $2,341,388Expenses 2019: $2,640,123Net Income 2019: -$298,7352019Revenue 2020: $6,341,671Expenses 2020: $2,883,864Net Income 2020: $3,457,8072020Revenue 2021: $13,586,243Expenses 2021: $4,856,762Net Income 2021: $8,729,4812021Revenue 2022: $16,032,112Expenses 2022: $8,456,331Net Income 2022: $7,575,7812022Revenue 2024: $6,771,450Expenses 2024: $11,717,126Net Income 2024: -$4,945,6762024

Highlighted filing

2016

Revenue$735,944
Expenses$567,793
Net Income$168,151
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$735,944
Mission and Program Overview

Mission

Partnership for southern equity (pse) pushes for

Partnership for southern equity (pse) pushes for policies and actions that promote equity and shared prosperity in metropolitan atlanta. Through forums, research, and organizing efforts, pse brings together the regional community to lift up and encourage just, sustainable, and civic practices for balanced growth and opportunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$50,450$273,123▲ $222,673
Cash and Non-Interest-Bearing Accounts$268,095$203,199▼ $64,896
Prepaid Expenses and Deferred Charges$625--
Total Assets$319,795$476,322▲ $156,527
Other Assets Total$625--
Liabilities
Accounts Payable and Accrued Expenses$21,115$10,533▼ $10,582
Total Liabilities$21,115$10,533▼ $10,582
Net Assets / Fund Balance
Unrestricted Net Assets$248,680$465,789▲ $217,109
Temporarily Rstr Net Assets$50,000--
Total Net Assets Fund Balance$298,680$465,789▲ $167,109
Total Liabilities and Net Assets / Fund Balance$319,795$476,322▲ $156,527
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nathaniel SmithCheif Exec. OfficerFT$75,000$75,000

Board Members and Trustees

NameTitle
Christopher BurkeChairman
Brian GistBoard Member
Cynthia Jones-parkBoard Member
Hattie DorseyBoard Member
Healther AlhadeffBoard Member
Ryan GravelBoard Member
Jamie Buck-vanceSecretary
Kwaku GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$455,482
Program Service Revenue
$277,384
Investment Income
$14
Other Revenue
$3,064
All Other Contributions
$455,482
Change in Net Assets
$168,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$486,757
Salaries, Compensation, and Employee Benefits$81,036
Total Fundraising Expense$30,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$254,565$16,355$30,700$301,620
Current Officers, Directors, Trustees, and Key Employees$60,000$15,000$0$75,000
Fees for Services Accounting$11,450$46,280$0$57,730
Travel$26,443$0$0$26,443
All Other Expenses$15,535$5,161$0$20,696
Conferences and Meetings$14,594$2,615$0$17,209
Occupancy$6,002$6,875$0$12,877
Office Expenses$0$8,036$0$8,036
Payroll Taxes$4,828$1,208$0$6,036
Fees for Services Management$0$2,000$0$2,000
Other Expenses$0$1,925$0$1,925
Advertising$0$976$0$976
Information Technology$0$243$0$243
Interest$0$131$0$131
Insurance$103$0$0$103
Total Functional Expenses$427,663$109,430$30,700$567,793
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,365
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Partnership for Southern Equity
EIN
27-4424115
Phone
4048226196
Address
260 PEACHTREE STREET, ATLANTA, GA 30303

Signing Officer

Name
Nathaniel Smith
Title
Chief Executive Officer
Phone
4048226196
Signed
2018-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel Smith
Formed
2012
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
56

Preparer

Firm
Martin Harps Syphoe & Co
Address
167 TRINITY AVE SW, ATLANTA, GA 30303
Preparer
Kenneth Syphoe
Phone
4045253508
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Oganization's chief executive officer and accountant reviews for 990 and approves for filing.

Pt VI, Line 12C

Any conflicts or interest are required to disclosed annually via related party questionaires.

Form 990, Part IX, Line 24E

Bank fees 1037. 0. 1037. 0.

Form 990, Part IX, Line 24E

Parking 1776. 511. 1265. 0.

Form 990, Part IX, Line 24E

Awards & grants 754. 754. 0. 0.

Form 990, Part IX, Line 24E

Graphic design/printing/production 8612. 8612. 0. 0.

Form 990, Part IX, Line 24E

Supplies & materials 4025. 4025. 0. 0.

Form 990, Part IX, Line 24E

SECURITY 160. 160. 0. 0.

Form 990, Part IX, Line 24E

Survey fees 273. 273. 0. 0.

Form 990, Part IX, Line 24E

Staff services 1200. 1200. 0. 0.

Form 990, Part IX, Line 24E

Business registrations 85. 0. 85. 0.

Form 990, Part IX, Line 24E

Miscellaneous expenses 2774. 0. 2774. 0.

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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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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP INCOME
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0259340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118044
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0415713
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt0169831
IRS990/PYOtherRevenueAmt0405
IRS990/PYProgramServiceRevenueAmt076350
IRS990/PYRevenuesLessExpensesAmt0273642
IRS990/PYSalariesCompEmpBnftPaidAmt049000
IRS990/PYTotalExpensesAmt0218831
IRS990/PYTotalRevenueAmt0492473
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0168151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0278083
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISC. REBATES 2012: 185. 2013: 337. 2014: 64. 2015: 405. 2016: 699. Description: REIMBURSABLE INCOME 2013: 2022. 2014: 1256. 2015: 0. Description: FISCAL AGENT 2013: 4437. 2014: 0. 2015: 0. Description: MISCELLANEOUS INCOME 2013: 1200. 2014: 82. 2015: 0. Description: PROGRAM INCOME 2014: 22000. 2015: 76350. Description: SPECIAL EVENTS 2016: 2365.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0455482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0415713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0295340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01541181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03064
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt076755
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt023402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0185
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0111402
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt01541181
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0455482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0415713
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0295340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229931
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01541181
IRS990ScheduleA/TotalSupportAmt01652602
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OGANIZATION'S CHIEF EXECUTIVE OFFICER AND ACCOUNTANT REVIEWS FOR 990 AND APPROVES FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY CONFLICTS OR INTEREST ARE REQUIRED TO DISCLOSED ANNUALLY VIA RELATED PARTY QUESTIONAIRES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 1037. 0. 1037. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARKING 1776. 511. 1265. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS & GRANTS 754. 754. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRAPHIC DESIGN/PRINTING/PRODUCTION 8612. 8612. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES & MATERIALS 4025. 4025. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY 160. 160. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SURVEY FEES 273. 273. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF SERVICES 1200. 1200. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BUSINESS REGISTRATIONS 85. 0. 85. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS EXPENSES 2774. 0. 2774. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0319795
IRS990/TotalAssetsEOYAmt0476322
IRS990/TotalAssetsGrp/BOYAmt0319795
IRS990/TotalAssetsGrp/EOYAmt0476322
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0455482
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030700
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0109430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0427663
IRS990/TotalFunctionalExpensesGrp/TotalAmt0567793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021115
IRS990/TotalLiabilitiesEOYAmt010533
IRS990/TotalLiabilitiesGrp/BOYAmt021115
IRS990/TotalLiabilitiesGrp/EOYAmt010533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298680
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0465789
IRS990/TotalProgramServiceExpensesAmt0427663
IRS990/TotalProgramServiceRevenueAmt0277384
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/ExclusionAmt02379
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0278083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735944
IRS990/TotalVolunteersCnt056
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0319795
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0476322
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt026443

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$7.60$15.5$6.77$11.7$4.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$2.47$18.7$16.0$8.46$7.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$2.18$9.99$13.6$4.86$8.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.24$4.93$6.34$2.88$3.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.19$1.45$2.34$2.64$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.04$1.75$2.28$1.73$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.03$1.20$1.65$0.94$0.71
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$0.74$0.57$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$0.49$0.22$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.17$0.32$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.30$0.29$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.07