Civic Intelligence

Clerestory Inc.

990 • Fiscal year 2020 • EIN 27-4967363

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

2 Perimeter Park South No 550 EBirmingham, AL 35243

(205) 208-9698

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

93rd percentile

209%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$150,851

Up $102,059 (+209%) from 2019

Net Assets

Up

$150,851

Up $102,059 (+209%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$225,266

Up $55,512 (+33%) from 2019

Expenses

Down

$123,207

Down $129,178 (-51%) from 2019

Net Income

Up

$102,059

Up $184,690 (+224%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $12,419Net Assets 2011: $12,4192011Assets 2012: $20,039Net Assets 2012: $20,0392012Assets 2014: $73,533Net Assets 2014: $73,5332014Assets 2015: $135,126Liabilities 2015: $0Net Assets 2015: $135,1262015Assets 2016: $149,522Liabilities 2016: $0Net Assets 2016: $149,5222016Assets 2017: $156,805Liabilities 2017: $0Net Assets 2017: $156,8052017Assets 2018: $194,129Liabilities 2018: $62,706Net Assets 2018: $131,4232018Assets 2019: $48,792Liabilities 2019: $0Net Assets 2019: $48,7922019Assets 2020: $150,851Liabilities 2020: $0Net Assets 2020: $150,8512020Assets 2021: $147,293Liabilities 2021: $0Net Assets 2021: $147,2932021Assets 2022: $343,839Liabilities 2022: $0Net Assets 2022: $343,8392022Assets 2023: $1,033,320Liabilities 2023: $0Net Assets 2023: $1,033,3202023Assets 2024: $713,356Liabilities 2024: $0Net Assets 2024: $713,3562024

Highlighted filing

2020

Assets$150,851
Liabilities$0
Net Assets$150,851

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $22,043Expenses 2011: $9,624Net Income 2011: $12,4192011Revenue 2012: $93,143Expenses 2012: $85,523Net Income 2012: $7,6202012Revenue 2014: $185,403Expenses 2014: $173,404Net Income 2014: $11,9992014Revenue 2015: $258,625Expenses 2015: $197,032Net Income 2015: $61,5932015Revenue 2016: $227,328Expenses 2016: $212,932Net Income 2016: $14,3962016Revenue 2017: $255,504Expenses 2017: $248,221Net Income 2017: $7,2832017Revenue 2018: $183,702Expenses 2018: $209,084Net Income 2018: -$25,3822018Revenue 2019: $169,754Expenses 2019: $252,385Net Income 2019: -$82,6312019Revenue 2020: $225,266Expenses 2020: $123,207Net Income 2020: $102,0592020Revenue 2021: $120,164Expenses 2021: $123,722Net Income 2021: -$3,5582021Revenue 2022: $405,091Expenses 2022: $208,545Net Income 2022: $196,5462022Revenue 2023: $1,071,834Expenses 2023: $382,353Net Income 2023: $689,4812023Revenue 2024: $885,732Expenses 2024: $1,205,696Net Income 2024: -$319,9642024

Highlighted filing

2020

Revenue$225,266
Expenses$123,207
Net Income$102,059
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$239,268
Mission and Program Overview

Mission

To provide rehabilitative and developmental opportunities for men, women and children moving out of crisis, addiction or similar recovery situations, or situations of poverty or abuse, in the form of vocational, educational, residential, and community-building initiatives, in order to better equip (both practically and relationally) such individuals to engage life and society with dignity, health and strength.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$48,792$150,851▲ $102,059
Cash and Non-Interest-Bearing Accounts$38,076$130,851▲ $92,775
Other Notes and Loans Receivable, Net-$20,000-
Land, Buildings, and Equipment, Net$10,716$0▼ $10,716
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,792$150,851▲ $102,059
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,792$150,851▲ $102,059
Total Liabilities and Net Assets / Fund Balance$48,792$150,851▲ $102,059
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg MixonChairman/president
Beth DrennenDirector
Blake StevensDirector
Kathy HendersonDirector
James LloydSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$222,590
Program Service Revenue
$4,178
Investment Income
$0
Other Revenue
$-1,502
All Other Contributions
$180,665
Change in Net Assets
$102,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$60,297
Other Expenses$37,910
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,750$8,250-$55,000
Grants to Domestic Orgs$25,000--$25,000
All Other Expenses$719$6,293-$7,012
Fees for Services Accounting-$6,042-$6,042
Payroll Taxes-$5,297-$5,297
Insurance-$1,690-$1,690
Other Expenses$3,627$1,627-$1,627
Fees for Services Other-$1,200-$1,200
Total Functional Expenses$90,661$32,546$0$123,207
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Urban Hope Development (community Church)Fairfield, AL501(c)(3)Community Support$20,000
South Park Baptist ChurchBirmingham, AL501(c)(3)Community Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,002
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Tournament$41,925-$609-
Total Events$41,925-$14,002$-14,002
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Tax return is completed by paid preparer and presented to board for review before filing.

Form 990, Part VI, Section B, Line 12C

Regular review is done for transactions between the organization and interested parties for any existing or potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

The organization's website states that all financial documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Clerestory Inc
EIN
27-4967363
Phone
2052089698
Address
2 PERIMETER PARK SOUTH NO 550 E, BIRMINGHAM, AL 35243

Signing Officer

Name
Gregory K Mixon
Title
Chairman/president
Phone
2052089698
Signed
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory K Mixon
Formed
2011
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
40

Preparer

Firm
Sovereign CPA Group LLC
Address
TWO CHASE CORPORATE DRIVE STE 40, HOOVER, AL 35244
Preparer
Jeff W Maze CPA Ma
Phone
2052718505
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0182317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0212292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0258743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0204018
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01038035
IRS990ScheduleA/TotalSupportAmt01081780
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/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041925
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041925
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014002
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01370
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14002
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0609
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011423
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011423
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0URBAN HOPE DEVELOPMENT (COMMUNITY CHURCH)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTH PARK BAPTIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0463062757
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04607 GARY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12341 PEARSON AVENUE SW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035064
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd135211
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS COMPLETED BY PAID PREPARER AND PRESENTED TO BOARD FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGULAR REVIEW IS DONE FOR TRANSACTIONS BETWEEN THE ORGANIZATION AND INTERESTED PARTIES FOR ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S WEBSITE STATES THAT ALL FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048792
IRS990/TotalAssetsEOYAmt0150851
IRS990/TotalAssetsGrp/BOYAmt048792
IRS990/TotalAssetsGrp/EOYAmt0150851
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0222590
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032546
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090661
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123207
IRS990/TotalGrossUBIAmt02267
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150851
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt090661
IRS990/TotalProgramServiceRevenueAmt04178
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-14002
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014411
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225266
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02267
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048792
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150851
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 PERIMETER PARK SOUTH SUITE 550 E
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035243
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CLERESTORYINC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY K MIXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052089698
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLERESTORY INC
ReturnHeader/Filer/BusinessNameControlTxt0CLER
ReturnHeader/Filer/EIN0274967363
ReturnHeader/Filer/PhoneNum02052089698
ReturnHeader/Filer/USAddress/AddressLine1Txt02 PERIMETER PARK SOUTH NO 550 E
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035243
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272170003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOVEREIGN CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO CHASE CORPORATE DRIVE STE 40
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02052718505
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF W MAZE CPA MA
ReturnHeader/ReturnTs02021-11-12T10:47:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIXON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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