Civic Intelligence

Boule Foundation

990 • Fiscal year 2022 • EIN 34-1304336

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization ProfileN/A
260 Peachtree Street NWAtlanta, GA 30303

(404) 529-9919

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.05x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$28,879,034

Down $4,194,229 (-13%) from 2021

Net Assets

Down

$28,633,799

Down $3,588,122 (-11%) from 2021

Liabilities

Down

$245,235

Down $606,107 (-71%) from 2021

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin75th percentile

Revenue

Up

$5,026,585

Up $1,795,342 (+56%) from 2021

Expenses

Up

$3,893,511

Up $1,564,671 (+67%) from 2021

Net Income

Up

$1,133,074

Up $230,671 (+26%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40M$30M$20M$10M$0Assets 2011: $11,822,185Liabilities 2011: $1,226Net Assets 2011: $11,820,9592011Assets 2012: $12,959,459Liabilities 2012: $208,269Net Assets 2012: $12,751,1902012Assets 2013: $15,097,676Liabilities 2013: $31,380Net Assets 2013: $15,066,2962013Assets 2014: $16,862,549Liabilities 2014: $113,818Net Assets 2014: $16,748,7312014Assets 2015: $17,038,502Liabilities 2015: $581,890Net Assets 2015: $16,456,6122015Assets 2016: $19,092,062Liabilities 2016: $484,862Net Assets 2016: $18,607,2002016Assets 2017: $21,761,808Liabilities 2017: $410,596Net Assets 2017: $21,351,2122017Assets 2018: $20,818,825Liabilities 2018: $248,609Net Assets 2018: $20,570,2162018Assets 2019: $25,584,084Liabilities 2019: $281,401Net Assets 2019: $25,302,6832019Assets 2020: $28,801,961Liabilities 2020: $358,689Net Assets 2020: $28,443,2722020Assets 2021: $33,073,263Liabilities 2021: $851,342Net Assets 2021: $32,221,9212021Assets 2022: $28,879,034Liabilities 2022: $245,235Net Assets 2022: $28,633,7992022Assets 2023: $33,351,605Liabilities 2023: $833,294Net Assets 2023: $32,518,3112023Assets 2024: $38,237,800Liabilities 2024: $412,908Net Assets 2024: $37,824,8922024

Highlighted filing

2022

Assets$28,879,034
Liabilities$245,235
Net Assets$28,633,799
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $432,3582011Expenses 2012: $1,519,2582012Revenue 2013: $1,388,208Expenses 2013: $611,244Net Income 2013: $776,9642013Revenue 2014: $2,369,649Expenses 2014: $825,721Net Income 2014: $1,543,9282014Revenue 2015: $1,908,111Expenses 2015: $1,327,528Net Income 2015: $580,5832015Revenue 2016: $2,905,651Expenses 2016: $1,509,294Net Income 2016: $1,396,3572016Revenue 2017: $1,834,516Expenses 2017: $1,227,989Net Income 2017: $606,5272017Revenue 2018: $2,846,494Expenses 2018: $1,616,597Net Income 2018: $1,229,8972018Revenue 2019: $2,554,293Expenses 2019: $1,397,836Net Income 2019: $1,156,4572019Revenue 2020: $2,215,680Expenses 2020: $2,146,599Net Income 2020: $69,0812020Revenue 2021: $3,231,243Expenses 2021: $2,328,840Net Income 2021: $902,4032021Revenue 2022: $5,026,585Expenses 2022: $3,893,511Net Income 2022: $1,133,0742022Revenue 2023: $3,335,145Expenses 2023: $2,272,897Net Income 2023: $1,062,2482023Revenue 2024: $5,058,934Expenses 2024: $3,066,230Net Income 2024: $1,992,7042024

Highlighted filing

2022

Revenue$5,026,585
Expenses$3,893,511
Net Income$1,133,074
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$5,026,585
Mission and Program Overview

Mission

Scholarships & Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$31,362,072$27,129,968▼ $4,232,104
Cash and Non-Interest-Bearing Accounts$1,699,941$1,744,381▲ $44,440
Prepaid Expenses and Deferred Charges$11,250--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$33,073,263$28,879,034▼ $4,194,229
Other Assets Total-$4,685-
Liabilities
Accounts Payable and Accrued Expenses$295,374$150,235▼ $145,139
Deferred Revenue$555,968$95,000▼ $460,968
Total Liabilities$851,342$245,235▼ $606,107
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,191,132$28,633,099▼ $3,558,033
Net Assets With Donor Restrictions$30,789$700▼ $30,089
Total Net Assets Fund Balance$32,221,921$28,633,799▼ $3,588,122
Total Liabilities and Net Assets / Fund Balance$33,073,263$28,879,034▼ $4,194,229

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$35,483-
Other Securities$2,169,251--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Anthony W Hall JrChairman
James A B LockhartVice Chairman
Charles TeamerSecretary
Donald GoensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,975,338
Program Service Revenue
$0
Investment Income
$1,021,158
Other Revenue
$30,089
All Other Contributions
$1,809,663
Change in Net Assets
$1,133,074

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,026,585
Total Revenue per Audited Statements
$5,026,585
Total Revenue per Form 990
$5,026,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,800,672
Total Fundraising Expense$1,374,396
Salaries, Compensation, and Employee Benefits$92,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$0$134,221$1,171,783$1,306,004
Other Expenses$0$0$202,613$202,613
Fees for Service Investment Mgmnt Fees$0$98,484$0$98,484
Other Salaries and Wages$0$92,839$0$92,839
Occupancy$0$90,000$0$90,000
Travel$41,030$0$0$41,030
Fees for Services Accounting$0$28,554$0$28,554
Fees for Services Legal$0$3,150$0$3,150
Insurance$0$528$0$528
Total Functional Expenses$2,071,339$447,776$1,374,396$3,893,511

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,893,511
Total Expenses per Audited Statements$3,893,511
Total Expenses per Form 990$3,893,511
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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
Boule Foundation
EIN
34-1304336
Phone
4045299919
Address
260 Peachtree Street NW, Atlanta, GA 30303

Signing Officer

Name
Donald Goens
Title
Treasurer
Phone
4045299919
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Goens
Formed
1980
Legal Domicile
Ga
Voting Board Members
27
Independent Board Members
27
Employees
2
Volunteers
0

Preparer

Firm
Constant W Watson III CPA
Address
2630 Flossmoor Road Suite 102, Flossmoor, IL 60422
Preparer
Constant W Watson III
Phone
7082069900
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Upon Request”

Pt VI, Line 12C

“Related Party Questionairre”

Pt VI, Line 15B

“Board Approval Of Annual Budget”

Pt VI, Line 18

“Upon Request”

Pt VI, Line 15A

“Board Approval Of Annual Budget”

Pt XI

“Change In Temporarily Restricted Assets”

Form 990, Part IX, Line 24E

“Annual Report 135450. 0. 0. 135450.”

Form 990, Part IX, Line 24E

“Bank & Processing Fees 56880. 0. 56880. 0.”

Form 990, Part IX, Line 24E

“Other Policy Contracts / Consultants 6635. 0. 6635. 0.”

Form 990, Part IX, Line 24E

“Printing and Copying 35268. 0. 35268. 0.”

Form 990, Part IX, Line 24E

“Telephone & Telecommunications 1852. 0. 1852. 0.”

Form 990, Part IX, Line 24E

“Office Supplies 2436. 0. 2436. 0.”

Form 990, Part IX, Line 24E

“UNCF Administrative Expenses 29524. 0. 29524. 0.”

Form 990, Part IX, Line 24E

“Membership Software 1626. 0. 1626. 0.”

Form 990, Part IX, Line 24E

“Gala 1036333. 0. 0. 1036333.”

Raw XML AppendixShowing 400 of 433 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Approval Of Annual Budget
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Change In Temporarily Restricted Assets
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Processing Fees 56880. 0. 56880. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Policy Contracts / Consultants 6635. 0. 6635. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Printing and Copying 35268. 0. 35268. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone & Telecommunications 1852. 0. 1852. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies 2436. 0. 2436. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12UNCF Administrative Expenses 29524. 0. 29524. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Membership Software 1626. 0. 1626. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Gala 1036333. 0. 0. 1036333.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XI
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,879,034
Liabilities
$245,235
Net assets
$28,633,799
Revenue
$5,026,585
Expenses
$3,893,511
Net income
$1,133,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$0.41$37.8$5.06$3.07$1.99
2023Detailed filing. Detailed filing data is available for this year.$33.4$0.83$32.5$3.34$2.27$1.06
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.25$28.6$5.03$3.89$1.13
2021Detailed filing. Detailed filing data is available for this year.$33.1$0.85$32.2$3.23$2.33$0.90
2020Detailed filing. Detailed filing data is available for this year.$28.8$0.36$28.4$2.22$2.15$0.07
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.28$25.3$2.55$1.40$1.16
2018Detailed filing. Detailed filing data is available for this year.$20.8$0.25$20.6$2.85$1.62$1.23
2017Detailed filing. Detailed filing data is available for this year.$21.8$0.41$21.4$1.83$1.23$0.61
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.48$18.6$2.91$1.51$1.40
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.58$16.5$1.91$1.33$0.58
2014Detailed filing. Detailed filing data is available for this year.$16.9$0.11$16.7$2.37$0.83$1.54
2013Detailed filing. Detailed filing data is available for this year.$15.1$0.03$15.1$1.39$0.61$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.21$12.8$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.00$11.8$0.43