Civic Intelligence

Episcopal Communities Foundation

990 • Fiscal year 2015 • EIN 46-1202646

Oct 01, 2014 to Sep 30, 2015 • Filed on Mar 10, 2016

Organization ProfileWWW.EPISCOPALPLACE.ORG
1112 26th St SBirmingham, AL 35205

(205) 933-1020

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-5.7%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$290,516

Up $28,295 (+11%) from 2014

Net Assets

Up

$289,916

Up $27,786 (+11%) from 2014

Liabilities

Up

$600

Up $509 (+559%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Down

$186,953

Down $11,376 (-5.7%) from 2014

Expenses

Down

$157,195

Down $22,968 (-13%) from 2014

Net Income

Up

$29,758

Up $11,592 (+64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2013: $239,562Liabilities 2013: $600Net Assets 2013: $238,9622013Assets 2014: $262,221Liabilities 2014: $91Net Assets 2014: $262,1302014Assets 2015: $290,516Liabilities 2015: $600Net Assets 2015: $289,9162015Assets 2016: $318,646Liabilities 2016: $6,827Net Assets 2016: $311,8192016Assets 2019: $447,642Liabilities 2019: $600Net Assets 2019: $447,0422019Assets 2020: $480,889Liabilities 2020: $10,017Net Assets 2020: $470,8722020Assets 2022: $519,928Liabilities 2022: $750Net Assets 2022: $519,1782022

Highlighted filing

2015

Assets$290,516
Liabilities$600
Net Assets$289,916
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $181,6992013Revenue 2014: $198,329Expenses 2014: $180,163Net Income 2014: $18,1662014Revenue 2015: $186,953Expenses 2015: $157,195Net Income 2015: $29,7582015Revenue 2016: $191,310Expenses 2016: $205,459Net Income 2016: -$14,1492016Revenue 2019: $212,092Expenses 2019: $233,999Net Income 2019: -$21,9072019Revenue 2020: $233,633Expenses 2020: $237,788Net Income 2020: -$4,1552020Revenue 2022: $248,456Expenses 2022: $250,640Net Income 2022: -$2,1842022

Highlighted filing

2015

Revenue$186,953
Expenses$157,195
Net Income$29,758
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Mar 10, 2016
Return Version
2014v6.0
Gross Receipts
$233,653
Mission and Program Overview

Mission

To provide to senior and disabled adults with restricted income, safe and affordable housing and access to related services in a home-like environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$126,080$182,899▲ $56,819
Cash and Non-Interest-Bearing Accounts$95,921$97,523▲ $1,602
Savings and Temporary Cash Investments$28,772--
Land, Buildings, and Equipment, Net$8,943$6,707▼ $2,236
Accounts Receivable$2,505$3,387▲ $882
Total Assets$262,221$290,516▲ $28,295
Liabilities
Accounts Payable and Accrued Expenses$91$600▲ $509
Total Liabilities$91$600▲ $509
Net Assets / Fund Balance
Unrestricted Net Assets$262,130$289,916▲ $27,786
Total Net Assets Fund Balance$262,130$289,916▲ $27,786
Total Liabilities and Net Assets / Fund Balance$262,221$290,516▲ $28,295

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,707$5,319$12,026
Other Securities$182,899--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Melissa DanielPresident
Merrimon EppsVice President
Bob BoylanDirector
Darlene GreenDirector
Keehn BerryDirector
Parker EvansDirector
Racquel Innis-sheltonDirector
Terry ChapmanDirector
Lori Smith MdSecretary
Jim ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,166
Program Service Revenue
$48,895
Investment Income
$12
Other Revenue
$29,880
All Other Contributions
$108,166
Change in Net Assets
$29,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,171
Salaries, Compensation, and Employee Benefits$57,024
Total Fundraising Expense$56,101
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,160$5,436$34,800$51,396
Fees for Services Other$12,325--$12,325
Office Expenses$1,436$699$4,477$6,612
Other Expenses$5,798$986$4,330$5,798
Payroll Taxes$1,222$595$3,811$5,628
Fees for Services Accounting$760$370$2,370$3,500
Advertising--$2,857$2,857
Conferences and Meetings$608$296$1,897$2,801
Depreciation Depletion$486$237$1,513$2,236
Fees for Services Legal$15$7$46$68
Total Functional Expenses$92,468$8,626$56,101$157,195
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$76,580
Fundraising Direct Expenses$46,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gumbo Gala$76,580$76,580$46,700$29,880
Total Events$76,580$76,580$46,700$29,880
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors' finance committee is presented with a copy of hte 990 to approve before it is filed.”

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

“When each new board member is added, they are asked to sign a conflict of interest policy. Then all members are given a copy of the policy and asked to sign an acknowledgement annually.”

Form 990, Part VI, Section B, Line 15

“The executive director's salary is discussed and determined by the board of directors and is based upon merit as well as the local industry wage standards and qualifications.”

Form 990, Part VI, Section C, Line 19

“The foundation will praovide its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Episcopal Communities Foundation
EIN
46-1202646
Phone
2059331020
Address
1112 26TH ST S, BIRMINGHAM, AL 35205

Signing Officer

Name
Jim Thompson
Title
Treasurer
Phone
2059331020
Signed
2016-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Thompson
Formed
2012
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Borland Benefield
Address
2101 HIGHLAND AVE SUITE 500, BIRMINGHAM, AL 35205
Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for selection of an independent accountant and oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“As of september 30, 2015, the foundation had no uncertain tax positions that qualify for disclosure in the financial statements. The projects file an annual form 990 with the internal revenue service, and its tax returns for the year 2012 and subsequent years remain subject to examination by tax authorities.”

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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/GrossInvestmentIncome170Grp/TotalAmt0238
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0125276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0323
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08761
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98390
IRS990ScheduleA/PublicSupportPY170Pct00.99010
IRS990ScheduleA/PublicSupportTotal170Amt0549772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0184746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0177428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0187598
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0549772
IRS990ScheduleA/TotalSupportAmt0558771
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt06707
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05319
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012026
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0182899
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF SEPTEMBER 30, 2015, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PROJECTS FILE AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND ITS TAX RETURNS FOR THE YEAR 2012 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06707
IRS990ScheduleD/TotalBookValueSecuritiesAmt0182899
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GUMBO GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076580
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029880
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046700
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS' FINANCE COMMITTEE IS PRESENTED WITH A COPY OF HTE 990 TO APPROVE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN EACH NEW BOARD MEMBER IS ADDED, THEY ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY. THEN ALL MEMBERS ARE GIVEN A COPY OF THE POLICY AND ASKED TO SIGN AN ACKNOWLEDGEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S SALARY IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS AND IS BASED UPON MERIT AS WELL AS THE LOCAL INDUSTRY WAGE STANDARDS AND QUALIFICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION WILL PRAOVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL HOUSING FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EPISCOPAL HOUSING OF BIRMINGHAM AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630753686
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1582023354
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING FOR SENIORS AND DISABLED ADULTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0521 NORTH 20TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11112 26TH STREET SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd135205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0262221
IRS990/TotalAssetsEOYAmt0290516
IRS990/TotalAssetsGrp/BOYAmt0262221
IRS990/TotalAssetsGrp/EOYAmt0290516
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0108166
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,516
Liabilities
$600
Net assets
$289,916
Revenue
$186,953
Expenses
$157,195
Net income
$29,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.01$5.19$2.48$2.51$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.10$4.71$2.34$2.38$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.01$4.47$2.12$2.34$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.07$3.12$1.91$2.05$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$1.87$1.57$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$1.98$1.80$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.01$2.39$1.82