Civic Intelligence

Perimeter North Villages Inc

EIN 47-1706453 • 501(c)3 • Dunwoody, GA

Profile

We are a volunteer and membership organization dedicated to enabling older adults located within our northern atlanta service area to continue living in their own homes safely and comfortably. Our members have access to volunteer support services,fee-for-service screened vendors, and social activities.

1548 Mount Vernon RoadDunwoody, GA 30338

www.perimeternorthvillages.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.05x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$31,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 78.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$16,470

Down $2,204 (-12%) from 2017

Liabilities

Down

$2,112

Down $1,700 (-45%) from 2017

Net Assets

Down

$14,358

Down $504 (-3.4%) from 2017

Revenue

Down

$39,477

Down $9,614 (-20%) from 2017

Expenses

Down

$39,981

Down $2,462 (-5.8%) from 2017

Net Income

Down

-$504

Down $7,152 (-108%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2015: $17,959Liabilities 2015: $7,236Net Assets 2015: $10,7232015Assets 2016: $15,606Liabilities 2016: $7,392Net Assets 2016: $8,2142016Assets 2017: $18,674Liabilities 2017: $3,812Net Assets 2017: $14,8622017Assets 2018: $16,470Liabilities 2018: $2,112Net Assets 2018: $14,3582018

Highlighted filing

2018

Assets$16,470
Liabilities$2,112
Net Assets$14,358

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $79,360Expenses 2015: $68,637Net Income 2015: $10,7232015Revenue 2016: $51,955Expenses 2016: $54,464Net Income 2016: -$2,5092016Revenue 2017: $49,091Expenses 2017: $42,443Net Income 2017: $6,6482017Revenue 2018: $39,477Expenses 2018: $39,981Net Income 2018: -$5042018

Highlighted filing

2018

Revenue$39,477
Expenses$39,981
Net Income-$504

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$39,477
Mission and Program Overview

Mission

We are a volunteer and membership organization dedicated to enabling older adults located within our northern atlanta service area to continue living in their own homes safely and comfortably. Our members have access to volunteer support services,fee-for-service screened vendors, and social activities.

We are a organization dedicated to enabling older adults located within our defined northern atlanta service area to continue living in their own homes safely and comfortably.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,844$14,768▼ $1,076
Accounts Receivable$1,697--
Prepaid Expenses and Deferred Charges$566$1,370▲ $804
Land, Buildings, and Equipment, Net$567$332▼ $235
Total Assets$18,674$16,470▼ $2,204
Liabilities
Deferred Revenue$3,340$1,672▼ $1,668
Accounts Payable and Accrued Expenses$472$440▼ $32
Total Liabilities$3,812$2,112▼ $1,700
Net Assets / Fund Balance
Unrestricted Net Assets$14,862$14,358▼ $504
Total Net Assets Fund Balance$14,862$14,358▼ $504
Total Liabilities and Net Assets / Fund Balance$18,674$16,470▼ $2,204

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$318$808$1,126
Other Land Buildings$14$32$46

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$0----
2016$0----
2015$1,200--$1,200-
2014-$1,200--$1,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lee SmithExecutive DirectorFT$31,000$31,000

Board Members and Trustees

NameTitle
Judy VogelPresident
Rev Shelia PreacherVice President
Adam SeeverDirector
Bill McCahanDirector
Chris BrysonDirector
Erich SchuetzDirector
Joy MeltonDirector
Kathy BrockmanDirector
Les HammondDirector
Paul DemickDirector
Ruth BrownDirector
Tina PhilpotDirector
Ann DowningSecretary
Russ FrederickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,477
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$32,236
Change in Net Assets
$-504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$33,371
Other Expenses$6,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$27,900$3,100-$31,000
Office Expenses$2,135$236-$2,371
Payroll Taxes$2,134$237-$2,371
Insurance$1,974--$1,974
Other Expenses$1,149--$1,149
Information Technology$505$56-$561
Advertising$321--$321
Depreciation Depletion$234--$234
Total Functional Expenses$36,352$3,629$0$39,981
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
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
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

The copy of Form 990 is reviewed by the finance committee and executive director of the organization prior filing.

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

The board monitors the organization's compliance with it's conflict of interest policy on an annual basis at a minimum and more frequently if needed during the year.

Form 990, Part VI, Section B, line 15A

Compensation for the organization's employee is determined by the governing board based on comparible market data and other relevant factors.

Form 990, Part VI, Section C, line 19

Copy of From 990 is available at www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Perimeter North Villages Inc
EIN
47-1706453
Phone
4702310015
Address
1548 Mount Vernon Road, Dunwoody, GA 30338

Signing Officer

Name
D Russ Frederick
Title
Treasurer
Phone
7703948000
Signed
2018-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
D Russ Frederick
Formed
2014
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
1
Volunteers
50

Preparer

Firm
Carr Riggs & Ingram LLC
Address
4360 Chamblee Dunwoody Rd Ste 420, Atlanta, GA 30341
Preparer
D Russ Frederick
Phone
7704576606
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01200
IRS990ScheduleD/EquipmentGrp/BookValueAmt0318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0808
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01126
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0332
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt031000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lee Smith
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt031000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The copy of Form 990 is reviewed by the finance committee and executive director of the organization prior filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board monitors the organization's compliance with it's conflict of interest policy on an annual basis at a minimum and more frequently if needed during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for the organization's employee is determined by the governing board based on comparible market data and other relevant factors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copy of From 990 is available at www.guidestar.org.
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 B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018674
IRS990/TotalAssetsEOYAmt016470
IRS990/TotalAssetsGrp/BOYAmt018674
IRS990/TotalAssetsGrp/EOYAmt016470
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt039477
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036352
IRS990/TotalFunctionalExpensesGrp/TotalAmt039981
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03812
IRS990/TotalLiabilitiesEOYAmt02112
IRS990/TotalLiabilitiesGrp/BOYAmt03812
IRS990/TotalLiabilitiesGrp/EOYAmt02112
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014358
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt036352
IRS990/TotalReportableCompFromOrgAmt031000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018674
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016470
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014862
IRS990/UnrestrictedNetAssetsGrp/EOYAmt014358
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01548 Mount Vernon Road
IRS990/USAddress/CityNm0Dunwoody
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030338
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0www.perimeternorthvillages.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00

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