Civic Intelligence

Asfip Foundation Inc.

EIN 47-5514105 • 501(c)3 • Atlanta, GA

Pub. 78 Eligible

Profile

To provide life-long learning and development in investment knowledge in order to contribute to the lives of individuals in our surrounding community.

4279 Roswell Rd Suite 208 296Atlanta, GA 30342

asfip.org/foundation

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$143,455

Down $12,811 (-8.2%) from 2024

Liabilities

Flat

$2,624

Flat from 2024

Net Assets

Down

$140,831

Down $12,811 (-8.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$50,046

Down $16,276 (-25%) from 2024

Expenses

Down

$60,033

Down $7,984 (-12%) from 2024

Net Income

Down

-$9,987

Down $8,292 (-489%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2016: $82,815Liabilities 2016: $02016Assets 2017: $113,646Liabilities 2017: $0Net Assets 2017: $113,6462017Assets 2018: $116,658Liabilities 2018: $0Net Assets 2018: $116,6582018Assets 2019: $137,764Liabilities 2019: $0Net Assets 2019: $137,7642019Assets 2020: $137,794Liabilities 2020: $0Net Assets 2020: $137,7942020Assets 2021: $155,642Liabilities 2021: $0Net Assets 2021: $155,6422021Assets 2022: $139,931Liabilities 2022: $0Net Assets 2022: $139,9312022Assets 2023: $155,337Liabilities 2023: $0Net Assets 2023: $155,3372023Assets 2024: $156,266Liabilities 2024: $2,624Net Assets 2024: $153,6422024Assets 2025: $143,455Liabilities 2025: $2,624Net Assets 2025: $140,8312025

Highlighted filing

2025

Assets$143,455
Liabilities$2,624
Net Assets$140,831
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KRevenue 2016: $98,877Expenses 2016: $16,062Net Income 2016: $82,8152016Revenue 2017: $47,972Expenses 2017: $17,141Net Income 2017: $30,8312017Revenue 2018: $40,651Expenses 2018: $37,639Net Income 2018: $3,0122018Revenue 2019: $47,442Expenses 2019: $26,336Net Income 2019: $21,1062019Revenue 2020: $49,077Expenses 2020: $49,047Net Income 2020: $302020Revenue 2021: $55,333Expenses 2021: $37,485Net Income 2021: $17,8482021Revenue 2022: $49,995Expenses 2022: $42,314Net Income 2022: $7,6812022Revenue 2023: $50,958Expenses 2023: $35,552Net Income 2023: $15,4062023Revenue 2024: $66,322Expenses 2024: $68,017Net Income 2024: -$1,6952024Revenue 2025: $50,046Expenses 2025: $60,033Net Income 2025: -$9,9872025

Highlighted filing

2025

Revenue$50,046
Expenses$60,033
Net Income-$9,987
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,455
Liabilities
$2,624
Net assets
$140,831
Revenue
$50,046
Expenses
$60,033
Net income
-$9,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.03$1.41$0.50$0.60$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$0.66$0.68$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.51$0.36$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.50$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.55$0.37$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.49$0.49$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.47$0.26$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.48$0.17$0.31
2016Summary only. Only limited summary data is available for this year.$0.83$0.00$0.99$0.16$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 10, 2026
Return Version
2024v5.2
Gross Receipts
$50,046
Mission and Program Overview

Mission

To provide life-long learning and development in investment knowledge in order to contribute to the lives of individuals in our surrounding community.

Program Services

DescriptionGrantsExpenses
Provided financial and volunteer support to local 501(c)(3) nonprofit organizations with missions that align with that of the Foundation to assist members of the community and to organize events that allow ASFIP members to use their professional expertise to assist member of the community.$26,900$26,900
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATY HOLDMEYERExecutive DirectorPT$0--
KATHLEEN CHRISMANChairman-$0--
TROY HARMONTreasurer-$0--
GOVIND HARIHARANSecretary-$0--
CAROLE COXDirector-$0--
JANET MILLERDirector-$0--
RACHEL ZOUDirector-$0--
RICHARD FENDLERDirector-$0--
MAGGIE LOVATT ROBINSONDirector-$0--
ANNA TABKEDirector-$0--
RHONDA POTTERDirector-$0--
ERNIE CABALLERODirector-$0--
CHRISTIANNE CURRANDirector-$0--
ARADHANA KEJRIWALDirector-$0--
Filing and Contact Details

Filer

Filer Name
ASFIP Foundation Inc
EIN
47-5514105
Phone
7705953633
Address
4279 ROSWELL RD SUITE 208 296, ATLANTA, GA 30342

Signing Officer

Name
Kathleen Chrisman
Title
Chairman
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Hezlep Nonprofit Advisors
Address
3050 Five Forks Trickum Rd SW Suite, Lilburn, GA 30047
Preparer
Adam Hezlep
Phone
7705127600
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER REVENUE $5030”

Other Expenses.1001

“Advertising and Promotion $1486”

Other Expenses.1002

“Office Expenses $1822”

Other Expenses.1007

“Conferences, Conventions, and Meetings $102”

Other Expenses.1

“IN KIND MATERIALS $3219”

Other Expenses.2

“BOOKS $2625”

Other Expenses.3

“EVENT $681”

Other Expenses.4

“MEMBERSHIP $390”

Other Expenses.5

“OTHER EXPENSES $229”

Other Expenses.6

“TAXES & LICENSES $20”

Total Liabilities.1

“SECURITY TRANSFER - Beginning $2624 SECURITY TRANSFER - Ending $2624”

Raw XML Appendix216 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATY HOLDMEYER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OtherExpensesTotalAmt010574
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE $5030
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1822
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0475514105
ReturnHeader/Filer/PhoneNum07705953633
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/ReturnTs02026-03-10T08:39:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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