Civic Intelligence

Asfip Foundation Inc.

990EZ • Fiscal year 2023 • EIN 47-5514105

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

4279 Roswell Rd Suite 208 296Atlanta, GA 30342

(770) 595-3633

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

47th percentile

1.9%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$155,337

Up $15,406 (+11%) from 2022

Net Assets

Up

$155,337

Up $15,406 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$50,958

Up $963 (+1.9%) from 2022

Expenses

Down

$35,552

Down $6,762 (-16%) from 2022

Net Income

Up

$15,406

Up $7,725 (+101%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$155,337
Liabilities$0
Net Assets$155,337

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$50,958
Expenses$35,552
Net Income$15,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$50,958
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.$25,000$25,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATY HOLDMEYERExecutive DirectorPT$0--
KATHLEEN CHRISMANPresident-$0--
JACKIE CUSHMANDevelop Chair-$0--
JOHN GIVENSProgram Chair-$0--
JANET MILLERInvest Chair-$0--
CAROLE COXGrantmake Chair-$0--
CASEY BYRNETreasurer-$0--
GOVIND HARIHARANSecretary-$0--
MAGGIE LOVATTDirector-$0--
DAVID CLARKENDirector-$0--
NIMA NARASIMHANDirector-$0--
RICHARD FENDLERDirector-$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
President
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Blad & Associates Pc
Address
1832 Independence Square Ste A, Dunwoody, GA 30338
Preparer
Robert S Blad CPA
Phone
7705127600
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $95

Other Expenses.1002

Office Expenses $939

Other Expenses.1007

Conferences, Conventions, and Meetings $687

Other Expenses.1012

Insurance $1108

Other Expenses.1

MISCELLANEOUS $524

Other Expenses.2

TAXES AND LICENSES $20

Raw XML Appendix197 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/ExplanationTxt3Insurance $1108
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ReturnHeader/Filer/EIN0475514105
ReturnHeader/Filer/PhoneNum07705953633
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ReturnHeader/Filer/USAddress/CityNm0ATLANTA
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ReturnHeader/PreparerPersonGrp/PhoneNum07705127600
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-06T05:06:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHRISMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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