Civic Intelligence

Tat Foundation

990 • Fiscal year 2020 • EIN 51-0140288

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization ProfileTATFOUNDATION.ORG
PO Box 3402Roxboro, NC 27573

(301) 928-2743

Siviq Scores

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

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

1.31x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

2.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-25%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$793,159

Up $19,204 (+2.5%) from 2019

Net Assets

Up

$707,859

Up $28,904 (+4.3%) from 2019

Liabilities

Down

$85,300

Down $9,700 (-10%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin88th percentile

Revenue

Down

$65,100

Down $21,860 (-25%) from 2019

Expenses

Up

$36,196

Up $7,098 (+24%) from 2019

Net Income

Down

$28,904

Down $28,958 (-50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2018: $621,093Liabilities 2018: $0Net Assets 2018: $621,0932018Assets 2019: $773,955Liabilities 2019: $95,000Net Assets 2019: $678,9552019Assets 2020: $793,159Liabilities 2020: $85,300Net Assets 2020: $707,8592020Assets 2021: $721,148Liabilities 2021: $25,200Net Assets 2021: $695,9482021Assets 2022: $724,351Liabilities 2022: $200Net Assets 2022: $724,1512022Assets 2023: $732,815Liabilities 2023: $200Net Assets 2023: $732,6152023Assets 2024: $727,511Liabilities 2024: $200Net Assets 2024: $727,3112024

Highlighted filing

2020

Assets$793,159
Liabilities$85,300
Net Assets$707,859
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $320,910Expenses 2018: $20,780Net Income 2018: $300,1302018Revenue 2019: $86,960Expenses 2019: $29,098Net Income 2019: $57,8622019Revenue 2020: $65,100Expenses 2020: $36,196Net Income 2020: $28,9042020Revenue 2021: $29,793Expenses 2021: $41,704Net Income 2021: -$11,9112021Revenue 2022: $59,127Expenses 2022: $30,924Net Income 2022: $28,2032022Revenue 2023: $38,549Expenses 2023: $30,085Net Income 2023: $8,4642023Revenue 2024: $44,646Expenses 2024: $49,950Net Income 2024: -$5,3042024

Highlighted filing

2020

Revenue$65,100
Expenses$36,196
Net Income$28,904
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$334,331
Mission and Program Overview

Mission

To encourage, coordinate and disseminate information in the study of christian and other systems of religion, philosophy and religious mysticism for the purpose of the education and edification of the general public, and to promote the implementation of methods of spiritual attainment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$757,676$766,205▲ $8,529
Loans From Officers Directors$95,000$85,000▼ $10,000
Cash and Non-Interest-Bearing Accounts$13,229$18,384▲ $5,155
Savings and Temporary Cash Investments$610$7,577▲ $6,967
Inventories for Sale or Use$1,638$655▼ $983
Prepaid Expenses and Deferred Charges$802$338▼ $464
Total Assets$773,955$793,159▲ $19,204
Liabilities
Other Liabilities-$300-
Total Liabilities$95,000$85,300▼ $9,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,001$425,973▲ $31,972
Net Assets With Donor Restrictions$284,954$281,886▼ $3,068
Total Net Assets Fund Balance$678,955$707,859▲ $28,904
Total Liabilities and Net Assets / Fund Balance$773,955$793,159▲ $19,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$632,719$9,888$360,721
Land$127,063-$51,003
Equipment$6,423$732$7,155
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Michael GegenheimerPresident &
Michael RothTrustee
Shawn NevinsTrustee
Brett StarkSecretary
Robert CergolTreasurer
Mike WhitelyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$52,631
Program Service Revenue
$16,375
Investment Income
$-5,788
Other Revenue
$1,882
All Other Contributions
$45,536
Change in Net Assets
$28,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$11,243--$11,243
Depreciation Depletion$9,897--$9,897
Fees for Services Legal-$5,000-$5,000
Insurance-$4,458-$4,458
Interest$1,500--$1,500
Fees for Services Accounting-$1,425-$1,425
Other Expenses-$330-$330
Conferences and Meetings$235--$235
Office Expenses-$127-$127
Information Technology-$80-$80
Total Functional Expenses$22,875$13,321$0$36,196
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$95,000$85,000▼ $10,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Members elect the board of directors, and the board of directors appoint the officers of the foundation.”

Form 990, Page 6, Part VI, Line 7B

“The board of directors sets policies and supervises the business and affairs of the foundation. Action by the members is required where the law or bylaws require authorization by the members.”

Form 990, Page 6, Part VI, Line 11B

“Governing members receive and review a copy of the return prior to filing. Any comments or changes are communicated to the president and incorporated into the return before filing.”

Form 990, Page 6, Part VI, Line 12C

“If any officer or director has a conflict of interest with the foundation, he or she shall call such conflict to the attention of the board of directors. After identifying the issue, matter or transaction to which a conflict exists, an officer or director shall withdraw from any further involvement in that issue, unless the board of directors determine the conflict is immaterial or not adverse to the foundation.”

Form 990, Page 6, Part VI, Line 19

“The foundation's governing documents, conflict of interest policy and financial statements are available upon request and for inspection at the foundation's office.”

Filing and Contact Details

Filer

Filer Name
Tat Foundation
EIN
51-0140288
Phone
3019282743
Address
PO BOX 3402, ROXBORO, NC 27573

Signing Officer

Name
Michael Gegenheimer
Title
President & Trustee
Phone
3019282743
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Gegenheimer
Formed
1975
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
15
Employees
0
Volunteers
6

Preparer

Firm
Schneider Link & Company Llp
Address
PO BOX 123, HILLIARD, OH 43026-0123
Preparer
Kenneth Schneider
Phone
6148766500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To encourage, coordinate and disseminate information in the study of christian and other systems of religion, philosophy and religious mysticism for the purpose of the education and edification of the general public, and to promote the implementation of methods of spiritual attainment.”

Form 990, Page 2, Part III, Line 4D

“Books sold facilitate the study of religion and philosophy.”

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02418
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037126
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039544
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0318862
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt09888
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0281886
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0360721
IRS990ScheduleD/EquipmentGrp/BookValueAmt06423
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07155
IRS990ScheduleD/LandGrp/BookValueAmt0127063
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt076060
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt051003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0766205
IRS990ScheduleD/TotalLiabilityAmt0300
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt220000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt310000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt410000
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CONFERENCE CENTER ACQUISITION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1CONFERENCE CENTER ACQUISITION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2CONFERENCE CENTER ACQUISITION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3CONFERENCE CENTER ACQUISITION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4CONFERENCE CENTER IMPROVEMENTS
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt220000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt310000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt410000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ROBERT HARWOOD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MARK SEABRIGHT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2CHARLES GEGENHEIMER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3WILLIAM KING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm4MICHAEL WHITELY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1MEMBER/FRMR OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2MEMBER/OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt4MEMBER/OFFICER
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ENCOURAGE, COORDINATE AND DISSEMINATE INFORMATION IN THE STUDY OF CHRISTIAN AND OTHER SYSTEMS OF RELIGION, PHILOSOPHY AND RELIGIOUS MYSTICISM FOR THE PURPOSE OF THE EDUCATION AND EDIFICATION OF THE GENERAL PUBLIC, AND TO PROMOTE THE IMPLEMENTATION OF METHODS OF SPIRITUAL ATTAINMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS SOLD FACILITATE THE STUDY OF RELIGION AND PHILOSOPHY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS APPOINT THE OFFICERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS SETS POLICIES AND SUPERVISES THE BUSINESS AND AFFAIRS OF THE FOUNDATION. ACTION BY THE MEMBERS IS REQUIRED WHERE THE LAW OR BYLAWS REQUIRE AUTHORIZATION BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING MEMBERS RECEIVE AND REVIEW A COPY OF THE RETURN PRIOR TO FILING. ANY COMMENTS OR CHANGES ARE COMMUNICATED TO THE PRESIDENT AND INCORPORATED INTO THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IF ANY OFFICER OR DIRECTOR HAS A CONFLICT OF INTEREST WITH THE FOUNDATION, HE OR SHE SHALL CALL SUCH CONFLICT TO THE ATTENTION OF THE BOARD OF DIRECTORS. AFTER IDENTIFYING THE ISSUE, MATTER OR TRANSACTION TO WHICH A CONFLICT EXISTS, AN OFFICER OR DIRECTOR SHALL WITHDRAW FROM ANY FURTHER INVOLVEMENT IN THAT ISSUE, UNLESS THE BOARD OF DIRECTORS DETERMINE THE CONFLICT IS IMMATERIAL OR NOT ADVERSE TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND FOR INSPECTION AT THE FOUNDATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0773955
IRS990/TotalAssetsEOYAmt0793159
IRS990/TotalAssetsGrp/BOYAmt0773955
IRS990/TotalAssetsGrp/EOYAmt0793159
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022875
IRS990/TotalFunctionalExpensesGrp/TotalAmt036196
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IRS990/TotalLiabilitiesGrp/BOYAmt095000
IRS990/TotalLiabilitiesGrp/EOYAmt085300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0678955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0707859
IRS990/TotalProgramServiceExpensesAmt022875
IRS990/TotalProgramServiceRevenueAmt016375

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$793,159
Liabilities
$85,300
Net assets
$707,859
Revenue
$65,100
Expenses
$36,196
Net income
$28,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.27$0.45$0.50$0.05
2023Summary only. Only limited summary data is available for this year.$7.33$0.00$7.33$0.39$0.30$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.00$7.24$0.59$0.31$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.25$6.96$0.30$0.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.93$0.85$7.08$0.65$0.36$0.29
2019Summary only. Only limited summary data is available for this year.$7.74$0.95$6.79$0.87$0.29$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.00$6.21$3.21$0.21$3.00