Civic Intelligence

Medlock Bridge Elementary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 51-0621183

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileN/A
10215 Medlock Bridge ParkwayJohns Creek, GA 30022

(678) 580-5571

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

170%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,222

Up $10,352 (+35%) from 2015

Net Assets

Up

$40,222

Up $10,352 (+35%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$76,525

Up $48,208 (+170%) from 2015

Expenses

Up

$84,498

Up $76,911 (+1014%) from 2015

Net Income

Down

-$7,973

Down $28,703 (-138%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$100K$50K$0Assets 2012: $11,016Liabilities 2012: $02012Assets 2013: $11,044Liabilities 2013: $02013Assets 2014: $9,140Liabilities 2014: $02014Assets 2015: $29,870Net Assets 2015: $29,8702015Assets 2016: $40,222Net Assets 2016: $40,2222016Assets 2017: $59,387Net Assets 2017: $59,3872017Assets 2018: $43,896Net Assets 2018: $43,8962018Assets 2019: $47,857Net Assets 2019: $47,8572019Assets 2020: $51,835Net Assets 2020: $51,8352020Assets 2021: $38,937Net Assets 2021: $38,9372021Assets 2022: $60,847Net Assets 2022: $60,8472022Assets 2023: $83,443Liabilities 2023: $02023Assets 2024: $83,917Liabilities 2024: $02024Assets 2025: $72,291Net Assets 2025: $72,2912025

Highlighted filing

2016

Assets$40,222
Liabilities-
Net Assets$40,222
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2012: $31,183Expenses 2012: $29,837Net Income 2012: $1,3462012Revenue 2013: $36,305Expenses 2013: $36,277Net Income 2013: $282013Revenue 2014: $30,168Expenses 2014: $32,072Net Income 2014: -$1,9042014Revenue 2015: $28,317Expenses 2015: $7,587Net Income 2015: $20,7302015Revenue 2016: $76,525Expenses 2016: $84,498Net Income 2016: -$7,9732016Revenue 2017: $77,220Expenses 2017: $58,055Net Income 2017: $19,1652017Revenue 2018: $80,243Expenses 2018: $95,734Net Income 2018: -$15,4912018Revenue 2019: $73,852Expenses 2019: $69,891Net Income 2019: $3,9612019Revenue 2020: $68,526Expenses 2020: $64,548Net Income 2020: $3,9782020Revenue 2021: $14,497Expenses 2021: $27,395Net Income 2021: -$12,8982021Revenue 2022: $73,268Expenses 2022: $51,358Net Income 2022: $21,9102022Revenue 2023: $79,174Expenses 2023: $56,578Net Income 2023: $22,5962023Revenue 2024: $64,517Expenses 2024: $64,043Net Income 2024: $4742024Revenue 2025: $65,812Expenses 2025: $77,438Net Income 2025: -$11,6262025

Highlighted filing

2016

Revenue$76,525
Expenses$84,498
Net Income-$7,973
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$121,287
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT, READING, MATH, SCIENCE, ART & OTHER ACTIVITIES-$38,345
Classroom support of approximately 675 students, educational material and supplies, technological assistance and student publications-$32,392
SUPPORT OF STUDENT FIELD TRIPS-$11,291
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERI MICHAELISPresidentPT$0--
SOPHIA DOTreasurerPT$0--
CINDY HAJDUKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$43,852$43,852$25,836$18,016
Fall Carnival$16,950$16,950$5,435$11,515
Total Events$90,080$90,080$40,047$50,033
Filing and Contact Details

Filer

Filer Name
Medlock Bridge Elementary Foundation
EIN
51-0621183
Phone
6785805571
Address
10215 Medlock Bridge Parkway, Johns Creek, GA 30022

Signing Officer

Name
Sophia Do
Title
Sophia Do
Phone
6785805571
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022-8115
Preparer
Thomas P Caulfield
Phone
7705591056
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“The Orginazation's primary exempt purpose is to enhancethe educational experience of the students at Medlock Bridge Elementary School”

Form 990EZ, Part I, Line 16

“Administrative 4792.”

Form 990EZ, Part I, Line 16

“School Support 79706.”

Form 990EZ, Part I, Line 20

“Medlock Bridge Elementary Foundation merged with the”

Form 990EZ, Part I, Line 20

“PTA Georgia Congress, Medlock Bridge; EIN 58-1896337 as of”

Form 990EZ, Part I, Line 20

“June 30, 2015. The fund balance of the PTA was transferred to”

Form 990EZ, Part I, Line 20

“the foundation as a result. The PTO filed a final return as of June 30, 2015. 18325.”

Form 990EZ, Part II, Line 24

“Other Current Assets 6291.”

Raw XML Appendix168 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SOPHIA DO
IRS990EZ/BooksInCareOfDetail/PhoneNum06784289965
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 Glenside Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Duluth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023579
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040222
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08984
IRS990EZ/CostOfGoodsSoldAmt04715
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7973
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029870
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040222
IRS990EZ/FundraisingGrossIncomeAmt092402
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01331
IRS990EZ/GrossReceiptsAmt0121287
IRS990EZ/GrossSalesOfInventoryAmt06046
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013855
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029870
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040222
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029870
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040222
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERI MICHAELIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY HAJDUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06291
IRS990EZ/OtherChangesInNetAssetsAmt018325
IRS990EZ/OtherExpensesTotalAmt084498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF STUDENT FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom support of approximately 675 students, educational material and supplies, technological assistance and student publications
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ENRICHMENT, READING, MATH, SCIENCE, ART & OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132392
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt238345
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040047
IRS990EZ/SpecialEventsNetIncomeLossAmt052355
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084498
IRS990EZ/TotalProgramServiceExpensesAmt082028
IRS990EZ/TotalRevenueAmt076525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058563
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt058563
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013382
IRS990ScheduleA/Total509Grp/TotalAmt058563
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt058563
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040047
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090080
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050033
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08776
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040047
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025836
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Orginazation's primary exempt purpose is to enhancethe educational experience of the students at Medlock Bridge Elementary School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative 4792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Support 79706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Medlock Bridge Elementary Foundation merged with the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Georgia Congress, Medlock Bridge; EIN 58-1896337 as of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5June 30, 2015. The fund balance of the PTA was transferred to
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6the foundation as a result. The PTO filed a final return as of June 30, 2015. 18325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Current Assets 6291.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIA DO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SOPHIA DO
ReturnHeader/BusinessOfficerGrp/PhoneNum06785805571
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Medlock Bridge Elementary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MEDL
ReturnHeader/Filer/EIN0510621183
ReturnHeader/Filer/PhoneNum06785805571
ReturnHeader/Filer/USAddress/AddressLine1Txt010215 Medlock Bridge Parkway
ReturnHeader/Filer/USAddress/CityNm0Johns Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300228115
ReturnHeader/PreparerPersonGrp/PhoneNum07705591056
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P CAULFIELD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T15:07:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,222
Liabilities
-
Net assets
$40,222
Revenue
$76,525
Expenses
$84,498
Net income
-$7,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$72.3$65.8$77.4$11.6
2024Summary only. Only limited summary data is available for this year.$83.9$0.00$64.5$64.0$0.47
2023Summary only. Only limited summary data is available for this year.$83.4$0.00$79.2$56.6$22.6
2022Detailed filing. Detailed filing data is available for this year.$60.8$60.8$73.3$51.4$21.9
2021Detailed filing. Detailed filing data is available for this year.$38.9$38.9$14.5$27.4$12.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$51.8$68.5$64.5$3.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$47.9$73.9$69.9$3.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$43.9$80.2$95.7$15.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.4$59.4$77.2$58.1$19.2
2016Detailed filing. Detailed filing data is available for this year.$40.2$40.2$76.5$84.5$7.97
2015Detailed filing. Detailed filing data is available for this year.$29.9$29.9$28.3$7.59$20.7
2014Summary only. Only limited summary data is available for this year.$9.14$0.00$30.2$32.1$1.90
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$36.3$36.3$0.03
2012Summary only. Only limited summary data is available for this year.$11.0$0.00$31.2$29.8$1.35