Civic Intelligence

Medlock Bridge Elementary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 51-0621183

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$59,387

Up $19,165 (+48%) from 2016

Net Assets

Up

$59,387

Up $19,165 (+48%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$77,220

Up $695 (+0.9%) from 2016

Expenses

Down

$58,055

Down $26,443 (-31%) from 2016

Net Income

Up

$19,165

Up $27,138 (+340%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$59,387
Liabilities-
Net Assets$59,387
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$77,220
Expenses$58,055
Net Income$19,165
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$114,883
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Classroom support of approximately 675 students, educational material and supplies, technological assistance and student publications-$36,774
STUDENT ENRICHMENT, READING, MATH, SCIENCE, ART & OTHER ACTIVITIES-$10,523
SUPPORT OF STUDENT FIELD TRIPS-$8,487
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Carnival----
Fun Run----
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
2017-11-03
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 enhance the educational experience of the students at Medlock Bridge Elementary School”

Form 990EZ, Part I, Line 16

“Administrative 2271.”

Form 990EZ, Part I, Line 16

“School Support 55784.”

Form 990EZ, Part II, Line 24

“Other Current Assets”

Raw XML Appendix149 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/BOYAmt040222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010003
IRS990EZ/CostOfGoodsSoldAmt06760
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019165
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040222
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059387
IRS990EZ/FundraisingGrossIncomeAmt082290
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02163
IRS990EZ/GrossReceiptsAmt0114883
IRS990EZ/GrossSalesOfInventoryAmt08923
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013667
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059387
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059387
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/PersonNm2BETH JOICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058055
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/ProgramServiceExpensesAmt08487
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136774
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210523
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030903
IRS990EZ/SpecialEventsNetIncomeLossAmt051387
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058055
IRS990EZ/TotalProgramServiceExpensesAmt055784
IRS990EZ/TotalRevenueAmt077220
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068851
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt068851
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015660
IRS990ScheduleA/Total509Grp/TotalAmt068851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068851
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Carnival
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Orginazation's primary exempt purpose is to enhance the educational experience of the students at Medlock Bridge Elementary School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative 2271.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Support 55784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Current Assets
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 II, Line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIA DO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SOPHIA DO
ReturnHeader/BusinessOfficerGrp/PhoneNum06785805571
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.150.119.226
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:10:03
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/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P CAULFIELD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-06T14:10:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,387
Liabilities
-
Net assets
$59,387
Revenue
$77,220
Expenses
$58,055
Net income
$19,165
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
2017Detailed filing. Detailed filing data is available for this year.$59.4$59.4$77.2$58.1$19.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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