Civic Intelligence

The Jack Stein Memorial Fund

990 • Fiscal year 2013 • EIN 54-7163023

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

Organization ProfileN/A
5607 Glenridge Dr Suite 200Atlanta, GA 30342

(678) 892-6960

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

1.25x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

6th percentile

-131%

Higher net margin than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets69th percentile

Assets

$212,011

No earlier filing loaded for comparison.

Net Assets

$207,753

No earlier filing loaded for comparison.

Liabilities

$4,258

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin6th percentile

Revenue

$3,415

No earlier filing loaded for comparison.

Expenses

$7,883

No earlier filing loaded for comparison.

Net Income

-$4,468

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2013: $212,011Liabilities 2013: $4,258Net Assets 2013: $207,7532013Assets 2014: $260,772Liabilities 2014: $2Net Assets 2014: $260,7702014Assets 2015: $256,526Liabilities 2015: $2Net Assets 2015: $256,5242015Assets 2017: $240,535Liabilities 2017: $0Net Assets 2017: $240,5352017Assets 2018: $237,767Liabilities 2018: $0Net Assets 2018: $237,7672018Assets 2019: $218,371Liabilities 2019: $0Net Assets 2019: $218,3712019Assets 2020: $216,329Liabilities 2020: $0Net Assets 2020: $216,3292020Assets 2021: $217,400Liabilities 2021: $0Net Assets 2021: $217,4002021Assets 2022: $215,957Liabilities 2022: $0Net Assets 2022: $215,9572022Assets 2023: $216,000Liabilities 2023: $0Net Assets 2023: $216,0002023Assets 2024: $214,587Liabilities 2024: $0Net Assets 2024: $214,5872024

Highlighted filing

2013

Assets$212,011
Liabilities$4,258
Net Assets$207,753
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $3,415Expenses 2013: $7,883Net Income 2013: -$4,4682013Revenue 2014: $69,137Expenses 2014: $16,120Net Income 2014: $53,0172014Revenue 2015: -$945Expenses 2015: $3,301Net Income 2015: -$4,2462015Revenue 2017: -$1,553Expenses 2017: $6,377Net Income 2017: -$7,9302017Revenue 2018: $3,649Expenses 2018: $6,417Net Income 2018: -$2,7682018Revenue 2019: -$11,989Expenses 2019: $7,407Net Income 2019: -$19,3962019Revenue 2020: $2,747Expenses 2020: $4,789Net Income 2020: -$2,0422020Revenue 2021: $5,471Expenses 2021: $4,400Net Income 2021: $1,0712021Revenue 2022: $1,396Expenses 2022: $2,839Net Income 2022: -$1,4432022Revenue 2023: $2,955Expenses 2023: $2,912Net Income 2023: $432023Revenue 2024: $1,553Expenses 2024: $2,966Net Income 2024: -$1,4132024

Highlighted filing

2013

Revenue$3,415
Expenses$7,883
Net Income-$4,468
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$14,038
Mission and Program Overview

Mission

To provide support to religious, charitable, scientific, literary, and educational organizations.

CHARITABLE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$211,390$207,753▼ $3,637
Investments Other Securities$122,285$123,169▲ $884
Investments in Publicly Traded Securities$50,603$66,567▲ $15,964
Savings and Temporary Cash Investments$41,275$22,262▼ $19,013
Cash and Non-Interest-Bearing Accounts$114$10▼ $104
Accounts Receivable$3$3→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$214,280$212,011▼ $2,269
Liabilities
Other Liabilities$2,888$4,080▲ $1,192
Accounts Payable and Accrued Expenses$2$178▲ $176
Total Liabilities$2,890$4,258▲ $1,368
Net Assets / Fund Balance
Total Net Assets Fund Balance$211,390$207,753▼ $3,637
Total Liabilities and Net Assets / Fund Balance$214,280$212,011▼ $2,269

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,917--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jeffrey L SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,584
Other Revenue
$-2,169
Change in Net Assets
$-4,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,567
Other Expenses$1,316
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,567--$6,567
Fees for Services Accounting-$516-$516
Advertising-$118-$118
Other Expenses-$20-$20
Total Functional Expenses$6,567$1,316$0$7,883
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Inv in Fortress Preserve LLC$2,701
Inv in Fortress Park LLC$1,379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. Meetings are not required by the trust document.”

Form 990, Part VI, Section A, Line 8B

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. There are no committees with the authority to act on behalf of the trustee.”

Form 990, Part VI, Section B, Line 11

“This is a nonexempt charitable trust under sec. 4947(a)(1). The form 990 will be reviewed by the trustee before its filing.”

Form 990, Part VI, Section C, Line 19

“Information will be presented to the public upon request.”

Filing and Contact Details

Filer

EIN
54-7163023
Phone
6788926960

Signing Officer

Name
Robert Stein
Title
Trustee
Phone
6788926960
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey L Stein
Formed
1970
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Philip E Redman
Phone
7576254700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“BOOK/TAX DIFFERENCE 831.”

Raw XML AppendixShowing 400 of 428 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0178
IRS990/AccountsReceivableGrp/BOYAmt03
IRS990/AccountsReceivableGrp/EOYAmt03
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARITABLE TRUST
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0118
IRS990/AdvertisingGrp/TotalAmt0118
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum06788926960
IRS990/BooksInCareOfDetail/USAddress/AddressLine105607 GLENRIDGE DR SUITE 200
IRS990/BooksInCareOfDetail/USAddress/City0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/State0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode030342
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0114
IRS990/CashNonInterestBearingGrp/EOYAmt010
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt06567
IRS990/CYInvestmentIncomeAmt05584
IRS990/CYOtherExpensesAmt01316
IRS990/CYOtherRevenueAmt0-2169
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4468
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07883
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03415
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE SUPPORT TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06567
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0516
IRS990/FeesForServicesAccountingGrp/TotalAmt0516
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY L STEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02736
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt06567
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06567
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06567
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013359
IRS990/GrossReceiptsAmt014038
IRS990/GrossRentsGrp/RealAmt0-946
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02848
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0122285
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0123169
IRS990/InvestmentsPubTradedSecGrp/BOYAmt050603
IRS990/InvestmentsPubTradedSecGrp/EOYAmt066567
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010623
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE SUPPORT TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0211390
IRS990/NetAssetsOrFundBalancesEOYAmt0207753
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02736
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-946
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-946
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind00
IRS990/OtherChangesInNetAssetsAmt0831
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0442
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1220
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/TotalAmt0442
IRS990/OtherExpensesGrp/TotalAmt1220
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherLiabilitiesGrp/BOYAmt02888
IRS990/OtherLiabilitiesGrp/EOYAmt04080
IRS990/OtherRevenueMiscGrp/BusinessCd0211110
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/Desc0ENERGY TFR PTNRS LP
IRS990/OtherRevenueMiscGrp/Desc1SUBURBAN PROPANE PTNRS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-474
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-749
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-474
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-749
IRS990/OtherRevenueTotalAmt0-1223
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY L STEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06750
IRS990/PYInvestmentIncomeAmt05712
IRS990/PYOtherExpensesAmt0975
IRS990/PYOtherRevenueAmt0-2208
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4221
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07725
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03504
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-4468
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-946
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0211390
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0207753
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022262
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt016
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1131623978
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2540551901
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3530245017
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4520901098
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5046139157
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6520660881
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7520580660
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8134092834
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9800025717
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10581594193
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11530196563
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12582475208
IRS990ScheduleA/SupportedOrgInformationGrp/EIN13206557217
IRS990ScheduleA/SupportedOrgInformationGrp/EIN14453411737
IRS990ScheduleA/SupportedOrgInformationGrp/EIN15580629788
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd120
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd130
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd140
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd150
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc39
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc92
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc102
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc122
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc132
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc142
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc152
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2150
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3120
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt6350
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt8500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt9580
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt112335
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt12400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14332
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10HARVARD COLLEGE FUND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11WEILL CORNELL MEDICAL COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12NORFOLK ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13KENNEDY CENTER MEMBERSHIP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14NORWOOD SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15TUFTS UNIVERSITY HILLEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16NER ISRAEL RABBINICAL COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine17BALTIMORE WASHINGTON INSTITUTION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine18SHAAREI ARAZIM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine19YESHIVA OHR YISRAEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine110TORAH DAY SCHOOL OF ATLANTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine111WASHINGTON HEBREW CONGREGATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine112TEMIMA HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine113BAS MIKROH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine114THE CLOVERLEAF SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine115GREENFIELD HEBREW ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd120
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd130
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd140
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd150
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd91
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd101
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd111
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd121
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd131
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd141
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd151
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06567
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INV IN FORTRESS PARK LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INV IN FORTRESS PRESERVE LLC
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011957
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt111864
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt230403
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt315468
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt418877
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt510683
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt623917
IRS990ScheduleD/OtherSecuritiesGrp/Desc0C&J ENERGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DOMINION RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDEAVOR INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MFS LIMITED MATURITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4NORTHERN DYNASTY
IRS990ScheduleD/OtherSecuritiesGrp/Desc5NOVAGOLD RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/Desc6LIGHTSTREAM RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0123169
IRS990ScheduleD/TotalLiabilityAmt04080
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE GOVERNING BODY CONSISTS OF A SOLE TRUSTEE. MEETINGS ARE NOT REQUIRED BY THE TRUST DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE GOVERNING BODY CONSISTS OF A SOLE TRUSTEE. THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE FORM 990 WILL BE REVIEWED BY THE TRUSTEE BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION WILL BE PRESENTED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK/TAX DIFFERENCE 831.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0214280
IRS990/TotalAssetsEOYAmt0212011
IRS990/TotalAssetsGrp/BOYAmt0214280
IRS990/TotalAssetsGrp/EOYAmt0212011
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01316
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06567
IRS990/TotalFunctionalExpensesGrp/TotalAmt07883
IRS990/TotalGrossUBIAmt0-2169
IRS990/TotalLiabilitiesBOYAmt02890
IRS990/TotalLiabilitiesEOYAmt04258
IRS990/TotalLiabilitiesGrp/BOYAmt02890
IRS990/TotalLiabilitiesGrp/EOYAmt04258
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211390
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207753
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06567
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05584
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03415
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-2169
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0212011
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105607 GLENRIDGE DR SUITE 200
IRS990/USAddress/City0ATLANTA
IRS990/USAddress/State0GA
IRS990/USAddress/ZIPCode030342
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,011
Liabilities
$4,258
Net assets
$207,753
Revenue
$3,415
Expenses
$7,883
Net income
-$4,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.02$0.03$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.01$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.12$0.07$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.02$0.06$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.01$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.69$0.16$0.53
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.04$2.08$0.03$0.08$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 4947(a)1 • <$500k nonprofits