Civic Intelligence

Patricia S Hodgson Charitable Foundation

990PF • Fiscal year 2016 • EIN 55-6149123

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization Profile
3072 Clarendale DrAtlanta, GA 30327

(843) 671-2904

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,514,715

Down $7,294 (-0.5%) from 2015

Net Assets

Down

$1,514,715

Down $7,294 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin24th percentile

Revenue

Down

$40,037

Down $1,488,581 (-97%) from 2015

Expenses

Up

$44,831

Up $29,424 (+191%) from 2015

Net Income

Down

-$4,794

Down $1,518,005 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $9,080Liabilities 2011: $0Net Assets 2011: $9,0802011Assets 2012: $8,986Liabilities 2012: $0Net Assets 2012: $8,9862012Assets 2013: $8,892Liabilities 2013: $0Net Assets 2013: $8,8922013Assets 2014: $8,798Liabilities 2014: $0Net Assets 2014: $8,7982014Assets 2015: $1,522,009Liabilities 2015: $0Net Assets 2015: $1,522,0092015Assets 2016: $1,514,715Liabilities 2016: $0Net Assets 2016: $1,514,7152016Assets 2017: $1,563,327Liabilities 2017: $0Net Assets 2017: $1,563,3272017Assets 2019: $1,436,420Liabilities 2019: $0Net Assets 2019: $1,436,4202019Assets 2020: $1,859,567Liabilities 2020: $0Net Assets 2020: $1,859,5672020Assets 2021: $1,797,253Liabilities 2021: $0Net Assets 2021: $1,797,2532021Assets 2022: $1,660,563Liabilities 2022: $0Net Assets 2022: $1,660,5632022Assets 2023: $1,654,214Liabilities 2023: $12023Assets 2024: $1,592,600Liabilities 2024: $0Net Assets 2024: $1,592,6002024

Highlighted filing

2016

Assets$1,514,715
Liabilities$0
Net Assets$1,514,715
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $4952011Expenses 2012: $4952012Revenue 2013: $401Expenses 2013: $495Net Income 2013: -$942013Revenue 2014: $401Expenses 2014: $495Net Income 2014: -$942014Revenue 2015: $1,528,618Expenses 2015: $15,407Net Income 2015: $1,513,2112015Revenue 2016: $40,037Expenses 2016: $44,831Net Income 2016: -$4,7942016Revenue 2017: $162,311Expenses 2017: $113,699Net Income 2017: $48,6122017Revenue 2019: $109,687Expenses 2019: $223,129Net Income 2019: -$113,4422019Revenue 2020: $593,553Expenses 2020: $158,455Net Income 2020: $435,0982020Revenue 2021: $67,499Expenses 2021: $116,813Net Income 2021: -$49,3142021Revenue 2022: $20,039Expenses 2022: $156,729Net Income 2022: -$136,6902022Revenue 2023: $44,284Expenses 2023: $50,633Net Income 2023: -$6,3492023Revenue 2024: $73,629Expenses 2024: $135,243Net Income 2024: -$61,6142024

Highlighted filing

2016

Revenue$40,037
Expenses$44,831
Net Income-$4,794
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEWART ROOKER TAYLORTrustee-$0--
SPALDING ROOKER ASHLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Patricia S Hodgson Charitable Foundation
EIN
55-6149123
Phone
8436712904
Address
3072 Clarendale Dr, Atlanta, GA 30327

Signing Officer

Name
Stewart Taylor
Title
Trustee
Phone
8436712904
Signed
2017-05-13

Preparer

Firm
JAS Consulting LLC
Address
3072 Clarendale Dr NW, Atlanta, GA 30327
Preparer
J M Wyrick
Phone
4043523182
Raw XML Appendix333 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Unit FT SAB Fwd Looking Value 3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Unit FT Emerging Mkt Strength
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Unit FT Financials Select
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Unit MS GIS Global Recovery
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029735
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0265
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEWART ROOKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0301 Westview Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Nashville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08436712904
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Monument Crisis Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lutheran World Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01990 Market St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 Light St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21101 Northchase Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Concord
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Marietta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230067
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01313
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028687
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095424
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt094111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028687
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes Paid
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley Investment Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012231
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0400
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEWART TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08436712904
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patricia S Hodgson Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0556149123
ReturnHeader/Filer/PhoneNum08436712904
ReturnHeader/Filer/USAddress/AddressLine1Txt03072 Clarendale Dr
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BB8BDAEE7ADCB1C0A5D19176AE1C2E36AB897B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BB8BDAEE7ADCB1C0A5D19176AE1C2E36AB897B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.67.113.125
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:37:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAS Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03072 Clarendale Dr NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030327
ReturnHeader/PreparerPersonGrp/PhoneNum04043523182
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J M WYRICK
ReturnHeader/ReturnTs02017-05-15T12:37:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,514,715
Liabilities
$0
Net assets
$1,514,715
Revenue
$40,037
Expenses
$44,831
Net income
-$4,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.14$0.06
2023Summary only. Only limited summary data is available for this year.$1.65$0.00$0.04$0.05$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.02$0.16$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.12$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.59$0.16$0.44
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.22$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.53$0.02$1.51
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00