Civic Intelligence

The Graham Foundation

990PF • Fiscal year 2021 • EIN 57-0805774

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2021

Organization Profile
PO Box 26179Greenville, SC 29616

(404) 966-6149

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

20th percentile

0.0%

Faster asset growth than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Flat

$48,030,080

Flat from 2020

Net Assets

Flat

$48,027,852

Flat from 2020

Liabilities

Flat

$2,228

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,710,084 (-100%) from 2020

Expenses

Down

$0

Down $2,599,066 (-100%) from 2020

Net Income

Up

$0

Up $888,982 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60M$40M$20M$0Assets 2011: $43,879,594Liabilities 2011: $02011Assets 2012: $42,702,473Liabilities 2012: $02012Assets 2013: $47,438,319Liabilities 2013: $02013Assets 2014: $49,943,081Liabilities 2014: $45,0002014Assets 2015: $50,240,043Liabilities 2015: $02015Assets 2017: $48,307,609Liabilities 2017: $0Net Assets 2017: $48,307,6092017Assets 2018: $47,573,855Liabilities 2018: $0Net Assets 2018: $47,573,8552018Assets 2019: $49,284,722Liabilities 2019: $1,176Net Assets 2019: $49,283,5462019Assets 2020: $48,030,080Liabilities 2020: $2,228Net Assets 2020: $48,027,8522020Assets 2021: $48,030,080Liabilities 2021: $2,228Net Assets 2021: $48,027,8522021Assets 2022: $49,827,704Liabilities 2022: $7,069Net Assets 2022: $49,820,6352022Assets 2023: $47,257,757Liabilities 2023: $7,116Net Assets 2023: $47,250,6412023Assets 2024: $48,047,463Liabilities 2024: $100,364Net Assets 2024: $47,947,0992024

Highlighted filing

2021

Assets$48,030,080
Liabilities$2,228
Net Assets$48,027,852
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $930,234Expenses 2011: $2,838,341Net Income 2011: -$1,908,1072011Revenue 2012: $1,405,852Expenses 2012: $2,648,557Net Income 2012: -$1,242,7052012Revenue 2013: $7,417,776Expenses 2013: $2,866,639Net Income 2013: $4,551,1372013Revenue 2014: $5,427,240Expenses 2014: $3,028,531Net Income 2014: $2,398,7092014Revenue 2015: $2,894,570Expenses 2015: $3,455,420Net Income 2015: -$560,8502015Revenue 2017: $2,206,853Expenses 2017: $2,958,533Net Income 2017: -$751,6802017Revenue 2018: $2,969,057Expenses 2018: $3,290,851Net Income 2018: -$321,7942018Revenue 2019: $5,146,681Expenses 2019: $3,632,967Net Income 2019: $1,513,7142019Revenue 2020: $1,710,084Expenses 2020: $2,599,066Net Income 2020: -$888,9822020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $1,928,351Expenses 2022: $3,447,155Net Income 2022: -$1,518,8042022Revenue 2023: $2,110,122Expenses 2023: $3,076,797Net Income 2023: -$966,6752023Revenue 2024: $4,883,052Expenses 2024: $3,960,424Net Income 2024: $922,6282024

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A BRIDGESTrustee-$0--
SUSAN R LAMBERTTrustee-$0--
STEPHEN LAMBERTTrustee-$0--
ELEANOR DUNLAPChief Impact-$0--
LAURA CALIGAN GILLIAMChief Strate-$0--
Filing and Contact Details

Filer

Filer Name
The Graham Foundation
EIN
57-0805774
Phone
4049666149
Address
PO BOX 26179, GREENVILLE, SC 29616

Signing Officer

Name
Laura Caligan Gilliam
Title
Chief Strategy Offic
Phone
4049666149
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Mckinley Cooper & Co LLC
Address
777 LOWNDES HILL RD BLDG 3 STE 225, GREENVILLE, SC 29607-2131
Preparer
Marcy M Loucks
Phone
8642331800
Raw XML Appendix298 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM A BRIDGES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN R LAMBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN LAMBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELEANOR DUNLAP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LAURA CALIGAN GILLIAM
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0420296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0420296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0420296
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0420296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0420296
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0214862
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11734182
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt237850
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt314463
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4552901
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5-369218
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt618889
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt81530828
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt916183
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MS GLOBAL DISTRESSED FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1KEY BANK - SEE SCHEDULE 6
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DB PRIVATE EQUITY ASIA SELECT FD II
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3DB PRIVATE EQUITY GLOBAL SELECT III
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4DB ENERGY SELECT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5DB PRIVATE EQUITY GLOBAL SELECT IV
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6DB PRIVATE EQUITY & CREDIT OPPORTUNI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7BROOKHAVEN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8MEDPROPERTIES INVESTMENT PARTNERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9MEDPROPERTIES SR HOUSING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0214862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11734182
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt237850
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt314463
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4552901
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5-369218
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt618889
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt81530828
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt916183
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0214862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12330706
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt237850
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt314463
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4552901
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5-369218
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt618889
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt81530828
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt916183
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADP PAYROLL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8BANK CHARGES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA CALIGAN GILLIAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF STRATEGY OFFIC
ReturnHeader/BusinessOfficerGrp/PhoneNum04049666149
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GRAHAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAH
ReturnHeader/Filer/EIN0570805774
ReturnHeader/Filer/PhoneNum04049666149
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26179
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272826067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKINLEY COOPER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 LOWNDES HILL RD BLDG 3 STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296072131
ReturnHeader/PreparerPersonGrp/PhoneNum08642331800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCY M LOUCKS
ReturnHeader/ReturnTs02022-07-15T12:43:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALIGAN GILLIAM
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,030,080
Liabilities
$2,228
Net assets
$48,027,852
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.0$0.10$47.9$4.88$3.96$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$0.01$47.3$2.11$3.08$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$0.01$49.8$1.93$3.45$1.52
2021Detailed filing. Detailed filing data is available for this year.$48.0$0.00$48.0$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.00$48.0$1.71$2.60$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$0.00$49.3$5.15$3.63$1.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$2.97$3.29$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.3$0.00$48.3$2.21$2.96$0.75
2015Summary only. Only limited summary data is available for this year.$50.2$0.00$2.89$3.46$0.56
2014Summary only. Only limited summary data is available for this year.$49.9$0.05$5.43$3.03$2.40
2013Summary only. Only limited summary data is available for this year.$47.4$0.00$7.42$2.87$4.55
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$1.41$2.65$1.24
2011Summary only. Only limited summary data is available for this year.$43.9$0.00$0.93$2.84$1.91