Civic Intelligence

Kate & Elwyn Tomlinson Foundation C/O Ageefisherbarrett LLC

990PF • Fiscal year 2017 • EIN 58-0634727

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 09, 2018

Organization Profile
750 Hammond Drive Building 17Atlanta, GA 30328-5518

(404) 250-4570

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,718,002

Down $593,997 (-26%) from 2016

Net Assets

Down

$1,718,002

Down $593,997 (-26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

Down

$162,210

Down $51,397 (-24%) from 2016

Expenses

Down

$33,913

Down $122,245 (-78%) from 2016

Net Income

Up

$128,297

Up $70,848 (+123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,237,940Liabilities 2011: $0Net Assets 2011: $2,237,9402011Assets 2012: $2,322,050Liabilities 2012: $0Net Assets 2012: $2,322,0502012Assets 2013: $2,497,256Liabilities 2013: $0Net Assets 2013: $2,497,2562013Assets 2014: $2,478,645Liabilities 2014: $0Net Assets 2014: $2,478,6452014Assets 2015: $2,324,824Liabilities 2015: $0Net Assets 2015: $2,324,8242015Assets 2016: $2,311,999Liabilities 2016: $0Net Assets 2016: $2,311,9992016Assets 2017: $1,718,002Liabilities 2017: $0Net Assets 2017: $1,718,0022017Assets 2018: $1,582,912Liabilities 2018: $10,181Net Assets 2018: $1,572,7312018Assets 2019: $1,813,464Liabilities 2019: $7,619Net Assets 2019: $1,805,8452019Assets 2020: $2,099,802Liabilities 2020: $0Net Assets 2020: $2,099,8022020Assets 2021: $2,246,135Liabilities 2021: $0Net Assets 2021: $2,246,1352021Assets 2022: $1,772,224Liabilities 2022: $62,070Net Assets 2022: $1,710,1542022Assets 2023: $1,856,161Liabilities 2023: $7,146Net Assets 2023: $1,849,0152023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$1,718,002
Liabilities$0
Net Assets$1,718,002
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $178,7692011Expenses 2012: $115,0992012Revenue 2013: $137,672Expenses 2013: $108,790Net Income 2013: $28,8822013Revenue 2014: $187,801Expenses 2014: $165,802Net Income 2014: $21,9992014Revenue 2015: $142,168Expenses 2015: $143,280Net Income 2015: -$1,1122015Revenue 2016: $213,607Expenses 2016: $156,158Net Income 2016: $57,4492016Revenue 2017: $162,210Expenses 2017: $33,913Net Income 2017: $128,2972017Revenue 2018: $232,415Expenses 2018: $90,205Net Income 2018: $142,2102018Revenue 2019: $144,563Expenses 2019: $75,989Net Income 2019: $68,5742019Revenue 2020: $97,944Expenses 2020: $23,794Net Income 2020: $74,1502020Revenue 2021: $281,724Expenses 2021: $144,875Net Income 2021: $136,8492021Revenue 2022: $67,038Expenses 2022: $126,112Net Income 2022: -$59,0742022Revenue 2023: $82,226Expenses 2023: $112,273Net Income 2023: -$30,0472023Revenue 2024: $81,993Expenses 2024: $2,112,351Net Income 2024: -$2,030,3582024

Highlighted filing

2017

Revenue$162,210
Expenses$33,913
Net Income$128,297
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK FISHERChairman-$0--
SALLY TOMLINSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kate & Elwyn Tomlinson Foundation
EIN
58-0634727
Phone
4042504570
Address
750 HAMMOND DRIVE BUILDING 17, ATLANTA, GA 30328-5518

Signing Officer

Name
Jack Fisher
Title
Chairman
Phone
4042504570
Signed
2018-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Ageefisherbarrett LLC
Address
750 HAMMOND DR NE BLDG 17, ATLANTA, GA 30328
Preparer
Corey T Agee CPA
Phone
4042504570
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUNDING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORWARD ARTS FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HIGH MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST SIMONS LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SHEPHERD CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MATEYA WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03130 SLATON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13130 SLATON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21280 PEACHTREE STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 24615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42020 PEACHTREE RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51811 TIMPSON COVE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST SIMONS ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLAYTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530525
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021500
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/AppliedToCurrentYearAmt021500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt041305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt041305
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014168
LiquidationExplanationStmt/ExplanationTxt0DESCRIPTION OF THE TRANSACTION: IN 2017, ASSETS REPRESENTING APPROXIMATELY 35% OF THE ASSETS OF THE KATE & ELWYN TOMLINSON FOUNDATION WERE TRANSFERRED TO THE NEWLY FORMED TOMLINSON MEMORIAL FOUNDATION, EIN 82-0811067. THE RECIPIENT OF THE ASSETS: TOMLINSON MEMORIAL FOUNDATION INC EMPLOYER IDENTIFICATION NUMBER: 82-0811067 315 WEMBLEY CIR SANDY SPGS, GA 30328 THE NATURE OF THE ASSETS TRANSFERRED: THE ASSETS TRANSFERRED WERE CASH, MUTUAL FUNDS AND ANNUITIES HELD IN BANK AND BROKERAGE ACCOUNTS. THE ACCOUNTS WERE TRANSFERRED, IN THEIR ENTIRETY, TO THE TOMLINSON MEMORIAL FOUNDATION, INC.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0816471
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER TO TOMLISON MEMORIAL FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094177
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012115
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0188
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04042504570
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE & ELWYN TOMLINSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O AGEEFISHERBARRETT LLC
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0580634727
ReturnHeader/Filer/PhoneNum04042504570
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 HAMMOND DRIVE BUILDING 17
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0303285518
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E008D22335C8037B6CA3E6951A2BEEDE5BC3940
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:05:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582248437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGEEFISHERBARRETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 HAMMOND DR NE BLDG 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04042504570
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY T AGEE CPA
ReturnHeader/ReturnTs02018-09-08T10:05:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,718,002
Liabilities
$0
Net assets
$1,718,002
Revenue
$162,210
Expenses
$33,913
Net income
$128,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$2.11$2.03
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.06$1.71$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.28$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.02$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.81$0.14$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.23$0.09$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.16$0.03$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.21$0.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.19$0.17$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.14$0.11$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.18