Civic Intelligence

Kate & Elwyn Tomlinson Foundation C/O Ageefisherbarrett LLC

990PF • Fiscal year 2018 • EIN 58-0634727

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.04x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-7.9%

Faster asset growth than 16% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,582,912

Down $135,090 (-7.9%) from 2017

Net Assets

Down

$1,572,731

Down $145,271 (-8.5%) from 2017

Liabilities

Up

$10,181

Up $10,181 from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin92nd percentile

Revenue

Up

$232,415

Up $70,205 (+43%) from 2017

Expenses

Up

$90,205

Up $56,292 (+166%) from 2017

Net Income

Up

$142,210

Up $13,913 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$1,582,912
Liabilities$10,181
Net Assets$1,572,731
Open 2018 Filing

Operations Trend

Revenue Growth85th 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

2018

Revenue$232,415
Expenses$90,205
Net Income$142,210
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
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
2019-11-12
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 Appendix339 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/RecipientUSAddress/AddressLine1Txt3PO BOX 24615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41280 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52415 PARKWOOD DRIVE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047032
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014168
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081626
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034594
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014168
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012857
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05666
TaxesSchedule/TaxesDetail/Amt0260
TaxesSchedule/TaxesDetail/Amt15666
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0260
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04042504570
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02ECD5F2415C29E6F6C389B7D65DC4ABFDC558C3D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:07:13
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/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY T AGEE CPA
ReturnHeader/ReturnTs02019-11-12T14:07:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,582,912
Liabilities
$10,181
Net assets
$1,572,731
Revenue
$232,415
Expenses
$90,205
Net income
$142,210
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