Civic Intelligence

Kate & Elwyn Tomlinson Foundation C/O Ageefisherbarrett LLC

990PF • Fiscal year 2019 • EIN 58-0634727

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 28, 2020

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

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,813,464

Up $230,552 (+15%) from 2018

Net Assets

Up

$1,805,845

Up $233,114 (+15%) from 2018

Liabilities

Down

$7,619

Down $2,562 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Down

$144,563

Down $87,852 (-38%) from 2018

Expenses

Down

$75,989

Down $14,216 (-16%) from 2018

Net Income

Down

$68,574

Down $73,636 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$1,813,464
Liabilities$7,619
Net Assets$1,805,845
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$144,563
Expenses$75,989
Net Income$68,574
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 28, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-09-28
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 Appendix344 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt049500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt049500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt049500
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0JACK FISHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 HAMMOND DR BLDG 17
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030328
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042504570
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FORWARD ARTS FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HIGH MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHEPHERD CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALLIANCE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03130 SLATON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11280 PEACHTREE STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22020 PEACHTREE RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31280 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049500
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/AppliedToCurrentYearAmt014906
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034594
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083840
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034594
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0164540
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010357
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05500
TaxesSchedule/TaxesDetail/Amt0314
TaxesSchedule/TaxesDetail/Amt15500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0314
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04042504570
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-28
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/AtSubmissionCreationDeviceId0093CCBC991077C08B856D9BD8443907B717A7BF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId000FB6AECD4580710F3D37CD7662CB094ABB43C3B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:01:18
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/PreparationDt02020-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY T AGEE CPA
ReturnHeader/ReturnTs02020-10-06T07:01:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,813,464
Liabilities
$7,619
Net assets
$1,805,845
Revenue
$144,563
Expenses
$75,989
Net income
$68,574
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