Civic Intelligence

Lockerly Arboretum Foundation

990PF • Fiscal year 2017 • EIN 58-1078686

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

PO Box 310Milledgeville, GA 31061

(478) 452-2111

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.09x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$65,233

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,669,031

Up $842,977 (+9.6%) from 2016

Net Assets

Up

$9,621,637

Up $803,432 (+9.1%) from 2016

Liabilities

Up

$47,394

Up $39,545 (+504%) from 2016

Revenue

Down

$522,098

Down $294,400 (-36%) from 2016

Expenses

Up

$596,108

Up $57,162 (+11%) from 2016

Net Income

Down

-$74,010

Down $351,562 (-127%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,993,510Liabilities 2010: $3,884Net Assets 2010: $7,989,6262010Assets 2011: $8,014,031Liabilities 2011: $0Net Assets 2011: $8,014,0312011Assets 2012: $8,118,625Liabilities 2012: $0Net Assets 2012: $8,118,6252012Assets 2013: $8,015,197Liabilities 2013: $2,603Net Assets 2013: $8,012,5942013Assets 2014: $8,644,931Liabilities 2014: $1,962Net Assets 2014: $8,642,9692014Assets 2015: $8,546,383Liabilities 2015: $5,730Net Assets 2015: $8,540,6532015Assets 2016: $8,826,054Liabilities 2016: $7,849Net Assets 2016: $8,818,2052016Assets 2017: $9,669,031Liabilities 2017: $47,394Net Assets 2017: $9,621,6372017Assets 2018: $8,884,325Liabilities 2018: $26,870Net Assets 2018: $8,857,4552018Assets 2019: $9,540,136Liabilities 2019: $4,696Net Assets 2019: $9,535,4402019Assets 2020: $9,927,360Liabilities 2020: $3,413Net Assets 2020: $9,923,9472020Assets 2021: $10,416,258Liabilities 2021: $7,771Net Assets 2021: $10,408,4872021Assets 2022: $8,547,802Liabilities 2022: $51,667Net Assets 2022: $8,496,1352022Assets 2023: $9,492,898Liabilities 2023: $8,870Net Assets 2023: $9,484,0282023Assets 2024: $9,820,546Liabilities 2024: $17,536Net Assets 2024: $9,803,0102024

Highlighted filing

2017

Assets$9,669,031
Liabilities$47,394
Net Assets$9,621,637

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $458,5412010Expenses 2011: $487,1692011Expenses 2012: $505,2762012Revenue 2013: $339,596Expenses 2013: $440,552Net Income 2013: -$100,9562013Revenue 2014: $1,063,514Expenses 2014: $433,140Net Income 2014: $630,3742014Revenue 2015: $386,951Expenses 2015: $489,267Net Income 2015: -$102,3162015Revenue 2016: $816,498Expenses 2016: $538,946Net Income 2016: $277,5522016Revenue 2017: $522,098Expenses 2017: $596,108Net Income 2017: -$74,0102017Revenue 2018: $462,188Expenses 2018: $608,296Net Income 2018: -$146,1082018Revenue 2019: $789,148Expenses 2019: $623,187Net Income 2019: $165,9612019Revenue 2020: $425,427Expenses 2020: $570,393Net Income 2020: -$144,9662020Revenue 2021: $921,245Expenses 2021: $589,281Net Income 2021: $331,9642021Revenue 2022: $634,556Expenses 2022: $643,918Net Income 2022: -$9,3622022Revenue 2023: $944,432Expenses 2023: $632,799Net Income 2023: $311,6332023Revenue 2024: $661,905Expenses 2024: $763,064Net Income 2024: -$101,1592024

Highlighted filing

2017

Revenue$522,098
Expenses$596,108
Net Income-$74,010
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 9, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER POLLARDExec DirectorFT$64,160$1,073$65,233
NICHOLAS BEADLES IITrustee-$0--
CARL BLOUNTTrustee-$0--
SARA S BRANTLEYTrustee-$0--
JOE SAMAPresident-$0--
IAN MCMULLENTrustee-$0--
SANDERS G MERCER JrTrustee-$0--
BOB MILLERTrustee-$0--
DOUG R OETTER PHDVice President-$0--
CHUCK WALSHTreasurer-$0--
HARRIETT WHIPPLETrustee-$0--
TOMMY L FRENCHTrustee-$0--
ANGIE D MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lockerly Arboretum Foundation
EIN
58-1078686
Address
PO BOX 310, MILLEDGEVILLE, GA 31061

Signing Officer

Name
Jennifer Pollard
Title
Executive Direc
Phone
4784522112
Signed
2018-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Hatcher CPA Inc
Address
1641 N Jefferson Street, Milledgeville, GA 31061
Preparer
Marcia W Hatcher CPA
Phone
4784522111
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt34300
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt35600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt36120
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt37200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt387020
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3912950
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt40400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4122000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4213872
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4314622
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt44565
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt455556
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt461500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt472607
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt484927
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt493000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt501595
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt51895
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt52600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt538850
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt541020
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5516326
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt565870
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt573713
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt582889
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt599650
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt60300
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt61400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt621150
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt635250
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt645613
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6537000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6680711
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt67153036
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt685600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt693666
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt702236
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt712813
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt721174
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt734400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7424760
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt757705
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt78700
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt818223
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt104740
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11237
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt12114
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt13666
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14166
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt151500
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt16350
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1755
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt181500
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt19750
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20260
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2122
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt220
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt23202
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt24325
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt255850
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt26988
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt270
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt281972
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt290
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt301650
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3195
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt32160
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt330
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt340
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt350
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt360
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt370
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt38351
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt39647
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt400
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt410
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt421387
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt431462
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt440
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt45556
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt46150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt47261
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt48328
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt49200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50159
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5189
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5260
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt53885
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt54102
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt551633
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt56587
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt57371
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt58289
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt59965
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6030
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6140
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt62115
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt63525
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt64561
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt653700
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt664036
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt677652
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt68560
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt69524
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70319
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt71402
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt72168
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt73440
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt74155
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt75337
DepreciationSchedule/DepreciationPropertyGrp/LifeRt020
DepreciationSchedule/DepreciationPropertyGrp/LifeRt120
DepreciationSchedule/DepreciationPropertyGrp/LifeRt220
DepreciationSchedule/DepreciationPropertyGrp/LifeRt320
DepreciationSchedule/DepreciationPropertyGrp/LifeRt420
DepreciationSchedule/DepreciationPropertyGrp/LifeRt520
DepreciationSchedule/DepreciationPropertyGrp/LifeRt620
DepreciationSchedule/DepreciationPropertyGrp/LifeRt739
DepreciationSchedule/DepreciationPropertyGrp/LifeRt820
DepreciationSchedule/DepreciationPropertyGrp/LifeRt910

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.82$0.02$9.80$0.66$0.76$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.01$9.48$0.94$0.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$8.55$0.05$8.50$0.63$0.64$0.01
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$0.92$0.59$0.33
2020Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.92$0.43$0.57$0.14
2019Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$0.79$0.62$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.88$0.03$8.86$0.46$0.61$0.15
2017Detailed filing. Detailed filing data is available for this year.$9.67$0.05$9.62$0.52$0.60$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.83$0.01$8.82$0.82$0.54$0.28
2015Detailed filing. Detailed filing data is available for this year.$8.55$0.01$8.54$0.39$0.49$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.06$0.43$0.63
2013Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.01$0.34$0.44$0.10
2012Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.51
2011Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.49
2010Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.46