Civic Intelligence

Atlanta Tax Forum Inc

EIN 58-1414894 • 501(c)6 • Atlanta, GA

Profile

To provide continuing professional education to attorneys and certified public accountants practicing in the greater atlanta area.

1230 Peachtree Street NE No 1500Atlanta, GA 30309

atlantataxforum.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

40%

Higher net margin than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

83%

Faster revenue growth than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$27,716

Up $7,499 (+37%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$27,716

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin92nd percentile

Revenue

Up

$18,854

Up $8,524 (+83%) from 2020

Expenses

Down

$11,355

Down $1,111 (-8.9%) from 2020

Net Income

Up

$7,499

Up $9,635 (+451%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $64,985Liabilities 2010: $0Net Assets 2010: $64,9852010Assets 2011: $66,118Liabilities 2011: $0Net Assets 2011: $66,1182011Assets 2012: $67,437Liabilities 2012: $0Net Assets 2012: $67,4372012Assets 2013: $67,416Liabilities 2013: $0Net Assets 2013: $67,4162013Assets 2014: $60,498Liabilities 2014: $0Net Assets 2014: $60,4982014Assets 2015: $53,391Liabilities 2015: $0Net Assets 2015: $53,3912015Assets 2016: $45,478Liabilities 2016: $0Net Assets 2016: $45,4782016Assets 2017: $34,467Liabilities 2017: $0Net Assets 2017: $34,4672017Assets 2018: $25,989Liabilities 2018: $0Net Assets 2018: $25,9892018Assets 2020: $20,217Liabilities 2020: $02020Assets 2021: $27,716Liabilities 2021: $0Net Assets 2021: $27,7162021

Highlighted filing

2021

Assets$27,716
Liabilities$0
Net Assets$27,716
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $29,308Expenses 2010: $28,881Net Income 2010: $4272010Revenue 2011: $28,373Expenses 2011: $27,240Net Income 2011: $1,1332011Revenue 2012: $32,705Expenses 2012: $31,386Net Income 2012: $1,3192012Revenue 2013: $29,328Expenses 2013: $29,349Net Income 2013: -$212013Revenue 2014: $23,103Expenses 2014: $30,021Net Income 2014: -$6,9182014Revenue 2015: $26,075Expenses 2015: $33,182Net Income 2015: -$7,1072015Revenue 2016: $21,552Expenses 2016: $29,465Net Income 2016: -$7,9132016Revenue 2017: $19,306Expenses 2017: $30,317Net Income 2017: -$11,0112017Revenue 2018: $13,915Expenses 2018: $22,393Net Income 2018: -$8,4782018Revenue 2020: $10,330Expenses 2020: $12,466Net Income 2020: -$2,1362020Revenue 2021: $18,854Expenses 2021: $11,355Net Income 2021: $7,4992021

Highlighted filing

2021

Revenue$18,854
Expenses$11,355
Net Income$7,499
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,716
Liabilities
$0
Net assets
$27,716
Revenue
$18,854
Expenses
$11,355
Net income
$7,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.00$27.7$18.9$11.4$7.50
2020Summary only. Only limited summary data is available for this year.$20.2$0.00$10.3$12.5$2.14
2018Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$13.9$22.4$8.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.00$34.5$19.3$30.3$11.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.5$0.00$45.5$21.6$29.5$7.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$0.00$53.4$26.1$33.2$7.11
2014Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$23.1$30.0$6.92
2013Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$29.3$29.3$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.4$0.00$67.4$32.7$31.4$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.1$0.00$66.1$28.4$27.2$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$0.00$65.0$29.3$28.9$0.43
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$13,915
Mission and Program Overview

Mission

To provide continuing professional education to attorneys and certified public accountants practicing in the greater atlanta area.

To provide continuing professional education to attorneys and certified public accountants practicing tax in the greater atlanta area.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION TO ATTORNEYS AND CERTIFIED PUBLIC ACCOUNTANTS PRACTICING IN THE GREATER ATLANTA AREA WITH APPROXIMATELY 35 MEMBERS ATTENDING EACH MEETING.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL MCKEITHENImmediate Past President-$0--
STEPHEN KLORFEINBoard Member-$0--
DONNA BEATTYPresident-$0--
PATTI RICHARDSFirst Vice Pres.-$0--
JERRY WEILTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Atlanta Tax Forum Inc
EIN
58-1414894
Phone
4042537500
Address
1230 PEACHTREE STREET NE NO 1500, ATLANTA, GA 30309

Signing Officer

Name
Donna L Beatty
Title
President
Phone
4042537500
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Frazier & Deeter LLC
Address
1230 PEACHTREE STREET NE SUITE 1500, ATLANTA, GA 30309
Preparer
George C Pope
Phone
4042537500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: cle - professional learning. Amount: 395. Description: meetings (catering - food and drinks). Amount: 9,361. Description: annual board dinner . Amount: 2,583. Description: parking. Amount: 1,204. Total to form 990-ez, line 16: 13,543.”

Raw XML Appendix119 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KRISTIN ZIFCHAK
IRS990EZ/BooksInCareOfDetail/PhoneNum04045734152
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02719 OLD MILTON PARKWAY SUITE 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034467
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08850
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034467
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025989
IRS990EZ/GrossReceiptsAmt013915
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt013915
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL MCKEITHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN KLORFEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA BEATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTI RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY WEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FIRST VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013543
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE CONTINUING PROFESSIONAL EDUCATION TO ATTORNEYS AND CERTIFIED PUBLIC ACCOUNTANTS PRACTICING TAX IN THE GREATER ATLANTA AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION TO ATTORNEYS AND CERTIFIED PUBLIC ACCOUNTANTS PRACTICING IN THE GREATER ATLANTA AREA WITH APPROXIMATELY 35 MEMBERS ATTENDING EACH MEETING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt022393
IRS990EZ/TotalRevenueAmt013915
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ATLANTATAXFORUM.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CLE - PROFESSIONAL LEARNING. AMOUNT: 395. DESCRIPTION: MEETINGS (CATERING - FOOD AND DRINKS). AMOUNT: 9,361. DESCRIPTION: ANNUAL BOARD DINNER . AMOUNT: 2,583. DESCRIPTION: PARKING. AMOUNT: 1,204. TOTAL TO FORM 990-EZ, LINE 16: 13,543.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA L BEATTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04042537500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTA TAX FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0581414894
ReturnHeader/Filer/PhoneNum04042537500
ReturnHeader/Filer/USAddress/AddressLine1Txt01230 PEACHTREE STREET NE NO 1500
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03652E956721300A6FEF9BF33948442F19AB95682
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE7E1697FA6B4AEECEC03ABADF66AE2A41FE4074
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.92.186
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:21:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum04042537500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE C POPE
ReturnHeader/ReturnTs02019-11-05T14:55:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.