Civic Intelligence

Families First Endowment Trust

990 • Fiscal year 2016 • EIN 58-1466244

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileN/A
80 Joseph E Lowery Boulevard NWAtlanta, GA 30314-3421

(404) 853-2800

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$186,763

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 57.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

25th percentile

-3.3%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,155,318

Down $212,288 (-3.3%) from 2015

Net Assets

Down

$6,155,318

Down $212,288 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin48th percentile

Revenue

Up

$325,242

Up $43,318 (+15%) from 2015

Expenses

Up

$319,829

Up $26,371 (+9.0%) from 2015

Net Income

Up

$5,413

Up $16,947 (+147%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,407,145Liabilities 2011: $580,462Net Assets 2011: $4,826,6832011Assets 2012: $5,304,452Liabilities 2012: $0Net Assets 2012: $5,304,4522012Assets 2013: $5,758,073Liabilities 2013: $0Net Assets 2013: $5,758,0732013Assets 2014: $6,356,514Liabilities 2014: $0Net Assets 2014: $6,356,5142014Assets 2015: $6,367,606Liabilities 2015: $0Net Assets 2015: $6,367,6062015Assets 2016: $6,155,318Liabilities 2016: $0Net Assets 2016: $6,155,3182016Assets 2017: $6,482,190Liabilities 2017: $0Net Assets 2017: $6,482,1902017Assets 2018: $6,303,257Liabilities 2018: $0Net Assets 2018: $6,303,2572018Assets 2019: $6,347,162Liabilities 2019: $0Net Assets 2019: $6,347,1622019Assets 2020: $6,402,571Liabilities 2020: $0Net Assets 2020: $6,402,5712020Assets 2021: $7,761,873Liabilities 2021: $0Net Assets 2021: $7,761,8732021Assets 2022: $6,716,597Liabilities 2022: $0Net Assets 2022: $6,716,5972022Assets 2023: $7,011,481Liabilities 2023: $0Net Assets 2023: $7,011,4812023Assets 2024: $7,714,955Liabilities 2024: $0Net Assets 2024: $7,714,9552024

Highlighted filing

2016

Assets$6,155,318
Liabilities$0
Net Assets$6,155,318
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $271,1952011Expenses 2012: $15,5412012Expenses 2013: $294,3502013Revenue 2014: $272,772Expenses 2014: $291,167Net Income 2014: -$18,3952014Revenue 2015: $281,924Expenses 2015: $293,458Net Income 2015: -$11,5342015Revenue 2016: $325,242Expenses 2016: $319,829Net Income 2016: $5,4132016Revenue 2017: $362,141Expenses 2017: $303,915Net Income 2017: $58,2262017Revenue 2018: $383,360Expenses 2018: $671,691Net Income 2018: -$288,3312018Revenue 2019: $416,494Expenses 2019: $333,581Net Income 2019: $82,9132019Revenue 2020: $606,967Expenses 2020: $337,620Net Income 2020: $269,3472020Revenue 2021: $129,224Expenses 2021: $329,525Net Income 2021: -$200,3012021Revenue 2022: $224,678Expenses 2022: $340,254Net Income 2022: -$115,5762022Revenue 2023: $151,855Expenses 2023: $378,910Net Income 2023: -$227,0552023Revenue 2024: $126,948Expenses 2024: $368,443Net Income 2024: -$241,4952024

Highlighted filing

2016

Revenue$325,242
Expenses$319,829
Net Income$5,413
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$962,104
Mission and Program Overview

Mission

Families first endowment trust is a supporting organization to families first, inc. The trust was created to acquire, hold, and administer designated funds on behalf of families first, inc. The income from the trust's investments are to be used to support the services and programs of families first, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,073,913$5,731,805▼ $342,108
Cash and Non-Interest-Bearing Accounts$287,921$414,818▲ $126,897
Total Assets$6,367,606$6,155,318▼ $212,288
Other Assets Total$5,772$8,695▲ $2,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,367,606$6,155,318▼ $212,288
Total Net Assets Fund Balance$6,367,606$6,155,318▼ $212,288
Total Liabilities and Net Assets / Fund Balance$6,367,606$6,155,318▼ $212,288

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,367,605-▲ $107,541$-18,293$6,155,318
2014$6,356,514-▲ $304,549$-18,958$6,367,605
2013$5,758,073-▲ $889,608$-18,167$6,356,514
2012$5,304,452-▲ $747,971$-12,350$5,758,073
2011$4,826,683$335,462▲ $157,848$-15,541$5,304,452
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert HerreraCFOFT$55,331$55,331
Bethaney M WillisCFOFT$46,548$46,548

Board Members and Trustees

NameTitle
Douglas AldridgeCo-chairman
Krista CosgroveCo-chairman
Bill LawTrustee
Blake WintersTrustee
Don DembraTrustee
Jim CurryTrustee
Joseph BrownTrustee
Mary YatesTrustee
Peggy TaylorTrustee
Tom BalestreireTrustee
Kim AndersonCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$325,242
Other Revenue
$0
Change in Net Assets
$5,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$301,535--$301,535
Fees for Service Investment Mgmnt Fees$18,294--$18,294
Total Functional Expenses$319,829$0$0$319,829
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Board of directors of families first, inc. Controls election and removal of trustees of the trust.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the board treasurer before it is filed and is made available to the executive board after filing by posting to director's desk before the executive board meeting immediately following filing.”

Form 990, Page 6, Part VI, Line 12C

“Each board member must complete the conflict of interest policy form and make all required disclosures on a self report basis. The executive and governance committee monitor disclosures. Periodic completion of the policy forms will be required on a future basis.”

Form 990, Page 6, Part VI, Line 15A

“See statement for part vi line 15b”

Form 990, Page 6, Part VI, Line 15B

“Newly constituted compensation & benefits committee of the board is reassessing and reviewing ceo's compensation including review of comparative data. The committee eventually expand their scope to next assess and review c-suite, senior management, and so forth.”

Form 990, Page 6, Part VI, Line 19

“Governing and conflict of interest documents are available upon request. Financial statements and form 990s are posted to the agency's website, and are also furnished upon request. Form 990s are also published by guidestar.”

Filing and Contact Details

Filer

Filer Name
Families First Endowment Trust
EIN
58-1466244
Phone
4048532800
Address
80 JOSEPH E LOWERY BOULEVARD NW, ATLANTA, GA 30314-3421

Signing Officer

Name
Bethaney M Willis
Title
CFO
Phone
4048532800
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Anderson
Formed
1981
Legal Domicile
Ga
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Brooks Mcginnis & Company LLC
Address
5607 GLENRIDGE DR STE 650, ATLANTA, GA 30342-4959
Preparer
Kathy J Redgate
Phone
4045314940
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Families first endowment trust is a supporting organization to families first, inc. The trust was created to acquire, hold, and administer designated funds on behalf of families first, inc. The income from the trust's investments are to be used to support the services and programs of families first, inc.”

Form 990, Part XI, Line 9

“Unrealized losses -217,701 total -217,701”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To support the exempt purposes and programs of families first, inc.”

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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581054331
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0301535
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
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IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-18293
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06367605
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04826683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0335462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05304452
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE EXEMPT PURPOSES AND PROGRAMS OF FAMILIES FIRST, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186763
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILIES FIRST ENDOWMENT TRUST IS A SUPPORTING ORGANIZATION TO FAMILIES FIRST, INC. THE TRUST WAS CREATED TO ACQUIRE, HOLD, AND ADMINISTER DESIGNATED FUNDS ON BEHALF OF FAMILIES FIRST, INC. THE INCOME FROM THE TRUST'S INVESTMENTS ARE TO BE USED TO SUPPORT THE SERVICES AND PROGRAMS OF FAMILIES FIRST, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS OF FAMILIES FIRST, INC. CONTROLS ELECTION AND REMOVAL OF TRUSTEES OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD TREASURER BEFORE IT IS FILED AND IS MADE AVAILABLE TO THE EXECUTIVE BOARD AFTER FILING BY POSTING TO DIRECTOR'S DESK BEFORE THE EXECUTIVE BOARD MEETING IMMEDIATELY FOLLOWING FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH BOARD MEMBER MUST COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND MAKE ALL REQUIRED DISCLOSURES ON A SELF REPORT BASIS. THE EXECUTIVE AND GOVERNANCE COMMITTEE MONITOR DISCLOSURES. PERIODIC COMPLETION OF THE POLICY FORMS WILL BE REQUIRED ON A FUTURE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE STATEMENT FOR PART VI LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEWLY CONSTITUTED COMPENSATION & BENEFITS COMMITTEE OF THE BOARD IS REASSESSING AND REVIEWING CEO'S COMPENSATION INCLUDING REVIEW OF COMPARATIVE DATA. THE COMMITTEE EVENTUALLY EXPAND THEIR SCOPE TO NEXT ASSESS AND REVIEW C-SUITE, SENIOR MANAGEMENT, AND SO FORTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING AND CONFLICT OF INTEREST DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS AND FORM 990S ARE POSTED TO THE AGENCY'S WEBSITE, AND ARE ALSO FURNISHED UPON REQUEST. FORM 990S ARE ALSO PUBLISHED BY GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED LOSSES -217,701 TOTAL -217,701
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581054331
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FAMILY SVC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ATLANTA
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IRS990ScheduleR/TransferToOtherOrgInd0true
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IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt06155318
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IRS990/TotalEmployeeCnt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06155318
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IRS990/TotalProgramServiceExpensesAmt0319829
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IRS990/USAddress/AddressLine1Txt080 JOSEPH E LOWERY BOULEVARD NW
IRS990/USAddress/CityNm0ATLANTA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,155,318
Liabilities
$0
Net assets
$6,155,318
Revenue
$325,242
Expenses
$319,829
Net income
$5,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.71$0.00$7.71$0.13$0.37$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$0.15$0.38$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.00$6.72$0.22$0.34$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.00$7.76$0.13$0.33$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.61$0.34$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$0.42$0.33$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.00$6.30$0.38$0.67$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.36$0.30$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.33$0.32$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.28$0.29$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.27$0.29$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.00$5.76$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.00$5.30$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.58$4.83$0.27