Civic Intelligence

Fred H Loveday Endowment Foundation

990EZ • Fiscal year 2017 • EIN 58-1528681

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 04, 2018

PO Box 1057Thomaston, GA 30286

(706) 938-1400

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

411%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$144,294

Up $21,015 (+17%) from 2016

Net Assets

Up

$144,294

Up $21,015 (+17%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$24,735

Up $19,897 (+411%) from 2016

Expenses

Down

$3,720

Down $7,029 (-65%) from 2016

Net Income

Up

$21,015

Up $26,926 (+456%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $120,249Net Assets 2012: $120,2492012Assets 2013: $122,391Net Assets 2013: $122,3912013Assets 2014: $124,493Net Assets 2014: $124,4932014Assets 2015: $129,190Net Assets 2015: $129,1902015Assets 2016: $123,279Net Assets 2016: $123,2792016Assets 2017: $144,294Net Assets 2017: $144,2942017Assets 2018: $152,161Net Assets 2018: $152,1612018Assets 2019: $147,673Net Assets 2019: $147,6732019Assets 2020: $157,832Net Assets 2020: $157,8322020Assets 2021: $153,157Net Assets 2021: $153,1572021Assets 2022: $208,412Net Assets 2022: $208,4122022Assets 2023: $201,854Net Assets 2023: $201,8542023Assets 2024: $201,415Net Assets 2024: $201,4152024Assets 2025: $209,135Net Assets 2025: $209,1352025

Highlighted filing

2017

Assets$144,294
Liabilities-
Net Assets$144,294

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $10,288Expenses 2012: $9,975Net Income 2012: $3132012Revenue 2013: $10,123Expenses 2013: $7,981Net Income 2013: $2,1422013Revenue 2014: $13,395Expenses 2014: $11,293Net Income 2014: $2,1022014Revenue 2015: $13,843Expenses 2015: $9,146Net Income 2015: $4,6972015Revenue 2016: $4,838Expenses 2016: $10,749Net Income 2016: -$5,9112016Revenue 2017: $24,735Expenses 2017: $3,720Net Income 2017: $21,0152017Revenue 2018: $20,106Expenses 2018: $12,239Net Income 2018: $7,8672018Revenue 2019: $5,835Expenses 2019: $10,323Net Income 2019: -$4,4882019Revenue 2020: $19,489Expenses 2020: $9,330Net Income 2020: $10,1592020Revenue 2021: $1,860Expenses 2021: $6,535Net Income 2021: -$4,6752021Revenue 2022: $64,551Expenses 2022: $9,296Net Income 2022: $55,2552022Revenue 2023: -$108Expenses 2023: $6,450Net Income 2023: -$6,5582023Revenue 2024: $12,012Expenses 2024: $12,451Net Income 2024: -$4392024Revenue 2025: $14,219Expenses 2025: $6,499Net Income 2025: $7,7202025

Highlighted filing

2017

Revenue$24,735
Expenses$3,720
Net Income$21,015
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 4, 2018
Return Version
2016v3.0
Gross Receipts
$28,503
Mission and Program Overview

Mission

To benefit educators from independent schools in georgia through grants and scholarships.

Program Services

DescriptionGrantsExpenses
TO AWARD SCHOLARSHIP GRANTS TO SCHOOL TEACHERS WITHIN THE INDEPENDENT SCHOOLS IN GEORGIA.$3,535$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LINKOUS JRChairman-$0--
DR MICHAEL DRAKETreasurer-$0--
NANCY LOVEDAY SMITHTrustee-$0--
FERRELL SINGLETONTrustee-$0--
CLARK HOWELLTrustee-$0--
JAMIE ARTHURTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fred H Loveday Endowment Foundation
EIN
58-1528681
Phone
7069381400
Address
PO BOX 1057, THOMASTON, GA 30286

Signing Officer

Name
Dr Michael Drake
Title
Treasurer
Signed
2018-01-04
Discuss with paid preparer
Yes

Preparer

Firm
Melvin Rooks & Howell Inc
Address
1120 Zebulon Rd PO BOX 59, Griffin, GA 30224
Preparer
Leigh Waltz CPA
Phone
7702275008
Raw XML Appendix144 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOMASTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0302860013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123279
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09534
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03768
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0720
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09432
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt028503
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05769
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM LINKOUS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR MICHAEL DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY LOVEDAY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FERRELL SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLARK HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE ARTHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT EDUCATORS FROM INDEPENDENT SCHOOLS IN GEORGIA THROUGH GRANTS AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AWARD SCHOLARSHIP GRANTS TO SCHOOL TEACHERS WITHIN THE INDEPENDENT SCHOOLS IN GEORGIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03535
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt013200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03720
IRS990EZ/TotalProgramServiceExpensesAmt03535
IRS990EZ/TotalRevenueAmt024735
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.gisaschools.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237099412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GEORGIA INDEPENDENT SCHOOL ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR MICHAEL DRAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-04
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ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0581528681
ReturnHeader/Filer/PhoneNum07069381400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1057
ReturnHeader/Filer/USAddress/CityNm0THOMASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030286
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01120 Zebulon Rd PO BOX 59
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Griffin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030224
ReturnHeader/PreparerPersonGrp/PhoneNum07702275008
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIGH WALTZ CPA
ReturnHeader/ReturnTs02018-01-04T13:10:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$2.09$0.14$0.06$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.00$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.08$2.08$0.65$0.09$0.55
2021Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.02$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.19$0.09$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.20$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.25$0.04$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.13$0.11$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$1.22$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$0.10$0.10$0.00