Civic Intelligence

Clarence E Harris Foundation Inc.

990PF • Fiscal year 2016 • EIN 58-1674685

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
Six Concourse Parkway Suite 600Atlanta, GA 30328

(770) 396-1100

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.90x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$12,417,770

Up $80,960 (+0.7%) from 2015

Net Assets

Down

$11,927,920

Down $374,867 (-3.0%) from 2015

Liabilities

Up

$489,850

Up $455,827 (+1340%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin7th percentile

Revenue

Down

$544,169

Down $173,440 (-24%) from 2015

Expenses

Up

$919,036

Up $22,699 (+2.5%) from 2015

Net Income

Down

-$374,867

Down $196,139 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0Assets 2010: $12,126,200Liabilities 2010: $50,249Net Assets 2010: $12,075,9512010Assets 2011: $11,868,863Liabilities 2011: $0Net Assets 2011: $11,868,8632011Assets 2012: $12,070,632Liabilities 2012: $0Net Assets 2012: $12,070,6322012Assets 2013: $12,421,903Liabilities 2013: $1Net Assets 2013: $12,421,9032013Assets 2014: $12,515,538Liabilities 2014: $34,023Net Assets 2014: $12,481,5152014Assets 2015: $12,336,810Liabilities 2015: $34,023Net Assets 2015: $12,302,7872015Assets 2016: $12,417,770Liabilities 2016: $489,850Net Assets 2016: $11,927,9202016Assets 2017: $12,180,243Liabilities 2017: $489,850Net Assets 2017: $11,690,3932017Assets 2018: $11,628,730Liabilities 2018: $489,850Net Assets 2018: $11,138,8802018Assets 2019: $11,782,368Liabilities 2019: $489,850Net Assets 2019: $11,292,5182019Assets 2020: $11,301,650Liabilities 2020: $1Net Assets 2020: $11,301,6502020Assets 2021: $12,492,914Liabilities 2021: $1Net Assets 2021: $12,492,9142021Assets 2022: $12,892,453Liabilities 2022: $1Net Assets 2022: $12,892,4532022Assets 2023: $12,187,693Liabilities 2023: $0Net Assets 2023: $12,187,6932023Assets 2024: $13,149,383Liabilities 2024: $0Net Assets 2024: $13,149,3832024

Highlighted filing

2016

Assets$12,417,770
Liabilities$489,850
Net Assets$11,927,920
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $850,2132010Expenses 2011: $843,3422011Expenses 2012: $742,7212012Revenue 2013: $1,208,725Expenses 2013: $857,454Net Income 2013: $351,2712013Revenue 2014: $921,665Expenses 2014: $862,053Net Income 2014: $59,6122014Revenue 2015: $717,609Expenses 2015: $896,337Net Income 2015: -$178,7282015Revenue 2016: $544,169Expenses 2016: $919,036Net Income 2016: -$374,8672016Revenue 2017: $835,612Expenses 2017: $1,073,139Net Income 2017: -$237,5272017Revenue 2018: $887,072Expenses 2018: $958,585Net Income 2018: -$71,5132018Revenue 2019: $797,268Expenses 2019: $643,630Net Income 2019: $153,6382019Revenue 2020: $398,936Expenses 2020: $789,877Net Income 2020: -$390,9412020Revenue 2021: $1,449,406Expenses 2021: $266,233Net Income 2021: $1,183,1732021Revenue 2022: $722,051Expenses 2022: $315,972Net Income 2022: $406,0792022Revenue 2023: $1,133,363Expenses 2023: $1,831,234Net Income 2023: -$697,8712023Revenue 2024: $1,066,630Expenses 2024: $89,611Net Income 2024: $977,0192024

Highlighted filing

2016

Revenue$544,169
Expenses$919,036
Net Income-$374,867
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBYE F HARRISPresident-$0--
JOEL B PIASSICKVice-Pres-$0--
G MCKITTRICK SIMMONS JRDirector-$0--
CAROLYN RICEDirector-$0--
TERRY HARTIGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Clarence E Harris Foundation
EIN
58-1674685
Phone
7703961100
Address
SIX CONCOURSE PARKWAY SUITE 600, ATLANTA, GA 30328

Signing Officer

Name
BOBBYE F Harris
Title
Trustee
Phone
7703961100
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
Six Concourse Parkway Suite 600, Atlanta, GA 30328
Preparer
Andrew Siegel
Phone
7703961100
Raw XML AppendixShowing 400 of 747 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12120189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1331889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Harbert Private Equity Fund II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Mellon BNY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Mellon BNY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Smith Barney Citigroup - High Net Worth II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Smith Barney Citigroup - High Net Worth II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Piedmont Partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Piedmont Partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Aeroturbine Energy Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Harbert Real Estate Fund III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Harbert Real Estate Fund III - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Smith Barney Citigroup -Trak CG DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Harbert Real Estate Fund IV -SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Harbert Real Estate Fund V - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Oneok Partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Morgan Stanley - 088346 CG DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Morgan Stanley - 088346 CG DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Harbert Real Estate Fund IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Harbert Real Estate Fund IV -SEC 1231 REPORTED ON 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Harbert Real Estate Fund V - SEC 1231 REPORTED ON 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0253057
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-374867
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011927920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012302787
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011927920
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0662446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0662446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0662446
IRS990PF/DistributableAmountGrp/IncomeTaxAmt054311
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0719567
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02810
IRS990PF/DistributableAmountGrp/TotalTaxAmt057121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013539
IRS990PF/FMVAssetsEOYAmt015208918
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01232919
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0418252
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0418252
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02520557
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08583334
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011999518
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014790666
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt034023
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0489850
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012302787
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011927920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012336810
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012417770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015208918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt034023
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0489850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012336810
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012417770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012302787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011927920
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014610494
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0973106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013637388
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0219157
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0719567
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014391337
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014610494
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BOBBYE F HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOEL B PIASSICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2G MCKITTRICK SIMMONS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLYN RICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TERRY HARTIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE RIVERCHASE PARKWAY SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2728 WESLEY DRIVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34528 SHERRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44878 TWIN BRANCHES WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CALHOUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HISTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DUNWOODY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd135244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd337348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd430338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0728576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0731386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0772494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0703515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0750658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0605917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0720534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014391337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015331928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014383746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013816450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013143966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013491159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0832766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253132
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0829956
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0832766
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02810
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0832766

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,417,770
Liabilities
$489,850
Net assets
$11,927,920
Revenue
$544,169
Expenses
$919,036
Net income
-$374,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.07$0.09$0.98
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.13$1.83$0.70
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.72$0.32$0.41
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.45$0.27$1.18
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.40$0.79$0.39
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.49$11.3$0.80$0.64$0.15
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.49$11.1$0.89$0.96$0.07
2017Detailed filing. Detailed filing data is available for this year.$12.2$0.49$11.7$0.84$1.07$0.24
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.49$11.9$0.54$0.92$0.37
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.03$12.3$0.72$0.90$0.18
2014Detailed filing. Detailed filing data is available for this year.$12.5$0.03$12.5$0.92$0.86$0.06
2013Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.21$0.86$0.35
2012Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.74
2011Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.84
2010Detailed filing. Detailed filing data is available for this year.$12.1$0.05$12.1$0.85