Civic Intelligence

The Thomas Memorial Foundation Co Susan Mahan Director

990PF • Fiscal year 2022 • EIN 58-1909736

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 01, 2022

Organization Profile
1369 Kelly Mill TraceCumming, GA 30040

(678) 898-0983

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

90th percentile

$27,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 75.6% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

92%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$445,898

Up $3,586 (+0.8%) from 2021

Net Assets

Up

$445,898

Up $4,167 (+0.9%) from 2021

Liabilities

Down

$0

Down $581 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin61st percentile

Revenue

Up

$35,709

Up $17,084 (+92%) from 2021

Expenses

Down

$31,542

Down $22,157 (-41%) from 2021

Net Income

Up

$4,167

Up $39,241 (+112%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $657,961Liabilities 2011: $0Net Assets 2011: $657,9612011Assets 2012: $639,356Liabilities 2012: $1,074Net Assets 2012: $638,2822012Assets 2013: $631,989Liabilities 2013: $906Net Assets 2013: $631,0832013Assets 2014: $624,699Liabilities 2014: $906Net Assets 2014: $623,7932014Assets 2015: $632,757Liabilities 2015: $1,243Net Assets 2015: $631,5142015Assets 2016: $619,480Liabilities 2016: $1,243Net Assets 2016: $618,2372016Assets 2017: $573,973Liabilities 2017: $2,093Net Assets 2017: $571,8802017Assets 2018: $554,954Liabilities 2018: $2,093Net Assets 2018: $552,8612018Assets 2019: $522,063Liabilities 2019: $1,991Net Assets 2019: $520,0722019Assets 2020: $478,194Liabilities 2020: $1,389Net Assets 2020: $476,8052020Assets 2021: $442,312Liabilities 2021: $581Net Assets 2021: $441,7312021Assets 2022: $445,898Liabilities 2022: $0Net Assets 2022: $445,8982022Assets 2023: $434,499Liabilities 2023: $0Net Assets 2023: $434,4992023Assets 2024: $257,646Liabilities 2024: $0Net Assets 2024: $257,6462024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$445,898
Liabilities$0
Net Assets$445,898
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $30,5262011Expenses 2012: $30,6422012Expenses 2013: $28,0222013Revenue 2014: $20,835Expenses 2014: $28,125Net Income 2014: -$7,2902014Revenue 2015: $62,681Expenses 2015: $54,960Net Income 2015: $7,7212015Revenue 2016: $26,802Expenses 2016: $40,079Net Income 2016: -$13,2772016Revenue 2017: $27,578Expenses 2017: $73,935Net Income 2017: -$46,3572017Revenue 2018: $54,230Expenses 2018: $73,249Net Income 2018: -$19,0192018Revenue 2019: $33,160Expenses 2019: $65,949Net Income 2019: -$32,7892019Revenue 2020: $17,245Expenses 2020: $60,512Net Income 2020: -$43,2672020Revenue 2021: $18,625Expenses 2021: $53,699Net Income 2021: -$35,0742021Revenue 2022: $35,709Expenses 2022: $31,542Net Income 2022: $4,1672022Revenue 2023: $19,458Expenses 2023: $30,857Net Income 2023: -$11,3992023Revenue 2024: $126,134Expenses 2024: $302,987Net Income 2024: -$176,8532024Revenue 2025: $937Expenses 2025: $258,583Net Income 2025: -$257,6462025

Highlighted filing

2022

Revenue$35,709
Expenses$31,542
Net Income$4,167
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan T MahanSecretary/DirectorPT$27,000-$27,000
Allen S Hamilton IVAsst Treasurer-$0--
Lee Hamilton JrPresident-$0--
Ryan HamiltonTreasurer-$0--
Charles M HamiltonDirector-$0--
Mallory H VanderveerPresident-Elect-$0--
Jill H McMeansVice President-$0--
Kate McNattAsst Vice Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas Memorial Foundation
EIN
58-1909736
Phone
6788980983
Address
1369 Kelly Mill Trace, Cumming, GA 30040

Signing Officer

Name
Allen S Hamilton IV
Title
Asst Treasurer
Signed
2022-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103
Preparer
Sharon A Belcher CPA
Phone
2392621040
Raw XML Appendix285 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Allen S Hamilton IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lee Hamilton Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan T Mahan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ryan Hamilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Charles M Hamilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Mallory H Vanderveer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Jill H McMeans
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kate McNatt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Asst Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Allen Hamilton
IRS990PF/StatementsRegardingActyGrp/PhoneNum02398504091
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Susan T Mahan
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01499 S Brandywine Circle 112
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Fort Myers
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033919
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042972
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103547
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129147
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0254
TaxesSchedule/TaxesDetail/Amt1403
TaxesSchedule/TaxesDetail/Amt21485
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Other
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0254
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allen S Hamilton IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Thomas Memorial Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Allen Hamilton
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0581909736
ReturnHeader/Filer/PhoneNum06788980983
ReturnHeader/Filer/USAddress/AddressLine1Txt01369 Kelly Mill Trace
ReturnHeader/Filer/USAddress/CityNm0Cumming
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591362099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon A Belcher CPA
ReturnHeader/ReturnTs02022-08-01T06:13:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Allen S Hamilton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IV
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,898
Liabilities
$0
Net assets
$445,898
Revenue
$35,709
Expenses
$31,542
Net income
$4,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.59$2.58
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.26$3.03$1.77
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.19$0.31$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.36$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.01$4.42$0.19$0.54$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.78$0.01$4.77$0.17$0.61$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.02$5.20$0.33$0.66$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.55$0.02$5.53$0.54$0.73$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.02$5.72$0.28$0.74$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.01$6.18$0.27$0.40$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.01$6.32$0.63$0.55$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.01$6.24$0.21$0.28$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.01$6.31$0.28
2012Detailed filing. Detailed filing data is available for this year.$6.39$0.01$6.38$0.31
2011Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.31