Civic Intelligence

The Sweetgrass Foundation Inc

990PF • Fiscal year 2018 • EIN 58-2011000

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 13, 2019

Organization Profile
3290 Northside Pkwy NW No 950Atlanta, GA 30327

(678) 538-2000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

25th percentile

-8.3%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,168,365

Down $97,200 (-4.3%) from 2015

Net Assets

$2,168,365

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin42nd percentile

Revenue

Down

$214,477

Down $63,740 (-23%) from 2015

Expenses

Up

$212,937

Up $45,853 (+27%) from 2015

Net Income

Down

$1,540

Down $109,593 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,340,053Liabilities 2011: $02011Assets 2012: $2,157,053Liabilities 2012: $02012Assets 2013: $2,184,634Liabilities 2013: $02013Assets 2014: $2,154,432Liabilities 2014: $02014Assets 2015: $2,265,565Liabilities 2015: $02015Assets 2018: $2,168,365Liabilities 2018: $0Net Assets 2018: $2,168,3652018Assets 2019: $2,235,813Liabilities 2019: $0Net Assets 2019: $2,235,8132019Assets 2020: $2,146,207Liabilities 2020: $0Net Assets 2020: $2,146,2072020Assets 2021: $2,064,579Liabilities 2021: $0Net Assets 2021: $2,064,5792021Assets 2022: $2,232,973Liabilities 2022: $0Net Assets 2022: $2,232,9732022Assets 2023: $2,231,571Liabilities 2023: $0Net Assets 2023: $2,231,5712023Assets 2024: $2,447,009Liabilities 2024: $0Net Assets 2024: $2,447,0092024

Highlighted filing

2018

Assets$2,168,365
Liabilities$0
Net Assets$2,168,365
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $114,064Expenses 2011: $185,801Net Income 2011: -$71,7372011Revenue 2012: -$9,163Expenses 2012: $173,837Net Income 2012: -$183,0002012Revenue 2013: $209,091Expenses 2013: $181,510Net Income 2013: $27,5812013Revenue 2014: $186,216Expenses 2014: $216,418Net Income 2014: -$30,2022014Revenue 2015: $278,217Expenses 2015: $167,084Net Income 2015: $111,1332015Revenue 2018: $214,477Expenses 2018: $212,937Net Income 2018: $1,5402018Revenue 2019: $304,482Expenses 2019: $237,034Net Income 2019: $67,4482019Revenue 2020: $129,048Expenses 2020: $218,654Net Income 2020: -$89,6062020Revenue 2021: $176,113Expenses 2021: $257,741Net Income 2021: -$81,6282021Revenue 2022: $377,359Expenses 2022: $208,965Net Income 2022: $168,3942022Revenue 2023: $199,506Expenses 2023: $200,908Net Income 2023: -$1,4022023Revenue 2024: $560,670Expenses 2024: $345,232Net Income 2024: $215,4382024

Highlighted filing

2018

Revenue$214,477
Expenses$212,937
Net Income$1,540
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 13, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS FULLER IVChairman-$0--
DANA H HALBERGAsst. Treas.-$0--
DR SAMUEL P FULLERDirector-$0--
KENNETH R MARGOLISDirector-$0--
SARAH G CANDLERDirector-$0--
CYNTHIA A FULLERDirector-$0--
AULBREY F DRISALDIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantECOTRUSTTO SUPPORT PORTION OF SIX MONTHS BUDGET FOR CONTINUED EFFORTS OF REPATRIATION OF FOREST LANDS TO NATIVE COMMUNITIES IN THE PACIFIC NORTHWEST (ACQUISITION OF 90,000 ACRES IN ELLIOT STATE FOREST)501(C)(3)PORTLAND, OR, US$25,000
Paid GrantTHE MOM FOUNDATION - NEPAL (FORMERLY NDSDP)EDUCATION AND HEALTHCAREFOREIGN TAX-EXEMPT OKATHMANDU, NP$21,500
Paid GrantEAGLE'S NEST FOUNDATIONFINANCIAL AID FOR THE OUTDOOR ACADEMY501(C)(3)WINSTONSALEM, NC, US$18,000
Paid GrantMEDSHARE INTERNATIONALTO SUPPORT PARTNERSHIP WITH POSSIBLE HEALTH AND HOSPITAL SISTERS MISSION OUTREACH TO SEND FIVE SHIPMENTS OF MEDICAL SUPPLIES TO NEPAL501(C)(3)DECATUR, GA, US$11,500
Paid GrantECOLIFE CONSERVATIONINSTALLATION OF PATSARI STOVES IN THE MONARCH BUTTERFLY BIOSPHERE RESERVE501(C)(3)ESCONDIDO, CA, US$10,000
Paid GrantECOLOGIC DEVELOPMENT FUNDCOMMUNITY-BASED CONSERVATION OF COMMUNAL FOREST OF LOS ALTOS DE SAN MIGUEL PROJECT IN GUATEMALA501(C)(3)CAMBRIDGE, MA, US$10,000
Paid GrantENDANGERED WILDLIFE TRUSTPROJECT TO RESTORE THE KNYSNA BASIN AND ESTUARY FOR COASTAL SPECIES AND COMMUNITIES501(C)(3)JOHANNESBURG, GAUTENG, SF$10,000
Paid GrantSUNRISE ACADEMY ENGLISH BOARDING SCHOOLEDUCATION OF POOR VILLAGE CHILDREN IN THE DOLAKHA DISTRICT AND FOR REBUILDING OF SCHOOL BUILDINGS DESTROYED BY THE EARTHQUAKEFOREIGN TAX-EXEMPT ODOLAKHA, NP$10,000
Paid GrantSINAMTO PROVIDE A COMPREHENSIVE 120-DAY EMPLOYABLE SKILL TRAINING PROGRAM TO THE IRULA WOMEN'S COMMUNITY TO TEACH SELF-RELIANCE AND SUPPORT WITH ECOLOGICAL CONSCIENCESFOREIGN TAX-EXEMPT OANBU NAGAR, TAMIL NADU, IN$9,000
Paid GrantLATIN AMERICAN SEA TURTLESRESTORATION OF SANDALO REEF WHICH IS A CRITICAL HABITAT FOR HAWKSBILL TURTLES IN GOLFO DULCE, COSTA RICAFOREIGN TAX-EXEMPT OTIBS, CS$7,500
Paid GrantWILDERNESS YOUTH PROJECTFOUR FIRES PROGRAM, WHICH IS AN EDUCATIONAL PROGRAM DESIGNED TO FOSTER CONFIDENCE, HEALTH AND A LIFE-LONG LOVE OF LEARNING THROUGH ACTIVE OUTDOOR EXPERIENCES AND MENTORING501(C)(3)SANTA BARBARA, CA, US$6,400
Paid GrantELEPHANT FAMILYPROTECTING ASIAN ELEPHANTS AND THEIR HABITAT INITIATIVE501(C)(3)NEW YORK, NY, US$5,000
Paid GrantGEORGIA RIVER NETWORKENGAGE, EMPOWER & ADVOCATE PROGRAMS501(C)(3)ATLANTA, GA, US$5,000
Paid GrantVITAL GROUND FOUNDATIONFOR THE PROTECTION AND RESTORATION OF THE HABITAT OF GRIZZLY BEARS AND OTHER NATIVE PLANTS AND ANIMALS IN THE KEY WILDLIFE CORRIDOR IN NORTHWEST MONTANA501(C)(3)MISSOULA, MT, US$5,000
Paid GrantCHATTAHOOCHEE NATURE CENTERGENERAL SUPPORT FOR THE ORGANIZATION501(C)(3)ROSWELL, GA, US$4,500
Paid GrantCARETTA RESEARCH PROJECTGENERAL SUPPORT FOR THE ORGANIZATION501(C)(3)SAVANNAH, GA, US$3,000
Paid GrantWALKING MOUNTAINS SCIENCE CENTERGENERAL SUPPORT FOR THE ORGANIZATIONGENERAL SUPPORT FOR THE ORGANIZATION501(C)(3)AVON, CO, US$3,000
Paid GrantGEOS INSTITUTEWORKING WATER INITIATIVE501(C)(3)ASHLAND, OR, US$2,000
Paid GrantINDIAN LAW RESOURCE CENTERGENERAL SUPPORT FOR THE ORGANIZATION501(C)(3)HELENA, MT, US$1,500
Paid GrantSPACE FOR ELEPHANTSGENERAL SUPPORT FOR THE ORGANIZATIONFOREIGN TAX-EXEMPT OESHOWE, KWAZULU-NATAL, SF$1,500
Paid GrantTHE HIMAL ASSOCIATIONGENERAL SUPPORT FOR THE ORGANIZATIONFOREIGN TAX-EXEMPT OKATHMANDU, NP$1,500
Paid GrantNATIVE AMERICAN RIGHTS FUNDDEVELOP COALITION STRATEGY TO OBTAIN PROTECTIONS ONCE AGAIN ON MARINE RESOURCES IN THE NORTH BERING SEA CLIMATE RESILIENCE AREA, MAINTAIN COMMUNICATION AND PARTICIPATION AMONG FORTY TRIBES IN THE AREA, WORK WITH FEDERAL REGULATORY ENTITIES IN THE NORTHERN BERING SEA AND HIRE AN EXECUTIVE DIRECTOR TO COORDINATE GOALS AND OBJECTIVES.501(C)(3)BOULDER, CO, US$1,000
Filing and Contact Details

Filer

Filer Name
The Sweetgrass Foundation Inc
EIN
58-2011000
Phone
6785382000
Address
3290 NORTHSIDE PKWY NW NO 950, ATLANTA, GA 30327

Signing Officer

Name
Dana H Halberg
Title
Assistant Treasurer
Phone
6785382000
Signed
2019-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Ann M Thompson
Phone
4042627920
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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/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
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/HowAcquiredCd15D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 SH ACCENTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 SH ALLERGAN PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SH APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SH COCA COLA CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SH CSX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SH CVS CAREMARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 SH COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100 SH DANAHER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8100 SH EATON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 SH ALPHABET A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050 SH PARKER HANNIFIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11500 SH PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124359.778 SH TCW EMERGING MKTS INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13200 SH TEXAS INSTRUMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 SH TJX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200 SH AMGEN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100 SH JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0155069
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01540
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02168365
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02166825
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02168365
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0173246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0173246
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0173246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0177144
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03898
IRS990PF/DistributableAmountGrp/TotalTaxAmt03898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0453
IRS990PF/FMVAssetsEOYAmt03642849
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0730000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0740000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0693330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01409505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01330907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02852061
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02166825
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02168365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt097458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt097458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02166825
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02168365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03642849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02166825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02168365
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02166825
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02168365
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03596824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0203852
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03392972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0177144
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03542872
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03596824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS FULLER IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANA H HALBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR SAMUEL P FULLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KENNETH R MARGOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SARAH G CANDLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CYNTHIA A FULLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6AULBREY F DRISALDI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASST. TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt63290 NORTHSIDE PARKWAY NW SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd330327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd430327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd530327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd630327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0183641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0185590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0231252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0154134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0173646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0148415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.068748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.038928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03542872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03363765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03197016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03351715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03291434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02937544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0177036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259168
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0177036
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0177036
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0177036
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANA H HALBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03290 NORTHSIDE PKWY SUITE 950
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06785382000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,168,365
Liabilities
$0
Net assets
$2,168,365
Revenue
$214,477
Expenses
$212,937
Net income
$1,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.56$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.20$0.20$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.38$0.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.18$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.30$0.24$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.21$0.21$0.00
2015Summary only. Only limited summary data is available for this year.$2.27$0.00$0.28$0.17$0.11
2014Summary only. Only limited summary data is available for this year.$2.15$0.00$0.19$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$2.18$0.00$0.21$0.18$0.03
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$0.01$0.17$0.18
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.11$0.19$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits