Civic Intelligence

Trousdale Foundation Inc

990 • Fiscal year 2014 • EIN 58-2065596

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 20, 2014

485 Central Avenue NE37311

(423) 478-5953

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.48x

Higher debt load relative to assets than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

1st percentile

-0.28x

Higher debt load relative to revenue than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

7th percentile

-39%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

5th percentile

-35%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-7.8%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$507,775

Down $272,650 (-35%) from 2013

Net Assets

Up

$753,713

Up $284,128 (+61%) from 2013

Liabilities

Down

-$245,938

Down $556,778 (-179%) from 2013

Revenue

Down

$872,996

Down $74,168 (-7.8%) from 2013

Expenses

Up

$1,210,548

Up $145,777 (+14%) from 2013

Net Income

Down

-$337,552

Down $219,945 (-187%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $1,536,335Liabilities 2011: -$17,328Net Assets 2011: $1,553,6632011Assets 2012: $981,508Liabilities 2012: -$227,364Net Assets 2012: $1,208,8722012Assets 2013: $780,425Liabilities 2013: $310,840Net Assets 2013: $469,5852013Assets 2014: $507,775Liabilities 2014: -$245,938Net Assets 2014: $753,7132014Assets 2015: $237,395Liabilities 2015: -$174,461Net Assets 2015: $411,8562015Assets 2016: $112,130Liabilities 2016: $32,000Net Assets 2016: $80,1302016Assets 2017: $94,199Liabilities 2017: $110,378Net Assets 2017: -$16,1792017Assets 2018: $234,989Liabilities 2018: $188,810Net Assets 2018: $46,1792018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$507,775
Liabilities-$245,938
Net Assets$753,713

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,319,077Expenses 2011: $1,540,142Net Income 2011: -$221,0652011Revenue 2012: $800,108Expenses 2012: $1,144,899Net Income 2012: -$344,7912012Revenue 2013: $947,164Expenses 2013: $1,064,771Net Income 2013: -$117,6072013Revenue 2014: $872,996Expenses 2014: $1,210,548Net Income 2014: -$337,5522014Revenue 2015: $817,283Expenses 2015: $1,159,140Net Income 2015: -$341,8572015Revenue 2016: $601,946Expenses 2016: $933,672Net Income 2016: -$331,7262016Revenue 2017: $640,541Expenses 2017: $736,850Net Income 2017: -$96,3092017Revenue 2018: $813,887Expenses 2018: $751,529Net Income 2018: $62,3582018Revenue 2019: $193,580Expenses 2019: $239,759Net Income 2019: -$46,1792019

Highlighted filing

2014

Revenue$872,996
Expenses$1,210,548
Net Income-$337,552
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 20, 2014
Return Version
2013v3.1
Gross Receipts
$872,996
Mission and Program Overview

Mission

Organized for the purpose of providing affordable home health care services. Revenues received are for the express purpose of covering expenses related to the provision of quality home health care services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$767,294$503,744▼ $263,550
Land, Buildings, and Equipment, Net$13,411$5,014▼ $8,397
Prepaid Expenses and Deferred Charges$2,788$4,937▲ $2,149
Cash and Non-Interest-Bearing Accounts$-3,068$-5,920▼ $2,852
Total Assets$780,425$507,775▼ $272,650
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,704--
Accounts Payable and Accrued Expenses$-313,544$-245,938▲ $67,606
Total Liabilities$-310,840$-245,938▲ $64,902
Net Assets / Fund Balance
Unrestricted Net Assets$1,091,265$753,713▼ $337,552
Total Net Assets Fund Balance$1,091,265$753,713▼ $337,552
Total Liabilities and Net Assets / Fund Balance$780,425$507,775▼ $272,650

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,014$57,630$62,644
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas JohnsonPresident
Ken HartSecretary
Christin RoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$862,459
Investment Income
$10,537
Other Revenue
$0
Change in Net Assets
$-337,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$663,560
Salaries, Compensation, and Employee Benefits$546,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$425,750$75,729-$501,479
Fees for Services Management-$72,600-$72,600
Insurance$47,300$23,866-$71,166
Payroll Taxes$33,941$6,295-$40,236
Travel$34,189$1,277-$35,466
Office Expenses$8,113$20,024-$28,137
Advertising$2,875$16,874-$19,749
All Other Expenses$6,190$6,046-$12,236
Other Expenses$38,236$12,000-$12,000
Depreciation Depletion-$8,397-$8,397
Other Employee Benefits$2,367$2,906-$5,273
Interest-$1,866-$1,866
Fees for Services Legal-$619-$619
Total Functional Expenses$598,961$611,587$0$1,210,548
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-BusinessIntercompany Rec.No$237,000
Thomas D JohnsonBusinessManagement ServicesNo$72,600
-BusinessIntercompany Rec.No$20,000
-BusinessIntercompany Pay.No$-9,000
-BusinessIntercompany Pay.No$-74,629
-BusinessIntercompany Pay.No$-154,403
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Thomas d. Johnson president majority member

Form 990, Page 6, Part VI, Line 3

Health services management group hires, fires and supervises key personnel, prepares budgets, oversees financial operations and supervises exempt orerations for pioneer health care group, inc.

Form 990, Page 6, Part VI, Line 8A

Per discussion with management, the board of directors meets sporadically and formal minutes are not kept.

Form 990, Page 6, Part VI, Line 8B

Per discussion with management, the board of directors meets sporadically and formal minutes are not kept.

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

Copies of the completed 990 are sent to each member of the governing body for review before the return is submitted to the irs. Once the members have reviewed the 990, they will each sign a statement acknowledging that they agree with the information reported on the form. When acknowledgement statements are received from every member, the 990 is submitted.

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

It is the policy of pioneer health care group, inc. That conflicts of interest be monitored on an ongoing basis. Officers are required to notify the board when there are any changes in interests or affiliations that would affect their ability to participate in decision making actions. Any conflicts of interest that are discovered are handled in accordance with the written conflict of interest policy.

Form 990, Page 6, Part VI, Line 19

Pioneer health care group, inc. Makes its documents available to the public upon request.

Filing and Contact Details

Filer

EIN
58-2065596
Phone
4234785953

Signing Officer

Name
Thomas D Johnson
Title
President
Phone
4234785953
Signed
2014-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas D Johnson
Formed
1992
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
3
Employees
20

Preparer

Preparer
Charles a Fletcher
Phone
4787466277
Raw XML AppendixShowing 400 of 591 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine11LEE COUNTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine12HEALTH SERVICES MANAGEMENT GROUP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine13LEGACY HEALTHCARE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine14PIONEER HOME CARE
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt5-9000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1INTERCOMPANY PAY.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2INTERCOMPANY REC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3INTERCOMPANY PAY.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4INTERCOMPANY REC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5INTERCOMPANY PAY.
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS D. JOHNSON PRESIDENT MAJORITY MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HEALTH SERVICES MANAGEMENT GROUP HIRES, FIRES AND SUPERVISES KEY PERSONNEL, PREPARES BUDGETS, OVERSEES FINANCIAL OPERATIONS AND SUPERVISES EXEMPT ORERATIONS FOR PIONEER HEALTH CARE GROUP, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER DISCUSSION WITH MANAGEMENT, THE BOARD OF DIRECTORS MEETS SPORADICALLY AND FORMAL MINUTES ARE NOT KEPT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PER DISCUSSION WITH MANAGEMENT, THE BOARD OF DIRECTORS MEETS SPORADICALLY AND FORMAL MINUTES ARE NOT KEPT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF THE COMPLETED 990 ARE SENT TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS SUBMITTED TO THE IRS. ONCE THE MEMBERS HAVE REVIEWED THE 990, THEY WILL EACH SIGN A STATEMENT ACKNOWLEDGING THAT THEY AGREE WITH THE INFORMATION REPORTED ON THE FORM. WHEN ACKNOWLEDGEMENT STATEMENTS ARE RECEIVED FROM EVERY MEMBER, THE 990 IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IT IS THE POLICY OF PIONEER HEALTH CARE GROUP, INC. THAT CONFLICTS OF INTEREST BE MONITORED ON AN ONGOING BASIS. OFFICERS ARE REQUIRED TO NOTIFY THE BOARD WHEN THERE ARE ANY CHANGES IN INTERESTS OR AFFILIATIONS THAT WOULD AFFECT THEIR ABILITY TO PARTICIPATE IN DECISION MAKING ACTIONS. ANY CONFLICTS OF INTEREST THAT ARE DISCOVERED ARE HANDLED IN ACCORDANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PIONEER HEALTH CARE GROUP, INC. MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd14N/A
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0AL
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd5TN
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd7VA
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0HHA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1REINVEST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3REHOLDING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt6NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt7NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt8NF LESSEE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt9NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt10NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt11NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt12NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt13NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt14NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10LEE COUNTY HOME HEALTH LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine11HEALTH SERVICES INVESTORS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine12HEALTH SERVICES MANAGEMENT GROUP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine13LEGACY HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine14PERIMETER DEVELOPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine15HEALTHLINK SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine16MID-SOUTH HEALTH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine17HEALTHLINK OF VIRGINIA SHORES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine18SHELBY HEALTH PARTNERS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine19HEALTHTRUST LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine110MOUNTAIN CREEK HOME HEALTH INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine111BRISTOL HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine112ARDMORE HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine113FAYETTEVILLE HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine114WINCHESTER HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine10485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine11485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine12485 CENTRAL AVE NE

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