Civic Intelligence

Trousdale Foundation Inc

990 • Fiscal year 2017 • EIN 58-2065596

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

485 Central Ave NECleveland, TN 37311

(423) 478-5953

Siviq Scores

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

Liabilities / Assets

95th percentile

1.17x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.17x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

6.4%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$94,199

Down $17,931 (-16%) from 2016

Net Assets

Down

-$16,179

Down $96,309 (-120%) from 2016

Liabilities

Up

$110,378

Up $78,378 (+245%) from 2016

Revenue

Up

$640,541

Up $38,595 (+6.4%) from 2016

Expenses

Down

$736,850

Down $196,822 (-21%) from 2016

Net Income

Up

-$96,309

Up $235,417 (+71%) from 2016

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

2017

Assets$94,199
Liabilities$110,378
Net Assets-$16,179

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

2017

Revenue$640,541
Expenses$736,850
Net Income-$96,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$640,541
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$24,104$68,431▲ $44,327
Cash and Non-Interest-Bearing Accounts$669$13,196▲ $12,527
Land, Buildings, and Equipment, Net$9,962$8,322▼ $1,640
Prepaid Expenses and Deferred Charges$6,118$4,250▼ $1,868
Total Assets$112,130$94,199▼ $17,931
Other Assets Total$71,277--
Liabilities
Accounts Payable and Accrued Expenses-$78,378-
Unsecured Notes Loans Payable$32,000$32,000→ $0
Total Liabilities$32,000$110,378▲ $78,378
Net Assets / Fund Balance
Unrestricted Net Assets$80,130$-16,179▼ $96,309
Total Net Assets Fund Balance$80,130$-16,179▼ $96,309
Total Liabilities and Net Assets / Fund Balance$112,130$94,199▼ $17,931

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,322$45,910$54,232
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
$640,541
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-96,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$390,543
Other Expenses$346,307
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$267,229$93,358-$360,587
Fees for Services Management$78,600--$78,600
Insurance$34,759$22,757-$57,516
Travel$29,774$2,696-$32,470
Payroll Taxes$19,670$7,065-$26,735
Advertising$9,784--$9,784
All Other Expenses$8,385--$8,385
Office Expenses-$6,062-$6,062
Other Expenses$3,134$1,512-$4,646
Fees for Services Accounting$3,600--$3,600
Other Employee Benefits$432$2,789-$3,221
Depreciation Depletion$1,640--$1,640
Conferences and Meetings-$616-$616
Interest$276--$276
Total Functional Expenses$494,108$242,742$0$736,850
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$183,000
-BusinessIntercompany Pay.No$161,579
-BusinessIntercompany Pay.No$147,739
-BusinessIntercompany Rec.No$140,710
-BusinessManagement ServicesNo$78,600
-BusinessIntercompany Rec.No$45,700
-BusinessIntercompany Rec.No$20,000
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 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

Filer Name
Trousdale Foundation Inc
EIN
58-2065596
Phone
4234785953
Address
485 CENTRAL AVE NE, CLEVELAND, TN 37311
Doing Business As
Pioneer Health Care Group Inc

Signing Officer

Name
Thomas Johnson
Title
President
Phone
4234785953
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Johnson
Formed
1992
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
2
Employees
19

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
J Randolph Nichols
Phone
4787466277
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt6FAYETTEVILLE HEALTH CARE
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt5183000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt645700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1INTERCOMPANY PAY.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2INTERCOMPANY REC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3INTERCOMPANY PAY.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4INTERCOMPANY REC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5INTERCOMPANY REC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc6INTERCOMPANY REC.
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/ExplanationTxt2COPIES 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/ExplanationTxt3IT 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/ExplanationTxt4PIONEER 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd13TN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0HHA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1REINVEST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3REHOLDING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt6NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt7NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt8NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt9NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt10NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt11NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt12NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt13NURSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0LEE COUNTY HOME HEALTH LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1HEALTH SERVICES INVESTORS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2HEALTH SERVICES MANAGEMENT GROUP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3LEGACY HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4PERIMETER DEVELOPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5MID-SOUTH HEALTH SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt6HEALTHLINK OF VIRGINIA SHORES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt7SHELBY HEALTH SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt8HEALTHTRUST LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt9ARDMORE HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt10FAYETTEVILLE HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt11WINCHESTER HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt12KNOXVILLE HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt13WAYNESBORO HEALTHCARE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt2485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt3485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt4485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt5485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt6485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt7485 CENTRAL AVE NE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt8485 CENTRAL AVE NE
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt13485 CENTRAL AVE NE

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