Civic Intelligence

Georgia Phi Foundation Inc.

990PF • Fiscal year 2016 • EIN 58-2285554

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

Organization Profile
3150 Main StreetDuluth, GA 30096

(770) 476-2702

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-418%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$188,150

Down $16,758 (-8.2%) from 2015

Net Assets

$188,150

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Down

$3,022

Down $1,284 (-30%) from 2015

Expenses

Up

$15,645

Up $6,649 (+74%) from 2015

Net Income

Down

-$12,623

Down $7,933 (-169%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2011: $216,818Liabilities 2011: $02011Assets 2012: $215,098Liabilities 2012: $02012Assets 2013: $209,579Liabilities 2013: $02013Assets 2014: $209,598Liabilities 2014: $02014Assets 2015: $204,908Liabilities 2015: $02015Assets 2016: $188,150Liabilities 2016: $0Net Assets 2016: $188,1502016Assets 2017: $183,259Liabilities 2017: $0Net Assets 2017: $183,2592017Assets 2019: $156,871Liabilities 2019: $0Net Assets 2019: $156,8712019Assets 2020: $145,804Liabilities 2020: $0Net Assets 2020: $145,8042020Assets 2021: $139,389Liabilities 2021: $12021Assets 2022: $128,473Liabilities 2022: $0Net Assets 2022: $128,4732022Assets 2023: $106,241Liabilities 2023: $12023Assets 2024: $91,217Liabilities 2024: $0Net Assets 2024: $91,2172024

Highlighted filing

2016

Assets$188,150
Liabilities$0
Net Assets$188,150
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $2,445Expenses 2011: $995Net Income 2011: $1,4502011Revenue 2012: $3,567Expenses 2012: $5,287Net Income 2012: -$1,7202012Revenue 2013: $4,036Expenses 2013: $9,555Net Income 2013: -$5,5192013Revenue 2014: $3,113Expenses 2014: $3,094Net Income 2014: $192014Revenue 2015: $4,306Expenses 2015: $8,996Net Income 2015: -$4,6902015Revenue 2016: $3,022Expenses 2016: $15,645Net Income 2016: -$12,6232016Revenue 2017: $11,001Expenses 2017: $16,215Net Income 2017: -$5,2142017Revenue 2019: $2,399Expenses 2019: $26,442Net Income 2019: -$24,0432019Revenue 2020: $6,387Expenses 2020: $21,577Net Income 2020: -$15,1902020Revenue 2021: $3,348Expenses 2021: $6,459Net Income 2021: -$3,1112021Revenue 2022: $2Expenses 2022: $10,918Net Income 2022: -$10,9162022Revenue 2023: $1Expenses 2023: $22,232Net Income 2023: -$22,2312023Revenue 2024: $2,274Expenses 2024: $17,298Net Income 2024: -$15,0242024

Highlighted filing

2016

Revenue$3,022
Expenses$15,645
Net Income-$12,623
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL RATHERPresident & CEO-$0--
RICHARD T BATTLETreasurer-$0--
JOHN O KINGVice President-$0--
JAMES W STEVENSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Georgia Phi Foundation Inc
EIN
58-2285554
Address
3150 Main Street, Duluth, GA 30096

Signing Officer

Name
Richard T Battle
Title
Treasurer
Signed
2017-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Rowland & Associates LLC Cpas
Address
3150 MAIN ST STE 202, DULUTH, GA 30096-3270
Preparer
Grattan W Rowland III
Phone
7704762702
Raw XML Appendix288 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/PersonNm0DANIEL RATHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD T BATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN O KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES W STEVENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Enhance Educational Opportunities by Providing Educational Supplies and Seminars for Participants.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Sigma Alpha Epsilon Fraternity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0221 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030332
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013437
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0Sigma Alpha Epsilon Frate
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(c)(7) Exemp
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Historic and Continuing Relationship
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt013437
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01a(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0Sigma Alpha Epsilon Frate
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0Educational Supplies/Equipment
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03651
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09786
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09482
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013437
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05831
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09786
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt025000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL PAINTING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt025000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt0608
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0608
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD T BATTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Georgia Phi Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Rowland & Associates LLC
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0582285554
ReturnHeader/Filer/USAddress/AddressLine1Txt03150 Main Street
ReturnHeader/Filer/USAddress/CityNm0Duluth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROWLAND & ASSOCIATES LLC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03150 MAIN ST STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300963270
ReturnHeader/PreparerPersonGrp/PhoneNum07704762702
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Grattan W Rowland III
ReturnHeader/ReturnTs02017-06-21T13:50:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$188,150
Liabilities
$0
Net assets
$188,150
Revenue
$3,022
Expenses
$15,645
Net income
-$12,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.02$0.17$0.15
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$0.00$0.22$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.00$0.11$0.11
2021Summary only. Only limited summary data is available for this year.$1.39$0.00$0.03$0.06$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.06$0.22$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.02$0.26$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.11$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.16$0.13
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$0.04$0.09$0.05
2014Summary only. Only limited summary data is available for this year.$2.10$0.00$0.03$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.04$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$2.15$0.00$0.04$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$0.02$0.01$0.01