Civic Intelligence

The Banyan Foundation

EIN 58-2410989 • Vestavia, AL

2001 Park Place No 900Vestavia, AL 35203
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.08x

Higher debt load relative to assets than 96% of similar nonprofits.

$10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

8.11x

Higher debt load relative to revenue than 96% of similar nonprofits.

$10M-$25M nonprofits • Source year 2014

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

$10M-$25M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

$10M-$25M nonprofits • Source year 2012

Asset Growth

94th percentile

57%

Faster asset growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$22,017,851

Up $7,978,523 (+57%) from 2013

Liabilities

Up

$23,734,332

Up $9,024,806 (+61%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$2,925,528

Up $1,141,108 (+64%) from 2013

Expenses

Up

$4,246,311

Up $2,082,282 (+96%) from 2013

Net Income

Down

-$1,320,783

Down $941,174 (-248%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2011: $7,221,364Liabilities 2011: $7,241,6142011Assets 2012: $7,055,089Liabilities 2012: $7,345,678Net Assets 2012: -$290,5892012Assets 2013: $14,039,328Liabilities 2013: $14,709,526Net Assets 2013: -$670,1982013Assets 2014: $22,017,851Liabilities 2014: $23,734,3322014

Highlighted filing

2014

Assets$22,017,851
Liabilities$23,734,332
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $102,628Expenses 2011: $122,878Net Income 2011: -$20,2502011Expenses 2012: $1,243,0762012Revenue 2013: $1,784,420Expenses 2013: $2,164,029Net Income 2013: -$379,6092013Revenue 2014: $2,925,528Expenses 2014: $4,246,311Net Income 2014: -$1,320,7832014

Highlighted filing

2014

Revenue$2,925,528
Expenses$4,246,311
Net Income-$1,320,783

Filings

Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 6, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RB COATS IIIPresidentFT$0--
MELINDA C COATSSecretary-$0--
ANDREW JACK MCKIBBENDirector-$0--
RAYMOND G WHITE JRDirector-$0--
HENRY BARRET WAREDirector-$0--
Filing and Contact Details

Filer

EIN
58-2410989
Phone
2053137340

Signing Officer

Name
Rob Coats
Title
President
Phone
2053137340
Signed
2014-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
Joel T Mcdowell
Phone
2058221010
Raw XML AppendixShowing 400 of 630 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/PersonNm0RB COATS III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RAYMOND G WHITE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HENRY BARRET WARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine102001 PARK PLACE SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine112001 PARK PLACE SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12110 HADDINGTON PARK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine135535 MOUNT VERNON PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine143428 SOUTHAMPTON CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2DOTHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode035203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode135203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode236305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode330327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode435243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06755000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06325000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06325000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt06325000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06325000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FEES EARNED RELATED TO THE DEVELOPMENT OF LOW INCOME HOUSING UNITS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine102001 PARK PLACE SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode035203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10RB COATS III
IRS990PF/StatementsRegardingActyGrp/PhoneNum02053137340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION OWNED AND OPERATED A 151 UNIT LOW INCOME HOUSING PROJECT IN CHARLOTTE, NORTH CAROLINA UNDER A 100% OWNED SUBSIDIARY - SANDLEWOOD AFFORDABLE HOUSING, LLC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION OWNED AND OPERATED A 100 UNIT LOW INCOME HOUSING PROJECT IN GAINESVILLE, FLORIDA UNDER A 100% OWNED SUBSIDIARY - CARVER GARDENS, LLC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01271870
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0544347
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0PURCHASE AND REHABILITATION OF A 100 UNIT LOW INCOME HOUSING PROJECT IN GAINESVILLE, FLORIDA. OPERATING UNDER THE NAME CARVER GARDENS, LLC, WHICH IS 100% OWNED BY THE FOUNDATION.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt06325000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt06325000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06755000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013080000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06325000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06755000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06325000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06325000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013080000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06755000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01239
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt016494
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1405073
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21628
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt321603
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4521472
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt50
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TENANT SECURITY DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BOND COST OF ISSUANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PREPAID EXPENSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3TAX & INSURANCE ESCROWS

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