Civic Intelligence

Braswell Fund

990PF • Fiscal year 2020 • EIN 58-6033308

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

PO Box 857Madison, GA 30650

(706) 343-6500

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-4.1%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$331,661

Up $725 (+0.2%) from 2019

Net Assets

Up

$331,661

Up $725 (+0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$23,455

Down $1,006 (-4.1%) from 2019

Expenses

Down

$6,418

Down $19,198 (-75%) from 2019

Net Income

Up

$17,037

Up $18,192 (+1575%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $306,297Liabilities 2012: $2952012Assets 2013: $334,595Liabilities 2013: $2952013Assets 2014: $366,834Liabilities 2014: $0Net Assets 2014: $366,8342014Assets 2015: $333,055Liabilities 2015: $0Net Assets 2015: $333,0552015Assets 2016: $321,951Liabilities 2016: $0Net Assets 2016: $321,9512016Assets 2017: $341,741Liabilities 2017: $0Net Assets 2017: $341,7412017Assets 2018: $342,009Liabilities 2018: $0Net Assets 2018: $342,0092018Assets 2019: $330,936Liabilities 2019: $0Net Assets 2019: $330,9362019Assets 2020: $331,661Liabilities 2020: $0Net Assets 2020: $331,6612020Assets 2021: $417,164Liabilities 2021: $0Net Assets 2021: $417,1642021Assets 2022: $335,115Liabilities 2022: $0Net Assets 2022: $335,1152022Assets 2023: $368,568Liabilities 2023: $0Net Assets 2023: $368,5682023Assets 2024: $474,665Liabilities 2024: $0Net Assets 2024: $474,6652024Assets 2025: $487,922Liabilities 2025: $0Net Assets 2025: $487,9222025

Highlighted filing

2020

Assets$331,661
Liabilities$0
Net Assets$331,661

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: -$1,353Expenses 2012: $19,995Net Income 2012: -$21,3482012Revenue 2013: $25,010Expenses 2013: $26,207Net Income 2013: -$1,1972013Revenue 2014: $33,095Expenses 2014: $21,721Net Income 2014: $11,3742014Revenue 2015: $27,412Expenses 2015: $32,320Net Income 2015: -$4,9082015Revenue 2016: $26,861Expenses 2016: $26,890Net Income 2016: -$292016Revenue 2017: $41,772Expenses 2017: $23,373Net Income 2017: $18,3992017Revenue 2018: $17,738Expenses 2018: $25,940Net Income 2018: -$8,2022018Revenue 2019: $24,461Expenses 2019: $25,616Net Income 2019: -$1,1552019Revenue 2020: $23,455Expenses 2020: $6,418Net Income 2020: $17,0372020Revenue 2021: $46,612Expenses 2021: $8,901Net Income 2021: $37,7112021Revenue 2022: $23,587Expenses 2022: $45,446Net Income 2022: -$21,8592022Revenue 2023: $36,132Expenses 2023: $26,564Net Income 2023: $9,5682023Revenue 2024: $127,586Expenses 2024: $27,539Net Income 2024: $100,0472024Revenue 2025: $20,732Expenses 2025: $32,375Net Income 2025: -$11,6432025

Highlighted filing

2020

Revenue$23,455
Expenses$6,418
Net Income$17,037
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles MerrittCustodian-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Braswell Fund
EIN
58-6033308
Phone
7063436500
Address
PO Box 857, Madison, GA 30650

Signing Officer

Name
Charles Merritt
Title
Custodian
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Treadwell Tamplin & Co LLP
Address
157 W Jefferson St, Madison, GA 30650
Preparer
Matt D Miller
Phone
7063421040
Raw XML Appendix313 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/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles Merritt
IRS990PF/StatementsRegardingActyGrp/PhoneNum07063436500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See Exhibit "A" pages 1-9
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Charles Merritt
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07063436500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0259 N Second Ave Probate Ct
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Madison
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0See Exhibit "A" page 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 15
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0872
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0872
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013716
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109
LandEtcSchedule2/LandEtcGrp/BookValueAmt025000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt025000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt025000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1135
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02911
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Merritt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Custodian
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Braswell Fund
ReturnHeader/Filer/BusinessNameControlTxt0BRAS
ReturnHeader/Filer/EIN0586033308
ReturnHeader/Filer/PhoneNum07063436500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 857
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030650
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581312071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Treadwell Tamplin & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0157 W Jefferson St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030650
ReturnHeader/PreparerPersonGrp/PhoneNum07063421040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt D Miller
ReturnHeader/ReturnTs02020-11-10T13:52:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.21$0.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$1.28$0.28$1.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.36$0.27$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.24$0.45$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.47$0.09$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.23$0.06$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.24$0.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.26$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.42$0.23$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.27$0.27$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.27$0.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.33$0.22$0.11
2013Summary only. Only limited summary data is available for this year.$3.35$0.00$0.25$0.26$0.01
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.01$0.20$0.21