Civic Intelligence

Mary E Haverty Foundation 6001100-055799

990PF • Fiscal year 2016 • EIN 58-6035161

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

PO Box 71175Marietta, GA 30007-1175

(678) 560-0236

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

69th percentile

6.8%

Faster asset growth than 69% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

159%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,580,842

Up $100,912 (+6.8%) from 2015

Net Assets

Up

$1,580,842

Up $100,912 (+6.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$283,551

Up $174,224 (+159%) from 2015

Expenses

Down

$167,605

Down $8,555 (-4.9%) from 2015

Net Income

Up

$115,946

Up $182,779 (+273%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,575,718Liabilities 2010: $0Net Assets 2010: $1,575,7182010Assets 2011: $1,496,164Liabilities 2011: $0Net Assets 2011: $1,496,1642011Assets 2012: $1,553,770Liabilities 2012: $0Net Assets 2012: $1,553,7702012Assets 2013: $1,482,408Liabilities 2013: $0Net Assets 2013: $1,482,4082013Assets 2014: $1,541,876Liabilities 2014: $0Net Assets 2014: $1,541,8762014Assets 2015: $1,479,930Liabilities 2015: $0Net Assets 2015: $1,479,9302015Assets 2016: $1,580,842Liabilities 2016: $0Net Assets 2016: $1,580,8422016Assets 2017: $1,647,192Liabilities 2017: $0Net Assets 2017: $1,647,1922017Assets 2018: $1,634,411Liabilities 2018: $0Net Assets 2018: $1,634,4112018Assets 2019: $1,615,854Liabilities 2019: $0Net Assets 2019: $1,615,8542019Assets 2020: $1,967,575Liabilities 2020: $0Net Assets 2020: $1,967,5752020Assets 2021: $2,541,845Liabilities 2021: $0Net Assets 2021: $2,541,8452021Assets 2022: $2,874,700Liabilities 2022: $0Net Assets 2022: $2,874,7002022Assets 2023: $2,895,082Liabilities 2023: $0Net Assets 2023: $2,895,0822023Assets 2024: $2,909,589Liabilities 2024: $0Net Assets 2024: $2,909,5892024

Highlighted filing

2016

Assets$1,580,842
Liabilities$0
Net Assets$1,580,842

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $126,4742010Expenses 2011: $137,2712011Expenses 2012: $136,2362012Revenue 2013: $111,423Expenses 2013: $183,664Net Income 2013: -$72,2412013Revenue 2014: $241,048Expenses 2014: $182,869Net Income 2014: $58,1792014Revenue 2015: $109,327Expenses 2015: $176,160Net Income 2015: -$66,8332015Revenue 2016: $283,551Expenses 2016: $167,605Net Income 2016: $115,9462016Revenue 2017: $246,137Expenses 2017: $180,973Net Income 2017: $65,1642017Revenue 2018: $180,957Expenses 2018: $192,751Net Income 2018: -$11,7942018Revenue 2019: $164,488Expenses 2019: $181,353Net Income 2019: -$16,8652019Revenue 2020: $541,744Expenses 2020: $190,001Net Income 2020: $351,7432020Revenue 2021: $757,940Expenses 2021: $182,244Net Income 2021: $575,6962021Revenue 2022: $557,746Expenses 2022: $223,987Net Income 2022: $333,7592022Revenue 2023: $218,808Expenses 2023: $198,426Net Income 2023: $20,3822023Revenue 2024: $236,894Expenses 2024: $222,387Net Income 2024: $14,5072024

Highlighted filing

2016

Revenue$283,551
Expenses$167,605
Net Income$115,946
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE M HAVERTYChairman/Trustee-$0--
J RAWSON HAVERTY JRVice Chair/Trustee-$0--
BEN M HAVERTYSec/Treas/Trustee-$0--
MARGARET H GLOVERTrustee-$0--
MARY E HAVERTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary E Haverty Foundation Inc
EIN
58-6035161
Phone
6785600236
Address
PO Box 71175, Marietta, GA 30007-1175

Signing Officer

Name
Jane M Haverty
Title
Chairman
Phone
6785600236
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Financial Planning Partners
Address
4414 DUNMORE RD NE, MARIETTA, GA 30068
Preparer
Martin J Sickles
Phone
6785600236
Raw XML AppendixShowing 400 of 589 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/PersonNm0JANE M HAVERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1J RAWSON HAVERTY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEN M HAVERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARGARET H GLOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARY E HAVERTY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11266 W Paces Ferry Rd NW 685
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAWSON HAVERTY SR UNTIL HIS DEATH O
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Family HealthGeneral Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Housing andfood for poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VisionCare Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Children's Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Playhouse/Art Farm
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Mercy Care Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Steer Smart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Food for the Poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Mercy Care Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Young Life NW Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5New Life Children Home Guatemala
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Create Your Dreams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Serenbe Institute for Art & Culture
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Atlanta Resouce Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Young Life Africa Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Our Lady Star of the Sea-CHRP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Monestary of the Holy Spirit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Schenck School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Mission House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Rectory School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Earth University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Emory Ethics Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Atlanta Legal Aid Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Alpha Omega Miracle Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Young Life Latin America Expedition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt207 Stages Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21St Jude's Recovery Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Mercy Housing Southeast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Christo Rey Atlanta Jesuit High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4ExemptPublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05665 Peachtree Dunwoody Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12645 Youth Monroe Road

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.24$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.56$0.22$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.76$0.18$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.54$0.19$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.18$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.18$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.25$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.28$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.24$0.18$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.18$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.13