Civic Intelligence

The Balkcom Charitable Trust

990PF • Fiscal year 2020 • EIN 58-6285214

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 07, 2021

Organization Profile
78 Lindbergh Dr NE 50 The ParksiAtlanta, GA 30305

(404) 262-0896

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

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

57th percentile

-6.4%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$309,540

Up $9,334 (+3.1%) from 2019

Net Assets

Up

$309,540

Up $9,334 (+3.1%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Down

$13,572

Down $931 (-6.4%) from 2019

Expenses

Down

$4,238

Down $21,587 (-84%) from 2019

Net Income

Up

$9,334

Up $20,656 (+182%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2010: $262,688Liabilities 2010: $0Net Assets 2010: $262,6882010Assets 2011: $277,879Liabilities 2011: $0Net Assets 2011: $277,8792011Assets 2012: $288,078Liabilities 2012: $0Net Assets 2012: $288,0782012Assets 2013: $311,276Liabilities 2013: $1Net Assets 2013: $311,2762013Assets 2014: $398,773Liabilities 2014: $1Net Assets 2014: $398,7732014Assets 2015: $417,161Liabilities 2015: $1Net Assets 2015: $417,1612015Assets 2016: $375,704Liabilities 2016: $0Net Assets 2016: $375,7042016Assets 2017: $325,049Liabilities 2017: $0Net Assets 2017: $325,0492017Assets 2018: $311,229Liabilities 2018: $0Net Assets 2018: $311,2292018Assets 2019: $300,206Liabilities 2019: $1Net Assets 2019: $300,2062019Assets 2020: $309,540Liabilities 2020: $0Net Assets 2020: $309,5402020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$309,540
Liabilities$0
Net Assets$309,540
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $13,0712010Expenses 2011: $14,1162011Expenses 2012: $4,7832012Revenue 2013: $37,744Expenses 2013: $14,546Net Income 2013: $23,1982013Revenue 2014: $129,396Expenses 2014: $20,859Net Income 2014: $108,5372014Revenue 2015: $44,398Expenses 2015: $25,845Net Income 2015: $18,5532015Revenue 2016: $9,711Expenses 2016: $51,168Net Income 2016: -$41,4572016Revenue 2017: $19,847Expenses 2017: $70,502Net Income 2017: -$50,6552017Revenue 2018: $16,421Expenses 2018: $30,221Net Income 2018: -$13,8002018Revenue 2019: $14,503Expenses 2019: $25,825Net Income 2019: -$11,3222019Revenue 2020: $13,572Expenses 2020: $4,238Net Income 2020: $9,3342020Revenue 2021: $146,202Expenses 2021: $455,742Net Income 2021: -$309,5402021

Highlighted filing

2020

Revenue$13,572
Expenses$4,238
Net Income$9,334
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R BALKCOM JRTrustee-$0--
LINDA P BALKCOMAdv/Cmtee-$0--
JULIE B GREEN CO JAMES R BALKCOMAdv/Cmtee-$0--
M KATHRYN BUSH CO JAMES R BALKCOMAdv/Cmtee-$0--
Filing and Contact Details

Filer

Filer Name
The Balkcom Charitable Trust
EIN
58-6285214
Phone
4042620896
Address
78 LINDBERGH DR NE 50 THE PARKSI, ATLANTA, GA 30305

Signing Officer

Name
James R Balkcom Jr
Title
Trustee
Phone
4042620896
Signed
2021-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Thomas V Brunelle CPA
Address
3010 COMPASS POINTE WALK, ALPHARETTA, GA 30005
Preparer
Thomas Brunelle
Phone
7706645836
Raw XML Appendix316 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/PersonNm0JAMES R BALKCOM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA P BALKCOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIE B GREEN CO JAMES R BALKCOM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES R BALKCOM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt078 LINDBERGH DR 50 THE PARKSIDE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030305
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ITEM B ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ITEM B ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES R BALKCOM JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LINDA P BALKCOM
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/AppliedToCurrentYearAmt01981
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011598
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01981
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073473
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089090
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02055
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02055
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/Amt164
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt164
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BALKCOM JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042620896
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BALKCOM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BALK
ReturnHeader/Filer/EIN0586285214
ReturnHeader/Filer/PhoneNum04042620896
ReturnHeader/Filer/USAddress/AddressLine1Txt078 LINDBERGH DR NE 50 THE PARKSI
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS V BRUNELLE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03010 COMPASS POINTE WALK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPHARETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030005
ReturnHeader/PreparerPersonGrp/PhoneNum07706645836
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BRUNELLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-09T03:30:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALKCOM JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,540
Liabilities
$0
Net assets
$309,540
Revenue
$13,572
Expenses
$4,238
Net income
$9,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$4.56$3.10
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.14$0.04$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.15$0.26$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16$0.30$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.20$0.71$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.10$0.51$0.41
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.44$0.26$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.29$0.21$1.09
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.38$0.15$0.23
2012Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.05
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.13