Civic Intelligence

Paul & Hazel Macleod Memorial Endowment Tr Fund

990EZ • Fiscal year 2022 • EIN 58-6366471

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 17, 2023

Organization Profile
811 Telfair StAugusta, GA 30901

(912) 507-9181

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.3%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

85%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$176,726

Down $4,178 (-2.3%) from 2021

Net Assets

Down

$176,726

Down $4,178 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$13,602

Up $6,236 (+85%) from 2021

Expenses

Up

$5,042

Up $1,116 (+28%) from 2021

Net Income

Up

$8,560

Up $5,120 (+149%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $122,478Liabilities 2011: $02011Assets 2013: $135,821Liabilities 2013: $02013Assets 2014: $135,909Liabilities 2014: $02014Assets 2015: $138,106Liabilities 2015: $02015Assets 2016: $144,438Liabilities 2016: $02016Assets 2017: $154,151Liabilities 2017: $02017Assets 2018: $150,712Liabilities 2018: $02018Assets 2019: $163,037Liabilities 2019: $02019Assets 2020: $174,261Liabilities 2020: $02020Assets 2021: $180,904Liabilities 2021: $0Net Assets 2021: $180,9042021Assets 2022: $176,726Liabilities 2022: $0Net Assets 2022: $176,7262022Assets 2023: $188,963Liabilities 2023: $0Net Assets 2023: $188,9632023Assets 2024: $197,954Liabilities 2024: $0Net Assets 2024: $197,9542024

Highlighted filing

2022

Assets$176,726
Liabilities$0
Net Assets$176,726
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

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

$15K$10K$5.0K$0Revenue 2011: $4,651Expenses 2011: $2,364Net Income 2011: $2,2872011Revenue 2013: $5,756Expenses 2013: $3,307Net Income 2013: $2,4492013Revenue 2014: $8,447Expenses 2014: $3,943Net Income 2014: $4,5042014Revenue 2015: $11,632Expenses 2015: $5,897Net Income 2015: $5,7352015Revenue 2016: $9,390Expenses 2016: $2,710Net Income 2016: $6,6802016Revenue 2017: $9,683Expenses 2017: $4,196Net Income 2017: $5,4872017Revenue 2018: $6,919Expenses 2018: $3,561Net Income 2018: $3,3582018Revenue 2019: $7,802Expenses 2019: $5,189Net Income 2019: $2,6132019Revenue 2020: $12,980Expenses 2020: $5,282Net Income 2020: $7,6982020Revenue 2021: $7,366Expenses 2021: $3,926Net Income 2021: $3,4402021Revenue 2022: $13,602Expenses 2022: $5,042Net Income 2022: $8,5602022Revenue 2023: $11,455Expenses 2023: $6,917Net Income 2023: $4,5382023Revenue 2024: $9,107Expenses 2024: $5,482Net Income 2024: $3,6252024

Highlighted filing

2022

Revenue$13,602
Expenses$5,042
Net Income$8,560
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 17, 2023
Return Version
2022v5.0
Gross Receipts
$13,602
Mission and Program Overview

Mission

Apply income for educational purposes

Program Services

DescriptionGrantsExpenses
Our only purpose is to provide tuition assistance to children in financial need as determined by the school.$5,042$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerrard MacLeodTrustee-$0--
Debbie DerollerTrustee-$0--
Jacob AlmeterTrustee-$0--
Helen GriffinTrustee-$0--
Elmore ButlerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Hazel Macleod Memorial Endowment Tr Fund
EIN
58-6366471
Phone
9125079181
Address
811 Telfair St, Augusta, GA 30901

Signing Officer

Name
Gerrard MacLeod
Title
Board Member
Phone
9125079181
Signed
2023-04-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“One grant to school per the purpose of the trust.”

Form 990-EZ, Part I, Line 20

“Net Asset Value of mutual fund investment changed”

Raw XML Appendix179 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Gerrard MacLeod
IRS990EZ/BooksInCareOfDetail/PhoneNum09125079181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0811 Telfair St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Augusta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0180904
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176726
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08560
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176726
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05042
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt013602
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06252
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176726
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176726
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gerrard MacLeod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debbie Deroller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jacob Almeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Helen Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elmore Butler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-12738
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Apply income for educational purposes
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our only purpose is to provide tuition assistance to children in financial need as determined by the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05042
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05042
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt013602
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580566196
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05042
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Immaculate Conception School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05042
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0One grant to school per the purpose of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Net Asset Value of mutual fund investment changed
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerrard MacLeod
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Member
ReturnHeader/BusinessOfficerGrp/PhoneNum09125079181
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & HAZEL MACLEOD MEMORIAL ENDOWMENT TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0586366471
ReturnHeader/Filer/PhoneNum09125079181
ReturnHeader/Filer/USAddress/AddressLine1Txt0811 Telfair St
ReturnHeader/Filer/USAddress/CityNm0Augusta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-04-17T14:48:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,726
Liabilities
$0
Net assets
$176,726
Revenue
$13,602
Expenses
$5,042
Net income
$8,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.09$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.14$0.05$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.04$0.03
2020Summary only. Only limited summary data is available for this year.$1.74$0.00$0.13$0.05$0.08
2019Summary only. Only limited summary data is available for this year.$1.63$0.00$0.08$0.05$0.03
2018Summary only. Only limited summary data is available for this year.$1.51$0.00$0.07$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$1.54$0.00$0.10$0.04$0.05
2016Summary only. Only limited summary data is available for this year.$1.44$0.00$0.09$0.03$0.07
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$0.12$0.06$0.06
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.04$0.05
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$0.06$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$0.05$0.02$0.02