Civic Intelligence

The J Michael Gearon Jr Foundation

990PF • Fiscal year 2020 • EIN 58-6380925

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

3350 Riverwood Pkwy Suite 425Atlanta, GA 30339

(770) 308-1999

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

71%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

138%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,647,248

Up $1,516,010 (+71%) from 2019

Net Assets

Up

$3,647,248

Up $1,516,010 (+71%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,937,885

Up $1,123,317 (+138%) from 2019

Expenses

Up

$421,875

Up $112,381 (+36%) from 2019

Net Income

Up

$1,516,010

Up $1,010,936 (+200%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $759,260Liabilities 2010: $0Net Assets 2010: $759,2602010Assets 2011: $718,474Liabilities 2011: $0Net Assets 2011: $718,4742011Assets 2012: $1,084,473Liabilities 2012: $0Net Assets 2012: $1,084,4732012Assets 2013: $943,773Liabilities 2013: $0Net Assets 2013: $943,7732013Assets 2014: $827,324Liabilities 2014: $0Net Assets 2014: $827,3242014Assets 2015: $997,845Liabilities 2015: $0Net Assets 2015: $997,8452015Assets 2016: $905,035Liabilities 2016: $0Net Assets 2016: $905,0352016Assets 2017: $2,039,021Liabilities 2017: $0Net Assets 2017: $2,039,0212017Assets 2018: $1,626,164Liabilities 2018: $0Net Assets 2018: $1,626,1642018Assets 2019: $2,131,238Liabilities 2019: $0Net Assets 2019: $2,131,2382019Assets 2020: $3,647,248Liabilities 2020: $0Net Assets 2020: $3,647,2482020Assets 2021: $3,956,042Liabilities 2021: $0Net Assets 2021: $3,956,0422021Assets 2022: $4,075,237Liabilities 2022: $0Net Assets 2022: $4,075,2372022Assets 2023: $4,097,504Liabilities 2023: $0Net Assets 2023: $4,097,5042023Assets 2024: $4,202,440Liabilities 2024: $0Net Assets 2024: $4,202,4402024

Highlighted filing

2020

Assets$3,647,248
Liabilities$0
Net Assets$3,647,248

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $65,0002010Expenses 2011: $57,5002011Expenses 2012: $52,5002012Revenue 2013: $106,800Expenses 2013: $247,500Net Income 2013: -$140,7002013Revenue 2014: $121,051Expenses 2014: $237,500Net Income 2014: -$116,4492014Revenue 2015: $445,521Expenses 2015: $272,500Net Income 2015: $173,0212015Revenue 2016: $156,390Expenses 2016: $239,200Net Income 2016: -$82,8102016Revenue 2017: $1,570,186Expenses 2017: $432,700Net Income 2017: $1,137,4862017Revenue 2018: $240,019Expenses 2018: $622,876Net Income 2018: -$382,8572018Revenue 2019: $814,568Expenses 2019: $309,494Net Income 2019: $505,0742019Revenue 2020: $1,937,885Expenses 2020: $421,875Net Income 2020: $1,516,0102020Revenue 2021: $627,139Expenses 2021: $278,345Net Income 2021: $348,7942021Revenue 2022: $734,152Expenses 2022: $614,957Net Income 2022: $119,1952022Revenue 2023: $289,575Expenses 2023: $267,308Net Income 2023: $22,2672023Revenue 2024: $449,197Expenses 2024: $344,261Net Income 2024: $104,9362024

Highlighted filing

2020

Revenue$1,937,885
Expenses$421,875
Net Income$1,516,010
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDEE L DEANCo-Trustee-$0--
J MICHAEL GEARON SRCo-Trustee-$0--
J MICHAEL GEARON JRDistribution-$0--
J MICHAEL GEARON IIIDistribution-$0--
ELIZABETH L GEARONDistribution-$0--
LAUREN L GEARONDistribution-$0--
Filing and Contact Details

Filer

Filer Name
J Michael Gearon Jr Foundation
EIN
58-6380925
Phone
7703081999
Address
3350 RIVERWOOD PKWY SUITE 425, ATLANTA, GA 30339

Signing Officer

Name
Sandee L Dean
Title
Co-trustee
Phone
7703081999
Signed
2021-06-07

Preparer

Firm
Jas Consulting LLC
Address
3072 CLARENDALE DR NW, ATLANTA, GA 30327
Preparer
Julie M Wyrick
Phone
4042594243
Raw XML Appendix332 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/PersonNm1J MICHAEL GEARON SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J MICHAEL GEARON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J MICHAEL GEARON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH L GEARON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LAUREN L GEARON
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03350 RIVERWOOD PKWY SUITE 425
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030339
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NORAEG HOLDINGS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06785642209
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CURE CHILDHOOD CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SWEET GRASS COMMUNITY FOU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE CABOT PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE LOVETT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GEORGIA INNOCENCE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01835 SAVOY DRIVE STE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2286 CABOT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34075 PACES FERRY ROAD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt450 HURT PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIG TIMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEVERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0413000
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/AppliedToCurrentYearAmt0413000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0417454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0118957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0114503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0114503
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0413000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0114503
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0118957
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01040
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC. INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SUNCO LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1272
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1272
TaxesSchedule/TaxesDetail/Amt03307
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03307
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDEE L DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07703081999
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J MICHAEL GEARON JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JMIC
ReturnHeader/Filer/EIN0586380925
ReturnHeader/Filer/PhoneNum07703081999
ReturnHeader/Filer/USAddress/AddressLine1Txt03350 RIVERWOOD PKWY SUITE 425
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475456402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAS CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03072 CLARENDALE DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030327
ReturnHeader/PreparerPersonGrp/PhoneNum04042594243
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE M WYRICK
ReturnHeader/ReturnTs02021-07-20T13:56:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.45$0.34$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.29$0.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.73$0.61$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.63$0.28$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$1.94$0.42$1.52
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.81$0.31$0.51
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.24$0.62$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.57$0.43$1.14
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.16$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.45$0.27$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.12$0.24$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.25$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07