Civic Intelligence

The Donald C Easterling-Edward S Hallman Foundation

990PF • Fiscal year 2020 • EIN 58-6381078

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 22, 2022

Organization Profile
3290 Northside Pkwy NW No 950Atlanta, GA 30327

(678) 538-2000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$981,435

Up $17,403 (+1.8%) from 2019

Net Assets

$981,435

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin86th percentile

Revenue

Down

$40,234

Down $4,497 (-10%) from 2019

Expenses

Up

$22,831

Up $8,991 (+65%) from 2019

Net Income

Down

$17,403

Down $13,488 (-44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,843,146Liabilities 2011: $02011Assets 2012: $1,664,777Liabilities 2012: $02012Assets 2013: $1,761,446Liabilities 2013: $02013Assets 2014: $1,785,020Liabilities 2014: $02014Assets 2015: $1,783,348Liabilities 2015: $02015Assets 2019: $964,032Liabilities 2019: $02019Assets 2020: $981,435Liabilities 2020: $0Net Assets 2020: $981,4352020Assets 2021: $1,034,091Liabilities 2021: $0Net Assets 2021: $1,034,0912021Assets 2022: $1,020,228Liabilities 2022: $0Net Assets 2022: $1,020,2282022Assets 2023: $1,057,753Liabilities 2023: $0Net Assets 2023: $1,057,7532023Assets 2024: $1,087,486Liabilities 2024: $0Net Assets 2024: $1,087,4862024

Highlighted filing

2020

Assets$981,435
Liabilities$0
Net Assets$981,435
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$400K$200K$0-$200KRevenue 2011: $45,823Expenses 2011: $132,875Net Income 2011: -$87,0522011Revenue 2012: $105,745Expenses 2012: $284,114Net Income 2012: -$178,3692012Revenue 2013: $121,598Expenses 2013: $24,929Net Income 2013: $96,6692013Revenue 2014: $163,996Expenses 2014: $140,422Net Income 2014: $23,5742014Revenue 2015: $127,482Expenses 2015: $129,154Net Income 2015: -$1,6722015Revenue 2019: $44,731Expenses 2019: $13,840Net Income 2019: $30,8912019Revenue 2020: $40,234Expenses 2020: $22,831Net Income 2020: $17,4032020Revenue 2021: $69,102Expenses 2021: $16,446Net Income 2021: $52,6562021Revenue 2022: $55,068Expenses 2022: $68,931Net Income 2022: -$13,8632022Revenue 2023: $56,371Expenses 2023: $18,846Net Income 2023: $37,5252023Revenue 2024: $47,004Expenses 2024: $17,271Net Income 2024: $29,7332024

Highlighted filing

2020

Revenue$40,234
Expenses$22,831
Net Income$17,403
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 22, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THORNTON KENNEDYMember-Distribution Comm-$0--
ALFRED D KENNEDYMember-Distribution Comm-$0--
THOMAS F MCNALLYMember-Distribution Comm-$0--
BNY MELLON NATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Donald C Easterling - Edward S
EIN
58-6381078
Phone
6785382000
Address
3290 NORTHSIDE PKWY NW NO 950, ATLANTA, GA 30327

Signing Officer

Name
Joel Penny
Title
Trustee
Phone
6785382000
Signed
2022-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Ann M Thompson
Phone
4042627920
Raw XML Appendix336 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
AccountingFeesSchedule/AccountingFeesDetail/Amt05600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02800
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I, LINE 13 AND PART VIII
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, ETC.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE AMOUNT REPORTED AS COMPENSATION REPRESENTS INVESTMENT MANAGEMENT FEES PAID TO BNY MELLON, NA, THE FOUNDATION'S CORPORATE TRUSTEE. THIS AMOUNT DOES NOT INCLUDE ANY PAYMENT FOR TRUSTEE FEES.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0247691
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOEL PENNY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0THE FORUM/950 3290 NORTHSIDE PKWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06785382000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt02800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt059099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0969015
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt059099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0909916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0909916
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0909916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0969015
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0188
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt174
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0107
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0107
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03014
TaxesSchedule/TaxesDetail/Amt0488
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0488
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL PENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06785382000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONALD C EASTERLING - EDWARD S
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HALLMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0586381078
ReturnHeader/Filer/PhoneNum06785382000
ReturnHeader/Filer/USAddress/AddressLine1Txt03290 NORTHSIDE PKWY NW NO 950
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581763570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES AND KOLB
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03475 PIEDMONT ROAD NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042627920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN M THOMPSON
ReturnHeader/ReturnTs02022-09-22T11:24:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENNY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$981,435
Liabilities
$0
Net assets
$981,435
Revenue
$40,234
Expenses
$22,831
Net income
$17,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.02$0.02
2019Summary only. Only limited summary data is available for this year.$0.96$0.00$0.04$0.01$0.03
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.13$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$0.16$0.14$0.02
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$0.12$0.02$0.10
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.11$0.28$0.18
2011Summary only. Only limited summary data is available for this year.$1.84$0.00$0.05$0.13$0.09