Civic Intelligence

Charlotte and Hazel Otyson Memorial Test Tr

990 • Fiscal year 2016 • EIN 58-6383699

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileNONE
PO Box 827Dalton, GA 30722-0827

(706) 278-2911

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$953,211

Up $52,331 (+5.8%) from 2015

Net Assets

Up

$953,211

Up $52,331 (+5.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$67,148

Up $20,575 (+44%) from 2015

Expenses

Down

$24,115

Down $2,827 (-10%) from 2015

Net Income

Up

$43,033

Up $23,402 (+119%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $741,857Liabilities 2011: $0Net Assets 2011: $741,8572011Assets 2012: $835,564Liabilities 2012: $0Net Assets 2012: $835,5642012Assets 2013: $893,157Liabilities 2013: $0Net Assets 2013: $893,1572013Assets 2014: $928,405Liabilities 2014: $0Net Assets 2014: $928,4052014Assets 2015: $900,880Liabilities 2015: $0Net Assets 2015: $900,8802015Assets 2016: $953,211Liabilities 2016: $0Net Assets 2016: $953,2112016Assets 2017: $995,977Liabilities 2017: $0Net Assets 2017: $995,9772017Assets 2018: $901,322Liabilities 2018: $0Net Assets 2018: $901,3222018Assets 2019: $1,069,992Liabilities 2019: $0Net Assets 2019: $1,069,9922019Assets 2020: $1,086,749Liabilities 2020: $0Net Assets 2020: $1,086,7492020Assets 2021: $1,186,973Liabilities 2021: $0Net Assets 2021: $1,186,9732021Assets 2022: $1,019,317Liabilities 2022: $0Net Assets 2022: $1,019,3172022Assets 2023: $1,096,028Liabilities 2023: $0Net Assets 2023: $1,096,0282023Assets 2024: $1,165,393Liabilities 2024: $0Net Assets 2024: $1,165,3932024

Highlighted filing

2016

Assets$953,211
Liabilities$0
Net Assets$953,211
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0Revenue 2011: $45,822Expenses 2011: $23,451Net Income 2011: $22,3712011Revenue 2012: $61,244Expenses 2012: $23,595Net Income 2012: $37,6492012Revenue 2013: $45,914Expenses 2013: $25,627Net Income 2013: $20,2872013Revenue 2014: $47,864Expenses 2014: $25,525Net Income 2014: $22,3392014Revenue 2015: $46,573Expenses 2015: $26,942Net Income 2015: $19,6312015Revenue 2016: $67,148Expenses 2016: $24,115Net Income 2016: $43,0332016Revenue 2017: $30,816Expenses 2017: $25,810Net Income 2017: $5,0062017Revenue 2018: $58,808Expenses 2018: $30,494Net Income 2018: $28,3142018Revenue 2019: $59,027Expenses 2019: $33,358Net Income 2019: $25,6692019Revenue 2020: $54,992Expenses 2020: $32,560Net Income 2020: $22,4322020Revenue 2021: $85,980Expenses 2021: $36,337Net Income 2021: $49,6432021Revenue 2022: $74,836Expenses 2022: $39,285Net Income 2022: $35,5512022Revenue 2023: $73,003Expenses 2023: $40,223Net Income 2023: $32,7802023Revenue 2024: $87,189Expenses 2024: $40,547Net Income 2024: $46,6422024

Highlighted filing

2016

Revenue$67,148
Expenses$24,115
Net Income$43,033
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$177,356
Mission and Program Overview

Mission

The trust was created to support publicly supported charitable organizations (churches) by funding recreational programs and cemetery lot maintenance of these churches.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$837,354$837,575▲ $221
Savings and Temporary Cash Investments$61,672$109,638▲ $47,966
Cash and Non-Interest-Bearing Accounts$1,854$3,912▲ $2,058
Total Assets$900,880$953,211▲ $52,331
Other Assets Total-$2,086-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$900,880$953,211▲ $52,331
Total Net Assets Fund Balance$900,880$953,211▲ $52,331
Total Liabilities and Net Assets / Fund Balance$900,880$953,211▲ $52,331
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bob HubbsTrustee
Bryan McallisterTrustee
Teresa McguireTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$67,148
Other Revenue
$0
Change in Net Assets
$43,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,163
Other Expenses$3,952
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,163--$20,163
Other Expenses-$3,172-$3,172
Fees for Services Accounting-$780-$780
Total Functional Expenses$20,163$3,952$0$24,115
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Baptist Church of DaltonDalton, GA501(c)See Statement 6$5,281
First Presbyterian ChurchDalton, GA501(c)See Statement 6$5,281
First United Methodist Church of DaDalton, GA501(c)See Statement 6$5,281
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
CHARLOTTE AND HAZEL O'TYSON
EIN
58-6383699
Phone
7062782911
Address
PO BOX 827, DALTON, GA 30722-0827

Signing Officer

Name
Bryan Mcallister
Title
Trustee
Phone
7062782911
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Mcallister
Formed
1999
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Morehouse Group
Address
507 S THORNTON AVE, DALTON, GA 30720-8286
Preparer
Mark Krueger
Phone
7062782713
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gains on investments 9,296 rounding 2 total 9,298”

Raw XML Appendix314 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE TRUST WAS CREATED TO SUPPORT PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS (CHURCHES) BY FUNDING RECREATIONAL PROGRAMS AND CEMETERY LOT MAINTENANCE OF THESE CHURCHES.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0PHILLIP CANNON
IRS990/BooksInCareOfDetail/PhoneNum07062782911
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 N THORNTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0P O BOX 827
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0307220827
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01854
IRS990/CashNonInterestBearingGrp/EOYAmt03912
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt020163
IRS990/CYInvestmentIncomeAmt067148
IRS990/CYOtherExpensesAmt03952
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt043033
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024115
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt067148
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDING OF RECREATIONAL ACTIVITIES AND CEMETERY GROUNDS OF THE SUPPORTED CHURCHES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt020163
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0780
IRS990/FeesForServicesAccountingGrp/TotalAmt0780
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BRYAN MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB HUBBS
IRS990/Form990PartVIISectionAGrp/PersonNm2TERESA MCGUIRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt025652
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt020163
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020163
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020163
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0135860
IRS990/GrossReceiptsAmt0177356
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt041496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041496
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0837354
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0837575
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0110208
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE TRUST WAS CREATED TO SUPPORT PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS (CHURCHES) BY FUNDING RECREATIONAL PROGRAMS AND CEMETERY LOT MAINTENANCE OF THESE CHURCHES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0900880
IRS990/NetAssetsOrFundBalancesEOYAmt0953211
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt025652
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025652
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt02086
IRS990/OtherChangesInNetAssetsAmt09298
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03172
IRS990/OtherExpensesGrp/TotalAmt03172
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRYAN MCALLISTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020695
IRS990/PYInvestmentIncomeAmt046573
IRS990/PYOtherExpensesAmt06247
IRS990/PYRevenuesLessExpensesAmt019631
IRS990/PYTotalExpensesAmt026942
IRS990/PYTotalRevenueAmt046573
IRS990/ReconcilationRevenueExpnssAmt043033
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061672
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109638
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580959427
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1580633979
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2580603144
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3580610064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd31
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0720
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18881
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt35281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GROVE LEVEL BAPTIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FIRST BAPTIST CHURCH OF DALTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2FIRST PRESBYTERIAN CHURCH OF DALTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3FIRST UNITED METHODIST CHURCH OF DALTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt020163
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05281
IRS990ScheduleI/RecipientTable/CashGrantAmt15281
IRS990ScheduleI/RecipientTable/CashGrantAmt25281
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE STATEMENT 6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SEE STATEMENT 6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SEE STATEMENT 6
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH OF DALTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FIRST UNITED METHODIST CHURCH OF DA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FIRST PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0580633979
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1500 S THORNTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P O BOX 489
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DALTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DALTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230722
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY APPROVES GRANTS AS STIPULATED IN THE BYLAWS. DISBURSEMENTS ARE MADE IN THE NAME OF THE RECIPIENT ORGANIZATIONS ONLY WITH THE UNDERSTANDING THAT THE FUNDS ARE TO BE USED FOR SPECIFIC PURPOSES COMMUNICATED TO THE RECIPIENT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 9,296 ROUNDING 2 TOTAL 9,298
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0900880
IRS990/TotalAssetsEOYAmt0953211
IRS990/TotalAssetsGrp/BOYAmt0900880
IRS990/TotalAssetsGrp/EOYAmt0953211
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03952
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020163
IRS990/TotalFunctionalExpensesGrp/TotalAmt024115
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0900880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0953211
IRS990/TotalProgramServiceExpensesAmt020163
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067148
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0900880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0953211
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0900880
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0953211
IRS990/USAddress/AddressLine1Txt0P O BOX 827
IRS990/USAddress/CityNm0DALTON
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030722
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN MCALLISTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07062782911
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE AND HAZEL O'TYSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0586383699
ReturnHeader/Filer/PhoneNum07062782911
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 827
ReturnHeader/Filer/USAddress/CityNm0DALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0307220827
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E1A2A1823AA01917B945FA907E6A25E437330D05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E1A2A1823AA01917B945FA907E6A25E437330D05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581713263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOREHOUSE GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0507 S THORNTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0307208286
ReturnHeader/PreparerPersonGrp/PhoneNum07062782713
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK KRUEGER
ReturnHeader/ReturnTs02017-05-11T14:55:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$953,211
Liabilities
$0
Net assets
$953,211
Revenue
$67,148
Expenses
$24,115
Net income
$43,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.04$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.06$0.02$0.04
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.05$0.02$0.02