Civic Intelligence

The Calvin and Marisa Allen Foundation

EIN 59-3325134 • Atlanta, GA

1550 Brookhaven HillAtlanta, GA 30319
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$36,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

19th percentile

-4.5%

Faster asset growth than 19% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

66%

Faster revenue growth than 82% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,660,166

Down $314,174 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,660,166

Down $314,174 (-4.5%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$446,213

Up $177,338 (+66%) from 2023

Expenses

Down

$760,355

Down $4,721 (-0.6%) from 2023

Net Income

Up

-$314,142

Up $182,059 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2014: $101,146Liabilities 2014: $02014Assets 2015: $9,899,151Liabilities 2015: $02015Assets 2018: $8,606,630Liabilities 2018: $0Net Assets 2018: $8,606,6302018Assets 2019: $8,883,139Liabilities 2019: $02019Assets 2020: $7,902,585Liabilities 2020: $0Net Assets 2020: $7,902,5852020Assets 2021: $7,927,813Liabilities 2021: $0Net Assets 2021: $7,927,8132021Assets 2022: $7,470,543Liabilities 2022: $0Net Assets 2022: $7,470,5432022Assets 2023: $6,974,340Liabilities 2023: $0Net Assets 2023: $6,974,3402023Assets 2024: $6,660,166Liabilities 2024: $0Net Assets 2024: $6,660,1662024

Highlighted filing

2024

Assets$6,660,166
Liabilities$0
Net Assets$6,660,166
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2014: $101,398Expenses 2014: $252Net Income 2014: $101,1462014Revenue 2015: $10,434,668Expenses 2015: $636,663Net Income 2015: $9,798,0052015Revenue 2018: $262,547Expenses 2018: $748,175Net Income 2018: -$485,6282018Revenue 2019: $1,122,484Expenses 2019: $845,975Net Income 2019: $276,5092019Revenue 2020: -$55,291Expenses 2020: $738,686Net Income 2020: -$793,9772020Revenue 2021: $825,419Expenses 2021: $800,180Net Income 2021: $25,2392021Revenue 2022: $313,931Expenses 2022: $771,043Net Income 2022: -$457,1122022Revenue 2023: $268,875Expenses 2023: $765,076Net Income 2023: -$496,2012023Revenue 2024: $446,213Expenses 2024: $760,355Net Income 2024: -$314,1422024

Highlighted filing

2024

Revenue$446,213
Expenses$760,355
Net Income-$314,142
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,660,166
Liabilities
$0
Net assets
$6,660,166
Revenue
$446,213
Expenses
$760,355
Net income
-$314,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.45$0.76$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.27$0.77$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.31$0.77$0.46
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.83$0.80$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.06$0.74$0.79
2019Summary only. Only limited summary data is available for this year.$8.88$0.00$1.12$0.85$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.26$0.75$0.49
2015Summary only. Only limited summary data is available for this year.$9.90$0.00$10.4$0.64$9.80
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALVIN ALLEN JRTreasurerPT$36,000-$36,000
ANNE CHEATHAMPresidentPT$36,000-$36,000
CAROL ALLENDirector-$0--
ELIZABETH CHEATHAM MCNAIRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Calvin and Marisa Allen Foundation
EIN
59-3325134
Phone
4042669448
Address
1550 BROOKHAVEN HILL, ATLANTA, GA 30319

Signing Officer

Name
Calvin R Allen Jr
Title
Treasurer
Phone
4042669448
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Katie Stevens CPA
Phone
9133382727
Raw XML AppendixShowing 400 of 555 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/USAddress/AddressLine1Txt314044 HORSE CREEK TRAIL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE VISION OF HONORING THE LEGACY OF TIME, HONOR, AND VALUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL PROTECTION AND RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HAVE A HEART FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT CREATING A COMMUNITY IN CONCERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANIMAL PROTECTION AND RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6THE VIC PRYLES MEMORIAL SCHOLARSHIP AND ETA CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HORSE RETIREMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FUTURE EXPANSION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FOR RAISING & TRAINING 2 SERVICE DOGS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT NATURAL DISASTER RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO PROVIDE QUALITY CARE TO CHILDREN WITH SPECIAL HEALTHCARE NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO SUPPORT CREATING A LEARNING ENVIRONMENT, WHICH OFFERS NUMEROUS OPPORTUNITIES TO UNLOCK HEALING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO SUPPORT THE MISSION OF THE ACADEMY - COMBINING THE PROUD TRADITIONS OF ATLANTA'S OLDEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 29 (VETERAN'S MEMORIAL 5K)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANGELS AMONG US PET RESCUE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ARTHROGRYPOSIS MULTIPLEX CONGENITA SUPPORT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ATLANTA HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ATLANTA SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BOSLEY'S PLACE PUPPY ORPHANAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CHI PHI EDUCATIONAL TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7EMORY & HENRY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HUMANE SOCIETY OF BLUE RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JOHN CHEATHAM MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10PAWS FOR PURPLE HEARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SHRINERS HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SPIRITUAL STUDIES INSTITUTECHURCH OF SPIRITUAL STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14STEPHEN SILLER TUNNEL TO TOWERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15WOODWARD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ATLANTA MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17COASTAL GERMAN SHEPHERD RESCUE OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18INTROSHIPS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19NATIONAL INFANTRY MUSEUM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20THE MARLEY PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21THE SEED HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0921 GRESHAM AVENUE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 6291
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3981 HOWELL MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41280 PEACHTREE STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53485 S COBB DRIVE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61160 SATELLITE BLVD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8171 MINERAL SPRINGS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9148 HARRINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt107404 COMMERCE WAY UNIT D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12400 PONCE DE LEON AVENUE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1329757 ANTHONY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151662 RUDGBY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt162353 BOLTON ROAD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1723615 EL TORO RD STE X 276
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt181400 PIEDMONT AVE NE UNIT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt191775 LEGACY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt20PO BOX 1464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21138 N BRAND BLVD SUITE 200 UNIT 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALPHARETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SPARTANBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SMYRNA

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