Civic Intelligence

Overstreet Foundation C/O Ronald Blue & Co LLC

990PF • Fiscal year 2021 • EIN 59-6164658

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

1900 Summit Tower Blvd Suite 260Orlando, FL 32810

(407) 618-8600

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

23%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$2,145,925

Down $242,380 (-10%) from 2020

Net Assets

Down

$2,145,925

Down $242,380 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$215,795

Up $39,722 (+23%) from 2020

Expenses

Up

$458,175

Up $409,309 (+838%) from 2020

Net Income

Down

-$242,380

Down $369,587 (-291%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,373,528Liabilities 2010: $0Net Assets 2010: $3,373,5282010Assets 2011: $3,344,272Liabilities 2011: $0Net Assets 2011: $3,344,2722011Assets 2012: $3,242,812Liabilities 2012: $12012Assets 2013: $3,497,667Liabilities 2013: $0Net Assets 2013: $3,497,6672013Assets 2014: $3,214,246Liabilities 2014: $0Net Assets 2014: $3,214,2462014Assets 2015: $2,935,171Liabilities 2015: $0Net Assets 2015: $2,935,1712015Assets 2016: $2,581,061Liabilities 2016: $0Net Assets 2016: $2,581,0612016Assets 2017: $2,569,132Liabilities 2017: $0Net Assets 2017: $2,569,1322017Assets 2018: $2,380,353Liabilities 2018: $0Net Assets 2018: $2,380,3532018Assets 2019: $2,261,098Liabilities 2019: $0Net Assets 2019: $2,261,0982019Assets 2020: $2,388,305Liabilities 2020: $0Net Assets 2020: $2,388,3052020Assets 2021: $2,145,925Liabilities 2021: $0Net Assets 2021: $2,145,9252021Assets 2022: $2,138,015Liabilities 2022: $0Net Assets 2022: $2,138,0152022Assets 2023: $1,935,096Liabilities 2023: $0Net Assets 2023: $1,935,0962023Assets 2024: $1,561,046Liabilities 2024: $0Net Assets 2024: $1,561,0462024

Highlighted filing

2021

Assets$2,145,925
Liabilities$0
Net Assets$2,145,925

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $53,2232010Expenses 2011: $313,2022011Revenue 2012: $166,593Expenses 2012: $268,053Net Income 2012: -$101,4602012Revenue 2013: $522,377Expenses 2013: $267,522Net Income 2013: $254,8552013Revenue 2014: $85,830Expenses 2014: $369,251Net Income 2014: -$283,4212014Revenue 2015: $82,908Expenses 2015: $361,983Net Income 2015: -$279,0752015Revenue 2016: $7,757Expenses 2016: $361,867Net Income 2016: -$354,1102016Revenue 2017: $106,971Expenses 2017: $118,900Net Income 2017: -$11,9292017Revenue 2018: $122,572Expenses 2018: $311,351Net Income 2018: -$188,7792018Revenue 2019: $192,685Expenses 2019: $311,940Net Income 2019: -$119,2552019Revenue 2020: $176,073Expenses 2020: $48,866Net Income 2020: $127,2072020Revenue 2021: $215,795Expenses 2021: $458,175Net Income 2021: -$242,3802021Revenue 2022: $46,663Expenses 2022: $54,573Net Income 2022: -$7,9102022Revenue 2023: $80,856Expenses 2023: $283,775Net Income 2023: -$202,9192023Revenue 2024: $110,967Expenses 2024: $485,017Net Income 2024: -$374,0502024

Highlighted filing

2021

Revenue$215,795
Expenses$458,175
Net Income-$242,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN SHELDONTrustee-$0--
ROBIN SHELDONTrustee-$0--
NANCY KANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Overstreet Foundation
EIN
59-6164658
Phone
4076188600
Address
1900 SUMMIT TOWER BLVD SUITE 260, ORLANDO, FL 32810

Signing Officer

Name
Stephen Sheldon
Title
Trustee
Phone
4074252300
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Blue & Co Cpas and Conslts Llp
Address
1600 RIVEREDGE PKWY NW STE 310, ATLANTA, GA 30328-4671
Preparer
M Ellen Lucciola CPA
Phone
7706440500
Raw XML Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501C3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15755 NORTH POINT PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt251 PENNSYLVANIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34747 MORENA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt415100 N 90TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5214 MASSACHUSETTS AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64001 GREENBRIAR DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SCOTTSDALE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677477
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0405000
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/AppliedToCurrentYearAmt0123765
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0172360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0205357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0205357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0647532
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0312687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0172360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162485
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0436452
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0312687
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0852889
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0540202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt030000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt01020
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017114
TaxesSchedule/TaxesDetail/Amt02411
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02411
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SHELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04074252300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVERSTREET FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0596164658
ReturnHeader/Filer/PhoneNum04076188600
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 SUMMIT TOWER BLVD SUITE 260
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032810
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464148474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD BLUE & CO CPAS AND CONSLTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 RIVEREDGE PKWY NW STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303284671
ReturnHeader/PreparerPersonGrp/PhoneNum07706440500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M ELLEN LUCCIOLA CPA
ReturnHeader/ReturnTs02022-11-15T18:03:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHELDON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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.$1.56$0.00$1.56$0.11$0.49$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.28$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.05$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.22$0.46$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.18$0.05$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.19$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.31$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.01$0.36$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.08$0.36$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.09$0.37$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.52$0.27$0.25
2012Summary only. Only limited summary data is available for this year.$3.24$0.00$0.17$0.27$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.31
2010Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.05