Civic Intelligence

The Richardson Foundation

990PF • Fiscal year 2023 • EIN 62-1179433

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

4400 Harding Road Suite 310Nashville, TN 37205

(615) 460-9240

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$6,386

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

54th percentile

2.9%

Faster asset growth than 54% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$730,661

Flat from 2023

Net Assets

$730,661

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$51,644

Flat from 2023

Expenses

Flat

$25,024

Flat from 2023

Net Income

Flat

$26,620

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $528,799Liabilities 2011: $02011Assets 2012: $525,544Liabilities 2012: $02012Assets 2013: $565,756Liabilities 2013: $0Net Assets 2013: $565,7562013Assets 2014: $590,963Liabilities 2014: $0Net Assets 2014: $590,9632014Assets 2015: $589,494Liabilities 2015: $0Net Assets 2015: $589,4942015Assets 2016: $580,935Liabilities 2016: $0Net Assets 2016: $580,9352016Assets 2017: $569,812Liabilities 2017: $1,625Net Assets 2017: $568,1872017Assets 2018: $576,199Liabilities 2018: $0Net Assets 2018: $576,1992018Assets 2019: $538,222Liabilities 2019: $0Net Assets 2019: $538,2222019Assets 2020: $542,583Liabilities 2020: $0Net Assets 2020: $542,5832020Assets 2021: $632,006Liabilities 2021: $0Net Assets 2021: $632,0062021Assets 2022: $709,783Liabilities 2022: $0Net Assets 2022: $709,7832022Assets 2023: $730,661Liabilities 2023: $0Net Assets 2023: $730,6612023Assets 2023: $730,661Liabilities 2023: $12023

Highlighted filing

2023

Assets$730,661
Liabilities$0
Net Assets$730,661

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $35,066Expenses 2011: $30,607Net Income 2011: $4,4592011Revenue 2012: $42,258Expenses 2012: $45,513Net Income 2012: -$3,2552012Revenue 2013: $76,642Expenses 2013: $36,430Net Income 2013: $40,2122013Revenue 2014: $67,701Expenses 2014: $42,506Net Income 2014: $25,1952014Revenue 2015: $39,097Expenses 2015: $40,566Net Income 2015: -$1,4692015Revenue 2016: $13,254Expenses 2016: $21,813Net Income 2016: -$8,5592016Revenue 2017: $23,879Expenses 2017: $36,627Net Income 2017: -$12,7482017Revenue 2018: $45,093Expenses 2018: $37,081Net Income 2018: $8,0122018Revenue 2019: $6,738Expenses 2019: $44,715Net Income 2019: -$37,9772019Revenue 2020: $54,229Expenses 2020: $49,868Net Income 2020: $4,3612020Revenue 2021: $128,404Expenses 2021: $38,983Net Income 2021: $89,4212021Revenue 2022: $131,447Expenses 2022: $53,696Net Income 2022: $77,7512022Revenue 2023: $51,644Expenses 2023: $25,024Net Income 2023: $26,6202023Revenue 2023: $51,644Expenses 2023: $25,024Net Income 2023: $26,6202023

Highlighted filing

2023

Revenue$51,644
Expenses$25,024
Net Income$26,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EQUITABLE TRUST COMPANYSuc Ttee-$6,386-$6,386
JEAN ELLEN R CHEEKTrust Commit-$0--
GAYLE R EADIETrust Commit-$0--
WALTER E RICHARDSON IIITrust Commit-$0--
JAMES R LATTIMORE JRTrust Commit-$0--
L GLENN WORLEYTrust Commit-$0--
Filing and Contact Details

Filer

Filer Name
The Richardson Foundation
EIN
62-1179433
Phone
6154609240
Address
4400 HARDING ROAD SUITE 310, NASHVILLE, TN 37205

Signing Officer

Name
Equitable Trust Company
Title
Suc Ttee
Phone
6154609240
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Mike Dunn CPA
Phone
6153733771
Raw XML Appendix333 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/PersonNm3WALTER E RICHARDSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES R LATTIMORE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5L GLENN WORLEY
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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/IndividualWithBooksNm0EQUITABLE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04400 HARDING ROAD SUITE 310
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06154609240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AVOW HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FLORIDA KEYS SOCIETY FOR PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OUR DAILY BREAD FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SECOND HARVEST FOOD BANK-MIDDLE TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THISTLE FARMS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OF CRUELTY TO ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01095 WHIPPOORWILL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15230 COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3331 GREAT CIRCLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45122 CHARLOTTE PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KEY WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARCO ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt08947
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06053
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039304
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030357
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06053
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01186
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05947
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05947
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05742
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUND BALANCE ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01498
TaxesSchedule/TaxesDetail/Amt1510
TaxesSchedule/TaxesDetail/CategoryTxt02023 FED 990-PF ESTIMATES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0510
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EQUITABLE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUC TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06154609240
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARDSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0621179433
ReturnHeader/Filer/PhoneNum06154609240
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 HARDING ROAD SUITE 310
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE DUNN CPA
ReturnHeader/ReturnTs02024-04-18T18:07:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DARLINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.52$0.25$0.27
2023Summary only. Only limited summary data is available for this year.$7.31$0.00$0.52$0.25$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.00$7.10$1.31$0.54$0.78
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$1.28$0.39$0.89
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.54$0.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.07$0.45$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.45$0.37$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.02$5.68$0.24$0.37$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.13$0.22$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.39$0.41$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.68$0.43$0.25
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.77$0.36$0.40
2012Summary only. Only limited summary data is available for this year.$5.26$0.00$0.42$0.46$0.03
2011Summary only. Only limited summary data is available for this year.$5.29$0.00$0.35$0.31$0.04