Civic Intelligence

Blount Memorial Foundation Inc.

990 • Fiscal year 2020 • EIN 62-1412287

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 08, 2020

Organization ProfileN/A
907 E Lamar Alexander ParkwayMaryville, TN 37804

(865) 977-5727

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

3.5%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-8.7%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,295,775

Up $78,355 (+3.5%) from 2019

Net Assets

Up

$2,288,381

Up $78,913 (+3.6%) from 2019

Liabilities

Down

$7,394

Down $558 (-7.0%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Down

$320,081

Down $30,321 (-8.7%) from 2019

Expenses

Down

$219,243

Down $2,634 (-1.2%) from 2019

Net Income

Down

$100,838

Down $27,687 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $45,108Liabilities 2010: $0Net Assets 2010: $45,1082010Assets 2011: $89,022Liabilities 2011: $0Net Assets 2011: $89,0222011Assets 2012: $64,015Liabilities 2012: $0Net Assets 2012: $64,0152012Assets 2013: $45,767Liabilities 2013: $0Net Assets 2013: $45,7672013Assets 2014: $75,155Liabilities 2014: $0Net Assets 2014: $75,1552014Assets 2015: $22,922Liabilities 2015: $0Net Assets 2015: $22,9222015Assets 2016: $1,755,132Liabilities 2016: $0Net Assets 2016: $1,755,1322016Assets 2017: $2,091,371Liabilities 2017: $15,175Net Assets 2017: $2,076,1962017Assets 2018: $2,092,073Liabilities 2018: $10,106Net Assets 2018: $2,081,9672018Assets 2019: $2,217,420Liabilities 2019: $7,952Net Assets 2019: $2,209,4682019Assets 2020: $2,295,775Liabilities 2020: $7,394Net Assets 2020: $2,288,3812020Assets 2021: $2,997,838Liabilities 2021: $50,954Net Assets 2021: $2,946,8842021Assets 2022: $2,817,285Liabilities 2022: $25,000Net Assets 2022: $2,792,2852022Assets 2023: $2,929,896Liabilities 2023: $18,543Net Assets 2023: $2,911,3532023Assets 2024: $3,349,394Liabilities 2024: $35,306Net Assets 2024: $3,314,0882024

Highlighted filing

2020

Assets$2,295,775
Liabilities$7,394
Net Assets$2,288,381
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $360,546Expenses 2010: $400,986Net Income 2010: -$40,4402010Expenses 2011: $314,3752011Expenses 2012: $427,3592012Expenses 2013: $354,4502013Revenue 2014: $546,017Expenses 2014: $516,629Net Income 2014: $29,3882014Revenue 2015: $276,785Expenses 2015: $329,018Net Income 2015: -$52,2332015Revenue 2016: $547,218Expenses 2016: $323,073Net Income 2016: $224,1452016Revenue 2017: $706,671Expenses 2017: $519,044Net Income 2017: $187,6272017Revenue 2018: $501,858Expenses 2018: $527,565Net Income 2018: -$25,7072018Revenue 2019: $350,402Expenses 2019: $221,877Net Income 2019: $128,5252019Revenue 2020: $320,081Expenses 2020: $219,243Net Income 2020: $100,8382020Revenue 2021: $1,397,521Expenses 2021: $1,283,896Net Income 2021: $113,6252021Revenue 2022: $744,212Expenses 2022: $237,125Net Income 2022: $507,0872022Revenue 2023: $424,205Expenses 2023: $470,580Net Income 2023: -$46,3752023Revenue 2024: $457,733Expenses 2024: $320,573Net Income 2024: $137,1602024

Highlighted filing

2020

Revenue$320,081
Expenses$219,243
Net Income$100,838
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 8, 2020
Return Version
2019v5.0
Gross Receipts
$823,170
Mission and Program Overview

Mission

To provide support and advocacy for programs that promote the health and well-being of the entire community, especially youth, as well as the uninsured and underserved.

To provide support and advocacy for programs that promote the health and well-being of the entire community, especially youth, as well as the uninsured and undeserved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,083,205$2,059,673▼ $23,532
Cash and Non-Interest-Bearing Accounts$110,232$218,138▲ $107,906
Pledges and Grants Receivable$23,983$17,964▼ $6,019
Total Assets$2,217,420$2,295,775▲ $78,355
Liabilities
Accounts Payable and Accrued Expenses$7,952$5,984▼ $1,968
Deferred Revenue-$1,410-
Total Liabilities$7,952$7,394▼ $558
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,016,755$1,164,641▲ $147,886
Net Assets With Donor Restrictions$1,192,713$1,123,740▼ $68,973
Total Net Assets Fund Balance$2,209,468$2,288,381▲ $78,913
Total Liabilities and Net Assets / Fund Balance$2,217,420$2,295,775▲ $78,355

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,192,713-▼ $63,139-$1,123,740
2018$1,198,731-▼ $132-$1,192,713
2017$1,177,500-▲ $27,293-$1,198,731
2016$1,062,754-▲ $120,315-$1,177,500
2015$1,074,686-▼ $8,121-$1,062,574
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Greg WilsonBoard Chair
Bill SwiszowskiBoard Member
Boyce SmithBoard Member
Dr Phil HoffmanBoard Member
Joe DawsonBoard Member
Lea Anne LawBoard Member
Matt HaralsonBoard Member
Tony ThompsonBoard Member
Mary Beth WestBoard Vice C
Revenue and Support

Revenue Composition

Contributions and Grants
$333,143
Program Service Revenue
$0
Investment Income
$8,370
Other Revenue
$-21,432
All Other Contributions
$139,565
Change in Net Assets
$100,838

Audited Revenue Reconciliation

Revenue per Audited Statements
$320,081
Revenue Not Reported on Form 990
$-493
Total Revenue per Audited Statements
$319,588
Total Revenue per Form 990
$320,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,306
Other Expenses$19,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,306--$199,306
Fees for Service Investment Mgmnt Fees-$10,461-$10,461
Fees for Services Accounting-$7,500-$7,500
Other Expenses$518$518-$1,036
Office Expenses$470$470-$940
Total Functional Expenses$200,294$18,949$0$219,243

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$240,675
Expenses per Audited Statements$219,243
Total Expenses per Form 990$219,243
Expenses Not Reported on Form 990$21,432
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blount Memorial HospitalMaryville, TN115To Support Operation$199,306
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,432
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$69,521-$20,827-
Tree of Lights$8,495-$605-
Total Events$78,016-$21,432$-21,432
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 was provided to each board member. The return was reviewed prior to the filing of the tax return.”

Form 990, Page 6, Part VI, Line 12C

“Forms are completed in december of each year and kept on file.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Blount Memorial Foundation
EIN
62-1412287
Phone
8659775727
Address
907 E LAMAR ALEXANDER PARKWAY, MARYVILLE, TN 37804

Signing Officer

Name
Jonathan Smith
Title
CFO/treasurer/secr
Phone
8659775727
Signed
2020-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Smith
Formed
1990
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rodefer Moss & Co Pllc
Address
608 MABRY HOOD RD STE 300, KNOXVILLE, TN 37932-2615
Preparer
Jared T Hubbard CPA
Phone
8655830091
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expenses 21,432 fundraising expenses -21,432”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses 21,432”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses 21,432”

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT OPERATION
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IRS990ScheduleI/RecipientTable/RecipientEIN0620505512
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARYVILLE
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,295,775
Liabilities
$7,394
Net assets
$2,288,381
Revenue
$320,081
Expenses
$219,243
Net income
$100,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.31$0.46$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.42$0.47$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$0.74$0.24$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.05$2.95$1.40$1.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$0.32$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.35$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.50$0.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.08$0.71$0.52$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.55$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.28$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.55$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.36$0.40$0.04