Civic Intelligence

The Poplar Foundation

990PF • Fiscal year 2016 • EIN 62-1586727

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

Organization Profile

View Organization Page

1350 Concourse Avenue Suite 387Memphis, TN 38104

(901) 818-5103

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

3rd percentile

0.00x

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

8th percentile

-21%

Higher net margin than 8% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

77th percentile

8.7%

Faster asset growth than 77% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

94%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$272,049,892

Up $21,695,869 (+8.7%) from 2015

Net Assets

Up

$272,049,892

Up $21,705,185 (+8.7%) from 2015

Liabilities

Down

$0

Down $9,316 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin8th percentile

Revenue

Up

$23,837,346

Up $11,541,724 (+94%) from 2015

Expenses

Up

$28,737,519

Up $20,112,977 (+233%) from 2015

Net Income

Down

-$4,900,173

Down $8,571,253 (-233%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$400M$300M$200M$100M$0Assets 2010: $223,314,963Liabilities 2010: $2,148Net Assets 2010: $223,312,8152010Assets 2011: $197,733,950Liabilities 2011: $5,089Net Assets 2011: $197,728,8612011Assets 2012: $228,365,810Liabilities 2012: $8,207Net Assets 2012: $228,357,6032012Assets 2013: $304,634,273Liabilities 2013: $8,433,737Net Assets 2013: $296,200,5362013Assets 2014: $279,251,300Liabilities 2014: $8,682Net Assets 2014: $279,242,6182014Assets 2015: $250,354,023Liabilities 2015: $9,316Net Assets 2015: $250,344,7072015Assets 2016: $272,049,892Liabilities 2016: $0Net Assets 2016: $272,049,8922016Assets 2017: $267,968,703Liabilities 2017: $0Net Assets 2017: $267,968,7032017Assets 2018: $200,879,616Liabilities 2018: $0Net Assets 2018: $200,879,6162018Assets 2019: $206,573,249Liabilities 2019: $0Net Assets 2019: $206,573,2492019Assets 2020: $186,538,310Liabilities 2020: $1,558,059Net Assets 2020: $184,980,2512020Assets 2021: $149,801,224Liabilities 2021: $1,262,504Net Assets 2021: $148,538,7202021Assets 2022: $121,539,347Liabilities 2022: $1,080,183Net Assets 2022: $120,459,1642022Assets 2023: $98,853,990Liabilities 2023: $895,038Net Assets 2023: $97,958,9522023Assets 2024: $73,780,848Liabilities 2024: $723,148Net Assets 2024: $73,057,7002024

Highlighted filing

2016

Assets$272,049,892
Liabilities$0
Net Assets$272,049,892
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$40M$20M$0-$20M-$40MExpenses 2010: $16,550,0192010Expenses 2011: $20,648,2302011Expenses 2012: $13,822,2182012Revenue 2013: $25,886,333Expenses 2013: $13,901,895Net Income 2013: $11,984,4382013Revenue 2014: $30,015,945Expenses 2014: $26,788,848Net Income 2014: $3,227,0972014Revenue 2015: $12,295,622Expenses 2015: $8,624,542Net Income 2015: $3,671,0802015Revenue 2016: $23,837,346Expenses 2016: $28,737,519Net Income 2016: -$4,900,1732016Revenue 2017: $5,921,818Expenses 2017: $27,914,639Net Income 2017: -$21,992,8212017Revenue 2018: $8,431,294Expenses 2018: $32,781,447Net Income 2018: -$24,350,1532018Revenue 2019: $12,576,233Expenses 2019: $26,010,899Net Income 2019: -$13,434,6662019Revenue 2020: $8,459,772Expenses 2020: $25,506,475Net Income 2020: -$17,046,7032020Revenue 2021: $18,419,294Expenses 2021: $27,170,565Net Income 2021: -$8,751,2712021Revenue 2022: -$2,371,714Expenses 2022: $15,605,188Net Income 2022: -$17,976,9022022Revenue 2023: -$14,934Expenses 2023: $29,653,442Net Income 2023: -$29,668,3762023Revenue 2024: $184,914Expenses 2024: $26,104,649Net Income 2024: -$25,919,7352024

Highlighted filing

2016

Revenue$23,837,346
Expenses$28,737,519
Net Income-$4,900,173
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G STALEY CATESDirector/Chairman-$0--
ANDREW R MCCARROLLDir/Sec-$0--
KEVIN COMPTONDirector-$0--
EDWARD CATESDirector-$0--
MARGARET CATESDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Poplar Foundation
EIN
62-1586727
In Care Of
% DALLAS GEER
Phone
9018185103
Address
1350 CONCOURSE AVENUE SUITE 387, Memphis, TN 38104

Signing Officer

Name
Dallas Geer
Title
CFO
Phone
9018185174
Signed
2017-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
300 North Greene Street Suite 400, Greensboro, NC 27401
Preparer
Laura Collins CPA
Phone
3362753394
Raw XML AppendixShowing 400 of 627 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/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0170348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0214088
IRS990PF/FMVAssetsEOYAmt0272049892
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0794786
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03203572
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03203572
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt034358
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0280432
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02014
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0246074
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0246074
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0248587959
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0268115528
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0268115528
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt09316
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0330000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0356000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0330000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0330000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0352461
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0144088
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0144088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0260803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010630
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0250354023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0272049892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0272049892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0250354023
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0272049892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0250344707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0272049892
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0250344707
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0272049892
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0254532578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02279589
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0231149179
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03817989
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt021103810
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012535729
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0250714589
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0254532578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0202000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2202000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3148500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt050500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt153000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt250500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt337125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DALLAS GEER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1THOMAS MARINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ELLIOT PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3GLENDA YARBROUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0104 SAINT ALBANS FAIRWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1135 SOUTH ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt23306 DARBY DAN COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt33828 ROSEDALE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2GERMANTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd038111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd138117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd238138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd338111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JOHN BRYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt19SEVEN EXECUTIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2GRINDER TABOR & GRINDER INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0149000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt165621
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2237099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEAD. DEV CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEAD. DEV. TRANSPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2GENERAL CONTRACTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt06465 MAY CREEK COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1405 DUNNWOOD CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21919 LYNNFIELD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1MT JULIET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd038119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd137122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd238119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0G STALEY CATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW R MCCARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KEVIN COMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3EDWARD CATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARGARET CATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIR/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01350 CONCOURSE AVENUE SUITE 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11350 CONCOURSE AVENUE SUITE 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21350 CONCOURSE AVENUE SUITE 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31350 CONCOURSE AVENUE SUITE 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41350 CONCOURSE AVENUE SUITE 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Memphis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd038104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd138104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd238104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd338104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd438104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015772455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015942803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07125673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt026329393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012473169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012192553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019274663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.092922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.086739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0170348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0250714589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0264722228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0283350823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0258862732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0203927627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0222215723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027302345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.314552
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027131997
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027302345
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0170348
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027302345
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$272,049,892
Liabilities
$0
Net assets
$272,049,892
Revenue
$23,837,346
Expenses
$28,737,519
Net income
-$4,900,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.8$0.72$73.1$0.18$26.1$25.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.9$0.90$98.0$0.01$29.7$29.7
2022Detailed filing. Detailed filing data is available for this year.$122$1.08$120$2.37$15.6$18.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$1.26$149$18.4$27.2$8.75
2020Detailed filing. Detailed filing data is available for this year.$187$1.56$185$8.46$25.5$17.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$207$0.00$207$12.6$26.0$13.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$0.00$201$8.43$32.8$24.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$268$0.00$268$5.92$27.9$22.0
2016Detailed filing. Detailed filing data is available for this year.$272$0.00$272$23.8$28.7$4.90
2015Detailed filing. Detailed filing data is available for this year.$250$0.01$250$12.3$8.62$3.67
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$279$0.01$279$30.0$26.8$3.23
2013Detailed filing. Detailed filing data is available for this year.$305$8.43$296$25.9$13.9$12.0
2012Detailed filing. Detailed filing data is available for this year.$228$0.01$228$13.8
2011Detailed filing. Detailed filing data is available for this year.$198$0.01$198$20.6
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$0.00$223$16.6