Civic Intelligence

Julie B Baier Foundation Inc

990EZ • Fiscal year 2017 • EIN 62-1753576

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

Organization ProfileN/A
6005 Park Ave No 700Memphis, TN 38119

(901) 527-3391

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,635

Down $13,148 (-34%) from 2016

Net Assets

Down

$25,635

Down $13,148 (-34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$15,000

Down $10,000 (-40%) from 2016

Expenses

Down

$28,148

Down $29,749 (-51%) from 2016

Net Income

Up

-$13,148

Up $19,749 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2010: $5,908Liabilities 2010: $0Net Assets 2010: $5,9082010Assets 2011: $80,888Liabilities 2011: $0Net Assets 2011: $80,8882011Assets 2012: $91,429Liabilities 2012: $0Net Assets 2012: $91,4292012Assets 2013: $79,487Liabilities 2013: $0Net Assets 2013: $79,4872013Assets 2014: $65,812Liabilities 2014: $0Net Assets 2014: $65,8122014Assets 2015: $71,680Liabilities 2015: $0Net Assets 2015: $71,6802015Assets 2016: $38,783Liabilities 2016: $0Net Assets 2016: $38,7832016Assets 2017: $25,635Liabilities 2017: $0Net Assets 2017: $25,6352017Assets 2018: $13,439Liabilities 2018: $0Net Assets 2018: $13,4392018Assets 2019: $8,454Liabilities 2019: $0Net Assets 2019: $8,4542019Assets 2020: $7,124Liabilities 2020: $0Net Assets 2020: $7,1242020Assets 2021: $6,144Liabilities 2021: $0Net Assets 2021: $6,1442021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$25,635
Liabilities$0
Net Assets$25,635
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $145,3702010Revenue 2011: $215,500Expenses 2011: $140,520Net Income 2011: $74,9802011Expenses 2012: $149,4592012Revenue 2013: $130,000Expenses 2013: $141,942Net Income 2013: -$11,9422013Revenue 2014: $112,000Expenses 2014: $125,675Net Income 2014: -$13,6752014Revenue 2015: $110,000Expenses 2015: $104,132Net Income 2015: $5,8682015Revenue 2016: $25,000Expenses 2016: $57,897Net Income 2016: -$32,8972016Revenue 2017: $15,000Expenses 2017: $28,148Net Income 2017: -$13,1482017Revenue 2018: $40Expenses 2018: $12,236Net Income 2018: -$12,1962018Revenue 2019: $0Expenses 2019: $4,985Net Income 2019: -$4,9852019Revenue 2020: $0Expenses 2020: $1,330Net Income 2020: -$1,3302020Revenue 2021: $0Expenses 2021: $980Net Income 2021: -$9802021Revenue 2022: $0Expenses 2022: $1,515Net Income 2022: -$1,5152022

Highlighted filing

2017

Revenue$15,000
Expenses$28,148
Net Income-$13,148
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.2
Gross Receipts
$15,000
Mission and Program Overview

Mission

To conduct and support community lectures alerting women about the need for breast self-examination and mammograms for early detection of breast cancer. Financial assistance for underinsured and uninsured patients related to diagnostic breast care.

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS FOR THE EDUCATION, CARE, AND TREATMENT OF CHARITY BREAST CARE PATIENTS.$0$19,983
DONATION TO BREAST CARE ERADICATION$0$6,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH L BAIER JRPresident/Director-$0--
CHRISTINE T MROZ MDSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Julie B Baier Foundation Inc
EIN
62-1753576
Phone
9015273391
Address
6005 PARK AVE NO 700, MEMPHIS, TN 38119

Signing Officer

Name
Joseph L Baier Jr
Title
President
Phone
9015273391
Signed
2018-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
341 COOL SPRINGS BLVD SUITE 340, FRANKLIN, TN 37067-7225
Preparer
Kevin D Mcadams
Phone
6157900542
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: tn secreatry of state. Amount: 80. Description: program service expenses. Amount: 26,483. Total to form 990-ez, line 16: 26,563.”

Raw XML Appendix135 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCI JENNINGS
IRS990EZ/BooksInCareOfDetail/PhoneNum09015273391
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06005 PARK AVE SUITE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13148
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01585
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025635
IRS990EZ/GrossReceiptsAmt015000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt025635
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH L BAIER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE T MROZ MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT AND SUPPORT COMMUNITY LECTURES ALERTING WOMEN ABOUT THE NEED FOR BREAST SELF-EXAMINATION AND MAMMOGRAMS FOR EARLY DETECTION OF BREAST CANCER. FINANCIAL ASSISTANCE FOR UNDERINSURED AND UNINSURED PATIENTS RELATED TO DIAGNOSTIC BREAST CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS FOR THE EDUCATION, CARE, AND TREATMENT OF CHARITY BREAST CARE PATIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO BREAST CARE ERADICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019983
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028148
IRS990EZ/TotalProgramServiceExpensesAmt026483
IRS990EZ/TotalRevenueAmt015000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0392000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0392000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0392000
IRS990ScheduleA/TotalSupportAmt0392000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TN SECREATRY OF STATE. AMOUNT: 80. DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 26,483. TOTAL TO FORM 990-EZ, LINE 16: 26,563.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH L BAIER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09015273391
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE B BAIER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0621753576
ReturnHeader/Filer/PhoneNum09015273391
ReturnHeader/Filer/USAddress/AddressLine1Txt06005 PARK AVE NO 700
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038119
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0208FD041BC210E3C9A79308A13ABF31AFA78BCC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.67.80.229
ReturnHeader/FilingSecurityInformation/IPDt02018-03-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:37:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0341 COOL SPRINGS BLVD SUITE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370677225
ReturnHeader/PreparerPersonGrp/PhoneNum06157900542
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN D MCADAMS
ReturnHeader/ReturnTs02018-04-06T15:08:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,635
Liabilities
$0
Net assets
$25,635
Revenue
$15,000
Expenses
$28,148
Net income
-$13,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.15$0.28$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.25$0.58$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.10$1.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.12$1.26$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.30$1.42$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$1.49
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$2.16$1.41$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.45