Civic Intelligence

Adams Foundation

990PF • Fiscal year 2020 • EIN 63-1059010

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
PO Box 4562Montgomery, AL 36103

(334) 265-4359

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

20th percentile

-22%

Higher net margin than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-31%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$670,091

Down $8,899 (-1.3%) from 2019

Net Assets

Down

$668,759

Down $8,899 (-1.3%) from 2019

Liabilities

Flat

$1,332

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin20th percentile

Revenue

Down

$40,722

Down $18,006 (-31%) from 2019

Expenses

Down

$49,607

Down $67,034 (-57%) from 2019

Net Income

Up

-$8,885

Up $49,028 (+85%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,774,450Liabilities 2010: $7,400Net Assets 2010: $1,767,0502010Assets 2011: $1,401,256Liabilities 2011: $7,400Net Assets 2011: $1,393,8562011Assets 2012: $933,272Liabilities 2012: $7,272Net Assets 2012: $926,0002012Assets 2013: $984,637Liabilities 2013: $1,332Net Assets 2013: $983,3052013Assets 2014: $929,892Liabilities 2014: $1,332Net Assets 2014: $928,5602014Assets 2015: $879,586Liabilities 2015: $1,332Net Assets 2015: $878,2542015Assets 2016: $819,388Liabilities 2016: $1,332Net Assets 2016: $818,0562016Assets 2017: $807,999Liabilities 2017: $1,332Net Assets 2017: $806,6672017Assets 2018: $737,870Liabilities 2018: $1,332Net Assets 2018: $736,5382018Assets 2019: $678,990Liabilities 2019: $1,332Net Assets 2019: $677,6582019Assets 2020: $670,091Liabilities 2020: $1,332Net Assets 2020: $668,7592020Assets 2021: $696,424Liabilities 2021: $1,332Net Assets 2021: $695,0922021Assets 2022: $654,067Liabilities 2022: $1,332Net Assets 2022: $652,7352022Assets 2023: $635,875Liabilities 2023: $1,332Net Assets 2023: $634,5432023Assets 2024: $661,307Liabilities 2024: $1,332Net Assets 2024: $659,9752024

Highlighted filing

2020

Assets$670,091
Liabilities$1,332
Net Assets$668,759
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $134,3982010Expenses 2011: $200,8532011Expenses 2012: $156,4782012Revenue 2013: $205,923Expenses 2013: $148,618Net Income 2013: $57,3052013Revenue 2014: $64,125Expenses 2014: $118,835Net Income 2014: -$54,7102014Revenue 2015: $43,608Expenses 2015: $93,928Net Income 2015: -$50,3202015Revenue 2016: $16,704Expenses 2016: $76,778Net Income 2016: -$60,0742016Revenue 2017: $59,081Expenses 2017: $70,118Net Income 2017: -$11,0372017Revenue 2018: $67,575Expenses 2018: $137,714Net Income 2018: -$70,1392018Revenue 2019: $58,728Expenses 2019: $116,641Net Income 2019: -$57,9132019Revenue 2020: $40,722Expenses 2020: $49,607Net Income 2020: -$8,8852020Revenue 2021: $142,536Expenses 2021: $116,139Net Income 2021: $26,3972021Revenue 2022: -$1,477Expenses 2022: $40,572Net Income 2022: -$42,0492022Revenue 2023: $50,969Expenses 2023: $70,991Net Income 2023: -$20,0222023Revenue 2024: $67,143Expenses 2024: $44,824Net Income 2024: $22,3192024

Highlighted filing

2020

Revenue$40,722
Expenses$49,607
Net Income-$8,885
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL ADAMSTrustee/Sec Treas-$0--
Filing and Contact Details

Filer

Filer Name
Adams Foundation
EIN
63-1059010
Phone
3342654359
Address
PO BOX 4562, MONTGOMERY, AL 36103

Signing Officer

Name
Samuel Adams
Title
Trustee
Phone
3343010597
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Rita O Brown
Phone
3348347660
Raw XML Appendix334 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0640345
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039107
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039107
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039545
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0438
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0802942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043160
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0759782
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012044
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0790898
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TROY UNIVERSITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MONTGOMERY SUNRISE ROTARY CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05015 WOODS CROSSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ADAMS ADMINISTRATION BLDG NO 241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3201 MONROE ST 2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 240794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436124
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01607
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt068092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt082190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030742
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt082190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019827
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0214386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0215993
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09077
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09077
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03343010597
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADAMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0631059010
ReturnHeader/Filer/PhoneNum03342654359
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4562
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02021-05-11T09:27:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$670,091
Liabilities
$1,332
Net assets
$668,759
Revenue
$40,722
Expenses
$49,607
Net income
-$8,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.07$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.63$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.14$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.07$0.14$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.21$0.15$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.93$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.77$0.13