Civic Intelligence

Bellingrath-Morse Foundation

990 • Fiscal year 2012 • EIN 63-6017803

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 03, 2013

Organization ProfileWWW.BELLINGRATH.ORG

View Organization Page

12401 Bellingrath Gardens Road36582
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

5.5%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$80,103,967

Up $4,164,604 (+5.5%) from 2011

Net Assets

Up

$79,967,524

Up $4,292,242 (+5.7%) from 2011

Liabilities

Down

$136,443

Down $127,638 (-48%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,181,458

Down $194,246 (-4.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$150M$100M$50M$0Assets 2010: $80,912,422Liabilities 2010: $389,231Net Assets 2010: $80,523,1912010Assets 2011: $75,939,363Liabilities 2011: $264,081Net Assets 2011: $75,675,2822011Assets 2012: $80,103,967Liabilities 2012: $136,443Net Assets 2012: $79,967,5242012Assets 2013: $90,484,676Liabilities 2013: $117,926Net Assets 2013: $90,366,7502013Assets 2014: $92,828,360Liabilities 2014: $90,897Net Assets 2014: $92,737,4632014Assets 2015: $89,436,844Liabilities 2015: $97,526Net Assets 2015: $89,339,3182015Assets 2016: $88,739,026Liabilities 2016: $160,697Net Assets 2016: $88,578,3292016Assets 2017: $95,271,015Liabilities 2017: $116,222Net Assets 2017: $95,154,7932017Assets 2018: $86,002,364Liabilities 2018: $132,383Net Assets 2018: $85,869,9812018Assets 2019: $97,049,661Liabilities 2019: $188,927Net Assets 2019: $96,860,7342019Assets 2020: $103,842,292Liabilities 2020: $97,250Net Assets 2020: $103,745,0422020Assets 2021: $109,592,614Liabilities 2021: $93,608Net Assets 2021: $109,499,0062021Assets 2022: $90,894,971Liabilities 2022: $94,318Net Assets 2022: $90,800,6532022Assets 2023: $99,105,944Liabilities 2023: $95,879Net Assets 2023: $99,010,0652023Assets 2024: $102,461,900Liabilities 2024: $108,052Net Assets 2024: $102,353,8482024

Highlighted filing

2012

Assets$80,103,967
Liabilities$136,443
Net Assets$79,967,524
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,624,4432010Expenses 2011: $4,375,7042011Expenses 2012: $4,181,4582012Revenue 2013: $6,719,586Expenses 2013: $4,262,547Net Income 2013: $2,457,0392013Revenue 2014: $6,839,516Expenses 2014: $4,500,883Net Income 2014: $2,338,6332014Revenue 2015: $5,563,900Expenses 2015: $4,962,034Net Income 2015: $601,8662015Revenue 2016: $4,588,626Expenses 2016: $4,949,395Net Income 2016: -$360,7692016Revenue 2017: $8,444,099Expenses 2017: $5,142,560Net Income 2017: $3,301,5392017Revenue 2018: $4,207,018Expenses 2018: $6,035,470Net Income 2018: -$1,828,4522018Revenue 2019: $8,747,627Expenses 2019: $6,067,466Net Income 2019: $2,680,1612019Revenue 2020: $9,772,001Expenses 2020: $5,639,237Net Income 2020: $4,132,7642020Revenue 2021: $8,669,562Expenses 2021: $6,361,296Net Income 2021: $2,308,2662021Revenue 2022: $5,938,781Expenses 2022: $7,617,273Net Income 2022: -$1,678,4922022Revenue 2023: $5,679,125Expenses 2023: $4,738,499Net Income 2023: $940,6262023Revenue 2024: $7,932,987Expenses 2024: $6,726,454Net Income 2024: $1,206,5332024

Highlighted filing

2012

Revenue-
Expenses$4,181,458
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 3, 2013
Return Version
2012v2.1
Gross Receipts
$40,791,638
Mission and Program Overview

Mission

Provide for the operations and maintenance of bellingrath gardens and home for education and enjoyment of the general public and to provide continued support for certain colleges and churches all as provided in the entity's organizational documents.

Filing and Contact Details

Filer

EIN
63-6017803
Raw XML AppendixShowing 400 of 640 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION OPERATES AS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION QUALIFIES AS A SUPPORTING ORGANIZATION AS DESCRIBED IN SECTION 509(A)(3) OF THE CODE. THE NATIONAL OFFICE OF THE INTERNAL REVENUE SERVICE HAS REAFFIRMED ITS TAX EXEMPT STATUS AS OF MAY 12, 1992. THE FOUNDATION IS LIABLE FOR TAX ON UNRELATED BUSINESS INCOME. EFFECTIVE JANUARY 1, 2009, THE FOUNDATION IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. SUCH TAX POSITIONS INITIALLY AND SUBSEQUENTLY NEED TO BE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITY ASSUMING FULL KNOWLEDGE OF THE POSITION AND RELEVANT FACTS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS TAX RETURNS AND THAT ITS ACCRUALS FOR TAX LIABILITIES ARE ADEQUATE FOR ALL OPEN TAX YEARS (2012, 2011, AND 2010) BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER.
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IRS990ScheduleD/TotalOfAmounts0103369
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities014096002
IRS990ScheduleD/TotalRevenuePerForm99004429239
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt04181458
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt08473700
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: DISTRIBUTION RECIPIENTS ARE PREDETERMINED BY THE ORGANIZATION'S GOVERNING DOCUMENTS AND COURT DOCUMENTS. DISTRIBUTABLE AMOUNTS ARE DETERMINED ANNUALLY BASED ON A TOTAL RETURN PAYOUT METHOD AUTHORIZED IN THE CONSENT DECREE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102000 N PARKWAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111500 E FAIRVIEW AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12PO BOX 1430
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1312401 BELLINGRATH GARDENS ROAD
IRS990ScheduleI/RecipientTable/AddressUS/City0MEMPHIS
IRS990ScheduleI/RecipientTable/AddressUS/City1MONTGOMERY
IRS990ScheduleI/RecipientTable/AddressUS/City2TUSCALOOSA
IRS990ScheduleI/RecipientTable/AddressUS/City3THEODORE
IRS990ScheduleI/RecipientTable/AddressUS/State0TN
IRS990ScheduleI/RecipientTable/AddressUS/State1AL
IRS990ScheduleI/RecipientTable/AddressUS/State2AL
IRS990ScheduleI/RecipientTable/AddressUS/State3AL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode038112
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode136106
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode235403
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode336582
IRS990ScheduleI/RecipientTable/AmountOfCashGrant01714591
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1857296
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2428648
IRS990ScheduleI/RecipientTable/AmountOfCashGrant3750134
IRS990ScheduleI/RecipientTable/EINOfRecipient0620476301
IRS990ScheduleI/RecipientTable/EINOfRecipient1630288841
IRS990ScheduleI/RecipientTable/EINOfRecipient2630315935
IRS990ScheduleI/RecipientTable/EINOfRecipient3201422131
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant3OPERATIONAL SUPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10RHODES COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11HUNTINGDON COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12STILLMAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13BELLINGRATH GARDENS & HOME FOUNDATION INC
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants04
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/ClubDuesOrFees0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg01000
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$80,103,967
Liabilities
$136,443
Net assets
$79,967,524
Revenue
-
Expenses
$4,181,458
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$0.11$102$7.93$6.73$1.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.1$0.10$99.0$5.68$4.74$0.94
2022Detailed filing. Detailed filing data is available for this year.$90.9$0.09$90.8$5.94$7.62$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.09$109$8.67$6.36$2.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$0.10$104$9.77$5.64$4.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.0$0.19$96.9$8.75$6.07$2.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.0$0.13$85.9$4.21$6.04$1.83
2017Summary only. Only limited summary data is available for this year.$95.3$0.12$95.2$8.44$5.14$3.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$0.16$88.6$4.59$4.95$0.36
2015Summary only. Only limited summary data is available for this year.$89.4$0.10$89.3$5.56$4.96$0.60
2014Summary only. Only limited summary data is available for this year.$92.8$0.09$92.7$6.84$4.50$2.34
2013Detailed filing. Detailed filing data is available for this year.$90.5$0.12$90.4$6.72$4.26$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.1$0.14$80.0$4.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$0.26$75.7$4.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$0.39$80.5$4.62