Civic Intelligence

The Hargis Calmes Charitable Foundation

990PF • Fiscal year 2017 • EIN 63-6062967

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

1910 First Ave NBirmingham, AL 35203

(205) 251-2881

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-9.7%

Faster asset growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$149,209

Down $15,945 (-9.7%) from 2016

Net Assets

Down

$149,209

Down $15,945 (-9.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$123,357

Down $29,425 (-19%) from 2016

Expenses

Down

$139,302

Down $10,076 (-6.7%) from 2016

Net Income

Down

-$15,945

Down $19,349 (-568%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $222,225Liabilities 2012: $02012Assets 2013: $177,515Liabilities 2013: $02013Assets 2014: $162,707Liabilities 2014: $02014Assets 2015: $161,750Liabilities 2015: $02015Assets 2016: $165,154Liabilities 2016: $0Net Assets 2016: $165,1542016Assets 2017: $149,209Liabilities 2017: $0Net Assets 2017: $149,2092017Assets 2018: $146,958Liabilities 2018: $10,764Net Assets 2018: $136,1942018

Highlighted filing

2017

Assets$149,209
Liabilities$0
Net Assets$149,209

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $141,876Expenses 2012: $197,376Net Income 2012: -$55,5002012Revenue 2013: $137,053Expenses 2013: $181,763Net Income 2013: -$44,7102013Revenue 2014: $115,474Expenses 2014: $130,233Net Income 2014: -$14,7592014Revenue 2015: $218,570Expenses 2015: $219,527Net Income 2015: -$9572015Revenue 2016: $152,782Expenses 2016: $149,378Net Income 2016: $3,4042016Revenue 2017: $123,357Expenses 2017: $139,302Net Income 2017: -$15,9452017Revenue 2018: $133,748Expenses 2018: $146,763Net Income 2018: -$13,0152018

Highlighted filing

2017

Revenue$123,357
Expenses$139,302
Net Income-$15,945
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD D COLVINTrustee-$0--
TAYLOR LITTLETONTrustee-$0--
CARRIE ALLENTrustee-$0--
MARK JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Hargis Calmes Charitable Foundation
EIN
63-6062967
Address
1910 FIRST AVE N, BIRMINGHAM, AL 35203

Signing Officer

Name
Gerald D Colvin
Title
Trustee
Phone
2052512881
Signed
2017-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Dudley Hopton-jones Sims & Freeman
Address
2101 MAGNOLIA AVE SOUTH STE 300, BIRMINGHAM, AL 35205
Preparer
Charles H Sherer
Phone
2053260402
Raw XML Appendix393 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136309
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt091998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0412222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070943
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt059332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070440
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0433780
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt046560
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt245
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME FROM PASS THRU
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CASH IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt046560
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046560
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01094
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt15112
TaxesSchedule/TaxesDetail/Amt01094
TaxesSchedule/TaxesDetail/Amt15112
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01094
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD D COLVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052512881
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARGIS CALMES CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARG
ReturnHeader/Filer/EIN0636062967
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 FIRST AVE N
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0960B4554489EEC1F3CF7A80ED438DF626BEFB593
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0960B4554489EEC1F3CF7A80ED438DF626BEFB593
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06353532017305lsrsl0x
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.78.45.232
ReturnHeader/FilingSecurityInformation/IPDt02017-11-01
ReturnHeader/FilingSecurityInformation/IPTm012:14:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630355812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUDLEY HOPTON-JONES SIMS & FREEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 MAGNOLIA AVE SOUTH STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035205
ReturnHeader/PreparerPersonGrp/PhoneNum02053260402
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES H SHERER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-01T12:06:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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