Civic Intelligence

Southern Charities Inc

990EZ • Fiscal year 2016 • EIN 64-0561439

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 14, 2016

Organization ProfileN/A
406 Briarwood Dr Bldg 200Jackson, MS 39206

(601) 956-5100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$245,931

Up $18,948 (+8.3%) from 2015

Net Assets

Up

$220,670

Up $8,768 (+4.1%) from 2015

Liabilities

Up

$25,261

Up $10,180 (+68%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin76th percentile

Revenue

Down

$45,561

Down $4,189 (-8.4%) from 2015

Expenses

Up

$36,792

Up $15,081 (+69%) from 2015

Net Income

Down

$8,769

Down $19,270 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2011: $145,128Liabilities 2011: $30,771Net Assets 2011: $114,3572011Assets 2012: $164,222Liabilities 2012: $21,580Net Assets 2012: $142,6422012Assets 2013: $191,022Liabilities 2013: $27,953Net Assets 2013: $163,0692013Assets 2014: $206,740Liabilities 2014: $22,878Net Assets 2014: $183,8622014Assets 2015: $226,983Liabilities 2015: $15,081Net Assets 2015: $211,9022015Assets 2016: $245,931Liabilities 2016: $25,261Net Assets 2016: $220,6702016Assets 2017: $249,456Net Assets 2017: $249,4562017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$245,931
Liabilities$25,261
Net Assets$220,670
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $53,650Expenses 2011: $40,093Net Income 2011: $13,5572011Revenue 2012: $55,814Expenses 2012: $27,529Net Income 2012: $28,2852012Revenue 2013: $52,814Expenses 2013: $32,388Net Income 2013: $20,4262013Revenue 2014: $50,375Expenses 2014: $29,581Net Income 2014: $20,7942014Revenue 2015: $49,750Expenses 2015: $21,711Net Income 2015: $28,0392015Revenue 2016: $45,561Expenses 2016: $36,792Net Income 2016: $8,7692016Revenue 2017: $38,515Expenses 2017: $9,728Net Income 2017: $28,7872017Revenue 2018: $23,048Expenses 2018: $272,505Net Income 2018: -$249,4572018

Highlighted filing

2016

Revenue$45,561
Expenses$36,792
Net Income$8,769
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 14, 2016
Return Version
2015v2.1
Gross Receipts
$45,561
Mission and Program Overview

Mission

Medical, drug and utility bills paid for indigent persons.

Program Services

DescriptionGrantsExpenses
MEDICAL, DRUG, UTILITY AND FUNERAL ASSISTANCE PAID FOR INDIGENT PERSONS.$35,431$35,431
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE P CARACCIPres/Director-$0--
DANIEL MCNAMARAVice Pres/Di-$0--
STACY THERRELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southern Charities Inc
EIN
64-0561439
Phone
6019565100
Address
406 BRIARWOOD DR BLDG 200, JACKSON, MS 39206

Signing Officer

Name
Joyce P Caracci
Title
Pres/Director
Phone
6019565100
Signed
2016-07-14

Preparer

Firm
The Burgess Group Pa
Address
2506 LAKELAND DR STE 401, FLOWOOD, MS 39232
Preparer
Beth B Burgess CPA Cgma
Phone
6019397116
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“35,431 0 0”

Form 990-ez, Part I, Line 16

“Expenses sec of state filing fees 50 bank charges 36 total 86”

Form 990-ez, Part II, Line 24

“Accounts receivable 893 2,482 total 893 2,482”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 15,082 25,261”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL LOVELACE
IRS990EZ/BooksInCareOfDetail/PhoneNum06019565100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0406 BRIARWOOD DR BLDG 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0226090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0243449
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045561
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08769
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226983
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0245931
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035431
IRS990EZ/GrossReceiptsAmt045561
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0211901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0220670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0211901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0220670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOYCE P CARACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL MCNAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY THERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0893
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02482
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL, DRUG AND UTILITY BILLS PAID FOR INDIGENT PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDICAL, DRUG, UTILITY AND FUNERAL ASSISTANCE PAID FOR INDIGENT PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035431
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035431
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015082
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025261
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036792
IRS990EZ/TotalProgramServiceExpensesAmt035431
IRS990EZ/TotalRevenueAmt045561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0253704
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99040
IRS990ScheduleA/PublicSupportPY170Pct00.98100
IRS990ScheduleA/PublicSupportTotal170Amt0251278
IRS990ScheduleA/SubstantialContributorsTotAmt02426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054272
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0253704
IRS990ScheduleA/TotalSupportAmt0253704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt035,431 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SEC OF STATE FILING FEES 50 BANK CHARGES 36 TOTAL 86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 893 2,482 TOTAL 893 2,482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 15,082 25,261
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE P CARACCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06019565100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0640561439
ReturnHeader/Filer/PhoneNum06019565100
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 BRIARWOOD DR BLDG 200
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640940167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BURGESS GROUP PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02506 LAKELAND DR STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLOWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039232
ReturnHeader/PreparerPersonGrp/PhoneNum06019397116
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH B BURGESS CPA CGMA
ReturnHeader/ReturnTs02016-08-02T16:27:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$245,931
Liabilities
$25,261
Net assets
$220,670
Revenue
$45,561
Expenses
$36,792
Net income
$8,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.23$2.73$2.49
2017Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.39$0.10$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.25$2.21$0.46$0.37$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.15$2.12$0.50$0.22$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.23$1.84$0.50$0.30$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.28$1.63$0.53$0.32$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.22$1.43$0.56$0.28$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.31$1.14$0.54$0.40$0.14