Civic Intelligence

M & R Foundation

990PF • Fiscal year 2022 • EIN 64-0855124

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 17, 2023

Organization Profile
6506 Baker Mountain RoadSpencer, TN 38585

(601) 622-3707

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

104%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$79,985

Down $13,665 (-15%) from 2021

Net Assets

Down

$79,985

Down $13,665 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$12,670

Down $13,911 (-1121%) from 2021

Expenses

Down

$472

Down $5,510 (-92%) from 2021

Net Income

Down

-$13,142

Down $8,401 (-177%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$100K$50K$0Assets 2011: $11,806Liabilities 2011: $02011Assets 2012: $9,003Liabilities 2012: $02012Assets 2013: $8,962Liabilities 2013: $02013Assets 2014: $13,250Liabilities 2014: $02014Assets 2015: $14,286Liabilities 2015: $02015Assets 2019: $32,728Liabilities 2019: $02019Assets 2020: $63,356Liabilities 2020: $0Net Assets 2020: $63,3562020Assets 2021: $93,650Liabilities 2021: $0Net Assets 2021: $93,6502021Assets 2022: $79,985Liabilities 2022: $0Net Assets 2022: $79,9852022Assets 2023: $45,449Liabilities 2023: $0Net Assets 2023: $45,4492023Assets 2024: $30,679Liabilities 2024: $0Net Assets 2024: $30,6792024

Highlighted filing

2022

Assets$79,985
Liabilities$0
Net Assets$79,985
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$0-$20K-$40KRevenue 2011: $306Expenses 2011: $420Net Income 2011: -$1142011Revenue 2012: $301Expenses 2012: $464Net Income 2012: -$1632012Revenue 2013: $68Expenses 2013: $2,464Net Income 2013: -$2,3962013Revenue 2014: $275Expenses 2014: $1,464Net Income 2014: -$1,1892014Revenue 2015: $290Expenses 2015: $470Net Income 2015: -$1802015Revenue 2019: $75Expenses 2019: $1,464Net Income 2019: -$1,3892019Revenue 2020: $5,893Expenses 2020: $8,000Net Income 2020: -$2,1072020Revenue 2021: $1,241Expenses 2021: $5,982Net Income 2021: -$4,7412021Revenue 2022: -$12,670Expenses 2022: $472Net Income 2022: -$13,1422022Revenue 2023: -$31,710Expenses 2023: $511Net Income 2023: -$32,2212023Revenue 2024: -$14,074Expenses 2024: $2,036Net Income 2024: -$16,1102024

Highlighted filing

2022

Revenue-$12,670
Expenses$472
Net Income-$13,142
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SHERRILLTrustee-$0--
MICHAEL ALLENTrustee-$0--
JOE DICKCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
M & R Foundation
EIN
64-0855124
Address
6506 BAKER MOUNTAIN ROAD, Spencer, TN 38585

Signing Officer

Name
Joe Dick
Title
Co-trustee
Phone
6016223707
Signed
2023-04-17
Discuss with paid preparer
No

Preparer

Firm
Valley Associates
Address
6506 BAKER MOUNTAIN ROAD, SPENCER, TN 38585
Preparer
Joe Dick
Phone
6016223707
Raw XML Appendix208 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0369
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01213
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024256
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOE DICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06016223707
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-17
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ReturnHeader/Filer/EIN0640855124
ReturnHeader/Filer/USAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0Spencer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038585
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPENCER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038585
ReturnHeader/PreparerPersonGrp/PhoneNum06016223707
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE DICK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-18T14:16:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DICK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,985
Liabilities
$0
Net assets
$79,985
Revenue
-$12,670
Expenses
$472
Net income
-$13,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$14.1$2.04$16.1
2023Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$31.7$0.51$32.2
2022Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$12.7$0.47$13.1
2021Detailed filing. Detailed filing data is available for this year.$93.7$0.00$93.7$1.24$5.98$4.74
2020Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$5.89$8.00$2.11
2019Summary only. Only limited summary data is available for this year.$32.7$0.00$0.08$1.46$1.39
2015Summary only. Only limited summary data is available for this year.$14.3$0.00$0.29$0.47$0.18
2014Summary only. Only limited summary data is available for this year.$13.3$0.00$0.28$1.46$1.19
2013Summary only. Only limited summary data is available for this year.$8.96$0.00$0.07$2.46$2.40
2012Summary only. Only limited summary data is available for this year.$9.00$0.00$0.30$0.46$0.16
2011Summary only. Only limited summary data is available for this year.$11.8$0.00$0.31$0.42$0.11