Civic Intelligence

M & R Foundation

990PF • Fiscal year 2023 • EIN 64-0855124

Jan 01, 2023 to Dec 31, 2023 • Filed on May 04, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

102%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-43%

Faster asset growth than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$45,449

Down $34,536 (-43%) from 2022

Net Assets

Down

$45,449

Down $34,536 (-43%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$31,710

Down $19,040 (-150%) from 2022

Expenses

Up

$511

Up $39 (+8.3%) from 2022

Net Income

Down

-$32,221

Down $19,079 (-145%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$45,449
Liabilities$0
Net Assets$45,449
Open 2023 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

2023

Revenue-$31,710
Expenses$511
Net Income-$32,221
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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 L Dick Cotrustee
Title
Co-trustee
Phone
6016223707
Signed
2024-05-04
Discuss with paid preparer
No

Preparer

Firm
Valley Associates
Address
6506 BAKER MOUNTAIN ROAD, Spencer, TN 38585
Preparer
Joe Dick
Phone
6016223707
Raw XML Appendix247 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26506 BAKER MOUNTAIN ROAD
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessNameControlTxt0M&RF
ReturnHeader/Filer/EIN0640855124
ReturnHeader/Filer/USAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0Spencer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038585
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALLEY ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spencer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038585
ReturnHeader/PreparerPersonGrp/PhoneNum06016223707
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Dick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-13T09:26:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DICK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,449
Liabilities
$0
Net assets
$45,449
Revenue
-$31,710
Expenses
$511
Net income
-$32,221
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