Civic Intelligence

The Michael M & Eve K Ossoff Foundation % Martha O Blaxall and Robert H Ossoff

990PF • Fiscal year 2017 • EIN 65-0965991

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 26, 2018

Organization Profile
2014 Fransworth DriveNashville, TN 37205

(615) 352-8150

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

62%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,406,796

Up $106,635 (+8.2%) from 2016

Net Assets

Up

$1,406,796

Up $106,635 (+8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin58th percentile

Revenue

Up

$114,853

Up $43,865 (+62%) from 2016

Expenses

Up

$106,972

Up $34,565 (+48%) from 2016

Net Income

Up

$7,881

Up $9,300 (+655%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $10,424Liabilities 2011: $02011Assets 2012: $1,232,795Liabilities 2012: $02012Assets 2013: $1,393,433Liabilities 2013: $12013Assets 2014: $1,392,428Liabilities 2014: $0Net Assets 2014: $1,392,4282014Assets 2015: $1,271,500Liabilities 2015: $0Net Assets 2015: $1,271,5002015Assets 2016: $1,300,161Liabilities 2016: $0Net Assets 2016: $1,300,1612016Assets 2017: $1,406,796Liabilities 2017: $0Net Assets 2017: $1,406,7962017Assets 2018: $1,267,526Liabilities 2018: $0Net Assets 2018: $1,267,5262018Assets 2019: $1,504,363Liabilities 2019: $0Net Assets 2019: $1,504,3632019Assets 2020: $1,660,051Liabilities 2020: $0Net Assets 2020: $1,660,0512020Assets 2021: $1,740,624Liabilities 2021: $0Net Assets 2021: $1,740,6242021Assets 2022: $1,211,118Liabilities 2022: $0Net Assets 2022: $1,211,1182022Assets 2023: $1,189,818Liabilities 2023: $12023Assets 2024: $1,221,825Liabilities 2024: $0Net Assets 2024: $1,221,8252024

Highlighted filing

2017

Assets$1,406,796
Liabilities$0
Net Assets$1,406,796
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $300Expenses 2011: $604Net Income 2011: -$3042011Revenue 2012: $1,189,133Expenses 2012: $5,465Net Income 2012: $1,183,6682012Revenue 2013: $108,926Expenses 2013: $104,260Net Income 2013: $4,6662013Revenue 2014: $90,443Expenses 2014: $100,925Net Income 2014: -$10,4822014Revenue 2015: $202,400Expenses 2015: $100,611Net Income 2015: $101,7892015Revenue 2016: $70,988Expenses 2016: $72,407Net Income 2016: -$1,4192016Revenue 2017: $114,853Expenses 2017: $106,972Net Income 2017: $7,8812017Revenue 2018: $50,829Expenses 2018: $77,107Net Income 2018: -$26,2782018Revenue 2019: $115,276Expenses 2019: $82,985Net Income 2019: $32,2912019Revenue 2020: $111,328Expenses 2020: $76,318Net Income 2020: $35,0102020Revenue 2021: $204,123Expenses 2021: $112,290Net Income 2021: $91,8332021Revenue 2022: $76,937Expenses 2022: $35,666Net Income 2022: $41,2712022Revenue 2023: $55,047Expenses 2023: $76,347Net Income 2023: -$21,3002023Revenue 2024: $97,097Expenses 2024: $65,090Net Income 2024: $32,0072024

Highlighted filing

2017

Revenue$114,853
Expenses$106,972
Net Income$7,881
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha O BlaxallTrusteePT$0--
Robert H OssoffTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Michael M & Eve K Ossoff Foundation
EIN
65-0965991
Phone
6153528150
Address
2014 Fransworth Drive, Nashville, TN 37205

Signing Officer

Name
Robert H Ossoff
Title
Trustee
Phone
6153528150
Signed
2018-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Tonneson & Company PC
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Scott W Garabedian
Phone
7812459999
Raw XML Appendix347 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01376744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Brown Brothers Harriman investments
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01033
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01304170
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Martha O Blaxall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert H Ossoff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Robert Ossoff
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153226326
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Johns Hopkins Memory and Alzheimer Treatment Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Community Fdn of Anne Arundel County Blaxall Fund for Economic Growth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Community Foundation of Middle Tennessee Robert and Lynnn Ossoff Fam Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05300 Alpha Commons Drive 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1914 Bay Ridge Road Ste 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23833 Cleghorn Ave 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Annapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091721
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt065626
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018472
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044567
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018472
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091721
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026095
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044567
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018472
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010846
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010846
OtherIncreasesSchedule/OtherIncreasesDetail/Amt098754
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Investment Appreciation
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0Estate of Michael Ossoff
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Martha Blaxall 3960 Birdsville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0Rd
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Davidsonville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd021035
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/Amt1719
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1719
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert H Ossoff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06153528150
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Michael M & Eve K Ossoff Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% Martha O Blaxall and Robert H Ossoff
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0650965991
ReturnHeader/Filer/PhoneNum06153528150
ReturnHeader/Filer/USAddress/AddressLine1Txt02014 Fransworth Drive
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064972D5FAE039507BF18AE1F8519B49725380FE8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064972D5FAE039507BF18AE1F8519B49725380FE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:24:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042943536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tonneson & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Edgewater Place Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018806208
ReturnHeader/PreparerPersonGrp/PhoneNum07812459999
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott W Garabedian
ReturnHeader/ReturnTs02018-08-15T13:37:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,406,796
Liabilities
$0
Net assets
$1,406,796
Revenue
$114,853
Expenses
$106,972
Net income
$7,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.07$0.03
2023Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.08$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.20$0.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.11$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.20$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.11$0.10$0.00
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$1.19$0.01$1.18
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00