Civic Intelligence

Artz-White Foundation

990 • Fiscal year 2017 • EIN 72-1397470

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

P O Box 431Columbus, MS 39703-0431

(662) 329-7080

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

54th percentile

4.6%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

109%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,251,385

Up $143,214 (+4.6%) from 2016

Net Assets

Up

$3,251,385

Up $143,214 (+4.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$274,816

Up $143,230 (+109%) from 2016

Expenses

Up

$131,602

Up $12,919 (+11%) from 2016

Net Income

Up

$143,214

Up $130,311 (+1010%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,534,039Liabilities 2010: $0Net Assets 2010: $2,534,0392010Assets 2011: $2,617,230Liabilities 2011: $0Net Assets 2011: $2,617,2302011Assets 2012: $2,623,162Liabilities 2012: $0Net Assets 2012: $2,623,1622012Assets 2013: $2,701,009Liabilities 2013: $0Net Assets 2013: $2,701,0092013Assets 2014: $2,995,425Liabilities 2014: $0Net Assets 2014: $2,995,4252014Assets 2015: $3,095,268Liabilities 2015: $0Net Assets 2015: $3,095,2682015Assets 2016: $3,108,171Liabilities 2016: $0Net Assets 2016: $3,108,1712016Assets 2017: $3,251,385Liabilities 2017: $0Net Assets 2017: $3,251,3852017Assets 2019: $3,218,323Liabilities 2019: $0Net Assets 2019: $3,218,3232019Assets 2020: $3,206,007Liabilities 2020: $0Net Assets 2020: $3,206,0072020Assets 2021: $3,191,837Liabilities 2021: $0Net Assets 2021: $3,191,8372021Assets 2022: $3,424,443Liabilities 2022: $0Net Assets 2022: $3,424,4432022Assets 2023: $4,298,341Liabilities 2023: $0Net Assets 2023: $4,298,3412023Assets 2024: $4,368,536Liabilities 2024: $0Net Assets 2024: $4,368,5362024

Highlighted filing

2017

Assets$3,251,385
Liabilities$0
Net Assets$3,251,385

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $85,3752010Expenses 2011: $89,7282011Revenue 2012: $113,925Expenses 2012: $107,993Net Income 2012: $5,9322012Revenue 2013: $198,722Expenses 2013: $120,875Net Income 2013: $77,8472013Revenue 2014: $429,913Expenses 2014: $134,575Net Income 2014: $295,3382014Revenue 2015: $240,708Expenses 2015: $140,865Net Income 2015: $99,8432015Revenue 2016: $131,586Expenses 2016: $118,683Net Income 2016: $12,9032016Revenue 2017: $274,816Expenses 2017: $131,602Net Income 2017: $143,2142017Revenue 2019: $130,433Expenses 2019: $150,834Net Income 2019: -$20,4012019Revenue 2020: $104,465Expenses 2020: $116,781Net Income 2020: -$12,3162020Revenue 2021: $83,797Expenses 2021: $101,685Net Income 2021: -$17,8882021Revenue 2022: $353,991Expenses 2022: $122,652Net Income 2022: $231,3392022Revenue 2023: $1,099,981Expenses 2023: $226,734Net Income 2023: $873,2472023Revenue 2024: $261,893Expenses 2024: $196,635Net Income 2024: $65,2582024

Highlighted filing

2017

Revenue$274,816
Expenses$131,602
Net Income$143,214
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$1,549,745
Mission and Program Overview

Mission

NONE

Support of other 501(c)(3) organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,108,171$3,251,385▲ $143,214
Investments in Publicly Traded Securities$3,071,025$3,224,490▲ $153,465
Savings and Temporary Cash Investments$36,529$26,020▼ $10,509
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,108,171$3,251,385▲ $143,214
Other Assets Total$617$875▲ $258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,108,171$3,251,385▲ $143,214
Total Liabilities and Net Assets / Fund Balance$3,108,171$3,251,385▲ $143,214
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee BurdinePresident/director
Tina SweetenVice President/director
Dewitt HicksMember at Large
Ken KennedyMember at Large
Rhonda WilliamsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$274,816
Other Revenue
$0
Change in Net Assets
$143,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,850
Other Expenses$27,752
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,850--$103,850
Fees for Service Investment Mgmnt Fees-$26,924-$26,924
Fees for Services Accounting-$828-$828
Total Functional Expenses$103,850$27,752$0$131,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchColumbus, MS5General Financial Assistance for the Specified Non Profit Purpose of the Organization$41,374
Columbus Arts CouncilColumbus, MS11aGeneral Financial Assistance for the Specified Non Profit Purpose of the Organization$20,687
Friends of the LibraryColumbus, MS11aGeneral Financial Assistance for the Specified Non Profit Purpose of the Organization$20,687
United Methodist Senior ServicesColumbus, MS5General Financial Assistance for the Specified Non Profit Purpose of the Organization$20,687
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization is provided a copy of the return for review prior to an officer signing the return or e-file authorizations.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Artz-white Foundation
EIN
72-1397470
Phone
6623297080
Address
P O BOX 431, COLUMBUS, MS 39703-0431

Signing Officer

Name
Rhonda Williams
Title
Secretary/treasurer
Phone
6623297080
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Burdine
Formed
1987
Legal Domicile
Ms
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
T E Lott & Company Pa
Address
PO BOX 471, COLUMBUS, MS 39703
Preparer
Mark a Vickers CPA
Phone
6623285387
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PROVIDED A COPY OF THE RETURN FOR REVIEW PRIOR TO AN OFFICER SIGNING THE RETURN OR E-FILE AUTHORIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MS
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03108171
IRS990/TotalAssetsEOYAmt03251385
IRS990/TotalAssetsGrp/BOYAmt03108171
IRS990/TotalAssetsGrp/EOYAmt03251385
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103850
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03108171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03251385
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt020770
IRS990/TotalOtherProgSrvcGrantAmt020770
IRS990/TotalProgramServiceExpensesAmt0103850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0274816
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0274816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03108171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03251385
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 32
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039703
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06623297080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTZ-WHITE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARTZ
ReturnHeader/Filer/EIN0721397470
ReturnHeader/Filer/PhoneNum06623297080
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 431
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0397030431
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D9F64050E34E7CFA4B44CEC6FE6CA8A2519AB9B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.86.22.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:05:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640575804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T E LOTT & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 471
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039703
ReturnHeader/PreparerPersonGrp/PhoneNum06623285387
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A VICKERS CPA
ReturnHeader/ReturnTs02018-11-14T14:29:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.00$4.37$0.26$0.20$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$1.10$0.23$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.00$3.42$0.35$0.12$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.08$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.10$0.12$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.13$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.27$0.13$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.13$0.12$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.24$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.43$0.13$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.20$0.12$0.08
2012Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$0.11$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.09