Civic Intelligence

The Longleaf Alliance Inc.

990 • Fiscal year 2014 • EIN 75-3263645

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 13, 2015

12130 Dixon Center Rd36420

(334) 427-1029

Siviq Scores

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

Liabilities / Assets

61st percentile

0.21x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$85,768

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

96th percentile

97%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$501,881

Up $246,787 (+97%) from 2013

Net Assets

Up

$397,566

Up $194,960 (+96%) from 2013

Liabilities

Up

$104,315

Up $51,827 (+99%) from 2013

Revenue

Up

$1,719,807

Up $323,455 (+23%) from 2013

Expenses

Up

$1,536,296

Up $169,361 (+12%) from 2013

Net Income

Up

$183,511

Up $154,094 (+524%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $131,734Liabilities 2011: $37,121Net Assets 2011: $94,6132011Assets 2012: $307,237Liabilities 2012: $121,094Net Assets 2012: $186,1432012Assets 2013: $255,094Liabilities 2013: $52,488Net Assets 2013: $202,6062013Assets 2014: $501,881Liabilities 2014: $104,315Net Assets 2014: $397,5662014Assets 2015: $439,166Liabilities 2015: $125,516Net Assets 2015: $313,6502015Assets 2016: $623,653Liabilities 2016: $277,190Net Assets 2016: $346,4632016Assets 2017: $736,415Liabilities 2017: $329,182Net Assets 2017: $407,2332017Assets 2018: $717,539Liabilities 2018: $343,066Net Assets 2018: $374,4732018Assets 2019: $1,873,135Liabilities 2019: $1,211,745Net Assets 2019: $661,3902019Assets 2020: $1,609,663Liabilities 2020: $849,504Net Assets 2020: $760,1592020Assets 2021: $1,787,185Liabilities 2021: $542,980Net Assets 2021: $1,244,2052021Assets 2022: $2,060,680Liabilities 2022: $680,678Net Assets 2022: $1,380,0022022Assets 2023: $1,982,638Liabilities 2023: $666,721Net Assets 2023: $1,315,9172023Assets 2024: $2,281,358Liabilities 2024: $837,634Net Assets 2024: $1,443,7242024

Highlighted filing

2014

Assets$501,881
Liabilities$104,315
Net Assets$397,566

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,306,894Expenses 2011: $1,520,729Net Income 2011: -$213,8352011Revenue 2012: $1,514,346Expenses 2012: $1,505,248Net Income 2012: $9,0982012Revenue 2013: $1,396,352Expenses 2013: $1,366,935Net Income 2013: $29,4172013Revenue 2014: $1,719,807Expenses 2014: $1,536,296Net Income 2014: $183,5112014Revenue 2015: $2,168,220Expenses 2015: $2,252,136Net Income 2015: -$83,9162015Revenue 2016: $2,596,801Expenses 2016: $2,563,988Net Income 2016: $32,8132016Revenue 2017: $2,812,872Expenses 2017: $2,752,102Net Income 2017: $60,7702017Revenue 2018: $2,725,272Expenses 2018: $2,758,030Net Income 2018: -$32,7582018Revenue 2019: $5,108,731Expenses 2019: $4,821,814Net Income 2019: $286,9172019Revenue 2020: $10,051,833Expenses 2020: $9,953,064Net Income 2020: $98,7692020Revenue 2021: $6,120,017Expenses 2021: $5,635,971Net Income 2021: $484,0462021Revenue 2022: $6,650,783Expenses 2022: $6,477,902Net Income 2022: $172,8812022Revenue 2023: $7,248,172Expenses 2023: $7,344,323Net Income 2023: -$96,1512023Revenue 2024: $5,660,520Expenses 2024: $5,607,796Net Income 2024: $52,7242024

Highlighted filing

2014

Revenue$1,719,807
Expenses$1,536,296
Net Income$183,511
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$1,731,399
Mission and Program Overview

Mission

The mission of the Longleaf Alliance is the restoration of Longleaf Pine forests ecosystems across the range, emphasizing its economic and ecological values through research, education and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,599$216,487▲ $117,888
Pledges and Grants Receivable$93,198$160,931▲ $67,733
Land, Buildings, and Equipment, Net$59,509$109,527▲ $50,018
Inventories for Sale or Use$15,237$14,936▼ $301
Total Assets$266,543$501,881▲ $235,338
Liabilities
Other Liabilities-$56,147-
Accounts Payable and Accrued Expenses$52,488$48,168▼ $4,320
Total Liabilities$52,488$104,315▲ $51,827
Net Assets / Fund Balance
Unrestricted Net Assets$188,024$250,724▲ $62,700
Temporarily Rstr Net Assets$26,031$146,842▲ $120,811
Total Net Assets Fund Balance$214,055$397,566▲ $183,511
Total Liabilities and Net Assets / Fund Balance$266,543$501,881▲ $235,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$109,527$56,646-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert AbernethyPresidentFT$83,270$2,498$85,768
Anne RillingV P of Business OperationsFT$65,892$1,977$67,869
Ad PlattVice President of OperationsFT$54,695$1,580$56,275

Board Members and Trustees

NameTitle
Angus LaFayeChairman
Barclay McFadden IIIVice Chairman
Beryl TrawickDirector
Charley TarverDirector
Dick PorterfieldDirector
E Cody Laird JrDirector
George TysonDirector
Judd BrookeDirector
Julie MooreDirector
Katherine EddinsDirector
Lynda BeamDirector
Marc WalleyDirector
Robert D BrownDirector
Salem SaloomDirector
Rhett E JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,543,016
Program Service Revenue
$165,202
Investment Income
$-362
Other Revenue
$11,951
All Other Contributions
$827,190
Change in Net Assets
$183,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,720,169
Total Revenue per Audited Statements
$1,720,169
Total Revenue per Form 990
$1,720,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,201,769
Other Expenses$272,492
Salaries, Compensation, and Employee Benefits$62,035
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,201,769--$1,201,769
Travel-$67,618-$67,618
Current Officers, Directors, Trustees, and Key Employees-$58,156-$58,156
Office Expenses-$31,892-$31,892
Advertising-$31,008-$31,008
Depreciation Depletion-$27,013-$27,013
All Other Expenses$25,277--$25,277
Fees for Services Accounting-$16,800-$16,800
Insurance-$12,629-$12,629
Other Expenses-$11,977-$11,977
Occupancy-$8,697-$8,697
Information Technology-$5,311-$5,311
Payroll Taxes-$3,879-$3,879
Total Functional Expenses$1,227,046$309,250$0$1,536,296

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,536,296
Total Expenses per Audited Statements$1,536,296
Total Expenses per Form 990$1,536,296
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$45,936
Vacation Pay$10,211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Form 990 was made available electronically to the Directors of the organization for their review several weeks prior to filing. All responses or questions were addressed before final preparation.

Conflict of interest policy compliance Part VI line 12C

All Directors and key employees have been presented the Conflict of Interest policy, and they are required to provide notice in the event of a conflict, or annually provide assurance that no conflict exists.

Governing documents etc available to public Part VI line 19

Governing documents and the Tax Returns are made available to the public upon receipt of written request.

Filing and Contact Details

Filer

EIN
75-3263645

Signing Officer

Name
Anne Rilling
Title
V P
Phone
3344271029
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Abernethy
Formed
2007
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
14
Employees
16

Preparer

Preparer
Gregory B White CPA
Phone
3342223087
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IRS990/MissionDesc0The mission of the Longleaf Alliance is the restoration of Longleaf Pine forests ecosystems across the range, emphasizing its economic and ecological values through research, education and outreach.
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IRS990/OtherExpensesGrp/Desc2Taxes & Licenses
IRS990/OtherExpensesGrp/Desc3Dues Misc
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt311977
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IRS990/OtherExpensesGrp/TotalAmt13177
IRS990/OtherExpensesGrp/TotalAmt21606
IRS990/OtherExpensesGrp/TotalAmt311977
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/Desc1Misc revenue
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IRS990/OtherRevenueTotalAmt011592
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03879
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IRS990/ProgramServiceRevenueGrp/Desc1Longleaf Conferences
IRS990/ProgramServiceRevenueGrp/Desc2Longleaf Meetings
IRS990/ProgramServiceRevenueGrp/Desc3Misc Program Service
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215624
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314706
IRS990/ProgSrvcAccomActy2Grp/Desc0Georgia Partners Program initiated implementation of longleaf habitat restoration enhancement projects on private lands in Georgia. During calendar year 2014 17 landowners were assisted and 869.98 acres were planted in longleaf.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0146971
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0151353
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0157090
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0291071
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.84$1.44$5.66$5.61$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.67$1.32$7.25$7.34$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.68$1.38$6.65$6.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.54$1.24$6.12$5.64$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.85$0.76$10.1$9.95$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.87$1.21$0.66$5.11$4.82$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.34$0.37$2.73$2.76$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.33$0.41$2.81$2.75$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.28$0.35$2.60$2.56$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.13$0.31$2.17$2.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.10$0.40$1.72$1.54$0.18
2013Summary only. Only limited summary data is available for this year.$0.26$0.05$0.20$1.40$1.37$0.03
2012Summary only. Only limited summary data is available for this year.$0.31$0.12$0.19$1.51$1.51$0.01
2011Summary only. Only limited summary data is available for this year.$0.13$0.04$0.09$1.31$1.52$0.21