Civic Intelligence

Alan Dan Orme Charitable Trust C/O Dennis Rowley

990 • Fiscal year 2022 • EIN 81-7037264

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
P O Box 7823Athens, GA 30604

(706) 962-3486

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M 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 • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$9,000

Higher top officer pay than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

33rd percentile

-3.8%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M 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 / Assets26th percentile

Assets

Down

$1,208,827

Down $48,234 (-3.8%) from 2021

Net Assets

Down

$1,203,420

Down $48,315 (-3.9%) from 2021

Liabilities

Up

$5,407

Up $81 (+1.5%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$46,643

Down $126,433 (-158%) from 2021

Expenses

Down

$1,672

Down $849 (-34%) from 2021

Net Income

Down

-$48,315

Down $125,584 (-163%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2018: $1,109,765Liabilities 2018: $9,948Net Assets 2018: $1,099,8172018Assets 2019: $1,077,005Liabilities 2019: $9,951Net Assets 2019: $1,067,0542019Assets 2020: $1,179,920Liabilities 2020: $5,454Net Assets 2020: $1,174,4662020Assets 2021: $1,257,061Liabilities 2021: $5,326Net Assets 2021: $1,251,7352021Assets 2022: $1,208,827Liabilities 2022: $5,407Net Assets 2022: $1,203,4202022Assets 2023: $1,133,931Liabilities 2023: $3,551Net Assets 2023: $1,130,3802023Assets 2024: $1,069,037Liabilities 2024: $2,338Net Assets 2024: $1,066,6992024

Highlighted filing

2022

Assets$1,208,827
Liabilities$5,407
Net Assets$1,203,420
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,103,693Expenses 2018: $3,876Net Income 2018: $1,099,8172018Revenue 2019: -$27,977Expenses 2019: $4,786Net Income 2019: -$32,7632019Revenue 2020: $111,684Expenses 2020: $4,272Net Income 2020: $107,4122020Revenue 2021: $79,790Expenses 2021: $2,521Net Income 2021: $77,2692021Revenue 2022: -$46,643Expenses 2022: $1,672Net Income 2022: -$48,3152022Revenue 2023: -$54,645Expenses 2023: $10,905Net Income 2023: -$65,5502023Revenue 2024: -$61,179Expenses 2024: $9,545Net Income 2024: -$70,7242024

Highlighted filing

2022

Revenue-$46,643
Expenses$1,672
Net Income-$48,315
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$35,843
Mission and Program Overview

Mission

The trust is a supporting organization, created to support the university church in athens, georgia, and its outreach ministries. The university church is a christian religious organization and faith community in the reformed tradition with a presbyterian style of governance. The church conducts regular worship services, scripture study, and discipleship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$863,583$837,179▼ $26,404
Cash and Non-Interest-Bearing Accounts$391,145$369,315▼ $21,830
Accounts Receivable$2,333$2,333→ $0
Total Assets$1,257,061$1,208,827▼ $48,234
Liabilities
Other Liabilities$2,965$2,965→ $0
Accounts Payable and Accrued Expenses$2,361$2,442▲ $81
Total Liabilities$5,326$5,407▲ $81
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,251,735$1,203,420▼ $48,315
Total Net Assets Fund Balance$1,251,735$1,203,420▼ $48,315
Total Liabilities and Net Assets / Fund Balance$1,257,061$1,208,827▼ $48,234

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$537,179$199,014$736,193
Land$300,000-$300,000
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Craig B DuncanTrusteePT$9,000$9,000

Board Members and Trustees

NameTitle
B Lee MoodyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,377
Other Revenue
$-51,020
Change in Net Assets
$-48,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,440-$1,440
Office Expenses-$232-$232
Total Functional Expenses$0$1,672$0$1,672
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$2,165
Security Deposits$800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is presented to three trustees prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for property management is by agreement among the three trustees based on the market value of services performed. Compensation for the trust is minimal.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Alan Dan Orme Charitable Trust
EIN
81-7037264
Phone
7069623486
Address
P O BOX 7823, ATHENS, GA 30604

Signing Officer

Name
Craig B Duncan
Title
Trustee
Phone
7069623486
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig B Duncan
Legal Domicile
Ga
Voting Board Members
2
Independent Board Members
2
Employees
1

Preparer

Firm
SMITH ADCOCK AND COMPANY CPA'S
Address
400 HAWTHORNE LANE SUITE A, ATHENS, GA 30606
Preparer
Rodney L Chandler
Phone
7063538600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust is a supporting organization, created to support the university church in athens, georgia, and its outreach ministries. The university church is a christian religious organization and faith community in the reformed tradition with a presbyterian style of governance. The church conducts regular worship services, scripture study, and discipleship.”

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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,208,827
Liabilities
$5,407
Net assets
$1,203,420
Revenue
-$46,643
Expenses
$1,672
Net income
-$48,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.06$0.01$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.05$0.00$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.01$1.25$0.08$0.00$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.11$0.00$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$1.10$0.00$1.10