Civic Intelligence

Truesdell Family Foundation Inc

EIN 82-3714066 • Duluth, GA

2220 Sugarloaf Club DriveDuluth, GA 30097
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

102%

Faster revenue growth than 88% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$516,943

Up $12,801 (+2.5%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin84th percentile

Revenue

Down

$127,946

Down $68,751 (-35%) from 2022

Expenses

Up

$146,509

Up $17,423 (+13%) from 2022

Net Income

Down

-$18,563

Down $86,174 (-127%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $118,076Liabilities 2017: $6,206Net Assets 2017: $111,8702017Assets 2018: $253,798Liabilities 2018: $0Net Assets 2018: $253,7982018Assets 2019: $439,411Liabilities 2019: $18,287Net Assets 2019: $421,1242019Assets 2020: $497,790Liabilities 2020: $2,815Net Assets 2020: $494,9752020Assets 2021: $545,313Liabilities 2021: $2,815Net Assets 2021: $542,4982021Assets 2022: $504,142Liabilities 2022: $0Net Assets 2022: $504,1422022Assets 2023: $516,943Liabilities 2023: $12023

Highlighted filing

2023

Assets$516,943
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2017: $118,076Expenses 2017: $6,206Net Income 2017: $111,8702017Revenue 2018: $132,157Expenses 2018: $8,516Net Income 2018: $123,6412018Revenue 2019: $156,272Expenses 2019: $5,188Net Income 2019: $151,0842019Revenue 2020: $67,603Expenses 2020: $64,813Net Income 2020: $2,7902020Revenue 2021: $37,671Expenses 2021: $55,972Net Income 2021: -$18,3012021Revenue 2022: $196,697Expenses 2022: $129,086Net Income 2022: $67,6112022Revenue 2023: $127,946Expenses 2023: $146,509Net Income 2023: -$18,5632023

Highlighted filing

2023

Revenue$127,946
Expenses$146,509
Net Income-$18,563
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$516,943
Liabilities
$1
Net assets
-
Revenue
$127,946
Expenses
$146,509
Net income
-$18,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.17$0.00$1.28$1.47$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$1.97$1.29$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.03$5.42$0.38$0.56$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.03$4.95$0.68$0.65$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.18$4.21$1.56$0.05$1.51
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.32$0.09$1.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.06$1.12$1.18$0.06$1.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clara W TruesdellDirector-$0--
Chuvalo J TruesdellDirector-$0--
Filing and Contact Details

Filer

Filer Name
Truesdell Family Foundation Inc
EIN
82-3714066
Phone
6788517035
Address
2220 Sugarloaf Club Drive, Duluth, GA 30097

Signing Officer

Name
Clara W Truesdell
Title
Director & Secretary
Phone
6788517035
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Joel M Shapiro CPA Pc
Address
375 GUILDHALL GRV, ALPHARETTA, GA 30022
Preparer
Joel M Shapiro CPA
Phone
7707546671
Raw XML Appendix302 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.

Path#Value
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Part VII-A (List of Substantial Contributors)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Truesdell Health Information Systems, LLCTruesdell Health Information Systems, LLCTruesdell Health Information Systems, LLC
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039183
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039183
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039183
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Truesdell Health Information Services LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02220 Sugarloaf Club Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Duluth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030097
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt060027
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-09-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046981
OtherIncreasesSchedule/OtherIncreasesDetail/Amt124080
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Change In Unrealized Gain/Loss
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Adj For Increase In Market Value
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0330
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt216757
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Legal Fees paid by THIS, LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Tax Prep Fees paid by THIS, LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2Adjustment to Balance
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0330
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt12485
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY Mellon Invest Adv Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03228
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/CategoryTxt02019 Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clara W Truesdell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06788517035
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Truesdell Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRUE
ReturnHeader/Filer/EIN0823714066
ReturnHeader/Filer/PhoneNum06788517035
ReturnHeader/Filer/USAddress/AddressLine1Txt02220 Sugarloaf Club Drive
ReturnHeader/Filer/USAddress/CityNm0Duluth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL M SHAPIRO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 GUILDHALL GRV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPHARETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum07707546671
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel M Shapiro CPA
ReturnHeader/ReturnTs02021-11-10T22:40:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Clara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Truesdell
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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