Civic Intelligence

Truesdell Family Foundation Inc.

990PF • Fiscal year 2018 • EIN 82-3714066

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 19, 2019

Organization Profile
2220 Sugarloaf Club DriveDuluth, GA 30097

(678) 851-7035

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

115%

Faster asset growth than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$253,798

Up $135,722 (+115%) from 2017

Net Assets

Up

$253,798

Up $141,928 (+127%) from 2017

Liabilities

Down

$0

Down $6,206 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$132,157

Up $14,081 (+12%) from 2017

Expenses

Up

$8,516

Up $2,310 (+37%) from 2017

Net Income

Up

$123,641

Up $11,771 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2018

Assets$253,798
Liabilities$0
Net Assets$253,798
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$132,157
Expenses$8,516
Net Income$123,641
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clara W TruesdellDirector-$0--
Chuvalo J TruesdellDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDuluth First United Methodist ChurchTo help fundoperating expensesof the charityPCDuluth, GA, US$3,000
Paid GrantNavigators (Uganda)To help fundconstruction of a health care facilityPCAlbert Lea, MN, US$3,000
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
2019-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Joel M Shapiro CPA Pc
Address
375 GUILDHALL GRV, ALPHARETTA, GA 30022-8521
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.

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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Clara W Truesdell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Chuvalo J Truesdell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02220 Sugarloaf Club Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12220 Sugarloaf Club Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Duluth
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To help fundoperating expensesof the charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help fundconstruction of a health care facility
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Duluth First United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Navigators (Uganda)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 6079
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Albert Lea
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07944
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01738
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07944
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06206
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Truesdell Health Information Svcs 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/TotalContributionsAmt0129700
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018287
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adj for Unrealized Gain/Loss on Securities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06206
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Legal Fees paid with directors personal funds
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY Mellon Invest Adv Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01316
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clara W Truesdell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06788517035
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02A0C2DC2171055181C263224F65F0C3418DDA1B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A0C2DC2171055181C263224F65F0C3418DDA1B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.235.70
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:46:46
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/ZIPCd0300228521
ReturnHeader/PreparerPersonGrp/PhoneNum07707546671
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel M Shapiro CPA
ReturnHeader/ReturnTs02019-11-07T16:47:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,798
Liabilities
$0
Net assets
$253,798
Revenue
$132,157
Expenses
$8,516
Net income
$123,641
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