Civic Intelligence

Homeplace Trust

EIN 83-3176400 • 501(c)4 • Atlanta, GA

990-N Coverage

Profile

Promote the common good and general welfare of the people in the community

1908 Cliff Valley WayAtlanta, GA 30329

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

0.3%

Faster asset growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-44%

Faster revenue growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$246,233

Up $639 (+0.3%) from 2021

Liabilities

Down

$368

Down $2,132 (-85%) from 2021

Net Assets

Up

$245,865

Up $2,771 (+1.1%) from 2021

Revenue

Down

$10,163

Down $7,911 (-44%) from 2021

Expenses

Down

$7,392

Down $6,865 (-48%) from 2021

Net Income

Down

$2,771

Down $1,046 (-27%) from 2021

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $239,377Liabilities 2020: $100Net Assets 2020: $239,2772020Assets 2021: $245,594Liabilities 2021: $2,500Net Assets 2021: $243,0942021Assets 2022: $246,233Liabilities 2022: $368Net Assets 2022: $245,8652022

Highlighted filing

2022

Assets$246,233
Liabilities$368
Net Assets$245,865

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2020: $766,692Expenses 2020: $30,250Net Income 2020: $736,4422020Revenue 2021: $18,074Expenses 2021: $14,257Net Income 2021: $3,8172021Revenue 2022: $10,163Expenses 2022: $7,392Net Income 2022: $2,7712022

Highlighted filing

2022

Revenue$10,163
Expenses$7,392
Net Income$2,771

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$10,163
Mission and Program Overview

Mission

Promote the common good and general welfare of the people in the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$243,094$245,865▲ $2,771
Land, Buildings, and Equipment, Net$121,831$121,831→ $0
Investments in Publicly Traded Securities$91,948$91,948→ $0
Savings and Temporary Cash Investments$31,375$32,415▲ $1,040
Cash and Non-Interest-Bearing Accounts$440$39▼ $401
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$245,594$246,233▲ $639
Liabilities
Accounts Payable and Accrued Expenses$2,500$368▼ $2,132
Total Liabilities$2,500$368▼ $2,132
Net Assets / Fund Balance
Total Net Assets Fund Balance$243,094$245,865▲ $2,771
Total Liabilities and Net Assets / Fund Balance$245,594$246,233▲ $639

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$500--
Land$121,331--
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,517
Other Revenue
$646
Change in Net Assets
$2,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,392
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
Other Expenses-$3,434-$3,434
Fees for Services Accounting-$3,000-$3,000
Fees for Services Management-$400-$400
Fees for Services Legal-$318-$318
Occupancy-$190-$190
Office Expenses-$50-$50
Total Functional Expenses$0$7,392$0$7,392
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 A, Line 8B

The organization does not have committees.

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

The form 990 is prepared by a cpa firm and reviewed by management before filing with the irs.

Form 990, Part VI, Section C, Line 19

The organization does not make these documents available.

Filing and Contact Details

Filer

Filer Name
Homeplace Trust
EIN
83-3176400
Phone
4044864627
Address
1908 CLIFF VALLEY WAY, ATLANTA, GA 30329

Signing Officer

Name
Todd Rice
Title
Treasurer of the Trustee, Noi
Phone
4044864627
Signed
2023-10-30
Discuss with paid preparer
No

Organization Details

Principal Officer
Todd Rice
Formed
2019
Legal Domicile
Ga
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1075 PEACHTREE STREET NE SUITE 2200, ATLANTA, GA 30309
Preparer
Paula Wendling
Phone
4042090954
Raw XML Appendix271 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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