Civic Intelligence

Payne Foundation

990PF • Fiscal year 2022 • EIN 83-4454333

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

PO Box 2066Huntsville, AL 35804

(256) 213-7738

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k 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

100th percentile

704%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

7th percentile

-65%

Faster asset growth than 7% of similar nonprofits.

2022 filings • <$500k 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

Assets

Down

$47,627

Down $87,723 (-65%) from 2021

Net Assets

Down

$47,627

Down $87,723 (-65%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Down

-$1,826

Down $1,827 (-182700%) from 2021

Expenses

Up

$11,024

Up $999 (+10.0%) from 2021

Net Income

Down

-$12,850

Down $2,826 (-28%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $113,022Liabilities 2019: $02019Assets 2020: $114,022Liabilities 2020: $1Net Assets 2020: $114,0222020Assets 2021: $135,350Liabilities 2021: $1Net Assets 2021: $135,3502021Assets 2022: $47,627Liabilities 2022: $1Net Assets 2022: $47,6272022Assets 2023: $41,415Liabilities 2023: $1Net Assets 2023: $41,4152023Assets 2024: $216,425Liabilities 2024: $0Net Assets 2024: $216,4252024

Highlighted filing

2022

Assets$47,627
Liabilities$1
Net Assets$47,627

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $113,022Expenses 2019: $0Net Income 2019: $113,0222019Revenue 2020: $7,000Expenses 2020: $6,000Net Income 2020: $1,0002020Revenue 2021: $1Expenses 2021: $10,025Net Income 2021: -$10,0242021Revenue 2022: -$1,826Expenses 2022: $11,024Net Income 2022: -$12,8502022Revenue 2023: $1Expenses 2023: $7,500Net Income 2023: -$7,4992023Revenue 2024: $0Expenses 2024: $7,500Net Income 2024: -$7,5002024

Highlighted filing

2022

Revenue-$1,826
Expenses$11,024
Net Income-$12,850
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE H PAYNEChairman-$0--
DANAH WHITESecretary-$0--
BURTON H PAYNEDirector-$0--
SAMUEL H GIVHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Payne Foundation
EIN
83-4454333
Phone
2562137738
Address
PO BOX 2066, Huntsville, AL 35804

Signing Officer

Name
George H Payne
Title
Chairman of Board
Phone
2562137738
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Providence Wealth Advisors LLC
Address
1 Chalkstone St NW, Huntsville, AL 35806
Preparer
Alan Bagwell CPA
Phone
2562137738
Raw XML Appendix316 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0183 SHARES OF VAGUARD R.E. ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt019679
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt015853
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0SOLD ON OPEN TRADING MARKET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-3826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt067200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm040 SHARES AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXCHANGE TRADED FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-3826
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015853
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0796
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-1826
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0183 VANGUARD REAL ESTATE INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4126
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12850
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0-74873
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07135
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07135
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07135
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011
IRS990PF/FMVAssetsEOYAmt0110738
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0135350
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt047627
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0646
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0134704
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0144221
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANAH WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BURTON H PAYNE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 WASHINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HUNTSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HAZEL GREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BIRMINGHAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02569293767
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE PAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The grant will assistwith inpatient drugaddiction.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1The grant will benefitthe recipient with funds for substance abuse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2The grant will assist patients with mental health andsubstance abuse disorders.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIFE SOURCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GO PURPLE USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WELLSTONE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01103 5TH AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO 7410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24040 MEMORIAL PARKWAY SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HUNTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08751
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02913
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01249
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01249
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02913
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01664
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08751
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-74873
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CORRECTION IN BOOK VALUE AND BASIS IN STOCK
TaxesSchedule/TaxesDetail/Amt0976
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE H PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN OF BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum02562137738
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAYNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAYN
ReturnHeader/Filer/EIN0834454333
ReturnHeader/Filer/PhoneNum02562137738
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2066
ReturnHeader/Filer/USAddress/CityNm0Huntsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035804
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823792509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Providence Wealth Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Chalkstone St NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035806
ReturnHeader/PreparerPersonGrp/PhoneNum02562137738
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Bagwell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T12:01:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAYNE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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