Civic Intelligence

Theodore Raymond Mosch Educational Foundation

990PF • Fiscal year 2022 • EIN 84-2996871

Jan 01, 2022 to Dec 31, 2022 • Filed on May 25, 2023

4215 Harding Pike STE 207Nashville, TN 37205

(615) 320-5484

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $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

98th percentile

173%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$3,300

Higher top officer pay than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • $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

Assets

Down

$1,812,617

Down $296,731 (-14%) from 2021

Net Assets

Down

$1,812,617

Down $296,731 (-14%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue

Down

-$51,843

Down $250,725 (-126%) from 2021

Expenses

Up

$37,687

Up $4,495 (+14%) from 2021

Net Income

Down

-$89,530

Down $255,220 (-154%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,084,054Liabilities 2019: $1Net Assets 2019: $2,084,0542019Assets 2020: $2,140,448Liabilities 2020: $1Net Assets 2020: $2,140,4482020Assets 2021: $2,109,348Liabilities 2021: $1Net Assets 2021: $2,109,3482021Assets 2022: $1,812,617Liabilities 2022: $0Net Assets 2022: $1,812,6172022Assets 2023: $1,707,364Liabilities 2023: $1Net Assets 2023: $1,707,3642023Assets 2024: $2,224,550Liabilities 2024: $0Net Assets 2024: $2,224,5502024

Highlighted filing

2022

Assets$1,812,617
Liabilities$0
Net Assets$1,812,617

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,136,644Expenses 2019: $52,590Net Income 2019: $2,084,0542019Revenue 2020: $165,010Expenses 2020: $77,583Net Income 2020: $87,4272020Revenue 2021: $198,882Expenses 2021: $33,192Net Income 2021: $165,6902021Revenue 2022: -$51,843Expenses 2022: $37,687Net Income 2022: -$89,5302022Revenue 2023: $111,773Expenses 2023: $29,741Net Income 2023: $82,0322023Revenue 2024: $112,556Expenses 2024: $44,302Net Income 2024: $68,2542024

Highlighted filing

2022

Revenue-$51,843
Expenses$37,687
Net Income-$89,530
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beau PembertonTrustee-$0$3,300$3,300
Jonatham ShanklinTrustee-$0$3,300$3,300
Stephen ShanklinTrusteePT$0$3,300$3,300
Filing and Contact Details

Filer

Filer Name
Theodore Raymond Mosch Educational Foundation
EIN
84-2996871
Address
4215 Harding Pike STE 207, Nashville, TN 37205

Signing Officer

Name
Stephen B Shanklin
Title
Trustee
Phone
6153205484
Signed
2023-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Powers and Associates PLLC
Address
2500 21st Avenue South Ste 107, Nashville, TN 37212
Preparer
John Powers
Phone
6153205484
Raw XML Appendix343 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4University of Wisconsin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5UTM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Weakley County Backpack Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02018 University Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18161 Hwy 45 South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2554 University Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 West Seward Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4702 West Johnson Street Suite 1101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5554 University Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 804
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02366
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02366
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02366
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11249
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen B Shanklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06153205484
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Theodore Raymond Mosch Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0842996871
ReturnHeader/Filer/USAddress/AddressLine1Txt04215 Harding Pike STE 207
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203381512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Powers and Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 21st Avenue South Ste 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037212
ReturnHeader/PreparerPersonGrp/PhoneNum06153205484
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Powers
ReturnHeader/ReturnTs02023-05-25T13:40:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shanklin
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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