Civic Intelligence

Southerly

990EZ • Fiscal year 2020 • EIN 85-2638065

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 16, 2021

Organization Profilesoutherlymag.org
PO Box 61764Durham, NC 27715

(336) 940-4180

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$108,856

No earlier filing loaded for comparison.

Net Assets

$108,856

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

$144,173

No earlier filing loaded for comparison.

Expenses

$74,956

No earlier filing loaded for comparison.

Net Income

$69,217

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2020: $108,856Liabilities 2020: $0Net Assets 2020: $108,8562020Assets 2021: $140,313Liabilities 2021: $553Net Assets 2021: $139,7602021Assets 2022: $144,822Liabilities 2022: $1,048Net Assets 2022: $143,7742022Assets 2023: $65,841Liabilities 2023: $0Net Assets 2023: $65,8412023Assets 2024: $2,335Liabilities 2024: $0Net Assets 2024: $2,3352024

Highlighted filing

2020

Assets$108,856
Liabilities$0
Net Assets$108,856
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2020: $144,173Expenses 2020: $74,956Net Income 2020: $69,2172020Revenue 2021: $151,639Expenses 2021: $120,735Net Income 2021: $30,9042021Revenue 2022: $194,000Expenses 2022: $189,986Net Income 2022: $4,0142022Revenue 2023: $81,244Expenses 2023: $160,225Net Income 2023: -$78,9812023Revenue 2024: $1Expenses 2024: $67,598Net Income 2024: -$67,5972024

Highlighted filing

2020

Revenue$144,173
Expenses$74,956
Net Income$69,217
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 16, 2021
Return Version
2020v4.1
Gross Receipts
$144,541
Mission and Program Overview

Mission

provides journalism & resources to commu

MEDIA ORGANIZATION

Program Services

DescriptionGrantsExpenses
EDITORIAL STORIES EQUIPING SOUTHERN COMMUNITIES TO FACE INJUSTICES WITH JOURNALISM, RESOURCES AND INFORMATION TO BE HEALTHIER AND SAFER AND MORE EMPOWERED.$102,250$66,128
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE FOGELMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Southerly Inc
EIN
85-2638065
Address
PO BOX 61764, DURHAM, NC 27715

Signing Officer

Name
Katie Fogelman
Title
Board Chair
Signed
2021-12-16
Discuss with paid preparer
No

Preparer

Firm
Amcom Tax and Accounting Inc
Address
2455 Patterson St Suite 1, Klamath Falls, OR 97603
Preparer
Audrey Blackburn
Phone
5418841755
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoffice supplies and software 1,943insurance 2,901bank charges 59advertising & marketing 1,168”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNDSAY GILPIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03369404180
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 61764
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039639
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0143541
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt069217
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt068877
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108856
IRS990EZ/FundraisingGrossIncomeAmt01000
IRS990EZ/GrossReceiptsAmt0144541
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108856
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE FOGELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDIA ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDITORIAL STORIES EQUIPING SOUTHERN COMMUNITIES TO FACE INJUSTICES WITH JOURNALISM, RESOURCES AND INFORMATION TO BE HEALTHIER AND SAFER AND MORE EMPOWERED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066128
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0368
IRS990EZ/SpecialEventsNetIncomeLossAmt0632
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074956
IRS990EZ/TotalProgramServiceExpensesAmt066128
IRS990EZ/TotalRevenueAmt0144173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143541
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0143541
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143541
IRS990ScheduleA/Total509Grp/TotalAmt0143541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES AND SOFTWARE 1,943INSURANCE 2,901BANK CHARGES 59ADVERTISING & MARKETING 1,168
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE FOGELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERLY INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0852638065
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 61764
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462900529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amcom Tax and Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02455 Patterson St Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Klamath Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097603
ReturnHeader/PreparerPersonGrp/PhoneNum05418841755
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Audrey Blackburn
ReturnHeader/ReturnTs02021-12-16T13:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOGELMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,856
Liabilities
$0
Net assets
$108,856
Revenue
$144,173
Expenses
$74,956
Net income
$69,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.68$0.68
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.81$1.60$0.79
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$1.94$1.90$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.40$1.52$1.21$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.44$0.75$0.69