Civic Intelligence

Atl Tr

990 • Fiscal year 2020 • EIN 85-6310053

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

3060 Peachtree Rd NW Ste 1815Atlanta, GA 30305

(216) 920-4816

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M 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

Assets

$576,651

No earlier filing loaded for comparison.

Net Assets

$576,651

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$585,653

No earlier filing loaded for comparison.

Expenses

$9,002

No earlier filing loaded for comparison.

Net Income

$576,651

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $576,651Liabilities 2020: $0Net Assets 2020: $576,6512020Assets 2021: $2,020,241Liabilities 2021: $0Net Assets 2021: $2,020,2412021Assets 2022: $2,283,006Liabilities 2022: $10,156Net Assets 2022: $2,272,8502022Assets 2023: $3,035,065Liabilities 2023: $14,150Net Assets 2023: $3,020,9152023Assets 2024: $3,527,658Liabilities 2024: $4,000Net Assets 2024: $3,523,6582024

Highlighted filing

2020

Assets$576,651
Liabilities$0
Net Assets$576,651

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2020: $585,653Expenses 2020: $9,002Net Income 2020: $576,6512020Revenue 2021: $2,596,416Expenses 2021: $391,848Net Income 2021: $2,204,5682021Revenue 2022: $870,097Expenses 2022: $215,423Net Income 2022: $654,6742022Revenue 2023: $1,141,211Expenses 2023: $378,149Net Income 2023: $763,0622023Revenue 2024: $555,530Expenses 2024: $378,027Net Income 2024: $177,5032024

Highlighted filing

2020

Revenue$585,653
Expenses$9,002
Net Income$576,651
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$585,653
Mission and Program Overview

Mission

To promote social welfare by working with the african american community in atlata, georgia in order to promote social justice; eliminate prejudice and discrimination; and support and work to improve race relations within the city of atlanta.

To promote social welfare by working with the african american community in atlanta, georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$576,651▲ $576,651
Rtn Earn Endowment Incm Other Fnds$0$576,651▲ $576,651
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$0$576,651▲ $576,651
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$576,651▲ $576,651
Total Liabilities and Net Assets / Fund Balance$0$576,651▲ $576,651
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lindsay MullinTrustee
Matthew RyanTrustee
Sarah RyanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$585,600
Program Service Revenue
$0
Investment Income
$53
Other Revenue
$0
All Other Contributions
$585,600
Change in Net Assets
$576,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,002
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
Fees for Services Legal-$9,000-$9,000
Other Expenses-$2-$2
Total Functional Expenses$0$9,002$0$9,002
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

PART VI, LINE 2: RELATIONSHIP SCHEDULE

Name of officer, director, etc: matthew ryan name of related party: sarah ryan title or role of related party: trustee relationship: family relationship name of officer, director, etc: sarah ryan name of related party: matthew ryan title or role of related party: trustee relationship: family relationship name of officer, director, etc: matthew ryan name of related party: lindsay mullin title or role of related party:trustee relationship: business relationship

Part VI, Lines 6, 7A & 7B Governing Body & Management

The organization is a charitable trust organized under the laws of georgia. The trustees of the trust consist of the initial trustees designated in the trust agreement. The initial trustees have not to date, but may, designate additional or successor trustees by majority vote.

PART VI, LINE 8B: GOVERNING BODY & MANAGEMENT

The organization does not have any committees with authority to act on behalf of the governing body.

PART VI, LINE 11B: FORM 990 REVIEW

A copy of the form 990 is reviewed by financial representatives of each member of the organization's governing body.

PART VI, LINE 12C: CONFLICT OF INTEREST POLICY

To ensure the organization operates in a manner consistent with its tax-exempt purposes and does not engage in activities that could jeopordize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: (1) whether compensation arrangements and benefits are reasonable and are the result of arm's length bargaining; and (2) whether partnerships, joint ventures, and arrangements with management service organizations, if any, conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further the organization's tax-exempt purposes and do not result in private inurement, impermissible private benefit or in an excess benefit transaction.

PART VI, LINE 19: DOCUMENTS AVAILABLE TO THE PUBLIC

The foundation provides its governing documents, policies, and financial statements to the public upon request to the foundation, and through guidestar.org.

Filing and Contact Details

Filer

Filer Name
Atl Tr
EIN
85-6310053
In Care Of
% LINDSAY MULLIN
Phone
2169204816
Address
3060 Peachtree Rd NW Ste 1815, Atlanta, GA 30305

Signing Officer

Name
Matthew Ryan
Title
Trustee
Phone
2169204816
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Ryan
Formed
2020
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, Cleveland, OH 44114-1717
Preparer
Steven R Urich
Phone
2169204800
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME OF OFFICER, DIRECTOR, ETC: MATTHEW RYAN NAME OF RELATED PARTY: SARAH RYAN TITLE OR ROLE OF RELATED PARTY: TRUSTEE RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SARAH RYAN NAME OF RELATED PARTY: MATTHEW RYAN TITLE OR ROLE OF RELATED PARTY: TRUSTEE RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: MATTHEW RYAN NAME OF RELATED PARTY: LINDSAY MULLIN TITLE OR ROLE OF RELATED PARTY:TRUSTEE RELATIONSHIP: BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A CHARITABLE TRUST ORGANIZED UNDER THE LAWS OF GEORGIA. THE TRUSTEES OF THE TRUST CONSIST OF THE INITIAL TRUSTEES DESIGNATED IN THE TRUST AGREEMENT. THE INITIAL TRUSTEES HAVE NOT TO DATE, BUT MAY, DESIGNATE ADDITIONAL OR SUCCESSOR TRUSTEES BY MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS REVIEWED BY FINANCIAL REPRESENTATIVES OF EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPORDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARM'S LENGTH BARGAINING; AND (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT SERVICE ORGANIZATIONS, IF ANY, CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE ORGANIZATION'S TAX-EXEMPT PURPOSES AND DO NOT RESULT IN PRIVATE INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE FOUNDATION, AND THROUGH GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 2: RELATIONSHIP SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINES 6, 7A & 7B GOVERNING BODY & MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 8B: GOVERNING BODY & MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 11B: FORM 990 REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 12C: CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, LINE 19: DOCUMENTS AVAILABLE TO THE PUBLIC
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW RYAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATL TR
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ReturnHeader/Filer/InCareOfNm0% LINDSAY MULLIN
ReturnHeader/Filer/PhoneNum02169204816
ReturnHeader/Filer/USAddress/AddressLine1Txt03060 Peachtree Rd NW Ste 1815
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI Capital Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 E 9th Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141717
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven R Urich
ReturnHeader/ReturnTs02021-11-12T06:00:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RYAN
ReturnHeader/TaxPeriodBeginDt02020-06-24
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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