Civic Intelligence

Tegacy Foundation

990 • Fiscal year 2023 • EIN 87-3552945

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
194 Stillwood DriveNewnan, GA 30265

(470) 241-8730

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2023 filings • NTEE P40 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.00x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • NTEE P40 • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

0.0%

Higher net margin than 38% of similar nonprofits.

2023 filings • NTEE P40 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE P40 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

$423,000

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$423,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin38th percentile

Revenue

$423,000

No earlier filing loaded for comparison.

Expenses

$423,000

No earlier filing loaded for comparison.

Net Income

$0

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.

$600K$400K$200K$0Assets 2023: $423,000Liabilities 2023: $423,000Net Assets 2023: $02023

Highlighted filing

2023

Assets$423,000
Liabilities$423,000
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2023: $423,000Expenses 2023: $423,000Net Income 2023: $02023

Highlighted filing

2023

Revenue$423,000
Expenses$423,000
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$423,000
Mission and Program Overview

Mission

Servicing individuals and families needs

Servicing individual and families needs

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$423,000-
Total Assets$0$423,000▲ $423,000
Liabilities
Other Liabilities-$423,000-
Total Liabilities$0$423,000▲ $423,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$423,000▲ $423,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$363,000--
Land$60,000--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Janekia SmithPresident
Jada SmithAdministrative Assistant
Larry SmithCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$423,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$423,000
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$243,384
Other Expenses$139,616
Total Fundraising Expense$95,000
Professional Fundraising Fees$40,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$243,384--$243,384
Office Expenses--$55,000$55,000
Fees for Services Professional Fundraising--$40,000$40,000
Travel$30,000--$30,000
Conferences and Meetings-$25,000-$25,000
Fees for Services Accounting-$20,000-$20,000
Other Expenses$6,640--$6,640
Insurance$483--$483
Total Functional Expenses$283,000$45,000$95,000$423,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$40,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Part VI, Section A, Line 2

“Officers are a family - wife, husband and daughter.”

PART VI, SECTION B, LINE 12C

“The origaniztion continues to regularly monitor”

Filing and Contact Details

Filer

Filer Name
Tegacy Foundation
EIN
87-3552945
Phone
4702418730
Address
194 STILLWOOD DRIVE, NEWNAN, GA 30265

Signing Officer

Name
Janeka R Smith
Title
President
Phone
4702418730
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janekia Smith
Formed
2021
Legal Domicile
Ga
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Trinity Tax Services
Address
270-B BULLSBORO DRIVE, NEWNAN, GA 30263-5819
Preparer
Tammy V Arnold
Phone
6786736912
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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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ReturnHeader/TaxPeriodEndDt02023-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,000
Liabilities
$423,000
Net assets
$0
Revenue
$423,000
Expenses
$423,000
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.23$4.23$0.00$4.23$4.23$0.00