Civic Intelligence

The Zwm Foundation

EIN 92-2722577 • 501(c)3 • Watkinsville, GA

Profile

To act as a supporting organization as described in section 509(a)(3) of the code by conducting and supporting activities that carry out the religious, charitable and educational purposes of lordship foundation, inc. And givers legacy foundation, inc.

1011 Woodridge Lane Suite 202Watkinsville, GA 30677

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

Up

$26,309,249

Up $781,508 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,309,249

Up $781,508 (+3.1%) from 2023

Revenue

Down

$839,098

Down $24,688,759 (-97%) from 2023

Expenses

Up

$57,590

Up $57,474 (+49547%) from 2023

Net Income

Down

$781,508

Down $24,746,233 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2023: $25,527,741Liabilities 2023: $0Net Assets 2023: $25,527,7412023Assets 2024: $26,309,249Liabilities 2024: $0Net Assets 2024: $26,309,2492024

Highlighted filing

2024

Assets$26,309,249
Liabilities$0
Net Assets$26,309,249

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0Revenue 2023: $25,527,857Expenses 2023: $116Net Income 2023: $25,527,7412023Revenue 2024: $839,098Expenses 2024: $57,590Net Income 2024: $781,5082024

Highlighted filing

2024

Revenue$839,098
Expenses$57,590
Net Income$781,508

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$839,098
Mission and Program Overview

Mission

To act as a supporting organization as described in section 509(a)(3) of the code by conducting and supporting activities that carry out the religious, charitable and educational purposes of lordship foundation, inc. And givers legacy foundation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,527,741$26,309,249▲ $781,508
Investments Other Securities$25,502,357$26,253,394▲ $751,037
Cash and Non-Interest-Bearing Accounts$25,384$55,855▲ $30,471
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,527,741$26,309,249▲ $781,508
Other Assets Total$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,527,741$26,309,249▲ $781,508
Total Liabilities and Net Assets / Fund Balance$25,527,741$26,309,249▲ $781,508

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$566,939--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bryan GreenTrustee
Matthew HendleyTrustee
Robert CollinsTrustee
Sean StoltzTrustee
Zachary McleroyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$691,344
Other Revenue
$142,754
All Other Contributions
$5,000
Change in Net Assets
$781,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,590
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
Other Expenses-$112-$112
Total Functional Expenses$0$57,590$0$57,590
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Zachary w. Mcleroy, trustee, and sean j. Stoltz, trustee, have a business relationship.

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is sent to sean j. Stoltz, trustee, for review and comment prior to filing.

Form 990, Part VI, Section B, Line 12C

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the governing board and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested party, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. Procedures for addressing a conflict of interest: (a) an interested party may make a presentation at the governing board or committee meeting, but after the presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest; (b) the chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement; (c) after exercising due diligence, the governing board or committee shall determine whether the foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. (d) if a more advantageous transaction or arrangement is not reasonably possible under the circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in the foundation's best interest, of its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and returns are available upon request.

Filing and Contact Details

Filer

Filer Name
The Zwm Foundation
EIN
92-2722577
Phone
7067698642
Address
1011 WOODRIDGE LANE SUITE 202, WATKINSVILLE, GA 30677

Signing Officer

Name
Sean Stoltz
Title
Trustee
Phone
7067698642
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Stoltz
Formed
2023
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Moore Colson & Company Pc
Address
600 GALLERIA PARKWAY SE SUITE 600, ATLANTA, GA 30339
Preparer
Tracy Burton
Phone
7709890028
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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/ExplanationTxt3ALL GOVERNING DOCUMENTS, POLICIES AND RETURNS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN STOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07067698642
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581653941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE COLSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GALLERIA PARKWAY SE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
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ReturnHeader/PreparerPersonGrp/PhoneNum07709890028
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY BURTON
ReturnHeader/ReturnTs02025-11-17T09:00:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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