Civic Intelligence

The Southern Research Collaborative

990 • Fiscal year 2023 • EIN 93-4219690

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
1033 Demonbreun St 300Nashville, TN 37203

(615) 585-3542

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$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 / Assets56th percentile

Assets

$349,985

No earlier filing loaded for comparison.

Net Assets

$349,985

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

$350,000

No earlier filing loaded for comparison.

Expenses

$15

No earlier filing loaded for comparison.

Net Income

$349,985

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.

$400K$300K$200K$100K$0Assets 2023: $349,985Liabilities 2023: $0Net Assets 2023: $349,9852023Assets 2024: $277,087Liabilities 2024: $0Net Assets 2024: $277,0872024

Highlighted filing

2023

Assets$349,985
Liabilities$0
Net Assets$349,985
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2023: $350,000Expenses 2023: $15Net Income 2023: $349,9852023Revenue 2024: $75,000Expenses 2024: $147,898Net Income 2024: -$72,8982024

Highlighted filing

2023

Revenue$350,000
Expenses$15
Net Income$349,985
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$350,000
Mission and Program Overview

Mission

To identify, engage, and mobilize people and communities to create a future where every individual throughout the southeast has the opportunity to benefit from a high-quality public education system and a free and functioning democracy

PLEASE SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$349,985▲ $349,985
Rtn Earn Endowment Incm Other Fnds$0$349,985▲ $349,985
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$349,985▲ $349,985
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$349,985▲ $349,985
Total Liabilities and Net Assets / Fund Balance$0$349,985▲ $349,985
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Adam ListerChairman
Dave CollinsDirector
Joe TriboutDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$350,000
Change in Net Assets
$349,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15
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$15--$15
Total Functional Expenses$15$0$0$15
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board of directors shall review the form 990 and when agreed upon the chairman shall sign the return as the principal officer”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements av ailable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Southern Research Collaborative
EIN
93-4219690
Phone
6155853542
Address
1033 DEMONBREUN ST 300, NASHVILLE, TN 37203

Signing Officer

Name
Adam Lister
Title
Chairman
Phone
6155853542
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Lister
Formed
2023
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Uhy Advisors Midwest Inc
Address
1889 GEN GEORGE PATTON DR STE 200, FRANKLIN, TN 37067
Preparer
W Craig Ballentine
Phone
6157505537
Supplemental Narrative

Additional Explanations

Page 1, Line 1 Mission Statements

“To identify, engage, and mobilize people and communities to create a future where every individual throughout the southeast has the opportunity to benefit from a high-quality public education system and a free and functioning democracy”

Raw XML Appendix242 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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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
$349,985
Liabilities
$0
Net assets
$349,985
Revenue
$350,000
Expenses
$15
Net income
$349,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.75$1.48$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$3.50$0.00$3.50