Civic Intelligence

Pate Mcclintic Foundation Tr

990PF • Fiscal year 2019 • EIN 01-6181111

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

Organization Profile
1450 Raleigh Road Suite 300Chapel Hill, NC 27517

(877) 489-2600

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Net Margin

22nd percentile

-107%

Higher net margin than 22% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Asset Growth

27th percentile

-3.5%

Faster asset growth than 27% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

146%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$633,202

Down $22,858 (-3.5%) from 2018

Net Assets

Down

$633,202

Down $22,858 (-3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin22nd percentile

Revenue

Up

$21,270

Up $12,629 (+146%) from 2018

Expenses

Up

$44,128

Up $5,450 (+14%) from 2018

Net Income

Up

-$22,858

Up $7,179 (+24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2015: $692,739Liabilities 2015: $02015Assets 2016: $663,751Liabilities 2016: $0Net Assets 2016: $663,7512016Assets 2017: $686,097Liabilities 2017: $0Net Assets 2017: $686,0972017Assets 2018: $656,060Liabilities 2018: $0Net Assets 2018: $656,0602018Assets 2019: $633,202Liabilities 2019: $0Net Assets 2019: $633,2022019Assets 2020: $620,902Liabilities 2020: $0Net Assets 2020: $620,9022020Assets 2021: $644,956Liabilities 2021: $0Net Assets 2021: $644,9562021Assets 2022: $590,329Liabilities 2022: $0Net Assets 2022: $590,3292022Assets 2023: $582,633Liabilities 2023: $0Net Assets 2023: $582,6332023Assets 2024: $583,462Liabilities 2024: $0Net Assets 2024: $583,4622024

Highlighted filing

2019

Assets$633,202
Liabilities$0
Net Assets$633,202
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50K-$100KRevenue 2015: $77,999Expenses 2015: $38,629Net Income 2015: $39,3702015Revenue 2016: $17,441Expenses 2016: $46,429Net Income 2016: -$28,9882016Revenue 2017: $59,514Expenses 2017: $37,168Net Income 2017: $22,3462017Revenue 2018: $8,641Expenses 2018: $38,678Net Income 2018: -$30,0372018Revenue 2019: $21,270Expenses 2019: $44,128Net Income 2019: -$22,8582019Revenue 2020: $30,817Expenses 2020: $43,117Net Income 2020: -$12,3002020Revenue 2021: $75,365Expenses 2021: $51,928Net Income 2021: $23,4372021Revenue 2022: $8,222Expenses 2022: $61,575Net Income 2022: -$53,3532022Revenue 2023: $40,204Expenses 2023: $46,161Net Income 2023: -$5,9572023Revenue 2024: $44,246Expenses 2024: $43,630Net Income 2024: $6162024

Highlighted filing

2019

Revenue$21,270
Expenses$44,128
Net Income-$22,858
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH PATE MCCLINTICDirectorPT$0--
ABBOT H MCCLINTICDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Pate-mcclintic Foundation
EIN
01-6181111
Phone
8774892600
Address
1450 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517

Signing Officer

Name
Elizabeth Pate Mcclintic
Title
Director
Phone
8774892600
Signed
2020-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Norton Collar Lund Lilley Pllc
Address
7701 SIX FORKS RD STE 100, RALEIGH, NC 27615
Preparer
John H Collar Iii
Phone
9198411000
Raw XML Appendix343 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0633202
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0633202
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031638
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0633710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09669
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0564
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031748
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0634962
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH PATE MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ABBOT H MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16013 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MUSEUM HOUSES ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8BUILDING & ENDOWMENT CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SAINT MARY'S FOREVER CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TRIANGLE STUDENT OF THE YEAR CAMPAIG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42005 ARENDELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5320 POLLOCK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6101 AIRLIE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7120 E EDENTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8400 VES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9900 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10401 HARRISON OAKS BLVD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03910
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033090
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031638
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033090
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0498
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0630
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0630
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04491
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH PATE MCCLINTIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08774892600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATE-MCCLINTIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANKLIN STREET TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATE
ReturnHeader/Filer/EIN0016181111
ReturnHeader/Filer/PhoneNum08774892600
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 RALEIGH ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562034483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON COLLAR LUND LILLEY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07701 SIX FORKS RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027615
ReturnHeader/PreparerPersonGrp/PhoneNum09198411000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H COLLAR III
ReturnHeader/ReturnTs02020-07-13T15:21:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,202
Liabilities
$0
Net assets
$633,202
Revenue
$21,270
Expenses
$44,128
Net income
-$22,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.44$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.40$0.46$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.08$0.62$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.75$0.52$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.31$0.43$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.21$0.44$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.09$0.39$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.60$0.37$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.17$0.46$0.29
2015Summary only. Only limited summary data is available for this year.$6.93$0.00$0.78$0.39$0.39