Civic Intelligence

Pate Mcclintic Foundation Tr

990PF • Fiscal year 2020 • EIN 01-6181111

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

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

73rd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

-40%

Higher net margin than 40% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Asset Growth

47th percentile

-1.9%

Faster asset growth than 47% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

45%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$620,902

Down $12,300 (-1.9%) from 2019

Net Assets

Down

$620,902

Down $12,300 (-1.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin40th percentile

Revenue

Up

$30,817

Up $9,547 (+45%) from 2019

Expenses

Down

$43,117

Down $1,011 (-2.3%) from 2019

Net Income

Up

-$12,300

Up $10,558 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$620,902
Liabilities$0
Net Assets$620,902
Open 2020 Filing

Operations Trend

Revenue Growth70th 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

2020

Revenue$30,817
Expenses$43,117
Net Income-$12,300
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay80th 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
2021-05-03
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 Appendix315 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01630
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0620902
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036703
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0158
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01040
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01198
IRS990PF/FMVAssetsEOYAmt0775096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0209798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0211554
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0409411
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0630
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013363
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0745246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010118
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0734629
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0499
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036703
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0734067
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH PATE MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ABBOT H MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06013 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16013 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028409
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08774892600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 VES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11210 VARSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3224 MARKET STREET
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOREHEAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428557
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd727601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd824503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08272
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027728
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036545
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028273
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027728
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0630
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0551
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04492
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04492
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH PATE MCCLINTIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08774892600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
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/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H COLLAR III
ReturnHeader/ReturnTs02021-05-11T12:21:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH PATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCLINTIC
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,902
Liabilities
$0
Net assets
$620,902
Revenue
$30,817
Expenses
$43,117
Net income
-$12,300
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