Civic Intelligence

Grace Jones Richardson Testamentary

990PF • Fiscal year 2017 • EIN 06-6023003

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
PO Box 20124Greensboro, NC 27420

(336) 574-8675

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

16th percentile

$5,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

20th percentile

-2.0%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$43,650,914

Down $911,411 (-2.0%) from 2016

Net Assets

Down

$43,650,914

Down $911,411 (-2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin94th percentile

Revenue

Up

$6,073,391

Up $748,209 (+14%) from 2016

Expenses

Up

$2,038,111

Up $57,628 (+2.9%) from 2016

Net Income

Up

$4,035,280

Up $690,581 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100M$50M$0Assets 2011: $50,789,091Liabilities 2011: $02011Assets 2012: $49,608,004Liabilities 2012: $02012Assets 2013: $48,640,796Liabilities 2013: $0Net Assets 2013: $48,640,7962013Assets 2014: $42,776,089Liabilities 2014: $0Net Assets 2014: $42,776,0892014Assets 2015: $46,213,198Liabilities 2015: $0Net Assets 2015: $46,213,1982015Assets 2016: $44,562,325Liabilities 2016: $0Net Assets 2016: $44,562,3252016Assets 2017: $43,650,914Liabilities 2017: $0Net Assets 2017: $43,650,9142017Assets 2019: $52,582,837Liabilities 2019: $0Net Assets 2019: $52,582,8372019Assets 2020: $56,933,784Liabilities 2020: $0Net Assets 2020: $56,933,7842020Assets 2021: $63,253,195Liabilities 2021: $0Net Assets 2021: $63,253,1952021Assets 2022: $68,894,909Liabilities 2022: $0Net Assets 2022: $68,894,9092022Assets 2023: $74,555,635Liabilities 2023: $0Net Assets 2023: $74,555,6352023Assets 2024: $81,304,457Liabilities 2024: $0Net Assets 2024: $81,304,4572024

Highlighted filing

2017

Assets$43,650,914
Liabilities$0
Net Assets$43,650,914
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$10M$5.0M$0Revenue 2011: $4,538,626Expenses 2011: $1,961,964Net Income 2011: $2,576,6622011Revenue 2012: $4,535,138Expenses 2012: $1,964,811Net Income 2012: $2,570,3272012Revenue 2013: $4,940,565Expenses 2013: $2,123,565Net Income 2013: $2,817,0002013Revenue 2014: $5,398,854Expenses 2014: $1,988,959Net Income 2014: $3,409,8952014Revenue 2015: $5,441,705Expenses 2015: $1,962,219Net Income 2015: $3,479,4862015Revenue 2016: $5,325,182Expenses 2016: $1,980,483Net Income 2016: $3,344,6992016Revenue 2017: $6,073,391Expenses 2017: $2,038,111Net Income 2017: $4,035,2802017Revenue 2019: $6,586,595Expenses 2019: $2,034,615Net Income 2019: $4,551,9802019Revenue 2020: $6,768,119Expenses 2020: $2,358,224Net Income 2020: $4,409,8952020Revenue 2021: $8,952,710Expenses 2021: $2,633,299Net Income 2021: $6,319,4112021Revenue 2022: $8,659,777Expenses 2022: $3,018,063Net Income 2022: $5,641,7142022Revenue 2023: $8,538,997Expenses 2023: $2,878,271Net Income 2023: $5,660,7262023Revenue 2024: $9,326,298Expenses 2024: $2,577,476Net Income 2024: $6,748,8222024

Highlighted filing

2017

Revenue$6,073,391
Expenses$2,038,111
Net Income$4,035,280
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER RICHARDSONTrustee-$5,000-$5,000
TYLER B RICHARDSONTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Grace Jones Richardson Testamentary
EIN
06-6023003
Phone
3365748675
Address
PO BOX 20124, GREENSBORO, NC 27420

Signing Officer

Name
Tyler B Richardson
Title
Trustee
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Piedmont Trust Company
Address
PO BOX 20124, GREENSBORO, NC 27420
Preparer
Kimberly Ruefenacht
Phone
3365748696
Raw XML Appendix299 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BANK FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990PFPART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOMELINE 2 CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS)MOORINGS CAPITAL LLC 56-2280118 NET SHORT TERM CAPITAL GAIN (LOSS) 490,727 NET LONG TERM CAPITAL GAIN (LOSS) 5,704,639 SECTION 1231 GAIN (LOSS) 7,231 SECTION 1256 GAIN (LOSS) (42,951) TOTAL CAPITAL GAIN NET INCOME (NET CAPITAL LOSS) $6,159,646
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FORM 990PFPART XI DISTRIBUTABLE AMOUNT STATEMENTLINE 6 DEDUCTION FROM DISTRIBUTABLE AMOUNTTHE TESTAMENTARY TRUST CREATED BY THE WILL OF MRS. GRACE JONES RICHARDSON DIRECTS THE TRUSTEES TO PAY OUT 25% OF THE TRUST NET INCOME. ON AUGUST 30, 1973, JUDGMENT WAS GIVEN BY THE SUPERIOR COURT OF FAIRFIELD COUNTY, CONNECTICUT, DIRECTING THE TRUSTEES TO CONTINUE TO BE BOUND BY THE PROVISION OF THE WILL. SINCE THE TRUST WAS ESTABLISHED PRIOR TO MAY 27, 1969 IT IS REQUIRED TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT AS DEFINED IN SECTION 4942(D) LESS THE AMOUNT OF THE INCOME REQUIRED TO BE ACCUMULATED UNDER THE TRUST INSTRUMENT. ((SECTION 101(1)(3) OF THE TAX REFORM ACT OF 1969 (PL 91-172) AND REG SECTION 53.4942(A)-(2)(E)(3)).STATEMENT OF DISTRIBUTABLE AMOUNT990PF PART I LINE 12 COLUMN (a) $6,073,391 LESS PASS THROUGH GRANTS RECEIVED (447,000) ___________TOTAL INCOME $5,626,391 LESS CURRENT YEAR TAX (129,528) LESS OTHER EXPENSES (207,534) ___________ NET INCOME $5,289,329MINIMUM INVESTMENT RETURN $5,703,887 LESS TAX FOR CURRENT YEAR (129,528) LESS 75% OF NET INCOME (3,966,997) ___________ TRUST DISTRIBUTABLE AMOUNT $1,607,362TRUST REQUIRED DISTRIBUTION $5,289,329 NET TRUST INCOME 25% ___________ REQUIRED DISTRIBUTION $1,322,332 PART XI LINE 6 DEDUCTION FROM DISTRIBUTABLE AMOUNTMINIMUM INVESTMENT RETURN $5,703,887 LESS TAX FOR CURRENT YEAR (129,528) LESS REQUIRED DISTRIBUTION (1,607,362) ___________ PART XI LINE 7 DEDUCTION $3,966,997
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0701 GREEN VALLEY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENSBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PIEDMONT TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03362745471
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01658600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST EACH ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 20124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Greensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027420
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01658600
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/AppliedToYear1Amt01425750
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt0392474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01607362
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01818224
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0392474
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0392474
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01607362
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01425750
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SMITH RICHARDSON FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0701 GREEN VALLEY SUITE 306
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENSBORO NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027420
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0447000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04946691
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCTG, CHARITABLE & GRANT ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER PORTFOLIO DEDUCTIONS MOORINGS K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0130500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18846
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11345335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18846
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21240
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MOORINGS CAPITAL LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4136
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05621301
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt041023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07888
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033135
TaxesSchedule/TaxesDetail/Amt0171977
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER B RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE JONES RICHARDSON TESTAMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST CO PIEDMONT TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0066023003
ReturnHeader/Filer/PhoneNum03365748675
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 20124
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027420
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200404082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIEDMONT TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027420
ReturnHeader/PreparerPersonGrp/PhoneNum03365748696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly Ruefenacht
ReturnHeader/ReturnTs02018-11-14T07:14:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,650,914
Liabilities
$0
Net assets
$43,650,914
Revenue
$6,073,391
Expenses
$2,038,111
Net income
$4,035,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$9.33$2.58$6.75
2023Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$8.54$2.88$5.66
2022Detailed filing. Detailed filing data is available for this year.$68.9$0.00$68.9$8.66$3.02$5.64
2021Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$8.95$2.63$6.32
2020Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$6.77$2.36$4.41
2019Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$6.59$2.03$4.55
2017Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$6.07$2.04$4.04
2016Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$5.33$1.98$3.34
2015Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$5.44$1.96$3.48
2014Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$5.40$1.99$3.41
2013Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$4.94$2.12$2.82
2012Summary only. Only limited summary data is available for this year.$49.6$0.00$4.54$1.96$2.57
2011Summary only. Only limited summary data is available for this year.$50.8$0.00$4.54$1.96$2.58