Civic Intelligence

Stiver Foundation Samuel Revits Et Al Trustees

990PF • Fiscal year 2018 • EIN 13-6076808

Dec 01, 2017 to Nov 30, 2018 • Filed on Sep 26, 2019

Organization Profile
PO Box 1531Fairview, NC 28730

(828) 628-9574

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

5th percentile

-32%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$640,860

Down $763,366 (-54%) from 2016

Net Assets

Down

$640,860

Down $740,626 (-54%) from 2016

Liabilities

Down

$0

Down $22,740 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin87th percentile

Revenue

Up

$17,549

Up $7,069 (+67%) from 2016

Expenses

Down

$10,619

Down $58,913 (-85%) from 2016

Net Income

Up

$6,930

Up $65,982 (+112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,776,042Liabilities 2010: $0Net Assets 2010: $1,776,0422010Assets 2011: $1,664,749Liabilities 2011: $02011Assets 2012: $1,620,452Liabilities 2012: $45,8832012Assets 2013: $1,579,763Liabilities 2013: $81,075Net Assets 2013: $1,498,6882013Assets 2014: $1,474,288Liabilities 2014: $71,467Net Assets 2014: $1,402,8212014Assets 2015: $1,444,280Liabilities 2015: $3,742Net Assets 2015: $1,440,5382015Assets 2016: $1,404,226Liabilities 2016: $22,740Net Assets 2016: $1,381,4862016Assets 2018: $640,860Liabilities 2018: $0Net Assets 2018: $640,8602018Assets 2019: $621,221Liabilities 2019: $0Net Assets 2019: $621,2212019Assets 2020: $607,443Liabilities 2020: $0Net Assets 2020: $607,4432020Assets 2021: $582,124Liabilities 2021: $0Net Assets 2021: $582,1242021Assets 2022: $600,365Liabilities 2022: $0Net Assets 2022: $600,3652022Assets 2023: $561,693Liabilities 2023: $0Net Assets 2023: $561,6932023Assets 2024: $524,131Liabilities 2024: $0Net Assets 2024: $524,1312024

Highlighted filing

2018

Assets$640,860
Liabilities$0
Net Assets$640,860
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $99,6602010Revenue 2011: $19,023Expenses 2011: $130,316Net Income 2011: -$111,2932011Revenue 2012: $21,927Expenses 2012: $112,107Net Income 2012: -$90,1802012Expenses 2013: $98,8502013Revenue 2014: $2,749Expenses 2014: $98,616Net Income 2014: -$95,8672014Revenue 2015: $123,774Expenses 2015: $86,057Net Income 2015: $37,7172015Revenue 2016: $10,480Expenses 2016: $69,532Net Income 2016: -$59,0522016Revenue 2018: $17,549Expenses 2018: $10,619Net Income 2018: $6,9302018Revenue 2019: $13,881Expenses 2019: $36,806Net Income 2019: -$22,9252019Revenue 2020: $10,748Expenses 2020: $45,825Net Income 2020: -$35,0772020Revenue 2021: $11,414Expenses 2021: $50,919Net Income 2021: -$39,5052021Revenue 2022: $6,468Expenses 2022: $50,814Net Income 2022: -$44,3462022Revenue 2023: $14,554Expenses 2023: $32,826Net Income 2023: -$18,2722023Revenue 2024: $11,883Expenses 2024: $52,089Net Income 2024: -$40,2062024

Highlighted filing

2018

Revenue$17,549
Expenses$10,619
Net Income$6,930
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Sep 26, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED L RUSH JRTrustee-$0--
MELISSA STATTON RUSHTrustee-$0--
JENNA-LEIGH HARRISONTrustee-$0--
MEREDITH RUSH BELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stiver Foundation
EIN
13-6076808
Phone
8286289574
Address
PO BOX 1531, FAIRVIEW, NC 28730

Signing Officer

Name
Jenna Harrison
Title
Special Fiduciary
Phone
8286289574
Signed
2019-09-26

Preparer

Firm
Le Blanc CPA Limited
Address
218 BROADWAY, ASHEVILLE, NC 28801
Preparer
Stuart Leblanc CPA
Phone
8282254940
Raw XML Appendix347 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0923758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01093325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01285762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01591050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.287411
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNA-LEIGH HARRISON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021 TINKLING SPRINGS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAIRVIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028730
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08286289574
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NAME/ADDRESS; FOUNDATION STATUS; PURPOSE OF CONTRIBUTION; AMOUNT;
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1REFERENCE THE STIVER FOUNDATION 13-6076806
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNA-LEIGH HARRISON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1JENNA LEIGH HARRISON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08286289574
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum18286289574
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt021 TINKLING SPRING LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt121 TINKLING SPRING LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FAIRVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1FAIRVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028730
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd128730
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PRIOR TO NOVEMBER 30
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/DistributableAsAdjustedAmt021326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054956
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BROOKS, PIERCE, MCLENDON, ET AL LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0344
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1212348
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2731250
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Stock Basis Adjustment
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Capital Loss on sale of investment asset
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Disallowed portion of investment cost basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MNGT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE/PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12912
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2402
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIMITED PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NET INSURANCE PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04154
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04154
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110113
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0170111
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital gains from publicly traded securities
TaxesSchedule/TaxesDetail/Amt01038
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA HARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SPECIAL FIDUCIARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08286289574
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STIVER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STIV
ReturnHeader/Filer/EIN0136076808
ReturnHeader/Filer/PhoneNum08286289574
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1531
ReturnHeader/Filer/USAddress/CityNm0FAIRVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028730
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId018B9F7E9D617AA0C02CECF63A5EDFF43EAC4ED27
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId018B9F7E9D617AA0C02CECF63A5EDFF43EAC4ED27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.95.243.170
ReturnHeader/FilingSecurityInformation/IPDt02019-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:43:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LE BLANC CPA LIMITED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028801
ReturnHeader/PreparerPersonGrp/PhoneNum08282254940
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEBLANC CPA
ReturnHeader/ReturnTs02019-09-27T06:43:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,860
Liabilities
$0
Net assets
$640,860
Revenue
$17,549
Expenses
$10,619
Net income
$6,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.01$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.01$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.38$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.07$1.40$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.08$1.50$0.10
2012Summary only. Only limited summary data is available for this year.$1.62$0.05$0.02$0.11$0.09
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$0.02$0.13$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10