Civic Intelligence

St. James Parish Foundation Inc.

990 • Fiscal year 2016 • EIN 20-0157482

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 07, 2017

Organization ProfileN/A
23 South Third StreetWilmington, NC 28401

(910) 763-1628

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2016 filings • NTEE X • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.00x

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

2016 filings • NTEE X • $1M-$5M nonprofits • Source year 2016

Net Margin

75th percentile

35%

Higher net margin than 75% of similar nonprofits.

2016 filings • NTEE X • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • NTEE X • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2016 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-65%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$2,624,103

Down $93,608 (-3.4%) from 2015

Net Assets

Down

$2,624,103

Down $93,608 (-3.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin75th percentile

Revenue

Down

$76,850

Down $142,248 (-65%) from 2015

Expenses

Down

$49,853

Down $37,440 (-43%) from 2015

Net Income

Down

$26,997

Down $104,808 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,185,398Liabilities 2011: $0Net Assets 2011: $2,185,3982011Assets 2012: $2,246,088Liabilities 2012: $0Net Assets 2012: $2,246,0882012Assets 2013: $2,543,318Liabilities 2013: $0Net Assets 2013: $2,543,3182013Assets 2014: $2,585,906Liabilities 2014: $0Net Assets 2014: $2,585,9062014Assets 2015: $2,717,711Liabilities 2015: $0Net Assets 2015: $2,717,7112015Assets 2016: $2,624,103Liabilities 2016: $0Net Assets 2016: $2,624,1032016Assets 2017: $3,065,178Liabilities 2017: $0Net Assets 2017: $3,065,1782017Assets 2018: $2,871,131Liabilities 2018: $0Net Assets 2018: $2,871,1312018Assets 2019: $3,313,152Liabilities 2019: $0Net Assets 2019: $3,313,1522019Assets 2020: $3,754,985Liabilities 2020: $0Net Assets 2020: $3,754,9852020Assets 2021: $4,289,488Liabilities 2021: $0Net Assets 2021: $4,289,4882021Assets 2022: $3,685,411Liabilities 2022: $0Net Assets 2022: $3,685,4112022Assets 2023: $4,271,066Liabilities 2023: $0Net Assets 2023: $4,271,0662023Assets 2024: $4,722,266Liabilities 2024: $0Net Assets 2024: $4,722,2662024

Highlighted filing

2016

Assets$2,624,103
Liabilities$0
Net Assets$2,624,103
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$200K$0-$200KExpenses 2011: $23,1772011Expenses 2012: $181,2942012Revenue 2013: $385,956Expenses 2013: $88,726Net Income 2013: $297,2302013Revenue 2014: $147,827Expenses 2014: $105,239Net Income 2014: $42,5882014Revenue 2015: $219,098Expenses 2015: $87,293Net Income 2015: $131,8052015Revenue 2016: $76,850Expenses 2016: $49,853Net Income 2016: $26,9972016Revenue 2017: $120,119Expenses 2017: $5,418Net Income 2017: $114,7012017Revenue 2018: $149,220Expenses 2018: $78,502Net Income 2018: $70,7182018Revenue 2019: $112,830Expenses 2019: $153,133Net Income 2019: -$40,3032019Revenue 2020: $282,928Expenses 2020: $124,948Net Income 2020: $157,9802020Revenue 2021: $218,149Expenses 2021: $65,718Net Income 2021: $152,4312021Revenue 2022: $220,715Expenses 2022: $66,719Net Income 2022: $153,9962022Revenue 2023: $200,733Expenses 2023: $79,693Net Income 2023: $121,0402023Revenue 2024: $232,775Expenses 2024: $90,890Net Income 2024: $141,8852024

Highlighted filing

2016

Revenue$76,850
Expenses$49,853
Net Income$26,997
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 7, 2017
Return Version
2016v3.0
Gross Receipts
$322,745
Mission and Program Overview

Mission

To support St. James Parish Church, an episcopal church located in Wilmington, NC.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,414,927$2,586,941▲ $172,014
Cash and Non-Interest-Bearing Accounts$302,399$37,162▼ $265,237
Accounts Receivable$385$0▼ $385
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,717,711$2,624,103▼ $93,608
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,717,711$2,624,103▼ $93,608
Total Net Assets Fund Balance$2,717,711$2,624,103▼ $93,608
Total Liabilities and Net Assets / Fund Balance$2,717,711$2,624,103▼ $93,608
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lee WilliamsPresident
Ned MurchisonVice President
Allen TraskDirector
Bruce ChappellDirector
David MannDirector
George RountreeDirector
Jane TatumDirector
John SloanDirector
Michael Brown IIIDirector
Sarah MathenyDirector
Patricia JenkinsSecretary
Connor KellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,624
Program Service Revenue
$0
Investment Income
$55,226
Other Revenue
$0
All Other Contributions
$21,624
Change in Net Assets
$26,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,000
Other Expenses$5,853
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,000--$44,000
Fees for Services Accounting-$3,290-$3,290
Fees for Service Investment Mgmnt Fees-$2,563-$2,563
Total Functional Expenses$44,000$5,853$0$49,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St James Parish ChurchWilmington, NC501(c)(3)Operating support$44,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“An independent CPA is hired to prepare Form 990. It is reviewed by the treasurer prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Periodically, directors are reminded of their duty to immediately disclose potential conflicts.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Form 990 is available at www.guidestar.org and also upon request from the organization.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available for review upon written request of the board of directors.”

Filing and Contact Details

Filer

Filer Name
St James Parish Foundation Inc
EIN
20-0157482
Phone
9107631628
Address
23 South Third Street, Wilmington, NC 28401

Signing Officer

Name
Connor Keller
Title
Treasurer
Signed
2017-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Williams
Formed
2002
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Bearmancpa Pllc
Address
124 Cavalier Dr, WILMINGTON, NC 28403-2547
Preparer
Nigel Bearman
Phone
9105080630
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Current Year Fair Market Value Adjustment = $99546”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior Year Fair Market Value Adjustment = -$220151”

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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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IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lee Williams
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt021325
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt075000
IRS990/PYInvestmentIncomeAmt0197773
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012293
IRS990/PYRevenuesLessExpensesAmt0131805
IRS990/PYTotalExpensesAmt087293
IRS990/PYTotalRevenueAmt0219098
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt026997
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560223230
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt044000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St James Parish
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt044000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt044000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operating support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St James Parish Church
IRS990ScheduleI/RecipientTable/RecipientEIN0560223230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt023 South Third Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Wilmington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation serves as a 509(A)(3) supporting organization to St. James Parish, an episcopal church. Annual distributions from the foundation are provided to the church as operating support.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An independent CPA is hired to prepare Form 990. It is reviewed by the treasurer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Periodically, directors are reminded of their duty to immediately disclose potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is available at www.guidestar.org and also upon request from the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available for review upon written request of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Current Year Fair Market Value Adjustment = $99546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prior Year Fair Market Value Adjustment = -$220151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02717711
IRS990/TotalAssetsEOYAmt02624103
IRS990/TotalAssetsGrp/BOYAmt02717711
IRS990/TotalAssetsGrp/EOYAmt02624103
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021624
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044000
IRS990/TotalFunctionalExpensesGrp/TotalAmt049853
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02717711
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02624103
IRS990/TotalProgramServiceExpensesAmt044000
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,624,103
Liabilities
$0
Net assets
$2,624,103
Revenue
$76,850
Expenses
$49,853
Net income
$26,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.23$0.09$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.20$0.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.22$0.07$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.22$0.07$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.28$0.12$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.11$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12$0.01$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.22$0.09$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.15$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.39$0.09$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.02
Peer Organizations

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