Civic Intelligence

St. Lloyd Presbyterian Cemetery Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-1807727

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
500 West 5th Street Suite 202WinstonSalem, NC 27101

(336) 909-0515

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

14th percentile

-130%

Higher net margin than 14% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

-0.2%

Faster asset growth than 50% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-84%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$4,426,152

Down $8,472 (-0.2%) from 2017

Net Assets

Down

$4,426,152

Down $8,472 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Down

$6,507

Down $35,073 (-84%) from 2017

Expenses

Down

$14,979

Down $6,970 (-32%) from 2017

Net Income

Down

-$8,472

Down $28,103 (-143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,386,413Liabilities 2011: $02011Assets 2012: $4,453,107Liabilities 2012: $0Net Assets 2012: $4,453,1072012Assets 2013: $4,428,812Liabilities 2013: $0Net Assets 2013: $4,428,8122013Assets 2014: $4,427,435Liabilities 2014: $0Net Assets 2014: $4,427,4352014Assets 2015: $4,416,416Liabilities 2015: $0Net Assets 2015: $4,416,4162015Assets 2016: $4,414,993Liabilities 2016: $0Net Assets 2016: $4,414,9932016Assets 2017: $4,434,624Liabilities 2017: $0Net Assets 2017: $4,434,6242017Assets 2018: $4,426,152Liabilities 2018: $0Net Assets 2018: $4,426,1522018Assets 2019: $4,411,497Liabilities 2019: $0Net Assets 2019: $4,411,4972019Assets 2020: $4,419,008Liabilities 2020: $0Net Assets 2020: $4,419,0082020Assets 2021: $4,591,114Liabilities 2021: $0Net Assets 2021: $4,591,1142021Assets 2022: $4,554,867Liabilities 2022: $0Net Assets 2022: $4,554,8672022Assets 2023: $4,532,817Liabilities 2023: $0Net Assets 2023: $4,532,8172023Assets 2024: $4,001,474Liabilities 2024: $0Net Assets 2024: $4,001,4742024

Highlighted filing

2018

Assets$4,426,152
Liabilities$0
Net Assets$4,426,152
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $5,880Expenses 2011: $5,667Net Income 2011: $2132011Expenses 2012: $17,0472012Revenue 2013: $4,724Expenses 2013: $29,009Net Income 2013: -$24,2852013Revenue 2014: $11,825Expenses 2014: $13,110Net Income 2014: -$1,2852014Revenue 2015: $6,903Expenses 2015: $17,850Net Income 2015: -$10,9472015Revenue 2016: $10,907Expenses 2016: $12,330Net Income 2016: -$1,4232016Revenue 2017: $41,580Expenses 2017: $21,949Net Income 2017: $19,6312017Revenue 2018: $6,507Expenses 2018: $14,979Net Income 2018: -$8,4722018Revenue 2019: $2,892Expenses 2019: $17,547Net Income 2019: -$14,6552019Revenue 2020: $20,557Expenses 2020: $13,046Net Income 2020: $7,5112020Revenue 2021: $183,247Expenses 2021: $11,141Net Income 2021: $172,1062021Revenue 2022: $5,976Expenses 2022: $34,769Net Income 2022: -$28,7932022Revenue 2023: $13,359Expenses 2023: $36,421Net Income 2023: -$23,0622023Revenue 2024: $1,688Expenses 2024: $535,439Net Income 2024: -$533,7512024

Highlighted filing

2018

Revenue$6,507
Expenses$14,979
Net Income-$8,472
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W CLAY GRUBBDirector, President-$0--
GEORGE T GRUBBDirector, VP-$0--
R GORDON GRUBBDirector, VP-$0--
STEPHANIE WESTExecutive Director,Sec.& Trea.-$0--
Filing and Contact Details

Filer

Filer Name
Grubb Preservation FOUNDATION
EIN
20-1807727
In Care Of
% STEPHANIE WEST
Phone
3369090515
Address
500 West 5th Street Suite 202, WinstonSalem, NC 27101

Signing Officer

Name
W Clay Grubb
Title
President
Phone
7043725616
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211
Preparer
Julia M Paxton
Phone
7043641829
Raw XML Appendix320 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR,SEC.& TREA.
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHANIE WEST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03369090515
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COST INCURRED TO MAINTAIN THE UNDEVELOPED LAND THAT THE ORGANIZATION IS HOLDING FOR CHARITABLE PURPOSES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt014345
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014344
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MORRISON MASTER CONDOMINIUM ASSOC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0121 WEST TRADE ST STE 2500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05864
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER NETWORK SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LANDSCAPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11464
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2716
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35631
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41205
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2776
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41205
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME FROM PASS THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt043
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02397
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0203
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W CLAY GRUBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043725616
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Grubb Preservation FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRUB
ReturnHeader/Filer/EIN0201807727
ReturnHeader/Filer/InCareOfNm0% STEPHANIE WEST
ReturnHeader/Filer/PhoneNum03369090515
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 West 5th Street Suite 202
ReturnHeader/Filer/USAddress/CityNm0WinstonSalem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04E9DC2BF0B5C21125832D5A378A92E5E633C7EC3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01933B2ECFF0766DF9E06625E843832BA4126FC0A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056590920193175000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.95.242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA M PAXTON
ReturnHeader/ReturnTs02019-11-13T07:43:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,426,152
Liabilities
$0
Net assets
$4,426,152
Revenue
$6,507
Expenses
$14,979
Net income
-$8,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.00$0.54$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.01$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.01$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.18$0.01$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.00$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.01$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.04$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.00$0.03$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.02
2011Summary only. Only limited summary data is available for this year.$4.39$0.00$0.01$0.01$0.00